Multi-phase
Timeline
Construction/Services
Odoo Integration & Workflow Automation
Unified hub connecting Odoo with JobNimbus, SumoQuote, DocuSign, Slack, QuickBooks, Sheets and more.
70%
manual Work Reduction
Challenge
What was slowing the business down?
Disparate systems caused duplicate data, manual bottlenecks, and limited visibility.
Solution
What we built or automated
- Bi-directional syncs with data normalization; proactive API change handling
- Lead ingestion + dedupe (ElasticSearch/JobNimbus API), contract handling
- Automated task creation/assignment/stage transfers; cross-linked task logic
- Multi-channel notifications (Slack/email) and role-based permissions
- Custom Points System + enhanced Odoo views (Gantt/Kanban)
Outcomes
Business impact
- 70% less manual work
- Higher data accuracy and real-time sync across 8+ platforms
- Improved visibility and performance tracking; secure, scalable ops
Tools
Tech stack
Turned Odoo into the operational source of truth with guardrails and automations spanning sales through fulfillment.