Odoo CRM Setup for Real Estate

@opencollar

Hi! I see you want a fresh start with Odoo CRM that fits your real estate agency’s daily flow. Sometimes managing prospects feels like juggling too many tools; keeping everything in one place is really valuable. I will focus on making sure contacts, sales, and email marketing work smoothly together, right from the first prospect call to sealing the deal, without jumping between apps. For the sales process, I plan to set up a straightforward pipeline with stages like Lead Qualification, Proposal, and Negotiation, triggering the right email templates and actions at each step. Custom fields such as property details or deal value will be added and made visible only to your sales team through user roles, ensuring data stays private. I’ll also load sample data, so your team can practice and understand the flow before going live, and prepare easy-to-follow hand-off docs and a quick demo so everything is clear to your agents. Clear communication, quality work, and quick turnaround mean your business can grow faster and save time. After delivery, I'm here for support to keep everything running smoothly. I noticed your project relates closely to the Ticketing HIPAA Medical Records and Car FLEET Management systems I've previously worked on, which involved similar data security and process flows—have you thought about how to adapt those security standards here? Let’s chat about how we can plan and build something even bigger for your agency’s future growth. Regards, Nick

@kamran2012

Hi there, I will set up your Odoo CRM with the three stage pipeline (Lead qualification, Proposal, Negotiation), configure Contacts, Sales, and Email marketing modules, and add your real estate custom fields for property specs and deal values. On a similar Odoo CRM setup, loading sample data before handoff caught permission gaps early, saving a full day of fixes post launch. Questions: 1) Are you starting with a fresh Odoo database or an existing instance? 2) How many user roles beyond the sales team need access? Share your Odoo version and I will draft the pipeline stages today. Looking forward to potentially working together. Thanks, Kamran

@Softeria

⭐⭐⭐⭐⭐ Odoo CRM Setup for Real Estate ❇️ Hi. Ive reviewed your project needs and see youre looking for a tailored Odoo CRM system for your real-estate marketing agency. I have successfully implemented over 30 customized Odoo systems. I will configure an integrated Odoo solution that streamlines your sales process from lead to contract, enhancing efficiency and client management without the need for separate tools or spreadsheets. ➡️ Why Me? I hold a PhD in Business Information Systems with over 7 years of experience in CRM solutions, specifically with Odoo. My expertise includes module integration, custom field creation, and automation of sales processes. I am proficient in configuring Odoo to match specific industry workflows, which ensures a seamless operation tailored to your business needs. ➡️ Let’s have a quick chat to discuss your project in detail, and I can show you samples of my previous work. ➡️ Some of my similar work: ✅ Custom Odoo CRM for a Financial Services Firm ✅ Integrated CRM for a Multi-branch Retail Chain ✅ Client Management System for a Law Firm ✅ Sales Automation System for a Tech Startup ✅ Lead Management System for a B2B Service Provider ✅ Property Management System using Odoo ✅ Automated Email Campaigns in Odoo for a Marketing Agency Waiting for your response! Best Regards, Dr. Muhammad Asad

@tangramua

Dear ,   We carefully studied the description of your project and we can confirm that we understand your needs and are also interested in your project. Our team has the necessary resources to start your project as soon as possible and complete it in a very short time.   We are 25 years in this business and our technical specialists have strong experience in Python, Software Architecture, CRM, ERP, Real Estate, Email Marketing, Odoo, Sales Management and other technologies relevant to your project.   Please, review our profile https://www.freelancer.com/u/tangramua where you can find detailed information about our company, our portfolio, and the client's recent reviews.   Please contact us via Freelancer Chat to discuss your project in details.    Best regards, Sales department Tangram Canada Inc.     

@AhteshamAK

Hi, I’ve reviewed your Odoo CRM requirements carefully. We specialize in building clean, scalable and performance-focused solutions tailored to business goals , not just setup or code. Based on your real-estate workflow, I can help you with: • Clear execution plan before starting • Clean and maintainable Software Architecture for Odoo CRM • Fast communication throughout the project • Scalable Sales Management flow for future updates Before we begin, I’d like to clarify a few points: 1. What is your preferred timeline? 2. Do you already have an existing Odoo database or should we start fresh? 3. Any specific email marketing rules or permission levels your agents need? For the three CRM stages, should each stage trigger a fixed activity/email sequence, or should agents choose from tailored templates based on property type? Once I have this, I can confirm the exact approach and start immediately. Looking forward to working with you. - Ahtesham Ahmed

@dfordesigners

Hello, I can help set up your Odoo CRM tailored to your real estate marketing agency’s workflow. I will focus on configuring Contacts management, Sales management, and Email marketing modules to work smoothly together. The three-step sales pipeline will be built with the right triggers, email templates, and probability settings as you described. I will ensure custom fields for client info, property specs, and deal values are integrated across forms, lists, and reports. User roles will keep sensitive data secure. I’ll also load sample data for end-to-end testing and provide clear documentation with a screen-share demo for your team. Do you already have an Odoo instance set up, or should I start fresh with a new database? Best regards, Kausar & GoDesign Team

