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 help you choose, set it up properly and, if you want, run it for you with monitoring, backups and security updates.
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
The choice mainly depends on edition, customisation and who will maintain it.
Odoo's SaaS. Simplest to run, upgrades managed by Odoo, but no custom Python modules.
Odoo's platform for Enterprise with custom modules, Git-based deployment and staging branches.
Your own server on AWS, Azure, Google Cloud or a VPS. Full control, works for Community and Enterprise.
02
For self-hosted Odoo we set up a reverse proxy with HTTPS, multiple workers sized to your users, PostgreSQL tuning, automated off-site backups, monitoring and a staging copy for testing changes and upgrades.
We document the setup and hand it over, or keep running it under a support agreement.
Daily database and filestore backups stored off-site, with tested restores.
HTTPS, firewall rules, restricted database manager and regular OS patches.
Worker and memory settings, PostgreSQL tuning and slow-query monitoring.
Process
Edition, users, modules, integrations and data size.
Hosting option and server size with costs.
Server, Odoo, database, HTTPS and backups.
Move an existing database if needed.
Monitoring, patching and support, if you choose.
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
No. Odoo.sh is for Enterprise. Community is self-hosted on your own server.
A small company with up to about 20 users often runs well on 2 to 4 vCPUs and 4 to 8 GB of RAM. Heavy integrations, POS and large catalogues need more. We size it from your actual usage.
Yes. You can download a database backup and restore it on Odoo.sh or a self-hosted Enterprise server.
Comparisons
Next step
Tell us your edition, users and modules and we will recommend a hosting setup with costs.