Odoo Digital
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CRM + Marketing + WhatsApp = Higher Conversions & Happier Customers
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Odoo_digital

Website - Lead Generation Machine

Website + E-commerce

Odoo’s Website and E-commerce apps turn your digital presence into a lead generation and revenue channel.
  • Build a professional service website with no coding
  • Sell online services or digital products with e-commerce
  • Integrated payment gateway for smooth transactions
  • Landing pages tied directly into Odoo CRM
Website and Ecommerce

Drag & Drop Website Builder

Create professional service websites without coding

Landing Pages

Build custom lead capture forms tied directly to Odoo CRM

E-commerce Integration

Sell service, training, consulting hours, or digital downloads online.

Payment Gateway Ready

Accept payments via UPI, cards using Razorpay or PayTM

Customer Portal

Clients can log in to view orders, invoices, and project updates

SEO & Analytics

Built-in tools to rank higher and track performance

Events & Webinars

Easy to organize, market, and monetize events, webinars, and workshops
  • Create and promote online/offline events
  • Built-in registration, ticketing, and payment collection
  • Auto-sync attendees into CRM as leads
  • Automate attendee communication to save time
  • Follow up with automated campaigns after events
Events
  • Event Publishing

    Set up online/offline events in minutes

  • Registration

    Free or paid tickets, with payment options

  • Email/WhatsApp

    Promote events and send reminders

  • Follow-up

    Auto-send thank-you offers, and surveys

CRM – Smarter Sales Pipeline

Enable an integrated approach to generating, nurturing and converting leads into customers.
Sales Pipeline

Lead Generation

Generate leads through your Website, Odoo Email Marketing and Odoo Events.

Lead Qualification

Use CRM to score your leads and assign the hot ones to your sales teams

Lead Nurturing

Segment leads according to their interests and feed them through relevant campaigns

Turn more leads into
paying customers

  • Manage leads, opportunities, and deals in a single pipeline
  • Track every interaction: calls, meetings, emails, WhatsApp chats
  • 360° customer view → history, quotes, invoices, and support tickets
  • Automated follow-up reminders so no lead gets lost
Digitl_SMS

Email Marketing

Create professional emails in seconds, and delivers them to the right audience

Reach the right customer
at the right time

  • Send welcome emails when a new lead enters
  • Auto follow-up if quote not accepted in 3 days
  • Offer discount campaigns for inactive customers
  • Engage current, or previous customers

Subject: {{First Name}}, Your [Course] Preview is Ready!

Hi {{First Name}}, Thanks for your interest in [Course Name]! Here’s what you’ll get: Free 30-min Orientation Session: [Link to Sample Video]

Syllabus PDF: [Download Now]

Want to join? Early-bird pricing ends {{Deadline}}.

[Register Now] (Primary Button – Links to Course Page)

Paying Customers

Design engaging email templates in minutes

Use predefined Email templates or easy-to-use drag & drop interface without touching a single line of code
Engaging Emails
Engaging Emails 2

Marketing Automation

Spend less time on marketing, close more deals
Marketing Automation

Stay connected wherever your customers are

Email Campaigns

Personalized newsletters, offers, case studies

WhatsApp Alerts

Quick reminders, updates, and confirmations

Social Media

Schedule posts across platforms directly from Odoo

Stay Connected with Customers

Create automatic & targeted campaigns

Set up advanced email workflows that are centered around your leads & nurture them efficiently 24/7

  • Workflow 1: Send Email (after 1 hour)
  • Workflow 2: If replied → assign 3 stars (after 3 hours)
  • Workflow 3: If not opened → set priority = 0 (after 6 hours)
Targetted Campaigns

Email Templates - Webinars

Day 0: (Instant) - ``Free Preview + Welcome``

Trigger: User Submits Interest
Subject: {{First Name}}, Your `{`Course`}` Preview is Ready!
Hi {{First Name}}, Thanks for your interest in `{`Course Name`}`! Here’s what you’ll get:
✅ Free 30-min Orientation Session: `{`Link to Sample Video`}`
✅ Syllabus PDF: `{`Download Now`}`
👉 Want to join? Early-bird pricing ends {{Deadline}}.
`{`Register Now`}` (Primary Button - Links to Course Page)
Cheers,
`{`Instructor Name`}`
`{`Course Logo`}`

Day 1: Value Email #1 – Big Pain Point

Trigger: Opened Email 1 but didn’t register
Subject: “Struggling with `{`Pain Point`}`? Let’s fix it”
Hi {{First Name}},
Most new `{`target audience`}` struggle with `{`problem`}`.
That’s why I created this quick strategy to help — no fluff, just results:
`{`Insert tip or mini strategy`}`.
I’ll be back tomorrow with more.
Cheers,
`{`Instructor Name`}`
`{`Course Logo`}`

Day 2: (Follow-Up) - ``Social Proof Nudge``

Trigger: Clicked Email 2 but didn’t convert
Subject: “See how `{`Name`}` doubled their results in 4 weeks”
Hi {{First Name}},
`{`Name`}` joined the course a few weeks ago. They were `{`before`}`, and now they’re `{`after`}`.
👉 Want the same results? You can start today.
`{`Register Now`}` (Primary Button - Links to Course Page)
Cheers,
`{`Instructor Name`}`
`{`Course Logo`}`

