Grupo Arena sought to implement ERPNext to streamline thier customer relationship processes and improve sales visibility. To support scalable growth, the company required a customized CRM setup aligned with its internal workflows. Oodles delivered ERPNext CRM implementation, configuration, and tailored automation to build a structured and efficient sales management system.

The client sought Oodles for implementing ERPNext from scratch and developing a fully customized CRM tailored to their business model. Key AOWs included ERPNext installation and configuration, CRM pipeline customization, workflow automation for tasks and follow-ups, notification setup, and dashboard creation to enhance visibility, control, and process efficiency.

• ERPNext Installation & Initial Setup: Deployed and configured ERPNext to establish a stable foundation for CRM operations.
• Custom CRM Pipeline Development: Designed a sales pipeline aligned with the client’s workflow and opportunity stages.
• Workflow & Automation Configuration: Implemented task assignments, follow-ups, and automated notifications to streamline sales activities.
• CRM Customization & Field Mapping: Tailored lead, opportunity, and customer forms to match business-specific data requirements.
• Dashboard & Reporting Setup: Created interactive dashboards to provide real-time insights into sales performance and pipeline health.
• User Role & Access Management: Configured role-based permissions to ensure secure and structured system usage.