LogySell Client Instance Provisioning and CRM Handoff (Onboarding)

LogySell Client Instance Provisioning and CRM Handoff (Onboarding)

1. 01

   Select the annual plan and Linux server (no control panel) at LogySell checkout

   Warm up at $89.17/mo covers 2 Workers, 4GB RAM, 100GB SSD and suits a single-module CRM plus inventory client; Level up at $221.58/mo gives 4 Workers, 16GB RAM, 200GB for clients running manufacturing or eCommerce alongside CRM. Record the plan tier against the client's retainer so margin is visible before provisioning.

2. 02

   Confirm provisioning completed with dedicated IP, SSL certificate (first 12 months), 99.9% SLA and daily security backups active

   LogySell provisions the Odoo Community instance with all apps installed. Verify the SSL expiry date now, because coverage runs 12 months from provisioning and a lapsed certificate on a client-facing portal becomes an agency-side incident.

3. 03

   Open the CRM module and build the client's lead stages, sales teams and opportunity tracking

   Map the client's actual sales process into stages rather than accepting Odoo defaults. Sales teams should mirror how the client's staff is divided, since assignment rules and pipeline reporting both key off team membership.

4. 04

   Validate the quotation-to-invoice path across Sales and Invoicing

   Create one test quotation, confirm it, and check that it converts to an invoice with the correct tax treatment. This single test catches most configuration errors before client staff touch the system.

5. 05

   Configure the chart of accounts for the client's industry in the Accounting module

   Load the country chart template, then adjust for the client's revenue lines. Inventory and manufacturing clients need stock valuation accounts set here, not after go-live.

6. 06

   Enable only the modules the client is paying for and hide the rest from the apps menu

   An SMB client seeing Manufacturing, Point of Sale and eLearning icons they never bought generates support tickets against the retainer. Restrict visible apps to the contracted scope.

7. 07

   Run a staff training session on daily operations and data entry, then hand over credentials

   Cover lead entry, quotation creation and backup verification reporting. Close the handoff with a written scope note stating which LogySell plan the client sits on and what triggers an upgrade to Level up.