Sales and CRM
Manage leads, quotations, orders, customer activity and follow-up in an agreed sales process. We help define stages, responsibilities and the information your team needs before work is handed over.
Synovate helps growing businesses plan, implement and improve Odoo ERP systems that connect sales, finance, inventory, operations and customer service.
Discuss your Odoo requirements
Odoo can bring core processes into one connected ERP platform. The right outcome depends on more than selecting apps: it requires clear workflows, reliable data, practical ownership and a rollout your team can adopt.
Our Odoo implementation services help you move from scattered spreadsheets or disconnected systems to a solution designed around real day-to-day work. We review what standard Odoo can support, where integration is needed and when targeted customization earns its place.
Odoo brings business apps together around shared customer, product, supplier and financial records. That can reduce duplicate entry and make handoffs easier to follow when sales, operations and finance need the same current information.
Manage leads, quotations, orders, customer activity and follow-up in an agreed sales process. We help define stages, responsibilities and the information your team needs before work is handed over.
Bring supplier records, purchasing approvals, receipts, stock movement and replenishment decisions into clearer operational workflows.
Assess bills of materials, routings, work orders, production planning, quality steps and inventory consumption against the reality of your shop floor.
Connect commercial and operational activity to financial processes, then define reports around the decisions leaders need to make. Local accounting and compliance requirements are reviewed as part of discovery.
Coordinate tasks, timesheets, service delivery, project profitability and customer communication where these workflows form part of your operating model.
Assess how customer-facing channels should connect to products, prices, orders and stock. Each connection is scoped around data ownership and exception handling.
Map your current processes, priorities, users and system dependencies. We define a focused implementation scope, phased roadmap and practical success measures before configuration begins.
Configure agreed workflows across CRM, sales, purchasing, inventory, accounting, manufacturing, projects or services. We document roles, approvals and operating routines for the people who use them.
Prepare, map and validate customers, suppliers, products, balances and agreed historical data. Rehearsed imports and reconciliation checks reduce avoidable risk before launch.
Assess the need for custom fields, reports, automations or modules against the business value. We use customization purposefully, so your Odoo environment remains understandable and maintainable.
Connect Odoo to web applications, ecommerce, payment systems, mobile tools or specialist software. We define data ownership, security, synchronization and exception handling for each connection.
Test real scenarios with your team, provide role-based training and support the transition to live operation. Post-launch reviews help prioritize the next useful improvement.
Assess Odoo for production planning, bills of materials, purchasing, inventory and traceability.
Odoo for manufacturing ↗Connect orders, stock, purchasing and customer information across sales channels and locations.
Odoo for retail & distribution ↗Improve visibility across receiving, warehouse movement, purchasing and dispatch handoffs.
Odoo for logistics ↗There is no single best ERP for every organization. Odoo is often a strong choice for businesses that want connected applications, a phased rollout and an implementation that balances standard capability with carefully controlled extensions.
Odoo covers areas such as CRM, sales, accounting, inventory, manufacturing, projects, ecommerce and point of sale in one broader app ecosystem. This can suit a business that wants fewer disconnected systems to reconcile.
You can begin with the workflow creating the biggest constraint—such as sales, inventory or purchasing—then add capability once users, data and operating routines are ready.
Odoo can be configured around many agreed processes. We start with standard capabilities and use integrations or custom development only when they solve a clear, valuable requirement.
When a specific portal, mobile workflow, automation or third-party connection is needed, Odoo can form the core business record while the additional experience is built around it.
The best choice still depends on your industry, regulatory obligations, existing systems, internal skills, budget and implementation readiness. Discovery gives you a reasoned recommendation rather than a platform-first answer.
Odoo implementation cost depends on the scope of business processes, number of users, data readiness, integrations, training and the amount of customization required. A meaningful estimate starts after discovery, when we can separate essential work from optional enhancements and recommend sensible delivery phases.
We will discuss the expected work, assumptions and trade-offs openly, so you can decide where to begin and what to defer.
Request an Odoo discovery conversation ↗ERP selection should be based on fit, not a feature checklist alone. The comparisons below frame the questions we would explore in a discovery session.
Both Odoo and ERPNext are business management platforms that can cover operational and financial workflows. ERPNext is built on the Frappe framework and includes modules for areas such as inventory, finances, projects and customer management. Odoo offers a broad, integrated suite of business apps and an app marketplace that includes CRM, ecommerce, accounting, inventory, point of sale and project management.
You want a wide range of connected business and customer-facing applications, a phased app rollout, or a solution that combines standard ERP processes with selective custom applications and integrations.
Your team is already invested in the Frappe ecosystem, your requirements align closely with its standard capabilities, and its implementation and support model suits your internal technical approach.
SAP Business One is an integrated ERP solution designed for small and midsize businesses, with modules for finance, sales, purchasing, inventory, operations and related functions. Odoo also supports an integrated business-app approach, with the flexibility to introduce customer-facing and operational apps in phases.
You want one adaptable environment for ERP, ecommerce, CRM, field or portal experiences, and business process automation, with a phased scope that can evolve as priorities change.
You already operate in an SAP environment, have specific SAP ecosystem requirements, or need an implementation model and local extensions that align more closely with your finance, governance or group-company needs.
These are fit considerations, not promises or a substitute for a detailed requirements review. Product capabilities, editions, localizations, licensing and third-party extensions should be confirmed for your specific project.
Yes. We can review an existing setup, identify workflow, data, reporting or integration issues, and propose a practical improvement plan. The first step is understanding what your team needs to work better.
Not automatically. We begin with the standard capabilities and agreed processes. Customization is considered when it supports an important requirement that configuration or a suitable integration cannot address.
Timing depends on the scope, data condition, decisions, integrations and team availability. A phased implementation can deliver a focused workflow first, then add capability when the business is ready.
We choose the first phase by looking at the business problem and dependencies. Common starting points include CRM, sales, inventory, purchasing, accounting, manufacturing, projects or services.