Sales & CRM
Advanced tools to manage the full revenue cycle
CRM
Track every lead and opportunity from first contact to closed deal. Build a fully customizable sales pipeline with drag-and-drop Kanban stages, assign activities and deadlines to your team, and let the system score leads automatically based on behavior and engagement. Enrich contact data in one click using built-in company lookup. Schedule calls, demos, and follow-ups directly from the opportunity card, and get accurate revenue forecasts by salesperson, team, or period — all from a single screen.
Sales
Create polished quotations in seconds using product templates, configurable price lists, and optional discounts. Send quotes by email and let customers sign electronically — no back-and-forth printing required. Handle product variants with an attribute matrix (size, color, etc.) directly on the order line. Convert confirmed orders to delivery and invoice automatically, with no manual re-entry. Manage upselling and cross-selling using optional product suggestions on quotation templates. Lock confirmed orders to prevent unauthorized changes.
Subscriptions
Manage recurring revenue with automated subscription contracts. Define billing cycles (monthly, quarterly, annually), automate renewal reminders, track churn and MRR (Monthly Recurring Revenue) on a live dashboard. Close-linked with invoicing — subscription renewals generate invoices automatically without any manual work.
Invoicing & Payments
Issue customer invoices directly from sales orders or delivery notes. Support for advance payments, deposit invoices, and multi-currency billing. Connect to online payment providers (Stripe, PayPal, etc.) so customers can pay directly from the invoice link. Track outstanding balances, send automated payment reminders, and reconcile bank statements with a single click using smart matching rules.
Purchase
Automate procurement and control supplier relationships
Purchase Orders
Manage the full procurement process from request to receipt. Create purchase orders manually or let the system generate them automatically based on reorder rules and stock levels. Define preferred vendors per product with negotiated price lists and minimum order quantities. Compare supplier offers side-by-side using Request for Quotation (RFQ) workflows before confirming an order. All received goods are automatically reconciled with the corresponding purchase order — any quantity or price discrepancy is flagged immediately.
Vendor Management
Maintain a complete supplier database with contact details, payment terms, delivery lead times, and historical performance. Rate vendors after each order, track on-time delivery rates, and use that data when selecting suppliers for future purchases.
Procurement Rules & Replenishment
Set automatic reorder points per product and warehouse location. When stock drops below the defined minimum, the system creates a draft purchase order or internal transfer automatically — reducing the risk of stockouts without daily manual monitoring.
Purchase Approvals
Define spending limits per user or department. Any purchase order that exceeds a configured threshold is automatically sent for approval before it can be confirmed. Full audit trail is maintained for every approval decision.
Inventory
Full warehouse control with real-time visibility
Multi-Warehouse & Multi-Location
Manage any number of warehouses, internal locations, shelves, and bins within a single system. Transfer stock between locations with full traceability. Each location can have its own replenishment rules, pick/pack/ship workflows, and access controls.
Traceability — Lots & Serial Numbers
Track individual items or batches through every movement from supplier to customer. Assign lot numbers at reception and trace them through internal transfers, production, and final delivery. In the event of a quality issue or recall, identify all affected stock in seconds.
Advanced Routes & Operations
Define custom logistic flows: goods can go through quality control before being put away, orders can require a pick-then-pack operation before shipping, and dropshipping routes can bypass the warehouse entirely. Each route is configurable without custom development.
Barcode & Mobile Operations
Warehouse staff scan barcodes directly on their mobile device or a dedicated scanner to confirm receipts, transfers, and deliveries. This eliminates paper-based picking lists and manual data entry errors.
Inventory Valuation
Choose your costing method — FIFO, Average Cost, or Standard Price — per product category. Inventory valuation entries are posted to the accounting module automatically, keeping financial records always in sync with physical stock.
Forecasted Availability
See projected stock levels based on confirmed sales orders, purchase orders, and manufacturing orders together. Never promise a delivery date without knowing whether the stock will actually be available.
