Managing a service based business becomes challenging when sales, projects, accounting & support teams work on unconnected systems. Important information gets scattered, follow-ups are missed & overall efficiency is affected. A smooth business flow is important to deliver services on time & maintain client satisfaction.This blog explains how Odoo ERP helps service based companies manage their complete operations from website inquiries to CRM to sales to project execution to timesheets to accounting & customer support within a single unified system, ensuring better control, clarity & coordination across multiple teams.
Website : First Point of Contact
The Odoo Website module helps you build a professional website to showcase your services & create inquiries through contact forms. All inquiries are automatically converted into CRM leads, ensuring no opportunity is ever missed.
The website’s contact form captures visitor inquiries in real time, ensuring they are logged and addressed promptly.
CRM : Lead & Opportunity Management
Odoo CRM centralizes all leads from websites, emails, and manual entries in one unified platform. Sales teams can track opportunities through defined pipeline stages, plan activities & manage followups efficiently. Qualified leads can be converted into opportunities, which ensures a structured & organized sales process.
Odoo CRM gives a complete view of each lead, including customer details, pipeline stage, activities & client past communication. Helping sales teams manage follow-ups & convert opportunities efficiently.
Then, generate a quotation using a predefined template, configure the pricelist, payment terms, and expiration date, and add optional products to keep your sales process streamlined and organized.
Sales : Quotation to Sales Order
Using the Sales module, opportunities are converted into professional quotations.
● Create & send quotations with predefined pricing.
● Apply taxes, discounts & terms easily.
● Get customer confirmation digitally.
After approval, quotations are converted into Sales Orders, triggering the execution process.
Odoo allows users to record invoice payments easily from the invoice screen. The payment method, memo, amount & payment date are selected at the time of payment. Once confirmed, the payment is posted automatically & accounting records are updated accurately, ensuring clear payment tracking & better financial control.
Project & Tasks : Service Execution
After sales order confirmation, Odoo automatically creates a project for service execution. Tasks are assigned to team members & progress is tracked through stages & deadlines. This provides clear visibility into project status & team performance.
Odoo provides a clear project dashboard where all projects & related tasks are visible in one place. Users can easily track task count, progress status & assigned team members. This helps teams monitor work efficiently & ensures timely project completion.
Odoo allows teams to manage tasks with clear project linkage, assigned users, deadlines & allocated time. Timesheets help track time spent on each task, while task stages show real-time progress. This ensures better control over service execution & timely delivery.
Odoo allows teams to log time directly against tasks using timesheets. Users can track time spent, view remaining allocated hours & monitor task progress in real time. This helps ensure accurate service tracking, better workload management & timely project completion.
Timesheet : Time & Cost Tracking
Odoo Timesheet allows employees to record time spent on tasks & projects. It tracks billable & non-billable hours, helps measure productivity & supports accurate cost & profitability analysis. Timesheet entries are linked to invoicing & accounting for better financial control.
Accounting : Invoicing & Financial Management
The Accounting module manages all financial operations perfectly.
● Generate invoices from sales orders or from timesheets.
● Record customer payments.
● Track receivables, taxes & financial reports.
● Accounting process automation decreases manual entries & confirms financial accuracy.
Helpdesk : Customer Support & After Sales Service
After project delivery, the Helpdesk module manages customer support efficiently.
● Customers can raise tickets via email or portal.
● Tickets are assigned, tracked & resolved systematically.
● SLA & response time improve customer satisfaction.
Helpdesk is fully integrated with CRM, Projects & Accounting for complete customer visibility.
Odoo Helpdesk helps you manage the customer support tickets. All the tickets go through stages like New, In Progress, Solved, or Cancelled. Which improves response time, service quality & customer satisfaction.
Benefits After Using Odoo ERP
● One centralized ERP system to manage sales, projects, accounting & customer support.
● Website inquiries come directly into CRM. Which helps us for quick & organized followups.
● Smooth transition from quotation to project execution without manual work.
● Precise time tracking, billing through integrated timesheets & invoicing.
● Real-time visibility into operations, finances & team performances.
● Better customer experience through faster result & responsive support.
Conclusion
Odoo ERP helps service-based businesses manage everything in one system—from leads and sales to projects, billing, and customer support. It reduces manual work, improves team coordination, and provides clear visibility into day-to-day operations.
As an official Odoo partner, SerpentCS provides end-to-end Odoo ERP services designed to meet diverse business needs. We have successfully implemented various ERP projects for startups, small to medium enterprise businesses globally. For more details, Contact Us today.
