Odoo ERP for Technology Companies
Manage sales, projects, subscriptions, employees, clients, support, finance, and operations in one connected system.
Deals, projects, support and billing on one platform
CRM
Sales
Project Management
Timesheets
Helpdesk
Subscription Management
Accounting
HR
Recruitment
InvoicingWhat Technology businesses need from an ERP
Technology companies require agile systems to manage their projects, support tickets, and client relationships while keeping track of finances.
Common challenges we solve
Sales handover loses context
Deal details agreed in sales do not reach the delivery team. Projects start with missing scope and expectations.
Unbilled hours
Time spent on client work is logged late or not at all. Billable effort is missed on invoices.
Support tickets in email inboxes
Client issues arrive by email, chat and phone without a shared queue. Response times and ownership are unclear.
Recurring revenue tracked manually
License renewals, AMC and SaaS subscriptions are tracked in spreadsheets. Renewals are missed and revenue is hard to forecast.
Project profitability unknown
Costs and revenue for each project are only compared at year-end. Overruns are noticed after the fact.
Hiring and team growth are disorganised
Fast hiring for developers and engineers runs through email and spreadsheets. Candidate history and onboarding steps get lost.
Odoo apps we implement for Technology
Each app is configured around your processes and connected to the rest of the system, so data entered once is available everywhere.
CRM
Manages leads and opportunities for software, services and support contracts.
- Lead capture from website and email
- Pipeline stages and expected revenue
- Activities and follow-up reminders
Sales
Produces quotations for projects, licenses and services and converts them into orders.
- Quotation templates for services and products
- Online quotation approval and signature
- Automatic project or subscription creation on confirmation
Project Management
Plans and tracks client implementations, development work and internal products.
- Kanban, list and Gantt views
- Milestones and task dependencies
- Customer portal for project updates
Timesheets
Records time against projects and tasks for billing and cost tracking.
- Time entry by task
- Billable and non-billable tracking
- Timesheet approval
Helpdesk
Puts client support requests into one queue with ownership and service targets.
- Tickets from email, web form and live chat
- SLA policies by client or priority
- Time spent on tickets for billing
Subscription Management
Handles recurring billing for SaaS, licenses and maintenance contracts.
- Monthly or yearly recurring plans
- Renewal and upsell tracking
- Recurring revenue reporting
Accounting
Keeps the company ledger, receivables and project profitability in one place.
- Analytic accounting per project
- Bank reconciliation
- Multi-currency for foreign clients
HR
Maintains records for engineers, consultants and support staff with leave and appraisals.
- Employee profiles and skills
- Leave and attendance
- Appraisals
Recruitment
Runs technical hiring with clear stages from application to offer.
- Job posts on the company website
- Interview stages and evaluations
- Candidate history and notes
Invoicing
Bills clients based on milestones, timesheets or fixed prices.
- Milestone and time-based invoicing
- Payment reminders
- Customer portal for invoices
From deal to delivery to renewal
How a typical technology process runs inside Odoo once everything is connected.
Win the deal
The opportunity is tracked in CRM and closed with a quotation in Sales.
Start the project
Confirming the order creates a project in Project with the agreed scope.
Deliver and log time
The team works through tasks and records hours in Timesheets.
Support the client
Post-delivery issues are handled as tickets in Helpdesk with SLA tracking.
Invoice
Milestones, hours or subscriptions are billed through Invoicing and Subscriptions.
Review profitability
Accounting compares project revenue with time and cost for each client.
Typical projects
Sales-to-project automation
Zencore configures products so confirmed orders automatically create projects and tasks with the sold scope.
Time and materials billing
We set up timesheets and invoicing policies so billable hours flow directly into client invoices.
Support desk setup
We configure Helpdesk teams, SLA rules and a customer portal so clients can raise and follow tickets.
Recurring contract billing
We migrate existing licenses and AMC contracts into Subscriptions with correct renewal dates.
What changes with Odoo
Better project visibility
Project status, workload and deadlines are visible to managers and clients.
Centralized client information
Deals, projects, tickets and invoices are linked to the same client record.
Accurate time tracking
Hours are logged against tasks and carried into billing and cost reports.
Connected sales-to-project workflow
Confirmed sales create projects with the scope already defined.
Better financial visibility
Revenue, recurring income and project margins are reported from one ledger.
Organised client support
Support requests are handled in one queue with clear ownership and response targets.
Our implementation approach
A structured path from your first conversation with us to a system your teams use every day.
Discover
Understand your current processes, pain points and requirements.
Design
Map your processes to the right Odoo apps and workflows.
Implement
Configure and customize Odoo around the way you work.
Migrate & Integrate
Move your data and connect Odoo with your existing systems.
Train
Prepare each team to use the system with confidence.
Support
Stay with you after go-live and keep improving the system.
Questions about Odoo for Technology
Ready to run your technology business on Odoo?
Book a free session with our ERP experts. We'll look at how your technology operations run today and map out how Odoo can support them.
No commitment required · Response within one business day