Complete IT system for marketing & communications agencies 

With Odoo CRM, you can manage the entire customer journey – from first contact via web, email, or social media to established customers with history, activities, and notes stored in one place.

The system can automatically create new leads in the CRM database when, for example, a visitor submits a form, sends an email, or interacts with your website or chat channels. In addition, it provides a clear pipeline overview and supports task and activity management directly within the CRM, ensuring that data is always available to both sales and project teams.

When CRM is integrated with the rest of the platform, customer information can be shared with project management, invoicing, and reporting without manual transfer – increasing efficiency and reducing data duplication.

Odoo Project gives you a central place to plan and track tasks. With visual views such as Kanban, calendar, and Gantt charts, you gain a clear overview of deadlines, dependencies, and project status – for both large and small projects.

Unlike solutions where project data is isolated, Odoo Project shares information with time tracking and invoicing. This means planned tasks are automatically available in Odoo Timesheets and can be used as the basis for invoicing without manual updates, ensuring consistency and reducing the risk of errors.

In Odoo, you can see who is available and when, making it easier to distribute tasks efficiently across employees and teams. Capacity planning ensures that no one is overloaded – or underutilized – and that resources are used as effectively as possible.

This type of planning is especially important for agencies where projects often overlap and teams need to scale up or down quickly without losing oversight.

Odoo Timesheets allows you to track time directly on tasks and projects. This means the hours employees spend are not only recorded – they can also be linked directly to invoices or project budgets without manual transfer.

This provides a far more accurate view of billable time than solutions where time data must be collected from external tools or manually transferred to accounting systems.

When CRM, project management, and time tracking are combined in one system, Odoo can automatically generate invoices based on billable hours, milestones, or fixed agreements. The system supports customer management, payments, and contracts – and because everything is based on the same data, you avoid double work and errors that often occur with manual data transfers between systems.

With Odoo, you can set up automated actions such as deadline reminders, automatic task creation based on specific events, or moving projects to the next phase without manual intervention. This helps standardize processes, reduce repetitive tasks, and ensure that nothing falls through the cracks.

Odoo includes dashboards and reporting tools that give you a consolidated view of performance – across projects, team capacity, time usage, and financial key figures. You can quickly create custom reports, giving management and project leaders a data-driven foundation for decisions.

Odoo provides a central document module where you can store, share, and collaborate on documents related to customers, projects, and campaigns. This ensures that all teams work with the same files and versions, and that important knowledge is not buried in email threads or local drives – increasing transparency and reducing the risk of errors.