Odoo CRM Setup and Customization for Affiliate and Parent Companies

$3000-5000 CAD

Sürüyor

İlan edilme:

7 ay önce

$3000-5000 CAD

Teslimde ödenir

We are seeking a skilled Freelancer to set up and customize our Odoo CRM for our business structure, which includes 10 Affiliate Companies and one Parent Company. The project entails customizing the Odoo CRM system to meet our unique needs and assist with implementation. Project Requirements: Setup and Configuration: VPS Setup: Install and configure Odoo CRM on our VPS. Company Setup: Create and set up 10 Affiliate Companies and one Parent Company in the CRM. User Accounts: Set up Admin, Affiliate Admin, and User accounts for each company. Customizations: Key Project/Opportunity Dashboard: Develop a dashboard accessible to all users from each company. A "Key Project" is a Project/Opportunity that multiple Affiliates may bid on. Each Key Project will receive a unique Opportunity number from the Parent Company. Affiliates can add connected sub-opportunities to the Key Opportunity. Opportunities Rating: Modify the Opportunities module to use a 5-star rating system instead of the current 3-star system. Contacts Custom Field: Add a field in the Contacts module to display which company entered the contact. Enable other Affiliates to add their company to the contact to indicate their relationship with the business. Opportunities Sub-Probabilities: Modify the Opportunities module to include two sub-probabilities: Probability that the project will go ahead. Probability that the project, if it goes ahead, will be awarded to us. The overall probability should be calculated by multiplying these two sub-probabilities. Project Reporting: Implement a reporting feature to track: Projects that went ahead but were not awarded to us. Projects that did not go ahead. Use these reports to evaluate the accuracy of our project success predictions. Additional Setup and Requirements: VPS and Production Setup: Set up the VPS and other necessary items to put the Odoo CRM into production. GitHub and Automated Testing: Set up GitHub for code management and automated testing. Weekly Updates: Provide weekly updates on the project progress. Submission through GitHub and Figma: All code to be submitted through GitHub, and all UI/UX work to be submitted through Figma. Skills Required: Proficiency in Odoo CRM setup and customization. Experience with creating custom modules and dashboards in Odoo. Strong understanding of CRM workflows and probability calculations. Ability to integrate custom fields and reporting features. Experience with VPS setup, GitHub, and automated testing. Timeline: We are looking to complete the setup and customizations within 6-8 weeks. Please provide a detailed timeline in your proposal. Additional Information: Please include examples of similar Odoo CRM projects you have completed. We are looking for a Freelancer with a proven track record of delivering high-quality, customized CRM solutions. Ideal Skills and Experience: - Strong experience with Odoo development, particularly in CRM module - Proven track record of customizing CRM systems - Ability to understand and implement unique business requirements - Good communication skills to understand project needs and provide updates - Experience in the industry is a plus Please include a detailed project proposal in your application to give me an idea of how you would approach this task. A portfolio of relevant past work would also be appreciated. Looking forward to hearing from the right candidate.

Proje No: 38265837

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Seçilen:

@Techspawn

Authorised Odoo Partner, specialising in custom development Odoo modules and currently developed over 50 Odoo modules. I have gone through the project requirements thoroughly. With over 10 years of experience in Odoo and PHP development, Python, Django, React.js, and UI/UX, our team is well-prepared to set up and customize your Odoo CRM for your complex business structure involving 10 Affiliate Companies and one Parent Company. Project Overview: We will configure Odoo CRM on your VPS, set up company structures, user roles, and implement customizations such as a Key Project Dashboard, a 5-star rating system for Opportunities, and advanced reporting for project evaluation. We'll start by setting up VPS and installing Odoo, then configure company structures and user roles. Custom modules for the Key Project Dashboard and modified Opportunities module will be developed to meet specific needs, integrating probability calculations and reporting features for accurate project tracking. Automated testing and GitHub setup will maintain code quality and version control. With our extensive Odoo CRM customization experience, we'll deliver a tailored solution within your 6-8 week timeframe, focusing on efficient implementation and regular updates to meet your My Odoo Portfolio and Plugins: [login to view URL] My Portfolio [login to view URL] Regards, Techspawn Solutions.

