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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>
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