Situation
The sales team works in Pipedrive, while proposals and the rest of the order flow are handled in Odoo. Both systems needed to show the same data.
What we did
We implemented Pipedrive and connected it to Odoo both ways. We automated registration for Prenta Studio visits: the invitation, a reminder the day before and the contact in the CRM are all created automatically. AI transcribes phone calls and updates deals and client records based on what was said.
Next
It started with a CRM implementation. Now we're improving the whole sales process together.