$4.000 CAD 7 gün içinde

5,0

(12 değerlendirme)

5,2

87 freelancer bu proje için ortalama $4.238 CAD teklif veriyor

@AwaisChaudhry

Hey Good afternoon , Just finished reading the brief details . I see you have been looking for someone who has experience with these tech stacks UX / User Experience, UI / User Interface, Django, Odoo and React.js. I will request you to review my profile, skills, projects and customer feedbacks to confirm that I will be good fit for this job. I would like you to start the chat so we can discuss the project in detail and we will see how it goes. Questions: 1. These are all the requirements? If not, Please share more detailed requirements. 2. Do you currently have anything done for the job or it has to be done from scratch? 3. What is the timeline to get this done? Why Choose Me? 1. I have done more than 250 major projects only on freelancer.com. 2. I have not received a single bad feedback since last 5-6 years. 3. You will find 5 star feedback on last 100+ major projects which shows my clients are happy with my work. Portfolio: https://www.freelancer.com/u/AwaisChaudhry Timings: 9am - 9pm Eastern Time (I work as a full time freelancer) Thanks and regards, Awais

$5.000 CAD 11 gün içinde

5,0

(11 değerlendirme)

7,1

@techassist7865

Good day. I have thoroughly inspected the provided details. While having a profound experience in developing robust and scalable Custom Odoo CRMs and over 9+ years of experience being a Full Stack Developer, I would like to ask some questions to know more about this job. 1- "Admin, Affiliate Admin"---> Can you brief me on all the administrative features? 2- What are the authentication parameters that I have to implement? 3- Would you like to share any inspirational software? 4- Will there be push notification module? I would like to share my portfolio over the chat. Looking forward to your responses as per above questions over the chat. I am happy to have a short call based on your availability and time zone prior to kickstarting the work.

$5.000 CAD 30 gün içinde

5,0

(4 değerlendirme)

6,4

@divumanocha

Hello, Greetings, I hope you are doing well. I have reviewed all the given details and can assist you with this project. I am glad to tell you that I am an Odoo expert and official Odoo partner. I can work with both Odoo Enterprise and Community versions, as well as with all Odoo apps. Additionally, I can create custom apps and modules for Odoo. I will do my best to complete the project within the specified time if given the opportunity. However, I have some crucial points I would like to discuss with you regarding this project. Could you please leave me a message so we can discuss them? I am looking forward to hearing from you. Thank you.

$4.000 CAD 45 gün içinde

5,0

(8 değerlendirme)

5,8

@Rekhathakur

Hi!!! As a seasoned developer and an official Odoo partner with more than a decade of experience, I have a comprehensive understanding of Odoo CRM implementation and customization. This project resonates with me, as it aligns closely with several similar projects I have completed in the past. My proficiencies in setting up and configuring complex structures such as multiple Affiliate and Parent Companies are a major asset. Lastly, My association with Odoo as a Certified Partner provides me not only access to training and certification but also an edge over others in providing high-quality and cost-effective Odoo solutions as well as top-notch support services. More than that, It allows me to offer discounts on Odoo subscriptions and other products which would reflect on the client's side. In light of all these qualities and skills, I'm confident that I can offer unparalleled implementation and customization services for your Odoo CRM system. Let's embark on this journey together to build a tailored CRM system that drives efficient management across all your affiliate companies while delivering substantial value and elevating your business strategies.

$5.000 CAD 30 gün içinde

5,0

(5 değerlendirme)

5,9

@caroldata

Hello, #Ready to work I specialize in Odoo CRM setup and customization with a track record of delivering tailored solutions. I'll set up your VPS, configure companies and users, and customize dashboards, ratings, fields, and reports to fit your needs. Weekly updates and GitHub submissions ensure transparency and progress. And i am fully confident to fulfil this requirement effectively with mentioned implementations. Let us know a good time to chat, or share more details about your requirements with us over chat. Looking forward to connecting. Thanks

$4.000 CAD 7 gün içinde

5,0

(2 değerlendirme)

5,3

@n2rtechnologies

Hi there, You need an experienced full stack developer with experience in vue react angular node. You want someone who manage backend coding I’ve created over 50 web application, and 10 of those were CRM. I have a college degree in Computer Science, and even worked as Senior Developer in MNC. I am flexible in prices, as quality & long-term relationships are more important. Note:- This is a place holder bid. So the Actual price and time will be given after complete discussion. I am hoping for your positive response. Thank You Nurul Hasan

$3.000 CAD 45 gün içinde

5,0

(1 değerlendirme)

4,9

@yasirk1979

I am writing to express my strong interest in customizing and implementing your Odoo CRM system to accommodate your unique multi-company structure. My expertise in Odoo development, particularly the CRM module, Do you have any preferences for the visual design of the dashboards and UI elements (optional: Figma mockups)? Are there any specific reporting formats or data visualizations you envision for project evaluation? I am confident that my skills and dedication will result in a successful project outcome. Let's discuss this opportunity further and answer any questions you may have. Bidding amount is not fixed we can negotiate budget via chat. Please start chat to work together.I can start work immediately . sincerely, Abrar Gulzar PS: Portfolio can be shared on your request via chat

$4.000 CAD 30 gün içinde

5,0

(1 değerlendirme)

