CRM for Project-Based and Construction Sales
Overview
Project-based sales introduce additional complexity beyond standard CRM workflows.
Challenges
- Long sales cycles
- Pre-construction estimating
- Scope revisions
Limitations
Odoo CRM does not natively manage estimating or scope revisions.
When to Consider Professional Assistance
Project-based CRM workflows often require custom configuration or development.
<p>Related: <a href="/forum/community-help-3/from-crm-to-sales-orders-125">From CRM to Sales Orders</a>, <a href="/forum/community-help-3/understanding-odoo-project-management-16">Understanding Odoo Project Management</a>.</p>