Professional Services ERP

Odoo for Professional Services Firms

Win the work, staff it well, track every hour and bill on time, in one Odoo system, connected to Salesforce if that is where your sales team works.

Official Odoo partner
Ready Partner
Official Odoo partner
Odoo experts
20+
Odoo experts
Legacy data migrations
120+
Legacy data migrations

Why Professional Services Firms Choose Odoo with Brazen Group

A consulting team meets around a table in a modern office at dusk

From signed deal to invoice

A won deal becomes a project with its budget, team and billing rules already set.

Every hour counted

Timesheets from projects, tickets and visits flow straight into invoices.

AI on top of your Odoo data

Ask Odoo questions in plain language with AI Voice Reports, powered by Claude, and hand routine drafting to AI.

Delivered by certified Odoo experts

An Official Odoo Ready Partner with 20+ Odoo experts, from first workshop to go-live and support.

Pipeline to project

Keep sales and delivery on the same page. A signed quote creates the project and its tasks, so nothing gets lost in the handover.

Talk to us about your sales processTwo consultants review a proposal on a laptop in a bright office

Capabilities

  • Pipeline and opportunities in Odoo CRM, or in Salesforce connected to Odoo
  • Quotes by fixed price, time and materials or milestone
  • Projects and tasks created from the signed quote
  • Project templates for repeatable services

Controls

  • The project budget matches what was sold
  • Every project linked to its customer and quote

Resource planning and timesheets

Put the right people on the right work and see where the time goes.

Ask about resource planningA project manager plans team schedules on a large monitor

Capabilities

  • Resource planning by role and availability with Odoo Planning
  • Timesheets logged against projects and tasks
  • Project profitability from time, expenses and invoices
  • A customer portal to follow tasks and milestones

Controls

  • Only approved timesheets invoiced
  • Budget versus actual on every project

Billing and expenses

Bill what was agreed, when it was agreed. Invoices come from timesheets, milestones or fixed fees, and expenses are re-invoiced where they apply.

Read: Odoo accounting configuration

Capabilities

  • Invoices from timesheets, milestones or fixed prices
  • Expenses captured from receipts and re-invoiced to the customer
  • Recurring retainers with Odoo Subscriptions
  • Payment follow-ups and bank reconciliation

Controls

  • Lock dates that protect closed accounting periods
  • Expense approval before reimbursement

AI and innovation for professional services firms

Give partners and project leads answers on demand.

Read: AI Voice Reports for OdooA managing partner reviews utilization charts on a tablet in a glass-walled office

Capabilities

  • Ask Odoo for utilization, project margins or unbilled time, by voice or text
  • Claude drafts status reports and first drafts of proposals from project data, for your team to review
  • Expense receipts read automatically with Odoo’s document digitization

Controls

  • A person reviews anything AI drafts before it goes out
  • Built on your existing Odoo permissions

Implementation and migration

Move from QuickBooks, spreadsheets or an older system without losing history. We plan the rollout with you, migrate the data, train the team and stay on for support.

See Odoo implementation services

Capabilities

  • Discovery workshops that map your real processes
  • Configuration, custom modules and Odoo Studio changes where needed
  • Data migration from QuickBooks and legacy systems (120+ completed)
  • Training, go-live support and ongoing optimization

Controls

  • Migrated data validated before cut-over
  • A test environment before anything reaches production

The Odoo Apps Professional Services Firms Use

One database, so every app sees the same orders, stock and costs.

  • Project
  • Timesheets
  • Planning
  • CRM
  • Sales
  • Expenses
  • Subscriptions
  • Accounting

Connected with

Salesforce

Keep your pipeline in Salesforce and run projects and billing in Odoo, connected.

Claude

Ask your Odoo data questions in plain language with AI Voice Reports.

QuickBooks

Migrate your QuickBooks history into Odoo with validated data.

Odoo Projects We’ve Delivered

Real Odoo work, from migrations to bespoke platforms.

Distribution and field service · Odoo Enterprise

Controlled Key Systems: QuickBooks to Odoo Enterprise Migration

  • Validated migration of QuickBooks financial and inventory history with no disruption to operations
  • Every customer request now becomes a trackable Helpdesk ticket
  • One automated workflow from first contact to payment, with no re-keying
  • Faster sign-off and billing with e-signatures and automated tax calculation via Avalara
Read the case study

Membership platform · Odoo

“By implementing a hybrid model that blended low-code/no-code agility with modern custom solutions, they delivered a platform that is scalable, secure, and high-performance.”
Justin Streater, Chief Marketing Officer, Island Innovators

See Odoo Running on Your Processes

Tell us how you sell, staff and bill your work today. We’ll show you how it would work in Odoo, and what it takes to get there.

  • A walkthrough built around your products and processes
  • An honest view of scope, phases and timeline
  • Answers from certified Odoo consultants

Share your details and we'll get back to you about your Salesforce, AI, or ERP goals.

Odoo for Professional Services FAQ

Should we use Salesforce or Odoo for sales?

If your sales team already works in Salesforce, keep it there and connect it to Odoo for projects, timesheets and billing. If not, Odoo CRM covers pipeline and quotes in the same system. We recommend based on your processes, not a preferred vendor.

Can Odoo invoice from timesheets?

Yes. Invoices can be created from approved timesheets, from milestones or at a fixed price, per project or per service.

Can we see project profitability?

Yes. Odoo shows each project’s costs from timesheets and expenses against what was invoiced, so margins are visible while the work is still running.

How long does an Odoo implementation take?

It depends on how many apps, sites and integrations you need and how much data you are moving. We agree the scope and timeline with you after a short discovery, and many firms start with the core apps and add more in phases.

Ready to Run Your Firm on Odoo?

Request a Demo