+12% target
Renewals you defend before they lapse
Renewals and expansions surface ahead of time, turning your existing base into predictable, defended revenue.
Customer Relationship Management
CRM that your reps actually use — and your numbers come from
We design, implement and optimise CRM on both Odoo and Microsoft Dynamics 365 — then help you choose the right one for your size, budget and pipeline complexity. AI-enabled delivery, remote-first, with you long after go-live.
The status quo
A CRM your reps fight is worse than no CRM at all
Most growth-stage teams don't have a CRM problem — they have a trust-and-adoption problem dressed up as one. Here's where it actually costs you.
Forecasts nobody trusts
Stage definitions drift, close dates slip silently, and the number in the board deck gets argued over instead of acted on. You're managing the spreadsheet, not the pipeline.
Reps treat it as admin, not advantage
Data entry happens after the deal is won — or never. The CRM becomes a reporting tax your best sellers route around, so the picture is always partial and always late.
Customer history is scattered
Quotes in email, service issues in a shared inbox, renewals in someone's calendar. No single view of the relationship means dropped follow-ups, missed expansions and churn you only see after it happens.
AI switched on, never operationalised
Lead scoring and smart drafting ship in the box, but nobody has wired them into how the team actually sells. The features exist; the outcome doesn't.
CRM CAPABILITIES
Everything a modern revenue motion needs — wired to outcomes
From first marketing touch to renewal, one record your reps actually use — and the number leadership can act on.
To doBilling query · AcmeNew · SLA 4hIn progressIntegration fault · VertexIn progress · P1DoneOnboarding question · LumenIn progress
Cases routed, resolved, visible
Tickets, SLAs and knowledge sit on one board so support issues get routed, resolved and visible to the whole account team.
Score 142 new leads by fit + intentRankedDraft follow-up to Northwind (review)Awaiting approvalRoute 9 inbound to owners by territoryDone
AI that scores and drafts — you approve
Copilot prioritises the leads worth chasing and drafts the follow-ups for human review, so reps spend time selling, not typing.
ProposalQuoteApprovalOrder
Quote-to-order in one flow
Proposals, quotes and orders live in one connected flow, ending the copy-paste between CRM, email and finance.
Marketing captured100Qualified (MQL → SQL)64Proposal sent38Commit · weighted22Closed won14
Pipeline that forecasts itself
Marketing-sourced leads enter with context intact and move through weighted stages, so the number in the deck is the number you can act on.
What good looks like
A revenue engine your numbers come from, not get cleaned up in
Representative results from focused CRM rollouts. We frame these as targets and typical ranges — your scope, data and adoption set the real curve.
First credible outcome
- 8wks
- To first working pipeline
- Representative time-to-first-value for a focused sales-pipeline rollout on a single platform before widening scope.
- 95%
- Real-time pipeline visibility
- Target share of active opportunities tracked in-system with current stage and close date once adoption is established.
- 70%
- Fewer dropped follow-ups
- Representative reduction in missed follow-ups and lapsed renewals once next-best-action, reminders and a single customer view replace manual lookup.
- 60+ hrs
- Saved per rep, per quarter
- Representative admin time recovered through automation, smart drafting and a single customer view rather than manual lookup.
Resolve the choice
Odoo or Dynamics 365 — an honest, neutral read
Two strong CRM platforms for different sizes, budgets and complexity. Here's how they actually compare, without picking a universal winner.
Best fitBudget-conscious growth-stage teams wanting one suite, fast deployment and built-in AI.
Best fitGrowth-stage and mid-market teams invested in Microsoft 365, Teams and Power BI, needing deeper analytics and governance as they scale.
Decision factorOdooMicrosoft Dynamics 365
Cost modelPer-user subscription, all apps included; Community edition is free/open-source. Often a lower entry cost for SMEs.Per named-user per SKU (Sales, Customer Service); Copilot AI often billed separately. Higher cost, justified by deeper enterprise capability.
CRM depthPipeline-first: strong lead/opportunity tracking and quote-to-order, unified with the wider suite.Deeper relationship platform: advanced analytics, conversation intelligence, multi-channel engagement.
Customer serviceCovered via separate Helpdesk and Field Service apps — capable and integrated.Dedicated Customer Service product with robust omnichannel, SLA and case routing.
Built-in AIBuilt-in lead scoring and assistive drafting included in current Odoo CRM plans at no add-on AI fee.Copilot adds forecasting, next-best-action and call intelligence — a deeper capability tier, typically metered or added cost.
Ecosystem & BIOne data model across sales, invoicing and inventory; native reporting, external BI for heavy analytics.Deep Outlook, Teams, Power BI and Power Platform ties — strongest in a Microsoft-centric stack.
Time to valueOften faster to a focused first release; commonly a few months for initial scope. First-value scope drives the curve.Typically longer as governance and scope grow; a focused first release still lands first, then widens. First-value scope drives the curve.
