#crm

2 articles tagged crm.

28 Jul 20266 min read

Lead scoring in Odoo CRM: routing the hot ones before they cool

Every form submission is not equal. Scoring rules on source, behaviour and firmographics that push the right leads to the right salesperson while they're still warm.

odoocrmautomation

19 Jul 20266 min read

Migrating from Teamleader or Exact to Odoo: the data playbook

Contacts, deals, invoices, historical documents — the export/transform/import pipeline we run when a company outgrows its starter tools, and the data you should deliberately leave behind.

odoodata-migrationcrmaccounting