Odoo CRM + Project Automation Setup for Solar Business

@ambientinfotech

Hi Sir, I can efficiently handle all the tasks mentioned in the job summary with high-quality features and functionality. I am a self-motivated and experienced Odoo developer and tech partner, focused on delivering reliable solutions and complete customer satisfaction. I assure you of 100% quality work and timely delivery. Let’s connect to discuss further. Thanks, Hitesh

@vishal1145

Your automation between CRM and Projects will fail if you don't handle edge cases - what happens when a deal is marked Won but the loan approval falls through? Most Odoo setups I've audited break here because they assume linear progression. Before configuring the workflow, I need clarity on two scenarios: Can a project stage move backward (e.g., loan rejected after material dispatch)? This affects whether I use state machines or simple stage transitions. What triggers the "Material Dispatch" stage - is it manual approval or automatic when loan clears? This determines if I build a blocking automation or notification-based workflow. Here's the technical approach: - ODOO STUDIO + AUTOMATED ACTIONS: Build server actions that create projects on deal stage change, not just "Won" status - prevents orphaned records if sales team skips stages. - CUSTOM FIELDS + COMPUTED FIELDS: Add system size and loan details as relational fields (not text) so you can filter projects by "pending loans over 7 days" without manual data entry errors. - INVENTORY INTEGRATION: Use delivery orders linked to project tasks so your Material Dispatch stage auto-updates when warehouse confirms shipment - eliminates the "we shipped it but forgot to update Odoo" problem. - STAGE-BASED REMINDERS: Configure scheduled actions that check project age per stage and send escalations (e.g., "Loan Process stuck for 5+ days") - this prevents deals from dying in limbo. I've configured Odoo for 4 project-based businesses including a construction firm that had similar multi-stage workflows with external financing. The key was building fail-safes for when reality doesn't match the pipeline. I don't take on Odoo projects where the business process isn't documented. Let's do a 20-minute call to map your actual workflow before I configure anything - most solar companies have 2-3 hidden steps they forget to mention upfront.

@Srashtasoft

Hi there, I have read your project requirement. You need a complete Odoo-based CRM and project management system with automation, including pipeline setup, project workflows, deal-to-project conversion, custom fields, and basic inventory linkage—without accounting integration as you are already using Zoho Books. We can configure your CRM pipeline, automate deal-to-project creation, set up stage-wise task management, reminders, and implement custom fields tailored to your solar/project-based business. We also ensure clean workflow automation using Odoo Automated Actions and provide basic team training. I have a few questions to better align the solution: ======================================= Which Odoo version are you currently using (Community or Enterprise)? Do you need mobile access optimization for your sales or field team? Should inventory tracking be real-time with stock alerts, or only dispatch-level tracking? Do you require any integration between Odoo and Zoho Books (even basic sync)? Best Regards, Srashtasoft Team

@Aman2030

hey , i can help you with zoho implementaions.............................connect to me in chats......................................................................................................................................................................................................

@kaustubhbawa123

Hi, I am an IITian , worked at fortune 500 companies. I will make it a reality for you. With 7+ years of experience I will deliver a high-quality solution using modern technologies and industry best practices. Kindly click on the chat button so we can discuss and get started. Will share you my prior projects done and my resume too. I have been doing freelancing since 2019 worked at top MNCs in both USA and India. Lets connect

@fbs2009

5x Certified Zoho Professional Hey, I am Fateh Singh, with 9-year experience in ZOHO Eco System and extensive knowledge of Business processes and Customization/Development. Core Competencies : • ZOHO Consultancy • API Integration • Configurations & Customisation • App Development • Data Migration • ZOHO Training • Support I have good exposure to different areas of ZOHO like • Custom Modules • Custom Fields • Canvas • Widgets • Blueprints • Schedules • Workflows • Validations • Advanced Formula • Deluge • Security Control • Process Management • Automations • Data Administration • General System Setup • Channels Setup • Portals • Reports and Dashboards

@mayankinnovative

Hi, As per my understanding: You need Odoo configured for a project-based workflow—CRM pipeline from lead to deal closure, automatic project creation on “Won,” stage-driven task management, basic inventory linkage, and smart automations, while continuing to use Zoho Books for accounting. Implementation approach: I will configure Odoo CRM with your exact pipeline and enable lead tracking, activities, and reporting. Then I’ll set up the Projects module with a reusable template (Registration → Closure) and automate project creation when a deal is marked “Won.” Tasks will be auto-generated and assigned per stage. I’ll implement automated actions for reminders (loan, payment, delays) and define custom fields (system size, value, loan, address). For inventory, I’ll create a lightweight linkage to track material dispatch against projects without touching accounting. The system will be clean, scalable, and aligned with your business flow. Final delivery includes full setup, tested automations, and a concise training session. A few quick questions: 1. Which Odoo version are you using (Community or Enterprise)? 2. Do you already have CRM data to migrate? 3. How detailed should inventory tracking be (basic logs vs stock levels)? 4. Any email/SMS reminders required for automations? 5. Expected timeline for go-live?