Best-fit sizeStartups through mid-market wanting breadth, speed and customization freedom.Growth-stage and mid-market teams already invested in Microsoft, needing governance and analytics as they scale.
Cost model
- Odoo
- Per-user subscription, all apps included; Community edition is free/open-source. Often a lower entry cost for SMEs.
- Microsoft Dynamics 365
- Per named-user per SKU (Sales, Customer Service); Copilot AI often billed separately. Higher cost, justified by deeper enterprise capability.
CRM depth
- Odoo
- Pipeline-first: strong lead/opportunity tracking and quote-to-order, unified with the wider suite.
- Microsoft Dynamics 365
- Deeper relationship platform: advanced analytics, conversation intelligence, multi-channel engagement.
Customer service
- Odoo
- Covered via separate Helpdesk and Field Service apps — capable and integrated.
- Microsoft Dynamics 365
- Dedicated Customer Service product with robust omnichannel, SLA and case routing.
Built-in AI
- Odoo
- Built-in lead scoring and assistive drafting included in current Odoo CRM plans at no add-on AI fee.
- Microsoft Dynamics 365
- Copilot adds forecasting, next-best-action and call intelligence — a deeper capability tier, typically metered or added cost.
Ecosystem & BI
- Odoo
- One data model across sales, invoicing and inventory; native reporting, external BI for heavy analytics.
- Microsoft Dynamics 365
- Deep Outlook, Teams, Power BI and Power Platform ties — strongest in a Microsoft-centric stack.
Time to value
- Odoo
- Often faster to a focused first release; commonly a few months for initial scope. First-value scope drives the curve.
- Microsoft Dynamics 365
- Typically longer as governance and scope grow; a focused first release still lands first, then widens. First-value scope drives the curve.
Best-fit size
- Odoo
- Startups through mid-market wanting breadth, speed and customization freedom.
- Microsoft Dynamics 365
- Growth-stage and mid-market teams already invested in Microsoft, needing governance and analytics as they scale.
Flectic is a platform-neutral advisor with no Odoo or Microsoft certification, partnership or endorsement implied. Cost, AI-licensing and time-to-value figures are directional ranges — confirm against a scoped quote, current plan terms and product version at evaluation time.
Choose your path
Pick the path that fits how you'll grow
You don't have to decide today — pick the route that matches your motion, and the discovery sprint confirms or challenges it. The deep product detail lives on each platform page. (Cost and AI-licensing notes below are directional, confirmed at scoping.)
The Odoo CRM path
One integrated suite, fast deployment and built-in AI — built for growth-stage teams who want breadth without enterprise overhead.
- Breadth and speed in one integrated suite for growth-stage teams
- Pipeline unified with sales, invoicing and inventory
- Often a lower entry and total cost for SMEs (directional, confirmed at scoping)
The Dynamics 365 path
Deeper relationship analytics, Copilot AI and dedicated customer service — built for teams scaling on the Microsoft stack.
- Depth and governance for teams scaling on the Microsoft stack
- Native Outlook, Teams and Power BI integration
- Dedicated Customer Service with omnichannel, SLAs and Copilot intelligence
Works with your stack
Connected where your customers and revenue already flow
CRM only earns trust when it stops being a silo. We connect it to the email, finance, comms and data tools your team already runs.
Productivity
Comms
- Microsoft Teams
Marketing
Data
Automation
- Power Automate
Finance
Commerce
Built for teams like yours
Made for considered, relationship-led selling
If your deals involve multiple touches, real customer history and a handoff to service, you're who we build for.
B2B wholesale & distribution
Reorders, account-based selling and quote-to-order flow tied straight into inventory and invoicing.
Professional & B2B services
Long sales cycles where proposal tracking, relationship history and renewal timing decide the year.
Manufacturing sales teams
Configured quotes, distributor pipelines and service cases on one record across a complex buying group.
SaaS & subscription businesses
New-business pipeline plus renewal and expansion tracking, so retention is managed, not assumed.
Field service & installers
Lead-to-job-to-service-case flow that keeps sales, scheduling and support working from the same customer view.
Representative outcomes
What teams see when the CRM finally fits
Anonymised, representative results from growth-stage CRM rollouts. We don't publish identifiable client claims — we publish honest ranges.
The difference wasn't the software — it was that our reps stopped fighting it. Flectic built the pipeline around how we actually sell, measured whether people used it, and fixed what wasn't sticking. Our forecast is finally a number we trust.
- 8 wks
- Typical time to a working pipeline
- 95%
- Target opportunity coverage post-adoption
- 60+ hrs
- Rep admin time saved per quarter
How we deliver
Phased to first value — then widened with evidence
Our Flectic Accelerated AI Delivery Framework condenses a nine-step lifecycle into clear phases and is designed to deliver up to 3x faster than manual rollouts; actual speed varies by scope. AI assists at every stage under human review; your data and approvals stay central.
