How Does Techbot Use Odoo 18 CRM to Boost Sales and Manage Leads?

Moossa M. Alavi

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What You Will Learn from the Webinar

Ready to take your business to the next level? Implementing an ERP system is one of the best ways to improve how your business runs and increase efficiency. Odoo ERP is a powerful tool that can completely transform your operations, but to get the most out of it, the setup process needs to be done right. If you are thinking about starting an Odoo ERP implementation in the UAE or are already on your way, this blog will walk you through the key steps for a smooth, effective, and successful transition.
At Techbot, we are your trusted Odoo partner, providing expert consultation, implementation, Odoo ERP training, and ongoing support. In this blog, we will share the top 10 tips to ensure that your Odoo ERP implementation is done correctly the first time, helping your business reach its full potential. Our practical advice will make your move to Odoo as easy and efficient as possible.

In the webinar, Techbot’s team walks you through the new features of Odoo 18, especially how the CRM module helps your business track leads, manage sales teams, and make data-driven decisions.

The webinar starts with a short introduction about Techbot and its mission to simplify business operations with transparency, excellence, and teamwork. Then, it explains why using a centralized ERP system like Odoo is a smart way to reduce manual work, improve productivity, and increase profits.

Easy Lead Management

One of the key parts of the session is a live demo of the CRM system. You will see how you can collect leads from websites, emails, phone calls, or social media, all in one place.

You’ll also learn how your sales team can:

Track all customer communications
Add notes and follow-up tasks
Send custom emails or ready-made templates
Use tags and custom fields to manage and filter leads

With these tools, your team can save time, avoid missed leads, and work more efficiently.

Manage Sales Teams with Ease

Techbot also explains how Odoo helps you organize your sales team better. You can set up team structures, assign managers, and even prepare your team for the sales module, which includes tracking sales targets and proposals.

This setup helps you measure performance, boost teamwork, and keep everyone focused on the same goals.

Better Reports, Smarter Decisions

The CRM in Odoo 18 also comes with powerful reporting and dashboards. You can view real-time data about your leads and team performance. The system gives you options like:

Pipeline views
Lead source analysis
Team and individual performance
Expected revenue tracking

You can also save your favorite report formats for quick access anytime. These insights help you make faster, smarter business decisions.

Techbot’s Support Makes the Difference

During the Q&A session, many attendees asked about customization, data migration, and support. Techbot explained how they handle:

Custom ERP setups based on your business needs
Smooth data migration from older systems
Project management and multi-company support
Local support from their team in Dubai

If you are running a bakery or car rental business, Techbot even offers industry-specific modules built on Odoo, designed to match your unique needs.

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Why Choose Odoo with Techbot?

Here’s why businesses in the UAE and beyond are choosing Techbot with Odoo 18:

Odoo is open-source, modular, and built on Python, which means it’s flexible and cost-effective
It works for any business size—from startups to large groups with multiple companies
Cloud-based and scalable for future growth
Powerful CRM, sales, and reporting tools all in one platform
Expert local support ensures help is just a call away

This video and page will give you a clear understanding of how Odoo 18 CRM works and how Techbot can help you implement it in your business. If you want to simplify your sales process, track leads better, and get more from your team, this is a great place to start.

Explore the video above, and feel free to reach out to Techbot to schedule a demo.

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3 Steps to Real-Time Manufacturing Production Scheduling With ERP

Moossa M. Alavi

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Common Production Scheduling Problems Faced by Manufacturers

Managing a manufacturing production schedule can be tricky, especially when your sales, inventory, and production teams are not connected. Without a proper system in place, even small issues can slow down the entire process. Many factories still use spreadsheets or manual planning tools, which often lead to confusion and mistakes.

Here are some common problems manufacturers face before switching to a smart ERP system like Techbot:

1. No link between sales and production

Sales orders are received, but the production team doesn’t get the update on time. This leads to delays and missed delivery dates.

2. Inventory levels are unclear

The raw materials needed for production may not be available, but the team only finds out at the last minute.

3. Procurement is always catching up

Without an automatic system, the purchasing team only reacts after stock runs low. This causes further delays in production.

4. Mistakes in manual scheduling

Using spreadsheets or whiteboards for planning often leads to miscommunication, double booking, or skipped steps.

