CRM Integration for One Point Management for HVAC

Our experts integrated Odoo with several other platforms to give the client a 360-degree view of their leads, crucial data, and automated sales tasks.

CRM Integration for One Point Management for HVAC
CRM Integration for One Point Management for HVAC

About Project

The client approached us, an experienced trusted Odoo partner, to create an all-in-one platform to track leads, sales, automate follow-ups, and other time-consuming tasks, and curate marketing data for their three websites. The goal was to boost the overall efficiency of customer interactions by reducing time-consuming tasks. They wanted to leverage our Digital Solutions for Jewelry Business to make their website user-friendly.

What we did

We deployed our retail ecommerce solutions to help the client effectively manage their sales, leads, and customers across websites. To facilitate this, we integrated Genesys, a contact center software that creates personalized customer experiences with Odoo. Additionally, our experienced developers integrated Intercom, an omnichannel conversational platform that helps to build customer relationships. In addition to creating single-point access for the sales and marketing personnel to track leads, sales, and crucial customer data, we automated several marketing tasks to save time further.

Tech Stack

  • Acumatica Connecto
    Acumatica Connecto
  • Adobe Commerce
    Adobe Commerce
  • Amazon
    Amazon
  • AWS
    AWS
  • Braintree
    Braintree
  • CSS 3
    CSS 3
  • DevOPS
    DevOPS
  • elasticsearch
    elasticsearch
  • Facebook
    Facebook
  • Fastly CDN
    Fastly CDN
  • Genesys
    Genesys
  • HTML
    HTML
  • Intercom
    Intercom
  • JavaScript
    JavaScript
  • Jira
    Jira
  • MailChimp
    MailChimp
  • MySQL
    MySQL
  • Odoo
    Odoo
  • PHP
    PHP
  • PostgreSQL
    PostgreSQL
  • RabbitMQ
    RabbitMQ
  • Redis-Cache
    Redis-Cache
  • Symfony
    Symfony

Features

Features

01

Increase in Return on Investment Integrating Odoo with Genesys helped create remarkably personalized customer experiences and saved users’ time, thereby fuelling the company’s ROI.

Feature

Highlights

Our experienced team of developers integrated Odoo with platforms like Genesys and Intercom so that the users can manage client leads, sales, and customer activities from a single place. Additionally, our integrations created a delightful shopping experience for buyers to transform them into loyal customers. This one-point management of 3 websites’ leads, automation of customer follow-ups, and several other marketing tasks boosted the business’s efficiency.

Client Testimonials

Kevin Brock
quote icon
Communication is their strength, especially for me as I’m a non-technical founder. The team knows their own strengths and weaknesses, using them to excel at their work. Brainvire Development does not shy away from challenges and has been able to meet all requirements set before them, no matter how difficult. Over time, we developed interpersonal relationships and considered them part of our team. I was impressed with the work we were able to produce with them
Kevin Brock
Owner - HVAC Direct
Powered by Clutch
Clutch
224 Reviews

They handle all their work with a personal touch, which encourages a continued long-term partnership. Their deliverable are reliable thanks to vigorous QA testing. I would recommend Brainvire to anyone.

Mike Luhtanen
Founder, Creative LLC
5
4 years ago