Developed and customized Odoo 16 CRM and Sales modules for a jewelry business
Added custom fields like material preference, ring size, and budget range in CRM
Implemented auto lead assignment based on region and product type
Enabled lead scoring and scheduled follow-ups to improve sales efficiency
Integrated CRM with Sales for direct quotation generation from opportunities
Designed custom quotation template with jewelry-specific details (carat, stone, certification)
Built custom dashboard for lead conversion and weekly sales tracking
Enhanced UI/UX to highlight VIP clients and high-value leads
Customized email templates and integrated WhatsApp messaging into CRM
Used Python, XML, and PostgreSQL with Git version control in Odoo 16 Community Edition
Rysun Jewels Details
I have developed and customized Odoo modules for **Rysun Jewells**, primarily focusing on the CRM and Sales functionalities to align with their jewelry business workflow. I customized the CRM pipeline by adding specific fields such as material preference, ring size, and budget range to better capture customer requirements. I implemented logic for automatic lead assignment based on region and product type, and added lead scoring and scheduled follow-up activities to improve sales team efficiency. I also integrated the CRM with the Sales module, enabling seamless quotation generation directly from opportunities. For this, I designed a custom quotation template that included jewelry-specific details like carat weight, stone type, and certification. Additionally, I enhanced the reporting system by creating a custom dashboard to track lead conversion rates and weekly sales performance. I worked on improving the UI/UX by redesigning views to highlight high-value leads and VIP clients. To support communication, I customized email templates and integrated a WhatsApp connector for direct messaging from the CRM. The entire solution was built using Odoo 16 (Community Edition) with Python, XML, and PostgreSQL, and managed using Git for version control.
