01
THE CHALLENGE
What had to work
Lead sources, campaign calls, customer onboarding, signatures, legal documents, deadlines and billing needed to operate as one traceable workflow rather than separate systems.
02
THE SOLUTION
How Odoo was shaped around it
- Lead acquisition from JSON endpoints, Excel, inbound email and WhatsApp webhooks
- Enreach campaign and callback workflows
- Lead-to-customer onboarding and service agreement generation
- Electronic signatures with status/webhook processing
- Finance and legal case files with deadlines, responsibilities and reminders
03
ENGINEERING
Technical implementation
- Duplicate webhook-message prevention and attachment handling
- Mail/activity routing for inbound customer communication
- Sales and Accounting links from case files
- Custom QWeb mail layout, scheduled actions and email templates
04
OUTCOME
Operational result
The system connected marketing, onboarding, document execution, legal/finance case work and commercial documents around a single operational history.