Integrations
ERP API & CRM Integrations
REST APIs for partner systems and synchronisation with Zoho CRM, Google Sheets and external property data sources.
View solutionIndustry experience
Odoo for Immigration & Visa Consultancy
Immigration consultancies manage many clients through long, document-heavy processes. We have integrated Odoo with external CRM data for immigration deals, cases and meetings.
Industry challenges
Problems we solve
- Client cases tracked across CRM, email and spreadsheets
- Passport and visa expiry dates missed
- Meetings and follow-ups not recorded centrally
- Payments disconnected from case status
Business workflow
The end-to-end process in Odoo
- 1 Enquiry
- 2 Assessment
- 3 Deal
- 4 Case
- 5 Documents
- 6 Payment
- 7 Outcome
MRM solutions
Solutions for this industry
Automation
Document Expiry & Compliance Tracking
Track passports, visas, trade licences, insurances and contracts on any record, with reminders, renewals and compliance views.
View solution
Integrations
SMS & WhatsApp Notifications
Gateway integrations that send templated SMS and WhatsApp messages on receipts, reminders, approvals and management updates.
View solution
Finance
Collections, PDC & Late-Payment Penalties
Post-dated cheque management, multi-instrument receipts, collection follow-up and automated late-payment penalties.
View solutionRelevant Odoo applications
- CRM
- Sales
- Accounting
- Contacts
- Calendar
Typical integrations
- Zoho CRM
- Google Sheets
- SMS gateways
Benefits
What changes for your business
Case visibility
Every client case in one place.
Compliance
Document expiry reminders.
Connected data
CRM synchronisation.
Cash control
Payments linked to cases.
Let's talk
Need an Odoo solution tailored to your business?
Let's discuss your requirements, your current systems and what you want to achieve.