Service Management in a Box

Streamline service management business made easy 

Do you need to efficiently run your professional services business?  
Our Service Management in a Box offer is built for you

 We deliver  

 Business growth best practices
 CRM best practice
 Ready to deploy growth solution
 Efficient yet Flexible Implementation schedule

Your business gets the benefit

 Increase customer reach 
 Increase lead to sales conversion rate
 Get deep insights into prospects
 Close more deals faster 
 Increase your sales volume
 Turn your customer into a promoter

 Automate repetitive tasks
Odoo CRM

Customer Relationship Management

 Sales Team Management  

 Lead Management   
 Sales Pipeline   
 Sales scripts and activity planning   
 Manage lost opportunities  
 Realtime dashboard  

 

Sales Management

 Sales Quotation  
 Sales Order  
 Flexible Pricing & Discounts 
 Coupons & Promotions
 Quotation Templates
 Contract Management
 Customer Portal

 Invoicing 


Odoo Sales
Odoo Project Management

Project Management

 Project/Task/Subtasks
 Project Stages
 Planned hours
 Resource forecasting
 Deadline track on the calendar view
 Reports and analysis
 Team discussion and document sharing

Time Sheet

 Team progress tracking
 Billable time
 Invoice timesheets to customer
Odoo Time Sheet
Odoo Invoicing

Invoicing

 Customer invoices
 Payments
 Sales receipt
 Vendor bill  
 Payment follow-up
 Batch deposit