Odoo is a comprehensive suite of business software that helps business consolidate and automate processes
BizyLife will help you streamline services with Odoo by simplifying complex service workflows, handling project management/traceability, consolidating applications, and optimizing processes with automations.
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Increase sales by leveraging Odoo drag and drop website builder, tracked links, social media automation, and email and SMS marketing automations
Track opportunities through your pipeline, de-duplicate similar leads, track site visits, create rules to auto-assign sales team/person, leverage AI to determine closing probability, and communicate with opportunities directly within Odoo
Create and send beautiful quotations customized to your services and offering with dynamic placeholders via email directly from your CRM. Communicate with your prospect directly on the quotation and get notifications when the prospect views your quotation.
Confirming an order automatically generates a project with child tasks, subtasks, and scheduled activities. Set assignees, deadlines, and budgets.
Employees can upload images of receipts from their phone and have them digitized with OCR. They can then submit an expense report to be approved by the company.
Request pricing from a vendor by issuing an RFQ. Communicate directly on the document and see messages in Odoo.
Set Budgets and compare actual automatically computed budget to the budget forecast
Run approval process on purchase orders. Approvals can be based on amount and/or role level.
Vendor Bill PDFs can be sent to the system and digitized using OCR to save time. Bills related to a project or expense can be billed back to a client
In the United States, Nacha files can be generated from Odoo and uploaded to your bank to initiate an electronic fund transfer to your vendor. Bank files for other countries are also supported. Inquire for more details.
Odoo makes it easy to create accounts and sub-accounts to better classify transactions. Additionally, Odoo uses Analytical accounts to track transactions by additional dimensions (Department, Location, Project, etc) without cluttering the COA.
Cash Flow Statement, Balance Sheet, Profit and Loss, Executive Summary, General Ledger, Trial Balance, Partner Ledger, Aged Receivables, Aged Payables, Depreciation Schedule, Deferred Revenue/Expenses, 1099s, and more are native Odoo reports that provide drill down capability.
Historical pricing saved to better understand which vendors have historically provided the best prices
