Sales and CRM, from first contact to collection.

We configure Odoo’s CRM and Sales apps so your team follows every opportunity through a clear pipeline, issues quotations in dinars or dollars, and turns them into sales orders and invoices that are followed until they are collected. Management sees the sales of each company and branch, and of the group as a whole.

Book a consultation

What it covers

One track for the opportunity, the quotation, the order and the collection.

The salesperson, the accountant and the storekeeper work on the same order, so each of them knows where it stands and what is expected of them.

Sales pipeline: Stages defined by your team, with every opportunity visible in its stage along with its expected value and its next step.
Quotations: Ready-made quotation templates in Arabic and English, sent from the system and turned into a sales order when the customer accepts.
Pricelists: Pricelists in dinars and others in dollars, with special prices by customer category, quantity and period.
Credit limits: A credit limit for each customer, and a warning when it is exceeded, before the sales order is confirmed. Where needed, we add management approval for going over it.
From sales order to collection: The sales order creates the delivery order and the invoice, and payments are matched with invoices, so the status of every order is known at any moment.
Statements and collection: A statement of account for each customer, an aged receivables report, and scheduled follow-up reminders for amounts due.

In holding companies

One customer, however many of your companies deal with them.

The same customer often buys from more than one company in the group. On Odoo the customer is defined once, each company keeps its own sales and receivables, and management sees the group’s whole relationship with them.

Sales teams for every company and branch. Each team has its own pipeline, targets and customers. The sales manager sees their team’s performance, and general management sees every team.
A shared customer record. Customer details and contacts are entered once, and used by the group’s companies according to their access rights.
Each company’s receivables in its own books. Each company issues its invoices and collects what it is owed in its own books, in its own currency and pricelists.
One view of what the customer owes. We set up a report that brings together the customer’s balances with the group’s companies and, where needed, we develop a unified credit limit at group level.

In the Iraqi market

Selling in dinars and dollars, with collection followed to the last payment.

We configure the sales cycle to your company’s policies on pricing, credit and collection, and in the quotation and invoice formats your customers are used to.

Quotations in two currencies: A quotation is priced in dollars or in dinars according to the customer, and values are converted at the exchange rate the company has adopted.
Credit sales: When your company sells on credit, payment terms are set for each customer, and amounts due are shown to the collection team ordered by age.
Salespeople in several governorates: The salesperson records visits and customer orders from a phone, and they reach the warehouse and accounting as soon as they are confirmed.
Documents in both languages: Quotations, invoices and statements of account are issued in Arabic, in English, or in both languages together.

Connects to

From the sales order to the rest of the system.

Common questions

What sales managers ask.

Can each company in the group have its own sales pipeline?

Yes. Each sales team has its own pipeline and stages, and a team can be tied to a particular company or branch. Reports remain available at team, company and group level.

Can we sell to the same customer in dinars one time and in dollars another?

Yes. The pricelist sets the currency of the quotation and the invoice, and the appropriate pricelist can be chosen for each order. Entries are recorded in the company’s currency with the amount kept in the original currency, so the customer’s balance shows in each currency.

How is the credit limit applied when a customer deals with more than one company in the group?

Odoo applies the credit limit at the level of each company, and warns the user when it is exceeded on a sales order or an invoice. If the group wants a unified limit that covers all its companies, we develop it to calculate what the customer owes across all of them.

Can salespeople work from a phone?

Yes. Odoo runs in the phone’s browser and in its mobile app, so the salesperson follows their opportunities, logs their activities and issues quotations from the customer’s site.

Tell us how your companies sell today, and we will map the route from opportunity to collection with you.

In the first consultation we get to know the sales teams, the pricelists and the credit policy in each company, and propose the structure and stages of the implementation.