Services
Helping Small Businesses Work Smarter.
Business Setup & Integration
What we do
We set up the core tools your business needs to run smoothly — all connected and ready to use within days.
Our goal is to get you operational fast, with everything working together: customers, scheduling, billing, and communication.
What’s included
CRM with pipelines, stages, and activity tracking
Online appointments with automated email & SMS reminders
Invoicing and payment setup (Stripe, Square, or PayPal)
Custom email templates plus SPF/DKIM configuration for reliable delivery
Data import (up to 2,000 contacts or products)
Go-live checklist and quick-reference guide (PDF)
Outcome
Your entire business connected — from scheduling to payment — and ready to operate in under 10 days.
Typical timeline: 5–10 business days
Best for: Clinics, service providers, and small retailers launching Odoo for the first time
Customization & Automation
What we do:
We tailor Odoo to your workflow so it feels like your business, not generic software.
Examples:
- Custom forms and dashboards built for your workflow.
- Automated appointment reminders and invoice follow-ups.
- Quote → invoice automation with approval rules
- Simple visual dashboards for tracking revenue and pipeline.
Reduce manual work and eliminate repetitive tasks for smoother daily operations.
Marketing & Growth Tools
Turn your customer data into repeat business with simple, effective marketing tools.
We help you reach the right people, keep existing customers engaged, and measure what’s working — all in one place.
What’s included
Email and text marketing with smart contact lists and tags
Customer retention and reactivation campaigns
Lead capture forms that sync directly with your CRM
Sales and marketing dashboards for clear performance tracking
Outcome
More repeat business, better insights, and a clear picture of your growth — without complicated tools or extra staff.
Best for: Small businesses ready to grow smarter and stay connected with their customers.
Training and Ongoing Support
You’ll get personal training, clear documentation, and responsive support — so your system keeps running smoothly long after launch.
Our training sessions are friendly and hands-on, built for small business owners (no tech jargon required).
Choose the level of support that fits your pace and your budget.
Features:
Live one-on-one or team sessions (recorded for playback)
Step-by-step guides and checklists
Quick help when something changes or breaks
Ongoing advice on improvements and automation