Day 3: (Urgency) – ``Last Chance``

Trigger: Clicked Email 3 but didn’t convert
Subject: ⏰ Final Hours! `{`Course`}` Enrollment Closes Tonight
Hi {{First Name}},
You recently checked out `{`Course`}` but didn’t register.
At midnight, we’re:
❌ Removing the EARLY10 discount
❌ Closing Cohort 3 enrollment
👉 Secure your spot now before it’s gone!
`{`Enroll Now`}` (Red Button)
Cheers,
`{`Instructor Name`}`
`{`Course Logo`}`

Email Templates - IT Services

Day 0: Welcome to `{`Product Name`}` – Let’s Get Started 🚀

Trigger: User Submits Interest
Subject: {{First Name}}, Your `{`Course`}` Preview is Ready!
Hi `{`First Name`}`,
Welcome! You’ve just taken the first step toward transforming the way `{`pain point your product solves — e.g., managing IT workflows, automating processes, boosting team efficiency`}`.
Here’s what you can do right now:
✅ Explore your dashboard → `{`Insert link`}`
✅ Book a quick walkthrough → `{`Insert link to demo/Calendly`}`
✅ Check out our quick-start guide → `{`Insert link`}`
We’re excited to show you how `{`Product Name`}` can help your business achieve `{`key outcome`}`.
Next step: Schedule your free on boarding call today.
Cheers,
`{`Your Name`}`
`{`Your Company`}`

Day 1: Value Email #1 – Big Pain Point

Trigger: Opened Email 1 but didn’t register
Subject line: How `{`Product Name`}` helps IT teams save 10+ hours/week
Hi `{`First Name`}`,
Did you know most IT teams spend 30% of their time on repetitive tasks that can be automated?
With `{`Product Name`}`, you can:

- Automate `{`specific feature → ticket routing, alerts, or approvals`}`
- Gain real-time visibility into `{`analytics/monitoring dashboards`}`
- Reduce downtime and boost productivity by `{`X%`}`

Pro tip: Companies using `{`Product Name`}` cut costs by `{`percentage/statistic`}`.
See how it works → `{`Case study / video link`}`
Best,
`{`Your Name`}`

Day 2: (Follow-Up) - ``Social Proof Nudge``

Trigger: Clicked Email 2 but didn’t convert
Subject line: See why 500+ IT leaders trust `{`Product Name`}`
Hi `{`First Name`}`,
Still wondering if `{`Product Name`}` is the right fit? You don’t have to take our word for it — see how companies like yours are already winning with us:
📌 `{`Client A`}` – Reduced downtime by 40% in just 3 months.
📌 `{`Client B`}` – Saved $200K annually by automating IT workflows.
📌 `{`Client C`}` – Improved customer response times by 65%.
Read the full success story → `{`Case study link`}`
Your peers are already transforming their IT operations. Don’t get left behind!
Best regards,
`{`Your Name`}`

Day 3: (Urgency) – ``Last Chance``

Trigger: Clicked Email 3 but didn’t convert
Subject line: ⏰ Last chance to claim your free trial bonus!
Hi `{`First Name`}`,
Your free access to `{`bonus/feature/demo offer`}` is ending soon. This is your last chance to experience how `{`Product Name`}` can make your IT operations faster, smarter, and more cost-effective.
If you act today, you’ll still get:
✅ `{`Bonus — e.g., free setup assistance / 1:1 consultation / extended trial`}`
✅ Access to all premium features
✅ Dedicated onboarding support
👉 `{`Call to Action Button: Activate Now`}`
Don’t miss out — this offer expires at midnight ⏳
See you inside,
`{`Your Name`}`

WhatsApp Integration – Engage Customers

Send personalized, real-time messages that keep customers engaged at every step

1

Setup WhatsApp Business Account

We configure your WhatsApp Business account for maximum engagement, from meeting reminders to payment follow-ups

2

Create WhatsApp Template

We design, submit, and get approval for WhatsApp message templates ensuring all messages are delivered without delays.

3

Send Automated Messaging

Send automated or manual messages for reminders, promotions, notifications and payments receipt with invoices

Whatsapp_odoo

Smart Notifications & Updates

Promotions

Services or events details with actionable links

Smart Notifications 1

Reminders

Meetings, Invoice & Payment Reminders

Smart Notifications 2

Order Confirmations

Sent instantly after payment /order confirmation

Smart Notifications 3

Razorpay Payment Integration

  • 1
    💳 RazorPay Payment Integration & Testing

    Collect fees and services charges seamlessly through RazorPay. We ensure secure integration and end-to-end testing, so every transaction is smooth, reliable, and hassle-free.

  • 2
    📄 Automated Online Payment & Invoicing

    No more manual work! Each payment automatically generates invoices and updates enrollment records upon payment, ensuring accuracy and freeing up your time.

  • 3
    🔑 Self Service Portal with My Account

    Provide a self-service portal to Entoll, track payments, download invoices, and update personal details, empowering them with control and convenience.

Ready to Transform Your Business with Odoo Digital Apps?

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