@mahads31

With experience in HTML and PHP, I have successfully developed various digital solutions tailor-made for different businesses including CMS, eCommerce, CRMs and business platforms just to name a few. This project aligns perfectly with my core expertise in web and software development and my very hands-on experience with Odoo CRM, Projects, automation and building custom fields. Speaking of functionality, I completely understand how important automations are for project-based businesses like yours. My proficiency in creating workflows especially automated actions within Odoo would enable your deals to instantly convert into projects upon marking them "Won." Furthermore, I can set up stage-based reminders specifically tied to loan, payment and other critical milestones in the project cycle - ensuring timely completion. Lastly, it's worth mentioning that I'm not just about delivering the project but empowering you with the know-how to use it effectively. Hence, in addition to meeting all your necessities – full system configuration, working automations etc., I will provide necessary basic training so you can independently operate the system for now and future requirements.

@FutureNOWPK

Hi I have a unique way to lead capturing, nurturing, recovery and project win on Odoo. Allow me to say that I automate Odoo to work, update all on voice messages, it will give you updates on voice notes and it will execute recovery mechanisms, the logic that you should design, and execute seamlessly. Perhaps we should better chat? Regards

@CauaAlves

Especialista em Odoo com foco em automação de fluxos para negócios baseados em projetos. Configuro pipelines de CRM alinhados ao seu processo comercial — do lead ao "Won" — com campos personalizados para dados específicos do setor solar (sistema, financiamento, endereço). Implemento a criação automática de projetos ao fechar negócios, com estágios pré-definidos (Registro → Financiamento → Instalação → Encerramento) e tarefas atribuídas por gatilhos. Automações por estágio enviam lembretes para pendências de loan, pagamentos ou atrasos, reduzindo gargalos operacionais. Integro de forma leve o módulo de Inventário para vincular despacho de materiais às etapas do projeto, sem interferir no Zoho Books. Todas as configurações seguem boas práticas de manutenção e escalabilidade no Odoo, com documentação clara das regras criadas. Entrego sistema totalmente funcional, automações testadas e sessão de alinhamento para sua equipe operar com autonomia. Foco em usabilidade prática: o sistema trabalha para você, não o contrário.

@KarthikTechCon

Hi, I’m Karthik with 15+ years of experience in ERP/CRM automation, Odoo customization, workflow automation, and project management systems. I can configure your Odoo CRM + Project workflow tailored for your solar business operations with automated project creation, task management, reminders, and inventory linkage. What I can deliver: ✔ CRM pipeline setup: Lead → Qualified → Survey → Proposal → Negotiation → Won ✔ Project workflow automation ✔ Auto project creation when deal is Won ✔ Task generation & assignment workflows ✔ Stage-based reminders & notifications ✔ Custom fields (system size, loan details, address, etc.) ✔ Inventory/material dispatch linkage ✔ Basic reporting dashboards Project Workflow Setup: ✔ Registration ✔ Loan Process ✔ Material Dispatch ✔ Installation ✔ Payment ✔ Meter Sync ✔ Closure Technical Expertise: • Odoo CRM & Projects • Automated Actions & workflows • Custom module/configuration setup • Inventory & operations workflows • Project-based business automation Relevant experience: • CRM & ERP implementations • Solar/construction workflow systems • Process automation & task management • Inventory-linked operations workflows Deliverables: ✔ Fully configured Odoo system ✔ Working automations ✔ Basic training & documentation ✔ Post-setup support I focus on practical, scalable workflows that improve operational visibility and reduce manual coordination effort. Ready to start immediately. Regards, Karthik

@dushyant317

I will configure your Odoo CRM and Projects with a complete pipeline (Lead -Won), automated project creation, stage-based task workflows, and reminders tailored to your business, along with custom fields and basic inventory linkage for material dispatch. The system will be delivered fully functional with clean automations, Zoho Books compatibility, and a short training session to ensure your team can use it efficiently from day one.

@apoorvar16

Hello, I can configure your Odoo CRM and Project workflow exactly as required. I have already implemented a similar end-to-end setup for a real estate company, including automated pipelines, project creation, and operational tracking. Execution Plan: 1. CRM Setup Configure pipeline: Lead → Qualified → Site Survey → Proposal → Negotiation → Won. Enable lead tracking, activities, and basic reporting dashboards. 2. Project Setup Create project template with stages: Registration → Loan Process → Material Dispatch → Installation → Payment → Meter Sync → Closure. Automatically create a project when a deal is marked Won with tasks assigned to users. 3. Automation Deal Won triggers project creation. Stage-based reminders for loan follow-ups, payments, and delays using Automated Actions. 4. Custom Fields Add system size, project value, loan details, address, and required operational fields. 5. Inventory (Basic) Link material dispatch with inventory/delivery tracking. Odoo accounting excluded as Zoho Books will continue for accounting. Deliverables Fully configured system, working automations, testing, and practical team training. Relevant Experience Built similar CRM-to-project automation workflow for a real estate business. Available to start immediately. Open to long-term collaboration.