@installerpoint

A CRM only delivers value when it mirrors the way your sales team actually works. For a real estate agency, that means every lead should move seamlessly from qualification to signed contract with minimal manual effort. I'll configure a clean Odoo CRM with Contacts, Sales, and Email Marketing fully integrated around your three-stage pipeline. Custom real estate fields for client details, property specifications, and projected deal value will be available across forms, filters, reports, and list views. User roles will ensure sensitive financial data remains visible only to the sales team, and I'll provide sample data, documentation, and a walkthrough before go-live. I'd also recommend adding automated follow-up reminders and lead scoring to improve response times and increase conversions. **Why Work with Me** * 12+ years delivering CRM, ERP, and business automation solutions * Top 3% Verified Freelancer with 308+ Five-Star Reviews * Strong expertise in Odoo, Python, CRM workflows, and automation * Clean implementation, clear communication, and long-term support A couple of questions: * Which Odoo version are you using (Community or Enterprise)? * Do you need your existing contacts and opportunities migrated into the new CRM, or will this be a fresh implementation? Looking forward to hearing from you. Kind Regards, M Adeel,

@toriquldev123

Hello There! I’m Md Toriqul Islam, and I’m excited to partner with you. I can dive into your project immediately. I have 10+ years of experience in Odoo CRM customization, ERP implementation, workflow automation, and business process optimization. I understand you need a turnkey Odoo CRM tailored for your real-estate marketing agency, integrating Contacts, Sales, and Email Marketing with a custom three-stage pipeline, real-estate specific fields, automated activities, role-based permissions, sample data, and complete documentation for a smooth handover. I am skilled in Odoo, Odoo Studio, Python, PostgreSQL, CRM Automation, Email Marketing, and ERP Customization. I’m ready to start immediately and would be happy to discuss your current Odoo version and workflow requirements. Looking forward to hearing from you. Best regards, Md Toriqul Islam

@AmazingEngr76386

Hi, the smartest thing in your brief is the three step pipeline. Most agencies build seven or eight stages, deals rot in the middle, and adoption dies. Lead qualification, proposal, negotiation, with the right activities and probability settings on each stage, is exactly the shape that keeps agents actually using the CRM. I configure CRM systems for businesses regularly, most recently a full cleanup and rebuild of a sales pipeline where stage logic, custom field mapping, and email automation all had to work together, and I build role based permission structures as standard, so keeping deal values visible only to sales is straightforward. For your real estate fields, property specs, projected deal value, contact details, the key detail is making them flow into list views, filters, and reports properly, not just the forms, because that's what makes the data usable for management later. On your invitation for streamlining ideas, one suggestion already, an automated activity trigger when a lead sits untouched in qualification beyond a set number of days, so agents get nudged before leads go cold. Cheap to build, big adoption payoff. Two questions, are you starting from a fresh database or do you have existing contact and deal data that needs migrating in, and roughly how many agents will be using the system? Happy to walk through my CRM work on a screen share and map out the build plan. Adnan

@mayankinnovative

Drawing from my extensive 20+ years of experience in PHP-based development, I am well-poised to lead the implementation of your Odoo CRM tailored specifically for your real-estate marketing agency. As a specialist in business-critical work such as Laravel backend development and third-party API integrations, you can expect nothing less than meticulous attention to detail and seamless fusion of the Odoo modules key to your sales flow: Contacts management, Sales management, and Email marketing. What sets me apart is my ability to comprehend complex requirements promptly, ensuring that every custom field relevant to your business is incorporated at every relevant touchpoint in the CRM software. Your concern regarding sensitivity of data is addressed by my deep familiarity with implementing user roles and permissions, which safeguard sensitive deal values from viewing by unauthorized users. Most importantly, my focus on clean, maintainable solutions aligns perfectly with your long-term goals of scalability and stability. This not only eliminates the need for any quick fixes that might break later but also qualifies me for lucrative post-initial contract agreements. Choose me today for dependable results that will transform your workflow and drive growth as your company develops.

@imaopenerp

Dear Friend, Hope you are doing well ! I’m an experienced Odoo Consultant cum Developer and I think I’d be a great fit for your project. I’m good at any type of techno-functional requirements in odoo (I’m going share my experience in second) I think you’ll agree? I am having more over 13+ year of experience in Odoo/OpenERP. i have expertise from odoo v5 to v18. I am Ex-Odoo India Employee and had contribute in odoo v7, odoo v8 and odoo v9. You know, I was working in R&D department in Odoo india and played key role for new features introduced in odoo. I have done more than 500 odoo implementation and 300+ functional customization for Point of Sale, Accounting, Inventory, Manufacturing and CMS Theme building. I have done several integration with odoo like ebay, fedex-ups, authorize . net, xero, alfresco etc. Client communication, requirement gathering/analysis, implementation and support is my key role. Time and cost will be finalized after discussion. Feel free to ask me any questions. Kind Regards, Ishwar Malvi

@ERPHarborCS

Hello, I bring over 14 years of dedicated experience working with Odoo, from version 5 to the latest v19 in both Enterprise and Community editions. As an Odoo-certified consultant, I specialize in delivering tailored solutions to meet your business needs. My services include: Installation, Implementation, and Configuration Customization and Consultation Migration and Training Integration with APIs and 3rd-party applications I also have extensive experience deploying Odoo on various platforms, including any cloud environment and Odoo.sh. As an active member of OCA and the Odoo community, I hold a top position on the Odoo Forum (view profile). This reflects my commitment to sharing knowledge and staying at the forefront of the Odoo ecosystem. When you partner with me, you can expect quality, reliability, and a deep understanding of your unique requirements. I look forward to helping your business unlock its full potential with Odoo. Let’s discuss how I can support your goals!

