CRM & HR management systems

CRM: keep every lead moving

Without a CRM, leads live in personal phones and notebooks, and nobody knows which enquiries were followed up. A CRM puts every lead in one pipeline with an owner, a next step and a value.

• Capture leads from the website, email, phone and social channels
• Pipeline stages that match how your team actually sells
• Reminders and scheduled follow-ups
• Quotations created from the opportunity
• Sales targets and performance reports
• Customer history across sales, invoices and support

HR: one record for every employee

HR software replaces scattered files with a single employee record that feeds everything else.

• Employee profiles, contracts and documents
• Attendance from biometric devices
• Leave requests and approvals
• Payroll with allowances, deductions, overtime and loans
• Expense claims
• Recruitment and appraisals

Odoo or custom

Odoo CRM and Odoo HR cover these needs well for most companies and connect directly to sales, accounting and inventory. Where your sales process or pay structure is unusual, we extend Odoo or build a custom application.

Adoption is the real project

A CRM only works if salespeople use it. We keep data entry short, set up mobile access and build the reports managers need so that using the system becomes part of the routine.