📄 Odoo CRM Setup & Automation Scope of Work
Sign in

Odoo CRM Setup & Automation Scope of Work

Project Overview

We require a complete Odoo CRM setup and automation to enhance lead management, streamline follow-ups, and improve customer interactions. The CRM should include predefined email, SMS, and call scripts, structured pipeline stages, categorized tags, lost reasons for tracking lead drop-offs, and an integrated funnel page to qualify leads before scheduling consultations.

Scope of Work

1. CRM Setup & Pipeline Management

  • Configure Odoo CRM to manage and track leads, consultations, and client onboarding.

  • Implement the following Pipeline Stages:

    • New Lead – Initial contact with potential clients.
    • Qualified Lead – Lead meets basic qualification criteria.
    • Consultation Scheduled – Client has booked a consultation.
    • Proposal Sent – Awaiting contract signature and payment.
    • Onboarding – Signed and paid, starting onboarding process.
    • Active Client – Fully onboarded and engaged in services.
  • Automate task reminders and follow-ups at each stage.

2. Lead & Customer Segmentation

  • Implement Tags to categorize and segment leads efficiently:

    • Source Tags: Website, Social Media, Referral, Email Campaign, Direct Call.
    • Service Interest Tags: Admin Support, Digital Marketing, Customer Service, Project Management.
    • Revenue & Volume Tags: High, Medium, Low.
  • Automate the tagging process based on lead interactions and responses.

3. Automated Workflows & Activity Types

  • Set up Activity Types with predefined scripts for:

    • Emails, SMS, and calls for lead outreach and follow-ups.
    • Automated reminders for scheduled consultations and follow-ups.
    • Automatic status updates based on lead responses.

  • Implement Lost Reasons to track leads that do not convert, including:

    • No Response
    • Consultation No-Show
    • Proposal Unsigned
    • Payment Not Received
    • Pricing Concerns

4. Consultation Funnel Page

  • Develop a funnel page that:

    • Guides leads through a qualification process before booking a consultation.
    • Captures responses and assigns appropriate tags automatically.
    • Prevents unqualified leads from scheduling appointments.
  • Integrate this funnel page with Odoo CRM & Calendar for seamless scheduling.

5. Email & SMS Automation

  • Implement automated sequences for:

    • New lead acknowledgment and welcome messages.
    • Consultation reminders and confirmations.
    • Proposal follow-ups and reminders.
    • Onboarding instructions and engagement sequences.
  • Personalize content dynamically based on the lead’s pipeline stage and tags.

6. Dashboard & Reporting

  • Design a custom dashboard in Odoo to track:

    • Lead conversion rates.
    • Lost reason analytics.
    • Pipeline performance and activity trends.
  • Automate weekly reports for insight-driven decision-making.

Deliverables

  • Fully configured Odoo CRM with complete automation.
  • Integrated funnel page for lead qualification and scheduling.
  • Preloaded email, SMS, and call scripts for consistency.
  • Automated workflows for follow-ups, onboarding, and lead nurturing.
  • Comprehensive documentation for managing workflows and processes.

Additional Information

All necessary details, including pipeline structures, tags, lost reasons, scripts, and workflows, are available in the Odoo Knowledge Base. The freelancer will be given access to review and implement accordingly.

This scope of work ensures a well-defined CRM setup that enhances efficiency, automates repetitive tasks, and improves lead conversion.

For any questions or clarifications, please reach out before initiating the project.