Odoo CRM Implementation for Investment Portfolio Management Firm

Odoo CRM Implementation for Investment Portfolio Management Firm
Technologies :
  • Odoo 13.0
  • Python
  • XML
  • HTML
  • CSS
  • Bootstrap
  • JQuery
  • PostgreSQL
  • Javascript

Description :

About our Customer:

Our client is a well-known financial sector firm that provides the best plan to reach financial goals as per the need and comfort levels. They have a global presence and provide advisory approach, portfolio solutions, financial goals, and milestones. Also, deliver quality work and services.

Business Needs / Challenges:

  • Needed a system to manage customer relationships efficiently and effectively.
  • Needed a system where they can manage and schedule the team activities and meetings.
  • Needed a way to quickly create leads based on customers' responses.
  • Needed a solution to handle customer queries and follow-ups smoothly and systematically.
  • Needed a way to manage sales targets and commissions of the employees.
  • Needed a way to get report analysis of overall activities, targets, meetings, etc.
  • Needed a way to manage the access rights as per the different roles and responsibilities.
  • Needed a system to keep every workflow and task under observation and in full control at a single place.


  • Surekha Technologies' team was involved in requirement gathering, providing a platform to keep customer relationships maintained and run the business smoothly.
  • Provided a customized and integrated efficient solution to maintain the relationship with customers and address them quickly and systematically.
  • Provided a system to easily manage customer's queries as per different priorities levels, their follow-ups, and call summaries in order to avoid customer disappointment.
  • Added a feature that sends queries status to the customer.
  • Provided a system to manage sales targets and commission of the employees as per their involvement in the selling of various products/services.
  • Helped the client to quickly connect with customers and keep their involvement by several scheduled meetings, calls, and email notifications in a timely manner.
  • Provided a system to keep track of all the roles and responsibilities, employee activities, and tasks through the user-friendly graphical interactions.
  • Helped the client to get overall analysis reports of tasks, meetings, activities and their status, sales, etc using BI reports without any complications.
  • Helped the client to manage all the tasks such as teamwork, customer's queries and communications, sales management, work reports, etc under observation at a single place.

Key Features:

  • Authentication and authorization for all the users.
  • Efficient management of customer's activities and their queries.
  • Efficient management of roles and responsibilities and their access privileges.
  • Effective and well organized scheduling of meetings, calls, and email notifications.
  • Graphical and tabular representation of overall work reports and activities status.
  • Effective management of sales targets and commission for the employees.