Lead and Opportunity management
Capture and qualify leads, then drive each opportunity to close.
Odoo
Odoo Sales for practical ERP transformation
Use Odoo Sales as a focused platform path inside a structured lifecycle that connects platform choices to operational outcomes.
The cost of a stalled sales rollout
Your pipeline lives in spreadsheets, inboxes, and people's heads
Most Odoo Sales projects don't fail at the demo. They fail six weeks in, when reps quietly revert to the old way of working because the system slows them down instead of speeding them up.
Quotes that take days, not minutes
When pricing lives in a separate spreadsheet and approvals happen over email, a quote that should take ten minutes takes two days. Deals cool, buyers shop around, and your best reps spend their selling time formatting PDFs instead of closing.
A pipeline nobody trusts
If the CRM stage doesn't match reality, forecasting becomes guesswork. Leadership inflates the number, finance plans against air, and the board loses confidence in every figure sales produces. An untrusted pipeline is worse than no pipeline.
Generic rollouts that ignore how you actually sell
Configured-by-juniors Odoo deployments map the textbook sales process, not yours. Discounting rules, approval thresholds, recurring billing, multi-currency quoting — the parts that matter get bolted on later, badly, and adoption collapses.
Revenue leaking between disconnected tools
Signatures in one app, payments in another, subscriptions tracked manually in a sheet. Every handoff is a place a renewal slips, an invoice goes out late, or a signed order never becomes cash. The leaks are quiet, constant, and expensive.
Features
See it in action
A closer look at the product, screen by screen.
Visual sales pipeline
Drag opportunities through stages and run the pipeline by hand.
Core capabilities
Sales pipeline
A visual pipeline you can run by drag and drop.
Quotations management
Build, send, and track professional quotations.
Online signatures
Customers sign quotes online — no printing, no delay.
Online payments
Take payment the moment a quote is accepted.
PDF quote builder
Assemble branded, configurable quotes from reusable blocks.
Forecasting
Forecast revenue from weighted, real-time pipeline data.
Recurring subscriptions and billing
Automate recurring revenue, renewals, and invoicing.
What changes when it's done right
From signed quote to recognised revenue, in one connected flow
We deliver Odoo Sales in phases that reach measurable value early — a working pipeline and faster quotes before we touch the harder edges of billing and forecasting.
First credible outcome
- 6wks
- to first live value
- A working visual pipeline and live quotations in the hands of reps within six weeks, not after a six-month big-bang launch.
- 70%
- faster quote turnaround
- Templated quotations, dynamic pricing, and a guided PDF builder cut a typical multi-day quote cycle to under an hour.
- 2.4x
- lift in quote-to-order rate
- Online signature and embedded payment on the quote itself remove the friction between yes and signed.
- 95%
- forecast accuracy
- When stages reflect reality and recurring revenue is modelled natively, the number leadership sees is the number that lands.
Connected, not siloed
Odoo Sales wired into the systems you already run on
Sales doesn't end at the signature. We integrate quoting, billing, and forecasting with the finance, comms, and data tools your team lives in — so revenue flows without a single manual re-key.
Payments
Finance
Productivity
Signatures
Data / CRM
Comms
Commerce
Analytics
Marketing
Where it earns its keep
Built for teams who sell complex, repeatable, or recurring
Odoo Sales shines when your deals have moving parts — configurable pricing, subscriptions, approvals, multi-currency — not just a flat catalogue.
B2B manufacturing & distribution
Configure multi-line quotations with volume pricing and approval thresholds, then convert signed orders straight into fulfilment without re-keying.
Professional & managed services
Quote retainers and project work, capture e-signatures on proposals, and bill recurring engagements automatically with native subscription management.
SaaS & subscription businesses
Model tiered plans, automate recurring billing and dunning, and forecast MRR from a pipeline that reflects real renewal and expansion stages.
Wholesale & B2B commerce
Give buyers self-service quotes with online signature and payment, while reps manage the pipeline visually and finance sees clean, accurate orders.
Equipment & field-service providers
Quote installations plus maintenance contracts in one flow, then run the recurring service revenue as native subscriptions with predictable forecasting.
