CRM Selection & Setup
A CRM that sales reps actually use, configured around your real pipeline — not a generic template. We help Australian SMEs choose, implement and embed Odoo CRM (or HubSpot when it’s a better fit), then connect it to inventory, accounting and quoting.
What gets fixed
Most SMEs we meet have one of three CRM problems: nothing in place (deals tracked in heads and spreadsheets), wrong tool (paying for Salesforce, using 5% of it), or right tool but never set up properly (no pipeline stages, no automation, sales activity invisible).
- Pipeline stages mapped to your sales motion — not the vendor demo’s
- Lead capture from web, email, phone and referrals — into one inbox, deduped
- Quote-to-cash flow — quotes out of CRM convert to sales orders without re-entry
- Activity tracking that doesn’t feel like surveillance — meeting notes, next steps, follow-up reminders
- Reporting reps will read — pipeline coverage, conversion by stage, ageing deals, win/loss reasons
Best fit
SMEs with 2–15 sales people running B2B or B2C+B2B sales motions. Especially good fit if you’re already running Cin7 Core or Odoo on the operations side and want CRM in the same stack — one source of truth for customer, quote, order and invoice.
How a typical engagement runs
Discovery
Map your sales process, deal types, lead sources and current tools. Fixed quote out within a week.
Platform call
Recommend Odoo CRM, HubSpot or other based on fit. No vendor lock-in.
Configure & migrate
Pipelines, products, templates, automation, email integration. Existing contacts and deals imported.
Train & embed
Role-based training for reps, sales managers and admins. 30-day adoption check-in.
Common questions
Will it integrate with my Cin7 Core or accounting?
Yes. We connect Odoo CRM directly with Cin7 Core, Xero. Customer master, quotes and orders stay in sync.
How long does it take?
4–8 weeks for most SMEs. Depends on data quality and how many integrations.
Do you only do Odoo CRM?
No — we lead with Odoo CRM because it’s the best fit for our customer base, but we’ve set up HubSpot and others where they’re a better match.
What about training?
Always included. Reps get short, role-specific sessions. Managers get reporting walkthroughs. Records and recordings are kept for new starters.