Operating solutions
Sales & CRM Management
From opportunity to cash in one flow: price lists, credit limits, commissions and clear follow-up.
01The problem
Different prices per sales rep, discounts with no approval, customers over their credit limit, and opportunities nobody follows up.
02The value you get
- Central price lists by customer, quantity and branch.
- Discount authority, approvals and credit limits enforced automatically.
- Pipeline and collection visibility per sales rep.
03What you receive
- 01Pipeline stages and qualification rules
- 02Price lists and promotions
- 03Credit policy and approvals
- 04Commission rules
- 05Sales and collections dashboard
04Who it's for
Field and B2B sales teams at distributors and manufacturers.
05How we deliver it
We connect sales to stock and finance from the start, so reps see real availability and the customer's balance before quoting.
Usually next
Customer self-ordering portal and WhatsApp Business integration.
Frequently asked questions
Does it support van sales?
Yes, using a warehouse per vehicle and POS or the mobile sales app, with daily load and unload transfers. We define the right setup during the Diagnostic.
Related solutions
Inventory & Warehouse Management
Stock that matches the shelf, documented branch transfers, and purchasing driven by reorder rules.
DetailsProcess & Workflow Automation
We turn approvals, reminders, reports and repetitive tasks into workflows that run by themselves inside Odoo and across your systems, with a full audit trail.
DetailsIntegrations & APIs
We connect Odoo to your store, payment gateways, carriers, banks and other systems through documented, monitored APIs, so data moves with no double entry.
Details
Next step
Have a question? The smart assistant in the corner answers now.
It answers instantly about our services, integrations and indicative pricing. When you're ready, our team is on WhatsApp or the contact form for a free discovery call.