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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.