Odoo CRM + Project Automation Setup for Solar Business

cope of Work: 1. CRM Setup Configure pipeline: Lead → Qualified → Site Survey → Proposal → Negotiation → Won Lead tracking, activities, and basic reporting 2. Project Setup Create project template with stages: Registration → Loan Process → Material Dispatch → Installation → Payment → Meter Sync → Closure Auto-create project when deal is marked “Won” Task creation and assignment 3. Automation Deal Won → Project creation Stage-based reminders (loan, payment, delays) 4. Custom Fields System size, project value, loan details, address, etc. 5. Inventory (Basic) Link material dispatch with inventory/delivery Note: We use Zoho Books for accounting, so Odoo accounting is not required. Requirements: Experience with Odoo CRM, Projects, and automation Ability to build workflows (Automated Actions) Understanding of project-based businesses preferred Deliverables: Fully configured system Working automations Basic training To Apply: Share relevant Odoo experience Example of similar work Timeline & cost Looking for a practical expert. Long-term opportunity possible.

Project ID: 40420479