Odoo CRM implementation in Lyon:
more deals won, fewer missed follow-ups
We set up your Odoo CRM and bring rhythm back to your sales follow-up: clear priorities, follow-ups at the right time, simple visibility on the pipeline. No jargon, just practical help for your team and management, with an Odoo integrator in Lyon who comes to work on-site at your offices.
Why does the wrong tool cost you money?
We fix these concrete issues first, before any heavy project. Quick wins that are visible and actually adopted.
⏱️ Following up by gut feeling
Things slip, the timing is off, buyers go cold. Sequences are neither structured nor tracked.
Not knowing where things stand
Unclear stages, no target dates: hard to prioritize and make calls without a debate.
🗂️ Scattered information
Emails, files, personal notes. Everyone has their own version of the truth and precious time is lost.
Everyone does it "their own way"
Cluttered screens, useless fields. The CRM feels like a chore, not a copilot.
Impossible to steer
Little visibility 4 to 8 weeks out, targets that shift at the last minute.
Repetitive tasks
Re-entering data from quote to invoice, copy-pasting, no automation. Hours down the drain.
A system that actually helps the team
We adapt the CRM to the way you work, train your teams and maintain it over time. Consulting, Training, Implementation and Support.
🧱 A clear pipeline
Clear stages, target dates, visible priorities. Pipeline meetings become quick and actionable.
Flawless follow-ups
Automatic reminders, email templates and scheduled tasks. Fewer things forgotten, more deals saved.
📚 Centralized data
Emails, files and notes in one place. Decisions based on shared facts.
Our 7-step approach
From needs analysis to upgrades, a clear, controlled path.
Needs analysis
Short workshops to clarify priorities and expectations.
Odoo installation
A clean, modular foundation for a reliable start.
Customization
Tailored fields, views and automations.
Group training
Built around your team's real cases.
Coaching
One-on-one support to build lasting habits.
Maintenance
Responsive support and regular small improvements.
Upgrades
Smooth version upgrades and guaranteed security.
How a CRM implementation works
- Assess your sales process, with your sales director or on your own: the sales stages, where prospects get lost, the actions worth tracking.
- Configure the CRM around this process: pipeline, follow-ups, dashboards.
- Train and fine-tune: your sales reps learn on their own deals.
Expect 2 to 4 months in most cases: the time it takes to understand how you sell, not just to install software.
Take back control of your sales data
A unified view of every contact and clear reports to better manage the relationship at every stage.
Make your data talk
Contacts, activities, opportunities and expected revenue all live in the same environment. You track progress by stage and see where to focus your effort.
- Contacts: history, interactions, documents
- CRM import: clean data migration
- opportunity and probability tracking
- Tasks: nothing gets lost, everything is tracked
- Pipeline: complete visibility on the sales cycle
- Reporting: a single source of truth for the team
Odoo 19 partner
We use robust, modular, open-source technology. It brings prospecting, opportunity tracking, quotes and invoicing together in one seamless environment.
Above all, Odoo is customizable: custom fields, scoring rules, tailored automations, simple role-based views and reports that are useful to management.
- 🔒 Security and well-controlled role-based access rights
- 🧩 Integrated apps, from lead to invoice
- APIs and connectors for your existing stack
- 🧪 Gradual ramp-up, no big bang
A CRM synced across your tools
The CRM becomes the heart of the flow: invoicing, inventory, delivery orders, email, calendar and phone.
“Within three weeks, an honest view of the pipeline and quick reviews. We no longer lose opportunities without noticing.”
Sales director, B2B services
“Immediate adoption, because the interface is clean. Meaningful stages, email templates, useful reporting.”
Founder, light manufacturing
“No more side spreadsheets. Everything is centralized and measurable. Decisions are made faster.”
Sales operations manager, distribution
Frequently asked questions
Everything you need to know about implementing your future CRM.
Boost your growth with Odoo CRM
Don't let your prospects slip away. Request your strategic assessment, 100% free and tailored to your business.
By phone or video call, at a time that suits you.