crm
Every contact in one place
Each contact lands in the CRM on its own, wherever it comes from, with its source recorded.
- Website, online shop and forms
- WhatsApp and website chat
- Inbound and outbound calls
// real case · in production
One Odoo that brings together sales, payments and accounting for an international agency.
Ertheo is an international education and sports agency working with families from several countries and in several languages. We implemented Odoo as their central system and added AI wherever the team was losing time.
// the challenge
Many channels, many languages, a lot of manual work.
- Contacts came in through the website, the online shop, forms, WhatsApp, chat and phone, each one on its own.
- Sales follow-up depended on each salesperson remembering to write.
- Programmes are paid in instalments and in several currencies.
- Invoicing follows a special tax scheme and the books are kept by an external accounting firm.
// what we built
What their Odoo does today.
routing
Automatic lead routing
Each contact reaches the right salesperson without anyone assigning it by hand.
- By the customer's language
- Based on each salesperson's workload
- Returning contacts go back to the same salesperson
ai
AI sales follow-up
AI writes and sends the follow-up on behalf of the salesperson.
- Email sequences after an information request
- Lost opportunities reactivated based on the reason they were lost
- Each contact scored by how far along it is
calls
Calls inside Odoo
The phone system is connected to the CRM.
- Click to call from the record
- Know who is calling before you pick up
- Every call transcribed and summarised in the record
assistant
AI assistant on web, WhatsApp and portal
Answers families with programme information that is always up to date.
- Programme catalogue synced every day
- Conversations saved in the CRM
- Help in the customer portal based on their programme
payments
Frictionless payments
Families pay when it is due and the way they prefer, with no chasing.
- Instalment payments from the customer portal
- Several currencies with their own prices
- Payment link in the emails
accounting
Accounting ready for the accountants
What comes out of Odoo reaches the accounting firm without rework.
- Invoicing under the special scheme for travel agencies
- Export to the accounting firm tool
- Customer accounts created automatically
reporting
Reporting
The team sees what works and what does not.
- Sales funnel dashboards
- Opens and clicks for every email template
- Surveys at the end of each programme
migration
Migration without losing history
Data from the previous tool was moved into Odoo before go-live.
- Customers, orders and documents
- Communication history
// how we did it
In phases, with the team on board.
first
ERP foundation
CRM, sales and payments on Odoo.sh, with the data already migrated.
then
Channels and AI
WhatsApp, chat, phone system and AI follow-up connected to the CRM.
always
Training and evolution
Manuals for the team and continuous improvements driven by day-to-day needs.
Already on Odoo, or thinking about it?
Tell us how you work and we will tell you what can be automated.