@TyeStewart

I already see a clean way to execute this. I specialize in Odoo CRM and project workflows, with hands-on experience setting up end‑to‑end sales and delivery pipelines for solar and field-service businesses. Your stages from Lead through to Negotiation and beyond fit perfectly with how I typically design solar-specific Odoo flows, so I can align the system closely with how your team already works in the field and in the office. You want a CRM and project automation that keeps every deal on track: leads captured properly, site surveys scheduled, proposals sent on time, tasks auto-created, and nothing slipping through the cracks as you move from sale to installation. Before I map this out, can you confirm which parts you want fully automated (e.g., automatic task/project creation at certain stages, emails, reminders), and which you prefer to keep manual for control? Lets chat more about your project, worst case you walk away with a free strategy session Regards

@vaishnavk11

Hi, I have hands-on experience configuring Odoo CRM, Projects, and automation workflows for project-based businesses, and I can set up your system cleanly with practical usability in mind. • **CRM Setup** I’ll configure your pipeline (Lead → Won), lead tracking, activities, and basic reporting for clear visibility. • **Project Setup** Custom project template with all stages (Registration → Closure), auto project creation when deal is marked “Won”, plus task creation and assignment. • **Automation** Automated Actions for: – Deal Won → Project creation – Stage-based reminders (loan, payment, delays) • **Custom Fields** Add all required fields like system size, project value, loan details, address, etc., fully integrated into CRM & Projects. • **Inventory (Basic)** Link material dispatch with inventory/delivery tracking without affecting your Zoho Books setup. • **Approach** Clean configuration (no unnecessary complexity), scalable workflows, and user-friendly setup. • **Timeline** 4–6 days for full setup, testing, and delivery. • **Deliverables** Fully working system + automations + basic training session. I can also share similar workflow setups I’ve done. Let’s build a system that actually works for your business operations. Best regards, Vaishnav K

@Skycodeit

With over a decade of dedicated experience in developing and implementing pioneering software solutions in various domains, our team at UNV7 has successfully persevered in translating your vision into reality. Amidst our vast array of specializations lies the Odoo CRM and project domain, aptly matching the requirements of your project to the T. Our team boasts of 20+ talented individuals, each an expert in their field, blessed with an inherent passion for their craft. The fact that we can offer an all-inclusive solution comprising system setup, automation development, training, and unrivaled post-deployment support is a testament to our commitment towards client satisfaction. Our technical expertise includes software fluency in HTML and PHP while considering ourselves artisans of automated actions with Odoo ERP. Having successfully built workflows for several project-based businesses similar to yours, we assure you skillful integration between the CRM and Project modules for seamless project creation upon securing deals. To ensure effective communication between departments, we'll link your material dispatch process with inventory/delivery using basic yet efficient functionality.

@mubashir021

I understand the unique needs of your solar business and the importance of a robust CRM and project automation setup. With my extensive experience in configuring Odoo for various industries, I can tailor the system to efficiently manage your sales pipeline and project stages. My approach will ensure that the CRM is fully aligned with your workflow, from lead tracking to project closure, along with the necessary automations to enhance productivity. I will create custom fields that capture all essential project details, and link your inventory for seamless material dispatch. I have successfully completed similar projects, which involved automating workflows and creating user-friendly interfaces for project management. My commitment is to deliver a fully configured system along with basic training to empower your team. Given the scope and complexity of the work, I estimate a delivery time of 14 days. I am eager to collaborate and help your business thrive with Odoo. Let's discuss your specific requirements further.

@monarchdigitalhq

I understand exactly what you need, and I am confident I can deliver it professionally. Your request for a fully configured Odoo system with a clean, seamless CRM pipeline and automated project workflows aligns perfectly with my expertise. With extensive experience in Odoo CRM, Projects, and automated actions, I’ll configure your lead-to-closure pipeline, automate project creation upon deal closure, and link inventory dispatch effortlessly. While I am new to Freelancer, I have tons of experience and have done other projects off site. I’m ready to provide a quick professional action plan outlining timeline and costs on reply. I would love to chat more about your project! Regards, Janco

@sharmtech

Hi, I can set this up quickly using a proven CRM + project workflow system (CoreSuite) that already covers ~90% of your requirements—so you get a stable, production-ready solution without heavy Odoo customization. Here’s how I’d handle it: – Configure CRM pipeline (Lead → Won) with tracking, activities, and reporting – Auto-create projects on Deal Won with your defined stages (Registration → Closure) – Implement task assignment + stage-based reminders (loan, payment, delays) – Add custom fields (system size, loan details, address, etc.) – Link inventory with material dispatch while keeping Zoho Books intact CoreSuite already includes roles/permissions, automation engine, CRM + project modules, so this will be faster, cleaner, and easier to scale. I can also share a live demo link so you can see how this works in real-time before we proceed. I’ve built similar CRM + workflow systems for project-based businesses with automation-driven pipelines. One thing I’d like to clarify: – Are you strictly looking for Odoo, or open to a ready system that delivers the same workflow faster? I’m a full-stack PHP developer with 13+ years of experience in WordPress, WooCommerce, Laravel, and CodeIgniter. Regards, Yogesh