By partnering with Index World, Skutchi Designs transformed its Odoo CRM into a streamlined, data-driven sales system. The new setup enabled accurate ad conversion tracking, automated customer communication, and real-time sales visibility, reducing manual effort and improving decision-making across the sales team.
Industry:
Challenges:
Solutions:
Outcomes:
Our client is a wholesaler who sells to retailers through Duoplane. Retailers place orders on Duoplane, and the wholesaler (our client) has vendor access to view and fulfill those orders.
But as their volume grew, the process became inefficient because the team had to repeat the same work across multiple systems.
When an order was placed in Duoplane:
This caused:
To help retailers know what they could order, the client maintained a Google Sheet/Excel file with stock quantities.
But quantities were updated manually, so:
Shipping was handled in Odoo (UPS integrated), but:
They wanted one streamlined workflow where:
We integrated Google Sheets with Odoo (via Google Console authentication) and built a simple control inside Odoo:
The sheet automatically includes key columns like:
Result: Retailers now see live availability, and the client no longer updates quantities manually.
We integrated Duoplane so that when an order is created there, it automatically generates a Sales Order in Odoo.
We mapped products using SKU/reference matching, ensuring:
Result: No more duplicate order creation.
The client fulfills deliveries in Odoo, and we synced delivery progress back to Duoplane automatically.
Example:
Result: Partial deliveries are tracked automatically in both systems.
Previously, tracking details were entered manually in Duoplane. Now:
Result: Tracking + shipping cost updates happen automatically with each delivery.
After implementation, the client achieved:
Automatic tracking + shipping cost sync, reducing mistakes and saving time
With Index World’s solution in place, Skutchi Designs gained measurable improvements across its sales operations:
The CRM evolved from a basic tracking tool into a system the sales team could rely on daily.
By working with Index World, Skutchi Designs elevated its Odoo CRM to support both operational efficiency and strategic growth. Through custom integrations, automated workflows, and clear sales visibility, the new system enabled the business to operate with confidence and consistency.
The result is a streamlined, scalable CRM environment that aligns with how Skutchi Designs sells today, and how it plans to grow tomorrow.
