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Connecting leads, CRM activity, and project delivery without forcing every business process into a single platform.
The Challenge
A professional consultancy needed greater visibility across the client journey—from the first inquiry through project delivery and ongoing client activity. Odoo provided a strong foundation for CRM and business management, but the consultancy’s processes extended beyond the standard platform. Leads originated from multiple sources. Project work and client activity happened across different systems. Project progress needed to remain visible, and key information needed to flow back into the central business environment without creating additional administrative work for the team. The objective wasn’t to force every business process into an out-of-the-box ERP workflow. It was to make Odoo part of a broader, connected business environment.
Our Approach
26 Pins configured and extended Odoo around the consultancy’s actual processes, using custom integrations and workflow automation to connect Odoo with the systems where client and project activity occurs. The solution included capabilities to:
Solution Detail
One of the most important objectives was connecting what happens before the sale with what happens after it.
A traditional CRM can show that an opportunity was won. But for a consultancy, that’s only the beginning. Management also needs to understand:
By connecting external applications and project activity with Odoo, the CRM becomes more than a database of contacts and opportunities. It becomes part of the operational lifecycle of the client.
Solution Detail
A CRM is only valuable when the information inside it is complete and current.
Requiring consultants or administrative staff to manually recreate information already captured elsewhere introduces unnecessary work and increases the likelihood that records will be incomplete.
Custom integrations allow lead information captured through websites and other systems to flow into Odoo automatically. From there, leads can enter defined workflows for qualification, follow-up, opportunity management, and conversion.
This provides the consultancy with a clearer view of its pipeline while reducing the administrative effort required to maintain it.
Solution Detail
Winning work and delivering work shouldn’t exist in two completely separate worlds.
By connecting project activity with Odoo, important progress information can be captured as work moves forward.
This gives management a clearer view of what’s happening across the consultancy without requiring every operational activity to take place inside the ERP.
Instead of relying on disconnected updates, spreadsheets, or individual knowledge, leadership can gain greater visibility across the path from pipeline to clients, projects, and delivery.
Solution Detail
Not every business process belongs inside an ERP.
Specialized applications may already provide the best environment for development, project execution, customer interaction, or other operational activities. Rather than rebuilding those capabilities unnecessarily, 26 Pins integrates them with Odoo.
Information can move between platforms while each system continues performing the function it was designed to handle.
This creates a more flexible architecture and reduces the need for employees to duplicate work simply to keep the ERP current.
The technology adapts to the business—not the other way around.
The Outcome
The consultancy gains a more connected view of leads, opportunities, clients, and project activity.
Information captured in one system can become available where it’s needed elsewhere, reducing manual data entry and helping maintain more complete business records.
Sales activity is more closely connected with project delivery, giving management better visibility from the initial inquiry through active client work.
At the same time, employees can continue using specialized tools that support how they actually work.
The Bigger Impact
ERP implementation shouldn’t simply be about installing software. And successful integration shouldn’t mean forcing every business activity into a single platform.
The objective is to create a connected operational environment where information follows the business process.
26 Pins combines Odoo configuration, custom development, API integration, workflow automation, and business process strategy to extend ERP beyond its standard boundaries and create a platform that supports the complete client lifecycle.
From first inquiry to project delivery, the business gains a clearer picture of what’s happening—and what needs to happen next.
Project Details
Client
Professional consultancy
Industry
Professional Consultancy
Platform
Odoo
Services
Technologies
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