Pipeline & process discovery
We map how your team actually sells and serves today. AI-assisted analysis accelerates documentation and surfaces gaps; consultants validate every finding with you.
Platform fit & blueprint
We confirm Odoo or Dynamics 365 for your size and complexity, then design stages, automations and data model around your real motion — not a generic template.
First-value configuration
We configure the core pipeline, key integrations and AI assists, with QA accelerated by AI checks and reviewed by your build lead before anything goes live.
Go-live & enablement
We migrate clean data, train your team on the workflow they'll actually use, and measure adoption from day one so usage is real, not assumed.
Lifecycle optimisation
Go-live is only the beginning. We widen scope with evidence — more automation, service, marketing — and tune the system as your operation scales.
Risk reversal
Designed so the rollout can't quietly go wrong
The failure mode for CRM isn't a bad platform — it's a quiet rollout nobody adopts. We engineer against that from day one.
Senior consultants, named and accountable
You work with the same senior people who scoped the project, not a handoff to juniors after the sale. One accountable owner, end to end.
Value before you commit the full budget
We prove a working pipeline in a fixed-scope first phase before you commit to the wider programme. You see results, then you scale.
AI you can govern and audit
AI accelerates discovery, documentation, QA and training — always human-reviewed. Your customer data handling and approval workflows stay central and visible.
Adoption measured, not assumed
We track real usage after go-live and act on it. If reps aren't in the system, that's our problem to fix — not a number we hide.
- Named senior consultants
- Role-based access
- Human-reviewed AI
- Documented change-control
How to start
Start small, prove it, scale
A low-risk path from first conversation to full programme, with a real working outcome at each step.
Stage 01 Discovery sprint
- Map your sales & service motion
- Platform-fit recommendation (Odoo vs Dynamics 365)
- Scoped plan, timeline and pricing
Fixed-scope, fixed-price
Stage 02 First-value build
- Core pipeline configured & live
- Key integrations connected
- Team trained, adoption measured
Designed for ~8 weeks to first value
Stage 03 Full programme
- Service, marketing & automation widened
- Forecasting & analytics rollout
- Lifecycle optimisation after go-live
The questions buyers actually ask us
It depends on your size, budget and how complex your sales and service motion is. Odoo CRM is pipeline-first, fast to deploy and includes assistive AI in current plans at no add-on AI fee (confirm at scoping) — strong for budget-conscious growth-stage teams wanting one integrated suite. Dynamics 365 Sales and Customer Service go deeper on relationship analytics, Copilot AI and omnichannel service, and fit best if you already run Microsoft 365, Teams and Power BI. We're platform-neutral; the discovery sprint gives you a clear, reasoned recommendation against your real requirements.
Yes — phasing is how we work. You start with a fixed-scope, fixed-price discovery sprint and a first-value build before committing the full budget. Directionally, Odoo often carries a lower entry and total cost for SMEs, while Dynamics justifies its higher licensing through deeper enterprise capability — we model both against your real scope. These are directional ranges confirmed at scoping; we give you scoped numbers against your real requirements, not a list price.
For a focused single-platform pipeline, a representative time-to-first-value is around eight weeks regardless of platform — first-value scope drives the curve more than the product does. Odoo is often faster to a focused first release; Dynamics typically runs longer as governance and scope grow. These are directional, scope-driven ranges: we deliberately deliver a working core first, then widen with evidence.
We design against disruption with two specific safeguards: we run the new system alongside the old where it makes sense, and we track adoption from day one. We also migrate clean data and train your team on the exact workflow they'll use, so we catch friction early rather than discovering it a quarter later.
AI is a controlled, human-reviewed delivery accelerator — it speeds up discovery, documentation, QA and training, and powers in-app features like lead scoring and smart drafting. It is never an autonomous replacement for consultants. Your customer data handling, access controls and approval workflows stay central and auditable throughout.
Go-live is only the beginning. We stay on as a lifecycle optimisation partner — widening scope with evidence, tuning automations, and measuring adoption as you scale. Our remote-first model keeps that ongoing support efficient and responsive.
For the internal champion
Make the case for CRM change in one meeting
You're the one who has to convince the room. Here's a quick-win checklist to pressure-test whether your team is ready and to frame the decision cleanly for leadership.
- Name the top three pipeline decisions your current data can't answer today.
- Count the tools where customer history currently lives — every one is a switching cost and a blind spot.
- Decide your first-value scope: pipeline first, or pipeline plus service?
- Pick your platform lean (Odoo vs Dynamics 365) against three factors — motion complexity, budget and Microsoft footprint — and we'll confirm or challenge it at scoping.
Ready to make your pipeline a number you trust?
Book a CRM readiness call and we'll map your sales and service motion, recommend the right platform for your size and budget, and scope a first-value build. No obligation, no platform bias.
Response within one business day