Consulting companies
Order to cash in one system in five simple steps
1. 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!
3. Do the work
Your consultant team can now post their timesheet entries directly against the tasks with their budget which resulted from the Sales Order.
5. 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.
6. What we haven't mentioned
We can’t mention everything, but here are some more interesting consulting 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.
2. Effective execution - Manage Sales Orders
From the confirmed Sales Order, your project and the according tasks are automatically generated. This means that your consultant team will now be able to start their work.
4. Time for an invoice
The invoice can now directly be generated from the Sales Order.
1. Effective Sales - Win the opportunity
In Odoo’s CRM, your sales team centrally tracks and develops their opportunities until they are won in the best case. From the opportunity, quotes are developed and the customer accepted and signed online. Let’s continue with our newest Sales Order.
2. Effective execution - manage Sales Orders
From the confirmed Sales Order, the project and the tasks are automatically generated. This means that now our consultant team will be able to start their work.
3. Do the work
The consultant team can now post their timesheet entries directly against the tasks with their budget which resulted from the Sales Order.
4. Time for an invoice
The invoice can now directly be generated from the Sales Order.
5. Track the progress
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.
6. What we haven't mentioned
We can’t mention everything, but here are some more interesting consulting 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