Odoo CRM + Sales · set up by TechNext

Customer Relationship Maximized

An AI-native CRM to track every JR-Tech lead, get accurate forecasts and close more opportunities. Leads from architects, hotel procurement, F&B chains and facility managers each get a stage, an owner and a next action — and quotations convert in two clicks.

Lead-to-Quote workflow

From enquiry to signed order, one connected flow.

This is the exact CRM pipeline TechNext configures for JR-Tech — every lead moves through one system, from first contact to a confirmed order. Hover or tap any step to explore it.

1

Lead Captured

Trade-show, website or referral enquiry lands in the pipeline.

2

AI Qualify & Score

Odoo AI scores each lead; the team qualifies the best-fit opportunities.

3

Site Visit

Book a site visit to spec the kitchen equipment the customer needs.

4

Build Quotation

Pick products from the MegCook / J-Nox / JR-Chem / Tamago catalogue.

5

Send & e-Sign

Customer reviews the quote online and signs it electronically.

6

Order Confirmed

The signed quote auto-converts to a sales order and invoice.

←  Swipe to explore the flow  →

The exact Lead-to-Quote flow TechNext will configure in Odoo CRM & Sales.

See Odoo CRM in action

A two-minute look at the pipeline, opportunities and activities JR-Tech's sales team will work in every day.

Every JR-Tech lead, in its stage

Each opportunity is a card with all the essential information, and every stage shows expected revenue at a glance. TechNext configures a Kanban pipeline that mirrors how JR-Tech actually sells — drag-and-drop a deal from first contact to signed installation contract.

Stage 1
New Lead
Enquiry received
Stage 2
Qualified
Site visit booked
Stage 3
Proposal Sent
Quotation out
Stage 4
Negotiation
Awaiting approval
Stage 5
Won
PO confirmed
Odoo CRM scheduled next activity

Never miss a follow-up

Schedule calls, meetings, mailings or quotations in a few clicks. Odoo automatically plans the next activity based on your sales script and reminds the salesperson at the right time — so no deal goes cold after a trade show or a first site visit.

Effortless communication, no miscommunication

All contact in a single place. Incoming emails are added to the pipeline automatically, and every message with the customer or the team lives on the opportunity — so anyone can pick up where the last person left off.

EmailLive chatSMSVoIP
Odoo CRM unified communication log
Odoo quotation builder — build a JR-Tech quote in two clicks

Attractive quotations in two clicks

Professional quotations in no time. Select equipment from the JR-Tech catalogue — MegCook, J-Nox, JR-Chem, Tamago — add the installation scope and design service, and send a PDF or online quote. The customer signs electronically and the order is created automatically.

Sample document

See a sample quotation

This is the kind of clean, fully branded quotation JR-Tech's team will generate in Odoo and send for e-signature. Preview the full document below, or download it to share internally.

Download sample quotation
Scroll inside the frame to view all pages
Sample Odoo quotation — full multi-page document

Turn reporting data into money

Smart decisions from real-time data. Dig into JR-Tech's sales metrics with revenue forecasts, team performance analysis and custom dashboards — so management can see, any time, whether the team is on track to hit the monthly target.

Odoo CRM reporting and forecasting dashboard

All the features done right.

AI lead scoring

Too many leads? Odoo's AI scores each one on response patterns and deal history, so the team always works the opportunities most likely to close.

Enable automation

Automate lead creation, team assignment and scheduled activities — so the salesperson focuses on selling, not admin.

Quote templates

TechNext builds JR-Tech templates for equipment supply, installation contracts and annual maintenance — so the team quotes in minutes, not hours.

Customer portal

Customers log in to view a quotation, sign electronically, track their order and download the invoice — without needing to call JR-Tech.

Custom pricing

Different price lists for architects, contractors, hotel chains and direct end-users — Odoo applies the right price automatically by customer type.

Revenue forecasting

Live forecasts show pipeline value by stage, salesperson and month, so leadership always knows where the numbers are heading.

28M+
Odoo users worldwide
2 clicks
From opportunity to quotation
5
Pipeline stages configured
The outcome

What JR-Tech gains with CRM & Sales

One need, one app. Expand as you grow

Start with CRM, then switch on the tightly connected apps only when JR-Tech is ready.

Sales
Sign
Subscriptions
Email Marketing
Accounting