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Mon - Frd : 8:00 -16:00
serag@tech-phoenix.com
332 S Michigan Ave, Chicago, Illinois, USA
+1 312 838 2179
Have Any Questions?
+1 312 838 2179
Have Any Questions?

Software (CRM & ERP)

At Phoenix Technologies, We transform your business with smart, scalable, and fully integrated systems using Odoo and ERP Next. We empower organizations through cutting-edge ERP (Enterprise Resource Planning) and CRM (Customer Relationship Management) solutions tailored to their unique operational needs. With over two decades of experience in digital transformation, we specialize in Odoo and ERPNext, two of the most powerful open-source platforms available today.

 

We help businesses optimize workflows, increase productivity, reduce manual errors, and make data-driven decisions—all through a unified system.

Our ERP Implementation Services Include:

We take a consultative approach—from initial analysis to development, implementation, training, and post-launch support. Our services include:

 

  • Business process analysis & ERP strategy
  • Odoo & ERPNext installation (cloud or on-premise)
  • Module customization & development
  • Data migration from legacy systems
  • Integration with 3rd-party systems (eCommerce, Accounting, Payment Gateways, Shipping, etc.)
  • Ongoing maintenance & user training

Core ERP Modules We Implement & Customize:

 

1. Sales Management

Streamline your sales cycle—from quotation to invoicing.

 

  • Manage leads, quotations, and sales orders
  • Track sales team performance
  • Integrate with CRM, Inventory & Accounting
  • Automatic customer follow-ups and notifications

2. CRM (Customer Relationship Management)

Convert leads into loyal customers with intelligent tracking and automation.

 

  • Lead generation & pipeline tracking
  • Activity scheduling and reminders
  • Email marketing & campaign management
  • Client interaction history

3. Inventory & Warehouse Management

Track stock levels, movements, and locations across multiple warehouses.

 

  • Real-time inventory tracking
  • Barcode scanning
  • Stock aging & reordering rules
  • FIFO/LIFO costing, batch & serial tracking

4. Accounting & Finance

Stay compliant and in control with powerful accounting tools.

 

  • Multi-currency support
  • Invoicing, payments & bank reconciliation
  • Budgeting & financial reports
  • Tax reports, audit trails, and journals

5. Purchase Management

Optimize your procurement and supplier management.

 

  • Supplier quotations & purchase orders
  • Vendor management
  • Automated procurement rules based on inventory
  • Integration with accounting & inventory

6. Manufacturing (MRP)

Plan, manage, and track your production processes efficiently.

 

  • Bills of Materials (BoM)
  • Work orders and routing
  • Resource and workstation management
  • Real-time production tracking and cost analysis

7. Human Resources (HR)

Centralize employee information and streamline HR processes.

 

  • Recruitment & onboarding
  • Employee contracts, attendance & leaves
  • Payroll, bonuses & appraisals
  • Expense claims & approvals

8. Project Management

Keep your team aligned and projects on track.

 

  • Task assignment, scheduling & milestones
  • Timesheets & workload forecasting
  • Budget tracking and profitability reports
  • Integration with HR and Invoicing

9. Website & eCommerce Integration

Build online stores or integrate with existing platforms.

 

  • Odoo eCommerce store setup
  • Integration with Shopify, WooCommerce, Magento
  • Multi-channel sales (eBay, Amazon, Walmart)
  • Inventory and order sync

10. Point of Sale (POS)

Perfect for retail and restaurant businesses.

 

  • Real-time syncing with inventory & accounting
  • Offline functionality
  • Multi-location and multi-device support
  • Barcode scanning & loyalty programs

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    Phoenix Technologies LLC

    Contact Info

    Mon - Frd : 8:00 -16:00
    +1 312 838 2179
    serag@tech-phoenix.com

    Office Address

    332 S Michigan Ave, Chicago, 60604 Illinois, USA