Accounting
Enterprise-grade financial management and reporting
General Ledger & Chart of Accounts
Maintain a fully structured chart of accounts adapted to Georgian accounting standards and tax regulations. Every transaction — from invoices to inventory movements to payroll — posts automatically to the relevant accounts. The general ledger is always up to date and auditable.
Bank Reconciliation
Import bank statements automatically or upload them manually. The system suggests matches between statement lines and journal entries using smart rules. Reconcile a full month of transactions in minutes, not hours.
Tax Management
Configure VAT rates, withholding taxes, and any other applicable taxes. Tax amounts are calculated automatically on every invoice. Generate tax reports for submission to the Georgian Revenue Service (RS.GE) in the required format.
Multi-Currency
Issue invoices and record payments in any currency. Exchange rate differences are calculated and posted automatically. Full multi-currency reporting is available for companies operating across borders.
Financial Reporting
Generate a Profit & Loss statement, Balance Sheet, Cash Flow report, and aged receivables/payables with a single click — at any point in time, for any date range. Drill down from a summary figure directly to the underlying transactions.
Budgeting
Define annual or quarterly budgets per account and analytic line. Compare actual spending versus budget in real time. Receive alerts when spending approaches or exceeds the defined limit.
Analytic Accounting
Track costs and revenues by project, department, cost center, or any other custom dimension — independently of the standard accounting structure. Essential for profitability analysis per business line or client.
Approvals
Structured multi-level approval workflows across the entire company
Custom Approval Flows
Build approval processes for any type of request — purchases, expenses, time-off, equipment allocation, contract sign-offs, and more. Configure who approves what, in what order, and under what conditions (e.g., amount above a threshold, specific department, category of item). No coding required — approvals are set up through a simple visual interface.
Multi-Level & Parallel Approvals
Some decisions require more than one approver. Set sequential approvals (manager → director → CFO) or parallel approvals where multiple stakeholders must approve simultaneously. The request moves forward only when all required sign-offs are collected.
Tracking & Notifications
Every approval request is tracked in real time. Approvers receive automatic notifications by email or in-app alert. Requestors can see the current status of their submission at any moment. Managers get a dashboard view of all pending approvals across their teams.
Audit & Compliance
Every approval decision — approved, refused, or returned for correction — is logged with a timestamp and the responsible user's name. This creates a full, tamper-proof history that satisfies internal audit and compliance requirements.
Project Management
Plan, execute, and track work across every team
Projects & Milestones
Create projects for any initiative — client delivery, internal initiative, product launch. Break each project into stages and milestones. Get a real-time completion status at the project level without having to dig into individual tasks.
Task Management
Assign tasks to team members with deadlines, priorities, and tags. Work in Kanban view for agile teams or switch to list view for a more structured approach. Add sub-tasks for complex work items, attach documents, and track all communication in the task's own chatter thread.
Gantt Chart & Timeline
Plan work visually with a drag-and-drop Gantt chart. Reschedule tasks by dragging them on the timeline. Identify dependencies between tasks and spot scheduling conflicts before they cause delays. Available on both desktop and mobile.
Time Tracking & Timesheets
Log hours directly on tasks or use a running timer. Timesheets are linked to projects and can be billed to customers automatically — the system creates invoices based on hours logged, at the agreed rate. Managers can review and approve timesheets before billing.
Resource Planning
See employee workload across all active projects. Identify who is under-allocated and who is overloaded. Assign or reassign work based on real availability, not guesswork.
Human Resources
Complete employee lifecycle management
Employee Records
Maintain a complete, structured profile for every employee — personal data, job position, department, contract type, work schedule, and reporting line. Manage company hierarchy with an interactive org chart.
Recruitment
Post job openings directly to your website or job boards. Manage all applications through a configurable Kanban pipeline — from new application to offer accepted. Score and compare candidates, schedule interviews, send offer letters, and convert accepted candidates to employees — all without leaving Odoo.
Leave & Absence Management
Employees request leave online. The system routes the request to the appropriate manager for approval. Balances are tracked automatically per leave type (annual, sick, unpaid, etc.) and are visible to both the employee and their manager at any time.
