Tri-Comp wins work through referrals, long relationships and a reputation earned since 2002 — which is exactly why a lost enquiry hurts. Odoo CRM puts every opportunity in one pipeline with a value, a stage and a next action, and Odoo Sales turns the ones that convert into a signed quotation without anyone rebuilding a document from scratch.
For a managed-services firm, most of next year's revenue is already sitting in this year's client list. Odoo treats renewals, tier upgrades and additional sites as opportunities — so the easiest deals stop being the ones that get forgotten.
TechNext configures the pipeline around Tri-Comp's real sales motion — much of it consultative, some of it tendered, plenty of it renewal-driven.
Every service Tri-Comp sells becomes a product in Odoo with its own price, cost and revenue account — so quoting is consistent and margin is visible from the first draft.
Ad-hoc and block-hour support quoted at engineer day or hourly rates, with call-out and after-hours variants priced in.
Per-workstation, per-server and per-site cover with SLA tiers — quoted as a subscription that starts billing the day it's signed.
Dedicated or shared engineer resourcing sold in days per month, linked to a project so delivered time is measured against what was sold.
CCTV, NVRs, card readers and door controllers quoted as hardware plus installation plus an optional maintenance contract.
Handsets, PABX and hosted extensions — hardware sold once, extensions billed monthly, both from the same quotation.
Migrations quoted as a project; licences and hosting resold as recurring lines that renew and reconcile themselves.
Pick a template, set the quantities, send. The client opens a clean online quotation, chooses options if you offered them, signs on screen and — if you want — pays the deposit there. Odoo confirms the order and creates the contract, project or delivery behind it.
A maintenance-contract quote, a CCTV installation quote and an outsourcing proposal each start from their own template — with the right terms, scope wording and optional extras already in place.
Offer the client an upgrade — 24×7 instead of business hours, extra cameras, a spare handset — as a tick-box on the quotation. Many say yes when asked this way.
Clients sign the quotation and the contract online. No printing, scanning or waiting for a courier before work can start.
Every revision is kept against the opportunity, so there is never a dispute about which version the client actually agreed to.
Because each product carries its cost, Odoo shows the margin on the quotation while it's still a draft — before a discount is promised verbally.
A won order becomes a subscription, a project, a field-service visit or a stock delivery automatically, depending on what was sold.
Emails, call notes, site-survey photos, the signed quotation and every ticket since — all attached to the client record. When a long-standing client calls, whoever picks up has the full history, not just whatever the last engineer happened to remember.
Forecast by expected close date, win rate by service line, average deal size, and how much of next quarter is renewal versus new business. Enough to plan engineer capacity instead of reacting to it.
