[Demo] CRM

[Demo] FinanceHub SA

Odoo Online for a modern financial services firm.

FinanceHub wanted a cloud-based CRM and accounting solution with no IT overhead.

Challenge

Legacy CRM disconnected from accounting — lost opportunities and billing delays.

Deployed solution

Odoo Online with CRM and Accounting, fully integrated with automated invoice generation on deal close.

Results

30% increase in deal close rate. Invoicing time cut from 5 days to same-day.

Conclusion

FinanceHub now runs their entire commercial and financial operation on Odoo Online. The project was completed in under four months and delivered an immediate impact on both revenue velocity and billing efficiency.

Project Stages

2024-01-15

Discovery Workshop

Sales and finance process analysis. CRM requirements gathered from all sales managers.

2024-02-15

Design & Prototype

Pipeline stages, automation rules and invoice templates designed and validated.

2024-03-15

Configuration

Odoo Online instance configured. CRM pipelines, email sequences and accounting chart set up.

2024-05-01

Training

Full-day training sessions for sales team and finance department.

2024-06-15

Go-live

Smooth go-live with live data migration from legacy CRM completed overnight.

"We finally have a CRM that talks to our accounting. Game changer."

COO, FinanceHub SA