Payroll
Generate payroll runs based on contracts, work schedules, timesheets, and approved leaves. Define salary rules, apply deductions, and produce payslips in PDF format. Integrate with accounting to post salary journal entries automatically.
Appraisals
Run structured performance review cycles. Define evaluation templates with goals and competencies. Collect self-assessments and manager feedback on a set schedule. Track development goals and link appraisal outcomes to salary changes or promotions.
Expenses
Employees submit expense claims with receipts directly from the mobile app. Managers approve or refuse with one click. Approved expenses are posted to accounting and reimbursed through payroll or a separate payment — no spreadsheets, no email chains.
Helpdesk
Structured intake, tracking, and resolution of requests
Helpdesk Tickets
Receive and manage requests from customers or internal users through email, a web portal, live chat, or direct form submission. Every request becomes a ticket automatically. Classify tickets by team, category, priority, and SLA.
SLA Policies
Define response and resolution time targets based on ticket priority or customer type. The system tracks SLA compliance in real time and alerts the responsible agent when a deadline is approaching. SLA performance is reported at team and individual level.
Escalation & Routing
Route tickets to the right team or person automatically based on predefined rules (category, language, customer segment). Escalate tickets that are not resolved within the allowed time to a senior agent or manager.
Customer Portal
Customers can submit, view, and follow up on their own tickets through a self-service portal — without needing to call or send emails. They receive automatic notifications at every stage change.
CSAT & Feedback
Automatically send satisfaction surveys when a ticket is closed. Collect ratings and comments. Review CSAT scores per agent, team, and period on a live dashboard.
Maintenance
Manage equipment, prevent failures, and track service history
Equipment Registry
Maintain a full database of all company equipment and machinery — with category, location, assigned technician, serial number, purchase date, and warranty expiry. Each piece of equipment has its own complete service history.
Preventive Maintenance
Schedule recurring maintenance tasks (daily, weekly, monthly, or based on usage meters). The system generates maintenance requests automatically at the right time and assigns them to the responsible technician — so nothing is missed.
Corrective Maintenance Requests
When equipment fails or a problem is reported, create a maintenance request with priority, description, and photos. Track the request through to completion — from open to in progress to resolved. All actions are logged with date and duration.
Downtime Tracking
Record every instance of equipment downtime, its cause, and duration. Analyze historical data to identify the most failure-prone equipment and make informed decisions about repair versus replacement.
Integration with Manufacturing
Maintenance is fully linked with the manufacturing module. A machine breakdown on the production floor can trigger a maintenance request automatically, and planned maintenance windows are visible on the production schedule to avoid conflicts.
Integrations
Connect Odoo to the tools and services your business already uses
Banking & Payment Gateways
Connect to Georgian and international banks for automated bank statement imports. Integrate with online payment processors (Stripe, PayPal, and others) to allow customers to pay invoices online. Payments are matched and reconciled automatically.
eCommerce & Online Stores
Connect your Odoo backend to an online store built on Odoo eCommerce, Shopify, WooCommerce, or other platforms. Product catalog, stock levels, orders, and customer data stay synchronized in both directions — in real time.
Google Workspace & Microsoft 365
Sync contacts and calendar events between Odoo and Gmail/Outlook. Log emails from your inbox directly to CRM leads, contacts, or projects. Attach documents from Google Drive or SharePoint to any Odoo record.
VoIP & Telephony
Make and receive calls directly from the CRM or Helpdesk using integrated VoIP. Incoming calls are matched to existing contacts automatically, and call logs are recorded against the relevant record.
REST API & Custom Integrations
Odoo exposes a fully documented REST API and XML-RPC interface, enabling integration with any third-party system — logistics platforms, government portals, custom databases, BI tools, or legacy software. All data can be read, written, and updated programmatically.
IoT & Hardware
Connect barcode scanners, receipt printers, weighing scales, payment terminals, and industrial sensors directly to Odoo via the IoT Box — without custom driver installation. Widely used in retail POS, warehousing, and manufacturing environments.