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SiteGuru · CRM and automation

Less duplicate work.
A clearer overview.

Connect contacts, enquiries and follow-up. SiteGuru helps SMEs with Odoo, integrations and targeted automation that fits their processes.

Discuss your project ↗Our approach
Example of a workflow

From enquiry to action.

01 · ReceiveThe necessary information comes together.
02 · CheckAgreed rules are applied. Exceptions are reviewed.
03 · Follow upThe right team member takes the next step.
Start with a specific bottleneck

Where are you losing time today?

Duplicate data entry

Retyping contact details in several places? We assess where information originates and how it can reach the right place.

Missing follow-up

Make it clear who handles an enquiry and what happens next. Automate consistent rules and leave exceptions to a team member.

Scattered information

Connect data from existing systems and make relevant information available. The options depend on the software and available integrations.

From agreement to checked execution

Improve one process at a time.

01 /

Define the process

We choose a specific problem and agree on what the improvement should achieve. This keeps the scope of the work clear.

02 /

Define rules and exceptions

We agree on what may happen automatically, which data is needed and when a person checks or decides.

03 /

Test and follow up

We check the agreed scenarios before a process goes live. We then agree on how to identify and follow up errors.

Software that fits

Odoo, an existing package or targeted custom development?

Odoo as a central workspace

Odoo can connect your website, contacts, CRM and administration. With Odoo hosting and setup, we build on the features that fit your business.

An integration or a custom extension

An existing package may be enough for a standard process. For specific screens, reports or integrations, we explore targeted custom development. We define the scope before starting.

From visitor to follow-up

An enquiry is the beginning.

Combine your business processes with a clear website and targeted SEO. The content helps visitors choose; your process determines what happens to their enquiry next.

Which recurring task would you like to simplify?

Describe one process that takes too much time or where follow-up goes wrong. That is a useful starting point.

Tell us what you need ↗