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REVENUE STACK

Powered by Odoo ERP

Lead → Quote → Deliver → Invoice → Retain

A unified revenue engine connecting CRM, CPQ, projects, inventory, invoicing, and support.

Built on Odoo ERP for real time data, fewer handoffs, and faster cash collection.

Ready Partner

PIPELINE STAGES

  • Attract — Campaigns, SEO, and landing pages feed qualified leads.
  • Qualify — CRM scoring, web forms, and SDR handoff.
  • Quote — CPQ with price lists, discounts, and approvals.
  • Deliver — Projects, tasks, field service, and timesheets.
  • Invoice — Milestone/progress billing, subscriptions, and ACH/cards.
  • Support — Helpdesk SLAs, knowledge base, and CSAT.
  • Analyze — Pipeline, margin, AR aging, cohort retention.

KEY VALUE DRIVERS

  • Single source of truth across Sales, Ops, and Finance
  • Automatic handoffs: win a quote, start a project, reserve stock
  • Progress billing and collections tied to milestones
  • Customer portal for quotes, orders, invoices, and support
  • Native analytics: pipeline, margin, AR, and utilization
  • App integrations: Stripe, PayPal, DocuSign, Google, Microsoft

ODOO ERP MODULES

CRM + Marketing

  • Lead scoring, territories, and multi-pipeline
  • Email/SMS campaigns, UTM tracking, web-to-lead
  • Calendar, activities, and team KPIs

CPQ & Sales

  • Product catalog, variants, price lists
  • Quote templates, approvals, e-sign
  • Subscriptions and renewals

Projects & Delivery

  • Task boards, Gantt, and milestones
  • Timesheets, expenses, and field service
  • Customer portal and change orders

Inventory & Procurement

  • Multi-warehouse, MTO/MTS, reordering rules
  • Serials/lots, barcode, and putaway
  • Vendor price lists and purchase approvals

Accounting & Invoicing

  • Automated AR/AP, multi-currency/taxes
  • Progress billing, retainage, and deposits
  • Bank sync, reconciliation, and AR aging

Support & Success

  • Helpdesk SLAs, knowledge base, and RMA
  • NPS/CSAT, surveys, and automations
  • Contracts, renewals, and entitlements

LOOKING TO CONNECT SALES, OPERATIONS, AND FINANCE ON ONE STACK?

We implement, migrate, and support Odoo with construction-grade processes.