Odoo for Professional Services
Sell, deliver, and bill — on one platform.
Win deals with smart quotes, plan work with Projects, track time and expenses, and invoice in one click. Provide clients with a clean portal to track progress, review documents, and make online payments.
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Real businesses, real results
Audit and Certification businesses
Odoo features an AI-based website builder, an intuitive CRM pipeline for managing leads, and a comprehensive Field Service solution to streamline onsite visits.
Marketing Agency
Odoo allows you to streamline all aspects of your marketing agency on one intuitive platform. From building a stunning website to following up on leads, managing projects with seamless communication, and invoicing clients.
Cleaning Service Companies
Odoo offers everything you need, from lead management to invoicing, scheduling onsite work, logging timesheets, and purchasing.
Estate Management
Manage your real estate rental agency, from property and contract management to automated booking.
ERPGo <-> Odoo Professional Services ecosystem
How your business process flows across connected Odoo apps
Market & Capture
Website
Appointment-ready website that turns traffic into booked demos.
CRM
From lead to won deal with forecasts and activity tracking.
Appointments
Self-booking calendars by service/consultant with reminders.
Scope & Sign
Sales
Professional proposals with rate cards, milestones, and margins.
Documents
One place for SOWs, NDAs, and change orders—linked to deals/projects.
e-Sign
Collect legally valid signatures with multi-signer flows and an audit trail.
Subscriptions
Set retainers with included hours, overage rates, and auto-billing.
Plan & Deliver
Project
Kick off from the quote; manage milestones, budgets, and risks.
Planning
Assign by skills and balance utilization vs. capacity.
Timesheets
Capture billable time on web/mobile; approve by task or project.
Purchase
RFQs and vendor bills tied to projects for true job costing.
Bill and Cash in
Invoicing
T&M, fixed, milestone, and retainer billing—one-click from projects.
Payment
Get paid by card/bank/pay-by-link; deposits and partials supported.
Accounting
Automated reconciliation, WIP and revenue recognition, multi-currency. (Local e-invoicing packs available, e.g., KSeF in PL.)
Customer Portal
Clients view progress, approve docs, and pay invoices in one place.