Ideas to put to work
Sales, delivery and cash in one view, from the system that already holds them.
From lead to cash
Sofia traces each lead through its sales order, invoice and payment and builds an Excel view of where revenue gets stuck.
Leads from inbound email
Sofia reads inquiries in Outlook and creates the Odoo lead and contact, with your approval.
Delivery against billing
Sofia reads project tasks alongside invoices for each client and drafts a status report in Word showing work delivered and work billed.
Duplicate contacts cleaned up
Sofia searches for duplicate contacts, proposes which to keep, and updates or deletes records with your approval.
Sales order from the agreed scope
Sofia duplicates your standard sales order for a new client and updates the lines to match the agreed scope in Word, with your approval.
What Sofia can do with Odoo
Sofia reads and keeps current
- Contacts
- CRM leads
- Sales orders
- Invoices
- Payments
- Products
- Project tasks
Sofia does, with your approval where you want it
- Create a record such as a lead, contact or task
- Update a record
- Search records
- Look up a record's details
- Duplicate a record
- Delete a record
Your IT lead agrees the access before anything connects, and anything on your never-touch list stays out.
Works well with
- Microsoft ExcelSpreadsheets for numbers, models and trackers
- Microsoft OutlookMicrosoft's email and calendar
- Microsoft WordWord processor for letters, reports and contracts
QuickBooksAccounting software for small and mid-sized businesses
XeroCloud accounting for small businesses
NetSuiteCloud ERP for finance and operations- FreshBooksInvoicing and accounting for service businesses
StripeOnline payments, invoicing and subscriptions
Let Sofia analyze your Odoo data
Score your firm in three minutes, or talk to our team.