4,8

@OutsourceMan

With my solid 18+ years of experience in web and app development, I am ready to expertly transform your Odoo CRM system to match the unique demands of your business structure. Having specialized in PHP, WordPress, WooCommerce along with a strong understanding of data scrapping, I have developed refined skills perfectly aligned with your project requirements. My previous successes include integrating WooCommerce with Google Merchant Json and bringing about custom features to existing websites - all while ensuring smooth and seamless connections. As an experienced developer and proven problem-solver, I understand that proper organization is vital from the start. To this end, I will create and configure the necessary VPS and set up all the Affiliate Companies and the central Parent Company on the Odoo CRM platform. But my offer doesn't stop there. I'll enhance the Opportunities module by replacing its 3-star rating system with a more nuanced 5-star arrangement - keeping in mind your need for accurate evaluations. Additionally, you can expect me to successfully execute modifying the Opportunities module to include essential sub-probabilities while enabling other Affiliate Companies to input their own contacts as needed. You can trust me with your VPS setup, Github management, automated testing and weekly communication duties. When you choose me, rest assured that we are endeavoring on a path of efficient collaboration to meet our goal within 6-8 weeks

$4.000 CAD 7 gün içinde

4,7

(3 değerlendirme)

4,6

@softsolution2000

Hi there I have extensive experience in setting up and customizing Odoo CRM systems for businesses, including creating custom modules and dashboards. I am proficient in VPS setup, GitHub, and automated testing. I will ensure the smooth implementation of the CRM to meet your unique needs, including setting up 10 Affiliate Companies and one Parent Company. I have a strong understanding of CRM workflows and probability calculations, enabling me to integrate custom fields and reporting features effectively. I will provide weekly updates on the project progress and submit all work through GitHub and Figma. My detailed project proposal will outline a clear timeline for completion. Do you have any specific preferences for the interface design of the CRM system? I can provide links to similar works from my portfolio. Please go through my profile its 15 years old see the work I did over the years. ---> No Win No Fee means that your satisfaction is my utmost priority. <---- Lets discuss the job details. Moreover, I am willing to start the job and perform tasks without even being hired; it is just to show my commitment to this project. Looking forward to hear from you. Regards Shah

$3.250 CAD 7 gün içinde

5,0

(3 değerlendirme)

4,0

@smmalik1990

Hi, Thank you for this posting an opportunity related to my interest. I have excellent experience in Odoo development, customization and configurations. I believe my abilities would be perfect for your venture. I am also a certified Odoo developer. I have rencent worked on a similar odoo project and it can save time and cost for your project as well. Shall we schedule a call to discuss more in details? Looking forward Regards, Malik

$4.000 CAD 7 gün içinde

4,9

(13 değerlendirme)

4,2

@darko53

Hi, As an experienced Odoo CRM developer with a proven track record of delivering high-quality, customized solutions, I am confident in my ability to successfully set up and configure your Odoo CRM system to meet your unique business needs. I possess the necessary skills to handle the various setup and configuration tasks, as well as the expertise to create the custom dashboards, modules, and reporting features you require, including the ability to integrate sub-probabilities and a 5-star rating system. I would be excited to leverage my expertise in Odoo development to ensure your Odoo CRM implementation is a seamless and efficient process that aligns with your business structure and objectives.

$3.000 CAD 7 gün içinde

5,0

(1 değerlendirme)

3,8

@studiosevolution

As a seasoned FULL-STACK developer with an emphasis on Django (Odoo being built on it) and React.js, I am well-versed in tackling CRM setup and customization projects. Over the past 15 years, my primary goal has been to provide quick, efficient and bug-free work for clients, while maintaining constant communication. This aligns perfectly with your requirement of weekly updates.

$3.500 CAD 7 gün içinde

5,0

(2 değerlendirme)

3,6

@Sidrairfan078

Hello, I hope you are good. I just saw your job posting and I am really interested in this project. As per my experience and skills this job completely fits. I have 5+ year experience doing similar jobs regarding to above mentioned skills Django, React.js, UI / User Interface, UX / User Experience and Odoo. You can check my portfolio as well: https://www.freelancer.com/u/Sidrairfan078 Lets start chat, So we could discuss it in details and finalize everything. I will deliver you in best possible way. Thanks! Sidra

$3.250 CAD 8 gün içinde

4,9

(2 değerlendirme)

3,1

@priyank086

Hello, Greetings of the day!! I have understood your requirement in the project that you are seeking to streamline your business operations by setting up and customizing an Odoo CRM to manage your 10 Affiliate Companies and Parent Company. You want the CRM to reflect your unique business structure, including features like a shared dashboard for key projects, a 5-star rating system for opportunities, and detailed project reporting. I have 10+ years of experience in Nodejs, Python, AI/ML, Web Designing/Development, HTML5, PHP, E-commerce, and Mobile Application development using Ionic, React Native, and Flutter, etc. I am able to do this work as I have the necessary knowledge. So I think I can handle your requirement decently. If you need any clarifications on my bid, please let's talk about it. I hope to hear from you soon so we can get things done. Thanking You, Regards, Priyank Bhargava

