One system for the whole business — sales, accounting, jobs, stock, customer communication and your website — on your own private instance, hosted by us.
This lists everything. What you get depends on the plan you choose.
From first enquiry to signed order, in one pipeline.
CRM pipeline
Drag-and-drop stages, activities, reminders and a full history on every Lead and Opportunity.
Quotations & sales orders
Send a Quotation, turn it into a Sales Order on approval, and invoice all of it or part of it.
AI lead generation & enrichment
Find new prospects and fill in missing company detail with grounded AI search — no paid per-lead credits.
Email → Lead capture
An email to your sales address lands in the pipeline as a Lead, with the message attached.
Duplicate contact control
Warns on a duplicate by phone, email or name before it becomes two customer records and two histories.
Product variants & pricelists
One product, many sizes or finishes, each with its own price — and different pricing per customer group.
Step-by-step in-app guides
CRM and Sales guides written for your trade, opened from the menu — not a help site somewhere else.
A real double-entry ledger, not a simplified bookkeeping layer.
Invoicing & customer payments
Customer invoices, credit notes, partial payments, deposits and outstanding credit held against the customer.
Vendor bills & purchasing
Purchase Orders, vendor bills, and what you owe — matched to what actually arrived.
Bank reconciliation
Statement import plus a full reconciliation screen; automatic daily bank feeds available as an option.
Expenses
Staff submit expenses, you approve them, and they post to the books and onto the job.
AI receipt scanning
Photograph a receipt; the vendor, date, amount, tax and category are read and filled in for you.
Taxes & financial reports
Tax handling per line, plus Profit & Loss, Balance Sheet, Aged Receivable and Aged Payable.
What a job was quoted at, what it actually cost, and what is left to invoice.
Projects & tasks
Stages, assignees, deadlines and a task history per job.
Job cost tracking
Analytic accounting ties every labour hour, purchase and expense back to the job that caused it.
Timesheets
Hours logged against the task, costed at the employee's rate and billable to the customer.
Private projects
Projects visible only to the people you name — subcontractor rates and margins stay out of general view.
Stock that reflects reality, including what you buy in for one job.
Stock tracking
On-hand and forecast quantities, locations, transfers, lots and serial numbers.
Special order (buy-to-order)
Items bought in for a specific customer order rather than stocked — no phantom inventory left behind.
Kits & assembled items
Sell one item made of several parts, either as a Kit that consumes its components or as a manufactured product.
Restrict to existing products
Stops staff inventing a new product on the fly from a quote line and polluting the catalogue.
Reach customers where they actually reply.
Two-way SMS
Send from inside Odoo through your own Android gateway and read the replies — your number, your SIM, no per-message reseller.
SMS Inbox
Incoming SMS and MMS arrive as conversations, linked to the contact they came from, with a reply digest.
Two SMS lines
An office line and a second line can run side by side, or either one on its own.
SMS marketing
Build a list, send a campaign, and see what came back.
Email marketing
Campaigns, templates, lists and open/click statistics — no separate Mailchimp subscription.
Live chat
A chat widget on your website, answered from the same system that holds the customer record.
Let customers book a time without the phone tag.
Online booking page
A public page showing your real availability, with the booking landing straight in the calendar.
Booking → Lead
An estimate or consultation booking creates the Lead in CRM at the same time.
Calendar & reminders
Shared calendars, invitations and reminders for the team and the customer.
Your public presence on the same database as your books.
Website builder
Drag-and-drop pages, forms and blog — a form submission can open a Lead directly.
Online store
Products, cart and checkout, sharing one catalogue and one stock level with the rest of the system.
Courses & eLearning
Publish training content or customer how-tos as structured courses.
No Odoo branding
The built-in "powered by" promotion is replaced with your own open-source disclosure.
Counter sales that land in the same books.
POS terminal
Touch-screen sales, receipts and cash sessions, posting straight to accounting and stock.
The team side of the business.
Employee records
Contracts, departments, documents and time off in one place.
Expense approval
Submitted expenses route to a manager before they reach the books.
Procedures and job documents that do not live in one person's head.
Internal knowledge base
Shared procedures, price lists and job documentation, organised in pages.
Per-page access control
Private pages visible only to named people, so staff documents and owner documents can coexist.
AI where it saves typing, not as a separate product you pay for twice.
AI writing assistance
Draft and refine descriptions, emails and notes in place, across CRM, Sales and more.
Included AI credits
A monthly allowance is included on the AI plan — no API key to buy or manage.
Bring your own key
Prefer your own Gemini key? Turn it on in Settings and run uncapped.
The part you would otherwise have to hire someone for.
Your own private instance
A separate database per business on your own subdomain — not a shared table with other companies in it.
Managed hosting & updates
Servers, SSL, updates and monitoring are ours to run; nothing to install on your machines.
Encrypted nightly backups
Every tenant backed up nightly, encrypted, copied off-site, and test-restored automatically.
Two-factor authentication
2FA available per user, with the security emails branded as yours.
Your branding on system email
Invitations, password resets and notifications go out looking like your business.
Dark mode
A full dark theme for the whole backend.
Unlimited transactions
No per-invoice, per-customer or per-transaction ceiling.
Data export & ownership
Your data is yours — exportable in full, on request, at any time.