@teodorgeorge

Hello, My work includes Odoo ERP and CRM setups for sales teams that need clean pipelines, contacts, and deal tracking. I can configure Contacts, Sales, and Email Marketing around your Lead qualification, Proposal, and Negotiation stages, with useful activities and templates. I will add real estate fields for client details, property specs, and projected deal value, then place them in forms, lists, reports, and filters. I will also set role permissions, load sample data, test the full flow, and provide clear hand-off notes with a short demo. Best regards, Teo

@mahads31

In the rapidly changing world of real estate, where time is of the essence, you need technology that can keep up. As a highly-experienced technology partner with a specialized skill set in CRM and Python, I have what it takes to turn your vision of an Odoo CRM solution into a transformative reality for your real estate marketing agency. My unyielding commitment to utilizing the best technological tools at our disposal enables me to leverage Odoo Studio in ways that automate your processes, making them more streamlined and efficient. My mastery of Python not only allows me to activate and configure essential Odoo modules such as Contact Management, Sales Management and Email Marketing effortlessly; it also gives me the upper hand in creating custom fields tailored to help your specific needs. From detailed property specs to projected deal value, we'll ensure everything you deem crucial is integrated seamlessly throughout your forms, list views, reports and filters. Understanding how sensitive specific deal values can be, I will diligently create user roles and permissions that keep such information carefully hidden from everyone but your sales team. My thoroughness regarding data integrity will also see me load relevant sample data onto the system allowing us to walk through the process together before going live.

@ambientinfotech

Hi Sir, I can efficiently handle all the tasks mentioned in the job summary with high-quality features and functionality. I am a self-motivated and experienced Odoo developer and tech partner, focused on delivering reliable solutions and complete customer satisfaction. I assure you of 100% quality work and timely delivery. Let’s connect to discuss further. Thanks,

@alizain721

I will deliver a turnkey Odoo CRM configured for your real estate marketing workflow with Contacts, Sales and Email Marketing integrated and a three stage pipeline Lead qualification → Proposal → Negotiation, each triggering the right activities, email templates and probability settings. I built 12 Odoo CRM instances for brokerages using Odoo Studio. Deliverables include a clean new database or an upgraded current database configured and tested, role based permissions that hide deal values from non sales users, sample data for end to end walkthroughs, custom fields for contact, detailed property specs and projected deal value in forms, lists and reports, plus handoff documentation and a short screen share demo. A possible blocker is active third party modules that override CRM models. Do you prefer a fresh database or an in place upgrade? If you share admin access I will send a written list of any conflicts and a proposed pipeline configuration within 48 hours, free. Happy to jump on a quick chat. Ali Zain

@KizTech

Hello Dear, Hope you are well. With 12+ years of Odoo experience, I help businesses implement, upgrade, and scale Odoo (v6–latest) across Community, Enterprise, and Odoo.sh. I provide end-to-end services including analysis, customization, integrations, migrations, performance tuning, SaaS setup, and ongoing support. I also handle full infrastructure setup—server, Nginx, SSL, security, and scalable deployments. Happy to discuss your project in detail. Best regards, Ali Ravani

@mobasherreza10

As an experienced developer and problem solver, I am uniquely qualified to deliver a tailored, end-to-end Odoo CRM solution for your real-estate marketing agency. Specifically, my expertise in software development using Python, knowledge of Odoo's full suite with added skills in ERP systems and Email Marketing will prove beneficial to achieve a CRM alternate completely customized for you. Notably, my familiarity with Odoo Studio will ensure an efficient and streamlined process that precisely matches your team’s workflow. Moreover, my strong grasp of Software Architecture guarantees the successful integration of the core modules necessary for your operations: Contacts management, Sales management, and Email marketing. Alongside, I will create a three-step sales pipeline incorporating customized fields including client contact information, detailed property specs, thus ensuring a fluid data flow that saves clicks and boosts adoption.

@albertc1996

I’ll configure the Odoo CRM environment around your actual sales workflow: Lead Qualification, Proposal, and Negotiation. Each stage will include appropriate probabilities, activities, reminders, and email templates. I’ll add the required property, contact, and projected-value fields to forms, lists, reports, and filters, then configure role permissions so sensitive deal values remain restricted. Delivery includes sample data, end-to-end testing, administrator documentation, and a screen-recorded team walkthrough.