📄 Document Management – Odoo Documents Implementation

Forget about paper documentation and manual data entry. The Odoo Documents module is a revolution in document management in your company.

Key functionalities:

• Digital archiving of invoices, contracts, scans, and other documents in one secure place. No more lost documents and overflowing cabinets!
• Automatic posting of expense invoices thanks to AI OCR (Optical Character Recognition). The system automatically reads data from invoices, saving your accountants' time and minimizing the risk of errors.
• Advanced payment approval workflows and acceptance flows. Set document approval paths, accelerate decision-making processes, and gain full control over information flow.
• Email integration. Send documents directly to the Odoo system from your email inbox.
• Integration with the Odoo Accounting module (and other accounting systems via API). Documents are automatically linked to relevant accounting records, which facilitates auditing and reporting.

Benefits of implementing the Documents module, even as a standalone solution:

✅ Time and money savings: Automation of data entry and digital archiving reduces manual labor costs and eliminates the need for physical document storage.

✅ Full control and document security: Access to documents is controlled and audited. Documents are securely stored in the cloud or on your servers. No more risk of loss, damage, or unauthorized access.

✅ More efficient collaboration: Colleagues have quick and easy access to the documents they need, regardless of location. This speeds up information flow and improves teamwork.

✅ Ecology and social responsibility: Reducing paper consumption means a smaller carbon footprint for your company and a positive image in the eyes of customers and partners.

Use-case example:

A manufacturing company implements the Documents module, integrating it with its existing accounting system via API. As a result, expense invoices are automatically posted, and the document approval workflow accelerates payment approvals by 50%. Accountants save time on manual data entry, and managers have full control over company expenses.

Integration with existing systems (read more on integrations):​

The Odoo Documents module can be integrated with most accounting systems, Document Management Systems (DMS), and other business applications via API. Integration with file servers (SMB, FTP) and clouds (Google Drive, Dropbox) is also possible, which facilitates migration and access to existing documents.

📊 Advanced CRM – Odoo CRM Implementation

Build lasting customer relationships and increase sales with the Odoo CRM module. Even if you are already using another CRM system, Odoo CRM can be an intelligent complement, offering advanced features and integrations that will take your sales to the next level.

Key functionalities:

• Comprehensive handling of tender processes – from tender announcement to contract finalization. Odoo CRM will help you organize and track all stages of the B2B sales process, increasing your chances of winning.
• Dedicated sales pipelines, fully configurable to the specifics of your business. Visualize your sales process, identify bottlenecks, and optimize conversion paths.
• Advanced tagging and customer segmentation. Personalize communication and offers based on customer segmentation, increasing the effectiveness of marketing and sales activities.
• Email integration and automatic conversion tracking. The system automatically records the entire history of communication with the customer, tracks email opens and link clicks, giving you a complete picture of interactions and enabling precise remarketing.
• Extensive reporting and sales performance analysis in real-time. Monitor key KPIs, analyze sales trends, forecast sales, and make data-driven decisions.

Benefits of implementing the CRM module, even alongside an existing CRM system:

✅ Better organization of leads and sales opportunities: No more lost leads and forgotten sales opportunities. Odoo CRM centralizes all information about potential customers, automates reminders, and helps salespeople focus on the most important tasks.

✅ Automation of customer communication: Automatic welcome emails, meeting reminders, offer templates. Odoo CRM relieves your salespeople of routine tasks, allowing them to focus on building relationships and sales.

✅ Increased sales team efficiency: Thanks to better work organization, automation, and data access, your sales team will become more efficient and effective.

✅ Improved customer relations and increased loyalty: Personalized communication, quick response to inquiries, better customer service. Odoo CRM helps build lasting relationships and increase customer loyalty.

Use-case example:

A service company implements the Odoo CRM module, integrating it with its existing marketing automation system. As a result, the lead handling process is fully automated – from lead acquisition through marketing campaigns to handover to the sales department and transaction finalization. The time to convert a lead into a customer is reduced by 30%, and sales increase by 15%.

Integration with existing systems (read more on integrations):​

Odoo CRM can be easily integrated with marketing automation systems, e-commerce platforms, VoIP systems, social media, and other business applications via API. Integration with spreadsheets (Excel, Google Sheets) and databases is also possible, which facilitates data import and export.

📦 Warehouse Management – Odoo Inventory Implementation

Optimize your inventory management and streamline warehouse processes with the Odoo Inventory module. Even if you are using a simple spreadsheet or another inventory system, Odoo Inventory offers advanced features and automation that will significantly reduce costs and improve your warehouse efficiency.

