Order to cash
Odoo's processes for service companies
From the first opportunity to the final report: your entire business in one system, in five simple steps.
Effective Sales
Win the opportunity!
In Odoo's CRM, your sales team centrally tracks and develops their opportunities until (in the best case scenario) they are won. From an opportunity, quotes are developed and your customer accepts and signs online. Let's continue with your newest Sales Order!
Effective execution
Manage Sales Orders
From the confirmed Sales Order, your project and the according tasks are automatically generated. This means that your operations team will now be able to start their work.
Execution
Doing the work
Your operations team can now post their timesheet entries directly against the tasks with their budget which resulted from the Sales Order.
Money
Time for an invoice
The invoice can now directly be generated from the Sales Order. Easy, transparent and automated process.
Facts
Track the process
Use Odoo's built in Business Intelligence, based on easily editable excel-like sheets which are updated in real time.
You can now track all the projects and tasks in an easy overview. Clicking the items directly takes you to the correct records.
Many more – what we haven't mentioned
There are even more interesting operations related features:
Invoice based on fix prices, milestone achievement or timesheets.
Recurring invoices based on subscriptions.
Customer portal to include customers in projects and have them see all their invoices, quotes etc. Of course, you choose what you share.
Divide your business into business units with their own analytical accounts.
See your progress coming into your P&L and balance sheets with the accounting app.