Discovery

The process starts with a discovery conversation.

We learn about your business, your services, your current tools, your team, and the type of support you need. This is where we identify whether your biggest need is lead management, admin support, Odoo setup, customer communication, project coordination, marketing, or a combination of services.

Workflow Review

Next, we look at the actual workflow behind your business.

This means looking at how leads come in, how customers are handled, how quotes or proposals are prepared, how follow-ups happen, how tasks are assigned, and how work moves from first contact to completion.

This step helps us see where your workflow is clear, where it is messy, and where SupportCrewe can help.

Service Match

After reviewing your workflow, we match your business to the right support.

Some clients need one focused service, like lead management or marketing support. Others need a more connected support system with Odoo setup, CRM tracking, admin support, customer communication, and project coordination working together.

[Explore Our Services]

System Setup

Once the support plan is confirmed, we begin setting up the systems needed to manage the work.

For many clients, this includes Odoo. We may set up CRM stages, website forms, quote workflows, project tasks, document folders, internal knowledge base pages, reminders, templates, automations, and user access.

[Explore Odoo Setup]

Onboarding

Before active support begins, we collect the information and access needed to work properly.

This may include your business details, service list, team contacts, lead sources, website access, current software, branding assets, communication preferences, service areas, documents, and workflow instructions.

Onboarding helps prevent confusion later. It gives the SupportCrewe team the information needed to support your business accurately from the start.

[View Onboarding Process]

Team Assignment

Once onboarding is complete, we assign support based on the services your business needs.

One client may need help with customer messages and CRM updates. Another may need project coordination, Odoo support, or marketing content. Another may need admin workflows and human-managed AI support.

The important part is that each workflow has ownership. We define what SupportCrewe handles, what your team still approves, and how tasks move from one step to the next.

Go-Live

After setup and onboarding, your support workflow goes live.

This is where SupportCrewe begins helping with the agreed daily work. Depending on your service plan, that may include responding to leads, updating CRM records, preparing follow-ups, organizing quote details, tracking customer communication, setting reminders, coordinating job updates, managing documents, supporting marketing tasks, or maintaining Odoo workflows.

Review and Improve

Your first workflow does not have to be the final version.

As your business uses the system, we review what is working and what needs to be improved. We may adjust CRM stages, improve forms, update message templates, refine task assignments, change automations, clean up Odoo workflows, or add support where the business has grown.

SupportCrewe is built to help your business improve over time, not just complete a one-time setup.