Expert Help Requirement for Odoo Community Edition CRM Implementation

Objective: Epiidosis Investments LLC seeks an expert to swiftly install and customize Odoo Community Edition CRM. This CRM will manage client investments, integrating PBX telephony, appointments, online payments, VoIP/video calls, call logs, task management, financial proposals, legal documentation, and web integration with our branding. Scope of Work: Install and Configure Odoo CRM: Set up Odoo Community Edition and tailor modules for investment management. Telephony Integration: Integrate PBX telephony and enable VoIP/video calls for efficient communication. Appointment and Payment Systems: Implement scheduling and online payment gateways. Task and Document Management: Set up call logs, task management, and legal document templates. Web Integration: Integrate CRM with website and landing pages for seamless data flow. Deliverables: Functional Odoo CRM with integrated features. Staff training on CRM usage. Ongoing technical support. Timeline: Days 1-2: Install Odoo, integrate telephony and VoIP/video. Days 3-4: Implement appointments, payments, and task management. Day 5: Customize templates and conduct system testing. Days 6-7: Train staff and set up support systems. Qualifications: Proven experience in Odoo CRM implementation. Expertise in telephony, VoIP, appointments, payments, and document management within Odoo. Ability to meet deadlines and provide ongoing support. Submission: Submit proposals with a portfolio, implementation plan, and cost estimate.