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Industry solutions

Consulting CRM & Project ERP Software in the UAE

Connect proposals, engagements and billing with an Odoo implementation designed around how your UAE professional-services team delivers work.

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Operational challenges

Proposal follow-up and engagement records are fragmented

Capacity and billable time are hard to reconcile

Web content does not clearly explain specialist services

Odoo solutions for your operation

CRM and engagement planning

Track opportunities and proposals through CRM and Sales. Define the handoff to Project, Planning and assigned delivery responsibilities.

Time, documents and billing

Record time against engagements and organise appropriate document and signature workflows. Configure time-based, milestone or fixed-fee invoicing to match agreed contracts.

Professional website and enquiries

Present your advisory services through a clear website structure. Connect enquiries to a responsible owner without assuming a website project includes an ERP implementation.

Your industry workflow

  1. Website enquiry
  2. Discovery and proposal
  3. Engagement agreement
  4. Project and capacity plan
  5. Time and document review
  6. Invoice
  7. Client and profitability review

Relevant modules and implementation scope

  • CRM
  • Sales
  • Project
  • Timesheets
  • Planning
  • Documents
  • Sign
  • Accounting
  • Website

Why Decision Intelligent

We agree the workflow, data requirements and success measures first. Configuration, integration and custom development are scoped around your operation, with testing, training and a phased rollout.

Al Dalafeen Management Consultancies

Business challenge

Its website needed to communicate advisory, HR and administrative services more clearly.

What we implemented

Bespoke website design with a minimalist interface and structured navigation.

Project scope

Website design and development

Operational outcome

A revised website journey for stakeholders exploring its services.

Plan your implementation

Tell us about your systems, priorities and the workflow you want to improve.

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