Implementation BlueprintExecution layer

LogySell SMB ERP Starter Deployment (7-10 days)

A fixed-scope playbook for standing up a client's LogySell-hosted Odoo Community instance with CRM, sales, invoicing, and inventory configured for a 5-20 employee business, then handing over a trained team and a monthly monitoring retainer. Time: 7-10 days.

By InnovaAI ResearchPublished

CRM Tools

How do you implement it?

Blueprint

LogySell SMB ERP Starter Deployment (7-10 days)

A fixed-scope playbook for standing up a client's LogySell-hosted Odoo Community instance with CRM, sales, invoicing, and inventory configured for a 5-20 employee business, then handing over a trained team and a monthly monitoring retainer.

Prerequisites
  • Client signed off on a 5-20 employee SMB scope with at least one of CRM, inventory, or invoicing as the primary pain point
  • LogySell Warm up plan ($89.17/mo, annual billing) or Level up plan ($221.58/mo) selected based on user concurrency and data volume, with Linux server and no control panel chosen at checkout
  • Client's existing customer list, product catalog, and chart of accounts exported in CSV for import
  • Named client-side ERP owner available for 4 hours of training and a 30-day post-launch check-in
  • Agency billing set up to invoice implementation separately from the LogySell hosting pass-through
Execution Timeline
  • 1.Place the LogySell order on the chosen annual plan and confirm the dedicated IP, SSL certificate (first 12 months), and daily security backups are active on the provisioned instance
  • 2.Record the vendor cost basis ($89.17/mo or $221.58/mo) in the client file so hosting is billed as a transparent pass-through line
  • 3.Verify the 99.9% SLA and unlimited traffic terms against the client's expected order and catalog volume
  • 1.Log into the Odoo Community admin and enable only the modules in scope: CRM, Sales, Invoicing, Inventory, and optionally Purchase
  • 2.Create the client's company record, fiscal year, and default currency before any transaction data is loaded
  • 3.Set user access rights by role so warehouse staff cannot edit accounting entries
  • 1.Import the client's customer and vendor lists into the CRM and Contacts modules, deduplicating on email and phone before commit
  • 2.Build the sales pipeline stages to mirror the client's actual deal flow, then assign sales teams and owners
  • 3.Configure lead and opportunity fields so stage changes trigger the follow-up activities the client already runs
  • 1.Load the product catalog with units of measure, taxes, and price lists in the Sales module
  • 2.Map the chart of accounts to the client's industry and confirm quotation-to-invoice conversion posts correctly in Invoicing
  • 3.Test a full quote, order, delivery, and invoice cycle end to end with a sample customer
  • 1.Set up warehouse locations, receipt and delivery operations, and reorder rules in Inventory for the client's top 50 SKUs
  • 2.Run a physical count import so opening stock balances match the client's current system
  • 3.Confirm stock moves generate the correct accounting entries
  • 1.Configure the client's email marketing sender domain and test a campaign send from the bundled email marketing module
  • 2.Set up the point-of-sale module only if the client has a walk-in counter, and test a cash sale
  • 3.Document which modules were left disabled and why, so the client does not enable them later without support
  • 1.Run a 3-hour training session covering daily CRM entry, quotation creation, and inventory receipts
  • 2.Record a short screen capture library of the five most common client tasks for their internal onboarding
  • 3.Hand over admin credentials and a one-page module map
  • 1.Execute a parallel run: client enters live transactions while the legacy system stays active for one business week
  • 2.Verify the first daily security backup completed and restore-test one file from it
  • 3.Log any configuration gaps found during parallel run into a punch list
  • 1.Close the punch list and re-test the quotation-to-invoice and stock-to-accounting paths
  • 2.Confirm SSL certificate expiry date is tracked in the agency's renewal calendar
  • 3.Set the monthly backup verification report template for the retainer
  • 1.Deliver the go-live sign-off pack and schedule the 30-day review
  • 2.Brief the client on what the Warm up tier's 4GB RAM and 2 workers support, and flag the Level up upgrade path (16GB RAM, 4 workers) if concurrency becomes an issue
  • 3.Invoice implementation and set the recurring hosting plus monitoring line
$89.17/mo to $221.58/mo in LogySell hosting (annual billing), typically passed through to the client; agency implementation fee sits on top and is priced separately.7-10 days
ROI Logic

Hosting costs the agency $89.17/mo on Warm up or $221.58/mo on Level up, so a client billed at the productized $870/mo starter fee leaves roughly $650 to $780 per month before delivery labor. The unlimited-users-per-server model means adding seats to a client account does not raise the LogySell invoice, which protects retainer margin as the client hires. Implementation hours are recovered in month one; the monthly backup verification and uptime monitoring carry the retainer afterward.

Deliverables
  • Configured LogySell Odoo Community instance with CRM, Sales, Invoicing, and Inventory live for the client
  • Imported customer, vendor, product, and opening stock data sets with a reconciliation note
  • Role-based user access matrix and a one-page module map showing what is enabled and disabled
  • Recorded training library covering the five highest-frequency client tasks
  • Monthly backup verification and uptime monitoring report template tied to the 99.9% SLA
Definition of Done

The client has processed at least one real quote through to a posted invoice and one inventory receipt on their LogySell instance, with a verified daily backup and a signed go-live checklist on file.

Open the LogySell courseLogySell decision recordBrowse the Academy

More on LogySell

More for CRM Tools