Detailed Odoo CRM Checklist for Today:

1. Odoo CRM & Modules Setup:

● Verify Installed Modules: Ensure the correct Odoo modules are installed (CRM,
Invoicing, Sales, Email Marketing, etc.).
○ Navigate to Apps in Odoo and check if these modules are installed and updated.
● Check Email Integration: Ensure that email integration is properly set up to send and
receive communications directly within Odoo CRM (verify SMTP settings for automated
emails).
● Multi-Channel Lead Capture: Ensure Odoo is capturing leads from all sources (website
form, email, phone) by reviewing the Lead Creation Automation settings.
○ Integrate with VoIP for phone call logging, and ensure website form submissions
are generating leads automatically.

2. Client Onboarding Workflow Setup:

● Welcome Email Automation:

○ Navigate to Email Marketing or CRM’s Automated Actions in Odoo, create a
welcome email template, and configure triggers.
○ Ensure the welcome email is triggered upon lead creation with details like an
introduction to your services, a fixed-rate explanation, and a link to schedule a
consultation using Odoo’s online scheduling (from the Calendar module).
● Lead Management:
○ Set up Lead Scoring and create custom fields in the CRM for tracking lead
information, urgency, and the potential for conversion. This can be done under
CRM > Configuration > Lead Scoring.

3. Consultation Process Customization:

● Schedule Consultations:
○ Integrate Odoo’s Calendar module to allow clients to book consultations directly
by sharing a link in the welcome email.
○ Create pre-configured time slots for consultants, ensuring availability for both
video and in-person meetings.
● Prepare Consultation Checklist:
○ Build a custom form within Odoo Studio to capture client details during
consultations, including support needs, goals, and any specific medical or
financial concerns. Ensure this form is part of the Lead/Opportunity record.

4. Proposal Generation & Automation:

● Proposal Template Design:

○ Navigate to Sales > Configuration > Quotation Templates, and create a
template that includes sections for the fixed-rate fee, scope of services, and
timeline.
○ Use dynamic fields in the proposal to pull data from client records (such as their
contact details and consultation notes). Odoo allows you to configure this using
placeholders.
● Fixed-Price Calculator:
○ Customize Odoo to generate fixed-price proposals by creating a custom field or
formula in the quotation template that calculates the fee based on service scope
(e.g., consultation type, length of contract).
○ Test the pricing rules by generating dummy quotes to ensure the price is
pre-filled correctly.
● Proposal Workflow:
○ Configure the proposal approval stages: Draft, Sent, Reviewed, and Approved
using Odoo’s Stages in the CRM or Sales module.
○ Set up automated reminders for clients to review and accept proposals,
leveraging the Automated Actions in Odoo.

5. Invoice Customization and Automation:

● Review and Modify Invoice Templates:

○ Navigate to Invoicing > Configuration > Invoice Layouts and review the
current invoice template. Ensure it includes:
■ A fixed price pre-filled from the accepted proposal.
■ Clear itemization for services rendered.
■ Space for detailed descriptions (e.g., consulting hours, support plans) that
automatically populate based on the proposal.
● Automation of Invoice Generation:
○ Set up a workflow that triggers automatic invoice generation once a client
approves a proposal. This can be configured through Automated Actions or
Triggers in the Sales and Invoicing modules.
● Drag-and-Drop Functionality:
○ Odoo allows drag-and-drop customizations through Odoo Studio. If more
customization is required for the invoicing structure (i.e., rearranging items on the
invoice), use Studio to modify the view and layout of the invoice.
○ Test dragging and dropping items on invoices by creating sample invoices with
pre-filled services and rearranging them.

6. Client and Lead Automation:

● Task and Status Automation:

○ Use Automated Actions to change the client’s status from "Lead" to "In
Consultation" or "Proposal Sent" after each key event.
○ Set up tasks within the Project or CRM module for automatic reminders to follow
up after each consultation or when a proposal/invoice is sent.
● Reminders for Invoices:
○ In the Invoicing module, configure reminders for unpaid invoices. Go to
Invoicing > Configuration > Payment Follow-ups and set automated follow-up
emails with customizable templates.

7. Support Plan Review and Finalization:

● Support Plan Template:

○ Create a structured support plan template that reflects the client consultation.
Use Odoo Studio to customize fields (daily living assistance, healthcare
coordination, etc.).
○ Ensure the template includes the ability to tag key action items, which will then
generate automatic tasks in the CRM or Project module.
● Internal Review Workflow:
○ Establish an internal review process for the support plan using Stages. Create
stages like "Draft," "Under Review," and "Finalized," and assign internal team
members to review and provide feedback.
○ Ensure a feedback loop is in place with automated notifications for each status
change, allowing real-time updates on revisions.

8. Client Feedback and Communication Logging:

● Set Up Client Portal:

○ Use Odoo’s Portal module to give clients access to their support plans, invoices,
and proposals. This provides them with a centralized place to review documents
and give feedback.
○ Implement inline commenting on documents within the portal, allowing clients to
give feedback directly on their support plan or proposal.
● Communication Logging:
○ Enable automatic logging of all client communications, including emails and
calls, to ensure everything is stored in the CRM module.
○ Set up reports in Odoo to analyze communication patterns with clients
(frequency, type of communication).

9. Ongoing Support and Plan Updates:

● Task Automation for Check-Ins:

○ Use Automated Actions to set up regular check-in reminders. For example,
create a task in Odoo’s Project or CRM module for monthly or quarterly
calls/emails.
○ Set automated tasks for team members based on the client’s support plan,
ensuring ongoing communication is tracked and managed.
● Ad-Hoc Plan Updates:
○ Allow clients to request changes to their plan via the portal. These requests can
automatically generate tasks for your team in the Project or CRM module to
process updates.

10. Training & Consultant Alignment:

● Consultant Training:
○ Train consultants on each stage of the CRM process, especially on how to
generate proposals and invoices. Create an internal Knowledge Base using
Odoo’s Website or Document modules, where consultants can access FAQs,
workflows, and guides.
● Clarity on Fixed-Rate Model:
○ Ensure consultants are clear on the fixed-rate pricing structure. Create an
internal guide that outlines how to explain the model to clients, and set up a
feedback tool so consultants can ask questions or raise concerns.