Key functionalities:

• Support for multiple warehouse locations, including warehouses, shelves, racks. Precise location of each product in the warehouse, optimization of warehouse space, and faster order picking.
• Automatic real-time inventory control. Always up-to-date knowledge of available stock, avoiding stockouts and overstocking.
• Various inventory valuation methods (FIFO, LIFO, AVCO) and cycle counting. Accurate inventory valuation, compliance with accounting regulations, and easy inventory taking. Read more on Odoo Inventory.
• Integration with Odoo Sales, Purchase, and Accounting modules (and other systems via API). Full integration of warehouse processes with other areas of the company, automation of document flow, and elimination of errors.

Benefits of implementing the Inventory module, even as a separate system:

✅ Efficient inventory management and cost reduction: Optimization of inventory levels, minimization of losses related to expiration and damage of goods, better use of warehouse space. All of this translates into real savings.

✅ Full visibility of inventory levels and better control: You always know what you have in stock, where it is located, and what the value of your inventory is. You avoid surprises and make better purchasing decisions.

✅ More efficient order fulfillment and satisfied customers: Faster order picking and shipping, fewer mistakes, timely deliveries. You increase customer satisfaction and build a positive company image.

✅ Optimization of warehouse processes and increased efficiency: Automation of many warehouse tasks, streamlining the flow of goods, better organization of warehouse workers' work. You increase warehouse efficiency and reduce order fulfillment time.

Use-case example:

Przykład use-case: A wholesaler implements the Odoo Inventory module, integrating it with its existing order system via API. Thanks to automatic inventory control, the company reduced stockouts by 40% and shortened order fulfillment time by 25%. Inventory taking, which previously took several days, is now carried out cyclically and takes only a few hours.

Integration with existing systems (read more on integrations):​

The Odoo Inventory module can be integrated with order systems (e-commerce, B2B), courier systems, WMS (Warehouse Management System) systems, and other business applications via API. Integration with barcode scanners, electronic scales, and label printers is also possible, which streamlines the work of warehouse workers.

📈 Accounting and Finance – Odoo Accounting Implementation

Simplify and automate accounting processes in your company with the Odoo Accounting module. Even if you are using a traditional accounting office or another accounting program, Odoo Accounting offers modern solutions and automation that will reduce accounting costs and give you full control over your company's finances.

Key functionalities:

• Full accounting compliant with Polish regulations (JPK, VAT, balance sheet, P&L statement). Updates compliant with the latest changes in regulations, generation of all required reports and declarations, security and compliance with the law.
• Automatic recognition of expense documents thanks to OCR (Optical Character Recognition). Fast and error-free entry of expense invoices, saving accountants' time, eliminating the risk of human error.
• Automatic import of bank statements and export of payments. Instant posting of bank transactions, payment automation, time savings, and minimization of the risk of mistakes.
• Advanced management of liabilities and receivables. Full control over payments and receivables, automatic payment reminders, better company financial liquidity.
• Integration with e-declarations and banking systems. Direct submission of tax returns, secure and fast online payments.

Benefits of implementing the Accounting module, even as a supplement to existing accounting:

✅ Automation of accounting processes and cost reduction: Automatic posting, bank statement import, OCR, payment automation. Less manual work for accountants, lower risk of errors, lower accounting costs.

✅ Reduction of document handling and paper documentation costs: Digital document archiving, elimination of paper invoices, saving space and archiving costs.

✅ Always up-to-date and reliable financial data: Access to up-to-date financial reports in real-time, better control over company finances, data-driven decision-making.

✅ More efficient cooperation with an accounting office (if you use external accounting): Easy access to data for the accounting office, faster information exchange, elimination of misunderstandings.

Use-case example:

A trading company implements the Odoo Accounting module, initially integrating it only with bank statements and the Documents module. Thanks to automatic bank statement import, posting bank transactions now takes a few minutes a day instead of several hours. The implementation of OCR for expense invoices reduced invoice entry time by 70%. The company gained better control over cash flow and reduced accounting costs by 20%.

Integration with existing systems (read more on integrations):​

The Odoo Accounting module can be integrated with banking systems, online payment systems, invoicing systems, CRM systems, inventory systems, and other business applications via API. Integration with external accounting offices via dedicated modules and API is also possible.

📅 Project Management – Odoo Projects Implementation

Streamline project management in your company with the Odoo Projects module. Even if you are using simple task management tools (e.g., spreadsheets, to-do lists), Odoo Projects offers comprehensive features and visualization that will help you better plan, monitor, and deliver projects on time and within budget.

