Odoo for Professional Services Firms
How consultancies, agencies and IT service firms run on Odoo: CRM to project handoff, timesheets, resource planning, retainers, billing and utilisation reporting.
ERP platform · Odoo
Overview
We set up mailing lists, templates, sending domains and automated flows, so campaigns reach inboxes and results show up against real revenue.
ERP Builders is an independent Odoo services company and is not affiliated with or endorsed by Odoo S.A. “Odoo” is a trademark of Odoo S.A.
01
Most of the value comes from good segments and good deliverability, not fancy templates.
Audiences built from purchase history, product categories, regions and CRM stages.
Branded, mobile-friendly templates your team can reuse.
SPF, DKIM and DMARC records on your domain, and a sensible sending pattern.
Welcome series, re-engagement and post-purchase flows triggered by customer actions.
Opens, clicks, leads and orders linked back to each campaign.
02
Odoo keeps opt-out status per contact and per list, and adds unsubscribe links to every mailing. We configure double opt-in where your market requires it and import existing consent records during migration.
If you are moving from Mailchimp or a similar tool, we migrate lists and suppression records so unsubscribed contacts stay unsubscribed.
Process
Current lists, tools, consent records and domains.
Sending domain authenticated and tested.
Built from CRM and sales data.
Campaign templates and automation.
Sent and reviewed together.
Related
Insights
How consultancies, agencies and IT service firms run on Odoo: CRM to project handoff, timesheets, resource planning, retainers, billing and utilisation reporting.
How construction firms use Odoo: job costing with projects and analytic accounts, purchasing per site, subcontractors, progress billing, retention and equipment.
How Odoo fits food and beverage businesses: lot tracking and expiry dates, recalls, recipes and BOMs, quality checks, FEFO picking, shelf life and allergen data.
FAQ
Email Marketing handles campaigns and lists. Multi-step automated flows use the Marketing Automation app, which has been an Enterprise app.
Odoo Online and Odoo.sh have daily email limits that depend on your subscription. Self-hosted Odoo can send through your own mail service.
Yes. Odoo has an SMS Marketing app that uses prepaid credits, and integrations such as Twilio are possible.
Comparisons
Next step
Tell us how you market today and we will set up Odoo Email Marketing to match.