Odoo CRM set up as one pipeline for leads from the website, WhatsApp, cooking demos and referrals, each tagged with its source automatically, with demo bookings, team reminders, follow-up sequences and dashboards, built over more than three months.
A premium cookware and direct-sales brand needed a smoother customer journey, from first inquiry through cooking demo to sale, with real visibility into follow-ups.
What changed

Every lead in one Odoo pipeline, with demo bookings, follow-ups and reporting attached to it.
Website, WhatsApp, demo and referral leads now land in one Odoo pipeline instead of separate inboxes and chats.
Every cooking-demo booking sits on one calendar, tied to the lead it belongs to.
Each lead is assigned to someone on the team and carries a next step.
Outcomes, timeline and automatic source tagging confirmed by Xerxes Duane.