5. No real-time updates

Teams work separately and don’t have a clear view of what’s happening. So, if there’s a change or delay, it’s hard to respond quickly.

A modern ERP solution provider like Techbot solves all these problems by connecting your departments and automating the entire process.

3 Simple Steps to Build a Real-Time Manufacturing Production Schedule

Getting your manufacturing production schedule to run smoothly doesn’t have to be complicated. With Techbot ERP, the entire process becomes easy and automatic from the moment a sales order is placed to when products are made and delivered. Everything is connected in one system, so there’s no guessing, no chasing, and no delay. Let’s walk through how you can automate your production plan in just three simple steps.

Step 1: Sales Order Triggers the Manufacturing Process

Everything starts when a customer places a sales order. Right away, Techbot ERP uses the Odoo manufacturing module to create a manufacturing order for the product.

Then, it checks the bill of materials to see what raw materials are needed. The system looks into the Odoo inventory module to check if those materials are in stock. If anything is missing, it automatically starts a purchase request.

This saves time and avoids confusion. Your manufacturing production schedule kicks off without any manual work or delays.

Step 2: Inventory and Procurement Work Together

After checking the materials, the inventory module steps in. It confirms what raw materials are already available. If something is missing, it sends a request to buy it.

Since everything is connected in Techbot ERP, your sales, inventory, and production teams can see what is happening in real time. This means raw materials arrive on time and production does not get delayed.

With this setup, your manufacturing process planning runs smoothly with fewer interruptions.

Step 3: Scheduling Based on Capacity and Forecasts

Once raw materials are ready, it’s time to schedule production. Techbot ERP looks at your company’s available resources like machines, workers, and current production load. It also considers upcoming sales forecasts.

With this data, it creates a smart production schedule that matches your team’s capacity. It avoids overloading your staff or leaving machines unused.

The result is a real-time manufacturing production schedule that fits your business needs and can adjust easily when things change.

Stay Flexible When Plans Change

Even the best plans can run into problems. A supplier might be late, or a machine may stop working. Techbot ERP helps you manage these issues without stress.

You can easily make changes to the schedule. The system will update everything across sales, inventory, and production automatically.

This flexibility keeps your real-time production running without confusion or delay.

Book your free ERP consultation with Techbot and take the first step toward smarter business operations.

Built-In Flexibility to Handle Disruptions

No matter how good your plan is, unexpected problems can still happen. A machine might break down, raw materials may not arrive on time, or a large order could come in suddenly. In such cases, you need to act fast.

Techbot ERP gives you the flexibility to make quick changes. You can easily reschedule orders, adjust timelines, or update your procurement plan. Once you make a change, the system automatically updates everything to keep all departments on the same page.

This flexibility, made possible through strategic ERP implementation, helps you stay on track and keep your manufacturing production schedule running, even during disruptions.

Why Manufacturers Trust Techbot ERP?

Techbot ERP brings all your key processes together, such as sales, inventory, and production, into one system. It helps you plan and manage your work better from start to finish.

You can reduce delays, avoid manual mistakes, and stick to delivery deadlines. With real-time updates and better visibility, you can cut down waste, improve productivity, and grow your business with more confidence.

It works well for both small factories and large companies, and it grows with your needs.

Want to Make Your Production Scheduling Easier?

Techbot ERP can help you manage your manufacturing production schedule with less stress and more accuracy. Get better control and save time with automation.

Frequently Asked Question

1. What is a manufacturing production schedule?

A manufacturing production schedule is a plan that outlines what to produce, when to produce it, and which resources to use, based on customer demand and material availability.

2. How does Techbot ERP help in real-time production scheduling?

Techbot ERP automatically syncs sales, inventory, and production data in real-time. It creates a live schedule that adjusts based on demand, capacity, and material readiness.

3. Which ERP modules are involved in this process?

Techbot ERP uses the Odoo manufacturing module, Odoo inventory module, and sales module to automate the entire production workflow from order to execution

4. Can Techbot ERP adapt to sudden changes in production?

Yes. If a delay or change happens, you can manually adjust the production schedule. The system updates across departments to reflect those changes instantly.

5. Is Techbot ERP suitable for small or mid-size manufacturers?

Absolutely. Techbot ERP is flexible and scalable, making it ideal for manufacturers of all sizes who want to modernize their manufacturing process planning.