Key functionalities:

• Creation and monitoring of project contracts and budgets. Full control over project scope, schedule, and costs.
• Assigning tasks to team members and tracking progress in real-time. Clear division of responsibilities, transparency of progress, easy identification of delays.
• Automatic notifications and calendar integration. Deadline reminders, notifications of task status changes, synchronization with employee calendars.
• Generation of project and team performance reports. Analysis of key KPIs, identification of areas for improvement, optimization of project processes.
• Team collaboration and communication within projects. Central place for communication, file and information exchange, better teamwork and team engagement.

Benefits of implementing the Projects module, even as a standalone tool:

✅ Better organization of project team work: Clearly defined tasks, assigned responsibilities, transparency of progress. Better work organization, less chaos, greater team efficiency.

✅ Easy monitoring of project deadlines and costs: Visualization of the project schedule, real-time budget tracking, automatic alerts for deadline and budget overruns. Proactive risk management, avoiding delays and cost overruns.

✅ Increased project implementation efficiency and customer satisfaction: Timely project completion, better quality of delivered products and services, better communication with customers. You increase customer satisfaction and build a reputation as a reliable partner.

✅ Better analysis of project performance and continuous improvement: Access to project performance data, bottleneck analysis, identification of areas for optimization. Continuous improvement of project processes and increasing company efficiency.

Use-case example:

A marketing agency implements the Odoo Projects module, integrating it with its existing invoicing system. As a result, the time needed for project planning and monitoring has been reduced by 40%. Automatic task deadline notifications reduced project delays by 25%. The company gained better control over project profitability and increased customer satisfaction thanks to timely service delivery.

Integration with existing systems (read more on integrations):​

The Odoo Projects module can be integrated with CRM systems, invoicing systems, timesheet systems, calendars, messengers, and other business applications via API. Integration with document and file management tools (Google Drive, Dropbox, SharePoint) is also possible, which facilitates collaboration and information exchange within projects.

🌐 Online Store Integrated with Odoo – Odoo eCommerce Implementation

Create a professional online store that will delight your customers and bring real profits. Odoo eCommerce is an intuitive platform that allows you to quickly and easily launch online sales, even if you have no e-commerce experience.

Key functionalities:

• Intuitive drag-and-drop page builder: Create a unique look for your store without coding knowledge. Customize every element of the page to match your brand's visual identity.
• Mobile responsiveness: Your store will look and work perfectly on any device – computers, tablets, and smartphones. Reach customers wherever they are.
• SEO optimization: Built-in SEO tools will help you promote your store in search engines (Google, Bing, Yahoo). Increase your store's visibility and acquire more organic customers.
• Multilingualism and multicurrency: Sell worldwide! Offer your store in multiple languages and currencies, reaching an international audience.
• Advanced product filters and search: Make it easy for customers to find the perfect products. Intuitive filters and a fast search engine improve shopping comfort and increase conversion.
• Product personalization and configurators: Offer configurable and personalized products. Increase order value and offer customers unique products.
• Blog and marketing content: Run a company blog and publish marketing content directly in the store. Build a community around your brand, improve SEO positioning, and increase customer engagement.
• Social media integration: Promote your store and products on social media. Integrate your store with Facebook, Instagram, and other platforms, reaching a wide audience.

Benefits of implementing Odoo eCommerce, even as a new sales channel:

✅ Quick launch of online sales and reaching new customers: Start selling online within weeks. Reach customers throughout Poland and abroad, increasing the reach of your business.

✅ Professional image and brand building: Create a modern and aesthetic online store that will build customer trust. Strengthen your brand image and stand out from the competition.

✅ Increased sales and revenue: An additional sales channel means new revenue growth opportunities. Leverage the potential of e-commerce and increase your company's profits.

✅ Lower sales costs compared to traditional channels: Online sales are often more profitable than brick-and-mortar sales. Reduce operating costs and increase profit margin.

✅ 24/7 availability and convenience for customers: Your store is open 24 hours a day, 7 days a week. Customers can shop at a time and place convenient for them, increasing their satisfaction and loyalty.

Use-case example:

A clothing store implements Odoo eCommerce, integrating it with its existing brick-and-mortar sales. Thanks to a responsive online store, the company reaches customers throughout Poland. Built-in SEO tools help position the store in Google, and social media integration increases traffic to the site. Online sales quickly become an important revenue channel for the company.

Integration with existing systems (read more on integrations):​

Odoo eCommerce can be integrated with online payment systems (PayU, Przelewy24, PayPal), courier systems (DPD, InPost, DHL), accounting systems, CRM systems, marketplace platforms (Allegro, Amazon), and other business applications via API. Integration with warehouse management systems (WMS) is also possible, which ensures automatic updating of inventory levels in the online store.