NETPROCESS
CRM & sales
Shared customer history, tracked opportunities and quotations linked to invoicing.
Customer data and pipeline structure
Quotation and approval rules
Order-to-invoice acceptance scenarios
From requirements to everyday work
Build a shared customer record
Prepare contacts, companies and commercial history. Define ownership, access rights and the information required before progressing an opportunity.
Structure the sales cycle
Agree on pipeline stages, activities, quotations, price lists and approvals. Connect confirmed orders with delivery and invoicing scenarios.
Follow activity and outcomes
Define meaningful indicators and test the lead-to-invoice journey with sales and operations. Start with a useful first scope, then extend after validation.
Explore further
Your first questions.
Choose the right version together.
The choice depends on your needs, modules and constraints. Odoo 20 is an option to assess after compatibility checks.
Do we need to replace all our tools?
The consultation identifies tools to keep, integrations to plan and processes to prioritise. The proposal defines scope and responsibilities.
NETPROCESS