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Odoo Consulting

Odoo setup, automated actions and integrations with your CRM and e-commerce stack.

Book a call What you get
  • Bilateral NDA protected
  • 100% client code & IP ownership
  • 2–4 week agile sprints
Odoo Consulting

Odoo Consulting: key facts

What it is
Insyrge configures and customises Odoo modules, builds automated and server actions, and integrates Odoo with your CRM and e-commerce stack.
Who it is for
Businesses implementing Odoo for sales, inventory, manufacturing or accounting; Companies running Odoo alongside a separate CRM.
Main deliverables
Process and module map, Module configuration, Automated and server actions, Customisation, Integrations.
Works with
CRMs, e-commerce platforms, payment providers, shipping and BI tools.
How it starts
A free 45-minute discovery call, then a written scope agreed before any build starts.
Ownership
You own the code, configuration and documentation. Ongoing support is optional.

Who it is for and the problems it solves

Who it is for

  • Businesses implementing Odoo for sales, inventory, manufacturing or accounting
  • Companies running Odoo alongside a separate CRM
  • Teams whose Odoo setup needs automation or customisation

Problems it solves

  • Orders, stock and invoices are re-entered between Odoo and other systems
  • Standard Odoo modules do not match a key process
  • Manual steps remain where automated actions could run
  • E-commerce orders and Odoo inventory drift out of sync

What you get

Tested deliverables, included in this service

Clear milestones agreed in writing, with the code and configuration handed over to you.

  • 01

    Module configuration and customisation

  • 02

    Automated actions and server actions

  • 03

    HubSpot and Zoho to Odoo integration

What each deliverable includes

Process and module map
Which Odoo modules you use, how they are configured and where customisation is needed.
Module configuration
Sales, inventory, purchase, accounting and other modules set up.
Automated and server actions
Rules that update records, send messages or run code on triggers.
Customisation
Fields, views and reports adapted to your process.
Integrations
Odoo connected to your CRM, e-commerce and other tools.
Training
Role-based training and documentation.

The process

How an engagement runs

Scope and deliverables are agreed before any build starts.

  1. Step 01

    Discovery

    We review your goals, current setup and the tools involved.

  2. Step 02

    Plan

    Scope, deliverables and timeline agreed in writing before work starts.

  3. Step 03

    Build and test

    The solution is configured, checked against real scenarios.

  4. Step 04

    Handover

    Documentation and training so your team can run it day to day.

Typical timeline and what you receive at each phase

  1. Phase 01

    Discovery call

    Your current process, systems, data sources and users reviewed.

  2. Phase 02

    Blueprint sign-off

    A written design of configuration, automations, integrations and data migration.

  3. Phase 03

    Build in sprints

    Configuration and automation delivered in agile sprints, each demonstrated and tested.

  4. Phase 04

    Go-live and handover

    Data import, role-based training, documentation and an agreed support option.

Durations depend on scope and are set in the written proposal. Build work runs in 2–4 week sprints.

Platforms & capabilities

Tech this service works with

  • HubSpot
  • Odoo
  • CRM
  • Integrations
  • Workflow automation

Typical integrations

  • CRM

    Customers, quotes and orders synced.

  • E-commerce

    Orders, products and stock.

  • Payment providers

    Payments and reconciliation.

  • Shipping

    Delivery and tracking.

  • BI

    Reporting outside Odoo.

Questions about Odoo Consulting

Still unsure? Email info@insyrge.com

What can be automated in Odoo?

Record updates, approvals, emails, activity creation and custom logic, using automated actions and server actions.

Can Odoo integrate with HubSpot or another CRM?

Yes. We sync customers, quotes and orders through the Odoo and CRM APIs.

Do you customise Odoo modules?

Yes, when configuration is not enough. We keep customisations documented to ease upgrades.

Can Odoo keep e-commerce stock in sync?

Yes. We integrate stores so orders flow into Odoo and stock levels flow back.

Do you implement Odoo from scratch?

Yes, from process mapping through configuration, data import, training and go-live.

Do we own the customisations?

Yes. Code and configuration are handed over.

How do we start?

Book a free 45-minute call. We review your current setup and goals, then send a written scope before any work starts.

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