$3.000 CAD 7 gün içinde

5,0

(1 değerlendirme)

3,2

@Kiranshaikh2388

✨ Odoo CRM Setup and Customization for Affiliate and Parent Companies ✨ I have read your project brief and I am ready to start this project right away. Trust me I am confident to do this job Please review my 5 star ratings and recent portfolio. https://www.freelancer.com/u/Kiranshaikh2388 My Experience in this field for last 8 years and I m very consistent in doing jobs. Kiran Shaikh.

$3.800 CAD 7 gün içinde

5,0

(1 değerlendirme)

2,9

@hntcoder

Dear Aiden N., I hope this message finds you well. I am Them H., an experienced software developer specializing in Odoo CRM setup and customization. Your project revolving around configuring Odoo CRM for 10 Affiliate Companies and a Parent Company aligns perfectly with my skill set. I am proficient in Odoo CRM customization, creating custom modules and dashboards, and integrating unique business requirements. I have a strong background in VPS setup, GitHub, and automated testing, which are crucial for the successful implementation of your project. I am confident in completing the setup and customizations within the specified 6-8 week timeframe and will provide detailed weekly updates on the project progress. I have worked on similar Odoo CRM projects in the past and can adapt to meet your specific needs effectively. I am eager to discuss the project further and share detailed insights on how I would approach the task. Your satisfaction with the final deliverables is my top priority. Looking forward to the opportunity to collaborate with you on this exciting project. Warm regards, Them H.

$4.000 CAD 7 gün içinde

5,0

(2 değerlendirme)

2,8

@fonkij

Hi there, I am an experienced accountant that is highly skillful in Odoo Customization. I have a proven track record and previous similar tasks that I have handle which I am willing to share. Please reach out. I will begin working on this project right away

$4.000 CAD 3 gün içinde

5,0

(2 değerlendirme)

2,9

@NoahNaizir

Hello Aiden, I have thoroughly reviewed your project requirements for setting up and customizing the Odoo CRM system for your 10 Affiliate Companies and one Parent Company. As a skilled freelancer with expertise in Django, React.js, and Odoo, I am confident in my ability to deliver a tailored solution that meets your unique business needs. My approach to this project involves meticulously setting up and configuring the Odoo CRM on your VPS, creating user accounts for each company, and customizing key features such as the Project/Opportunity Dashboard, Opportunities Rating, Contacts Custom Field, Opportunities Sub-Probabilities, and Project Reporting. Additionally, I will ensure effective communication throughout the project and provide weekly updates on the progress. With a proven track record in Odoo development and CRM customization, I am well-equipped to handle the complexities of this project. I am excited about the opportunity to work on this project and deliver a high-quality CRM solution that aligns with your business requirements. Best regards, Noah Naizir

$4.000 CAD 30 gün içinde

2,3

(2 değerlendirme)

5,0

@awaiswaheed134

Your project entails setting up and customizing Odoo CRM for your business structure, which includes 10 Affiliate Companies and one Parent Company. This involves installing and configuring Odoo CRM on a VPS, creating user accounts, and developing custom dashboards and modules tailored to your needs. Specific customizations include a Key Project/Opportunity dashboard, a modified 5-star rating system, custom fields in the Contacts module, and enhanced opportunities sub-probabilities. Hi, I'm Awais Waheed. With over 4 years of experience in software development, I specialize in Odoo CRM setup and customization, and have a strong background in creating tailored CRM solutions to meet unique business requirements. My expertise extends to VPS setup, GitHub integration, and automated testing, ensuring a robust and efficient implementation. I will approach this project by first setting up the VPS and Odoo CRM, followed by creating the company structure and user accounts. Custom modules and dashboards will be developed to meet your specifications, ensuring seamless integration and usability. The timeline for this project is 6-8 weeks, during which I will provide weekly updates and submit all code through GitHub and UI/UX work through Figma. Let's initiate a chat and have a meeting to discuss the project requirements further!

$5.000 CAD 5 gün içinde

5,0

(3 değerlendirme)

2,4

@usamae

I am a skilled Odoo developer with extensive experience in CRM setup and customization. I have successfully completed similar projects, including setting up multiple companies within Odoo CRM, creating custom dashboards, and implementing unique business requirements. My expertise in Odoo development, VPS setup, and GitHub management align perfectly with your project needs. Check out my portfolio projects, such as SocialBu, ChatFAI, and LinkMngr, to see my capabilities in action. I look forward to discussing how I can contribute to your project effectively.

$5.000 CAD 7 gün içinde