Odoo Implementation for Car Dealership (Auto Center Bern)

Заказчик: AI | Опубликовано: 15.10.2025
Бюджет: 5000 $

Here’s a concise and professional project summary written in the tone and format ideal for posting on platforms like Upwork, Fiverr, or Odoo Community Freelance Boards. It focuses on clarity, scope, and technical expectations — no marketing fluff, just what a serious Odoo freelancer needs to assess effort and reply with a proposal. Project Title: Odoo Implementation for Car Dealership (Auto Center Bern) Project Overview: We are looking for an experienced **Odoo freelancer** to implement a tailored CRM/ERP solution for **Auto Center Bern**, a Swiss **car dealership and workshop** specializing in vehicle sales, servicing, and customer management. The goal is to move away from manual Excel/email workflows and create a fully integrated Odoo environment that centralizes sales, communication, vehicle management, and invoicing. Key Functional Areas: 1. CRM & Lead Management * Automatic capture of leads from **AutoScout24**, website, and email * Sales pipeline with tracking, reminders, and communication history * Import of existing customer data (Excel, Outlook) 2. Fleet Management (Vehicle Database) * Central management of new/used vehicles with photos, pricing, and availability * Integration with **AutoScout24 API** for automatic listing updates * Link vehicles with customers, documents, and service history 3. Calendar & Appointment Booking * Customer self-booking for test drives and service appointments * Synchronization with Google or Outlook calendars * Automated email confirmations (SMS optional) 4. Communication Integration * Two-way email sync (Outlook/Gmail) * SMS integration at launch, **WhatsApp Business** planned as Phase 2 * Message tracking and centralized communication overview 5. Documents, Quotes & E-Signature * Generate quotes, contracts, and invoices directly in Odoo * Templates auto-filled with vehicle and customer data * Digital signature and document upload capability 6. Inventory, POS & Payments * Basic stock tracking for parts and accessories * Tablet-based POS with **SumUp / SIX / Twint** integration * Automatic linkage between POS sales and accounting 7. Accounting & Reporting * Swiss localization (chart of accounts, VAT) * Dashboard for leads, sales, test drives, and monthly KPIs * Transition from existing accounting system within 1–2 months Technical Expectations: * Odoo (Community or Enterprise) setup and configuration * Data migration from Excel and email * Custom field configuration, templates, and workflows * API integration with AutoScout24 and email systems * Documentation and short user training Timeline: * Kickoff: November 2025 * Go-Live: **January 1, 2026** * Proposal delivery within two weeks of project start Budget Approx. **USD 4,000+**, depending on confirmed scope and customization. --- Deliverables: * Configured and tested Odoo environment * Imported customer and vehicle data * Connected integrations (AutoScout, email, POS) * Documentation and user onboarding * Go-Live support Preferred Freelancer Profile: - Proven Odoo experience (CRM, Fleet, Accounting, POS) - Previous projects in **automotive or retail sectors** - Strong knowledge of integration and customization - Fluent in English (German understanding is a plus)