Synchronize your sales deals with live warehouse stocks, billing invoices, and purchase records. Trimurty Infotech builds custom Python workflows in Odoo.
Odoo is a leading open-source modular ERP and CRM ecosystem designed to connect all business functions, including sales, stock, project management, and accounting, in one workspace.
Trimurty Infotech provides certified Odoo consulting, Python customization, module deployment, data migration, and third-party integrations.
Without structured platform integrations and automation, your team faces major data silo bottlenecks.
Sales representatives quoting products without seeing live stock counts or billing limits.
Staff copy-pasting closed sales deals into separate bookkeeping software manually.
Warehouse teams waiting on manual email alerts to begin packaging paid sales orders.
Purchase teams failing to track parts arrival dates, leading to stock deficiencies.
Managers unable to audit real-time profit margins per transaction or dealer level.
Customer notes, invoice files, and delivery alerts scattered across different platforms.
Paying separate vendors for CRM, inventory, invoicing, and support modules.
Wholesale quotations waiting hours on manager margin approvals.
Inability to trace customer lifetime value (LTV) or regional sales output.
Sales representatives rejecting complex layouts and relying on stickies instead.
Outdated deals and manual pipeline logs preventing executive quarterly visibility.
Multiple representatives contacting the same account due to poor database deduplication.
From scoping and setup to customizations and migrations, we cover the full project cycle.
Process mapping and choosing the right Odoo modules (CRM, Sales, Inventory) to optimize workflows.
Deploy modules, customize layouts, establish security permissions, and map fields in sandboxes.
Clean, structure, and import client histories and product files into Odoo databases safely.
Write custom Odoo apps, scheduler scripts, business validations, and email notifications.
Connect Odoo CRM with WhatsApp APIs, external Shopify platforms, and local payment checkouts.
On-demand Odoo adjustments, report configurations, training sessions, and post-launch managed support.
Design custom Python modules, automated workflow triggers, and custom UI views.
Configure auto-reordering rules, warehouse routes mapping, and multi-location transfers.
Set up local charts of accounts, configure payment acquirers, and automate bank reconciliation.
Configure Bill of Materials (BOM), track production routes, and manage work center capacity.
Onboard sales and administrative representatives, host live calls, and share video playbooks.
Verify cron job actions, trace error logs, prune unused fields, and validate user permissions.
We configure and customize these specific systems inside your business framework.
Pipeline management, lead routing, quotations, and deal tracking.
Real-time stock tracking, barcode audits, and warehouse operations.
Automated invoicing, customer statements, and payment sync.
Supplier management, purchase requests, and auto replenishment.
BOM management, work order scheduling, and tracking.
Milestone tracking, timesheets, and task allocations.
Double-entry ledgers, dynamic tax rules, and local reporting models.
Deploy digital shop fronts, client checkout portals, and catalog sync.
Automated support queues routing, customer SLAs, and ticket portals.
Track worker logs, employee directories, and leaves allocations.
Drag-and-drop customization of fields and PDF report templates.
Define check steps, set alerts, and track production approvals.
Manage engineering changes and trace version revisions.
Automate subscription renewals and manage recurring customer invoices.
Schedule preventative maintenance loops and request equipment repairs.
Integrate third-party software databases natively via REST channels.
We setup configurations to address specific team bottlenecks rather than selling basic licenses.
Equip reps with automated follow-ups, mobile pipelines, and custom pricing templates.
Resolve issues faster with auto-routing cases, support panels, and knowledge databases.
Track customer journeys and capture analytics from web traffic to closing sales.
Arm field engineers with route planning, mobile catalogs, and order creation logs.
Provide dealers with portals to browse catalogs, check stock levels, and place bulk RFQs.
Secure portal where clients can download invoices, log issues, and track requests.
Real-time metrics, regional goals, margin indicators, and pipeline analytics.
Cross-departmental flow validations, auto discount emails, and approvals.
Integrate Odoo CRM with enterprise ERP databases like SAP or Odoo for automated order sync.
We build custom pipelines, fields, and workflow automations tailored to your industry.
We connect your platform natively to all critical communications, billing, and ERP databases.
A highly flexible system designed to grow alongside your organization.
We focus on business metrics, optimizing your processes before writing code.
A structured 11-step technical sequence ensuring database sanitization and clean deployments.
See how we transitioned an enterprise from disorganized Excel tracking to clean automation.
Quick, direct answers addressing migrations and database integrations.
Book a free consultation to discuss your CRM goals and implementation roadmap with our engineers.