We'd stalled on a generic Odoo build for months — reps just wouldn't use it. Flectic threw out the template, redesigned the pipeline around how we actually quote, and had us closing deals with online signature and payment in six weeks. Our quote turnaround dropped from three days to under an hour, and for the first time the board trusts our forecast.
- 3 days → <1 hr
- quote turnaround
- 6 wks
- to first live value
- 95%
- forecast accuracy
How Flectic delivers
Phased to first value — senior consultants, every step
No big-bang launch, no junior hand-offs. Each phase ends with something live your team can use, so risk drops and confidence builds before we move on.
Discovery & pipeline design
We map how you actually sell — stages, discounting rules, approval thresholds, currencies — and design the visual pipeline around it. You leave with a configured blueprint, not a generic template.
Pipeline & quotations live
We stand up the CRM pipeline and quotation engine with your products, pricing, and a branded PDF builder. Reps start quoting in week six — the first real proof the system makes them faster.
Signatures, payments & orders
We enable online signature and embedded payment on quotes, then wire the signed-quote-to-sales-order flow so a yes becomes a confirmed, finance-ready order automatically.
Subscriptions & recurring billing
For recurring revenue, we configure native subscription plans, automated invoicing, and dunning — so renewals and expansions run without manual chasing.
Forecasting & integrations
We connect finance, comms, and analytics tools, then tune forecasting against real stage probabilities and recurring revenue so leadership trusts the number.
Enablement & handover
We train reps and admins on the workflow they'll actually use, document the configuration, and hand over a system your team owns — with senior support on call as you scale.
Why this is the least-risky path
Accountability you can name, work you can verify
We've built our delivery model to remove the three things that sink ERP projects: junior staffing, big-bang risk, and unchecked AI.
Senior consultants on the keyboard
The person scoping your pipeline is the person configuring it. No bait-and-switch to juniors after the contract signs, and no learning on your budget.
Phased delivery, value before risk
Each phase ships something live and usable. You see your team quoting faster before we touch billing — so the project de-risks itself as it goes, and you can stop at any phase with working software.
AI-assisted, human-reviewed
We use AI to accelerate configuration and migration, but a senior consultant reviews every output before it touches your data. Speed without the silent errors.
Clear accountability and fixed scope
One named lead, a written scope per phase, and tests behind every change. You always know who owns the outcome and what 'done' means.
- Odoo Partner
- Microsoft Solutions Partner
- Senior-led delivery
- Human-reviewed AI
- Phased to first value
How to start
Two ways to begin, both low-commitment
You don't sign up for a six-month build on day one. Start small, prove the fit, then scale.
Stage 01 Discovery sprint
- A fixed-fee, one-to-two-week engagement: we map your sales process, audit your current tooling, and produce a configured Odoo Sales blueprint with a phased plan and pricing.
Fully credited against delivery if you proceed.
Stage 02 Pilot delivery
- We deliver phases one and two — live visual pipeline and quotations with a branded PDF builder — for one team, so you see real adoption before committing to the full rollout.
Working software in six weeks, not a slide deck.
Stage 03 Full rollout & care
- End-to-end delivery through signatures, payments, subscriptions, and forecasting, with ongoing senior support and a roadmap for the next phase of growth.
Senior support on call, no ticket-queue limbo.
FAQs
AI supports discovery, documentation, testing, training, and optimization. Consultants review outputs and remain accountable for decisions.
We compare budget, complexity, integrations, reporting needs, internal capacity, and growth plans before recommending a platform path.
Flectic supports adoption, resolves stabilization issues, improves reports, and builds an optimization roadmap.
Before you commit a penny
Get a readiness brief built for your sales process
Tell us how you sell and we'll send back a concrete Odoo Sales readiness brief: where the quick wins are, what to phase first, the integrations you'll need, and a realistic timeline to first value. No obligation, written by a senior consultant, not a sales rep.
- A phased plan mapped to your actual pipeline, pricing, and approval rules
- The integration list for your finance, comms, and signature tools
- A realistic timeline and budget range — no vague 'it depends'
Assess your ERP fit
Map your current workflows, platform options, and the first practical phase of implementation.
Response within one business day