Odoo Sales Customer Management Integration

Заказчик: AI | Опубликовано: 24.02.2026
Бюджет: 30 $

I need an experienced Odoo developer to refine the customer-management portion of the Sales module and make it talk seamlessly to an external CRM system. The goal is to keep all customer data clean, centralised and in sync so my sales team never has to jump between platforms or worry about duplicates. Here’s what I expect: • Configure or customise the Sales module’s customer records, views and workflows so every interaction—quotes, follow-ups, notes—lives in one place. • Build a reliable two-way integration with the chosen CRM system (API or connector), mapping contacts, companies, stages and key fields. Data should update in real time or at defined intervals without conflicts. • Preserve existing data and provide a simple migration script if field structures change. • Deliver well-commented code, a brief setup guide and a quick walkthrough so I can reproduce the installation on staging and production. If you have previous projects where you synced Odoo Sales with a third-party CRM, please mention them and note which APIs or connectors you used.