Turn more leads into revenue, without the spreadsheet
A visual pipeline, one-click quotes and automatic follow-ups, all built on the same platform as your accounting and operations. E&P Solutions configures it around how your sales team actually sells, so nothing falls through the cracks between a first call and a signed deal.
Every lead, call and quote in a single view
No more digging through a shared inbox to find out who promised what. Incoming emails, calls and meetings attach directly to the opportunity they belong to, so your whole team sees the same up-to-date picture, and nothing depends on one person's memory.
Everything from first contact to closed deal
Six areas where a properly configured CRM removes the manual tracking and lets your team focus on selling.
Capture every lead, from every channel
Website forms, live chat, email and phone all land in the same place, automatically.
- ✓Web-to-lead capture. Website forms and live chat create a qualified lead with no manual copy-paste.
- ✓Email-to-lead. Forward an inbound enquiry and it becomes a tracked opportunity in seconds.
- ✓Automatic assignment. Leads route to the right salesperson or team based on rules you set, not who happened to see it first.
- ✓Duplicate detection. Odoo flags a contact reaching out twice on the same opportunity and lets you merge them.
Full control over your pipeline
Every opportunity as a clear card, moved through stages with a drag, not a spreadsheet update.
- ✓Kanban pipeline. Deals sorted by stage, showing expected revenue at a glance.
- ✓Drag-and-drop stages. Move an opportunity forward without opening a single form.
- ✓Multiple pipelines. Separate views per team, product line or sales channel, all feeding one forecast.
- ✓Weighted forecasting. Probability-adjusted revenue, updated the moment a stage changes.
Quotes your customers can approve in a click
From opportunity to signed order, without retyping a single line.
- ✓One-click quotations. Generate a professional quote directly from the opportunity.
- ✓Online approval & e-signature. Customers review and accept from any device, no printing required.
- ✓Optional add-ons in the template. Optional and alternative products set up on the quote template are offered automatically when it is built.
- ✓Straight into Accounting. An accepted quote becomes an order and an invoice, without a second data entry.
No more digging through the inbox
Incoming emails attach to the right opportunity automatically, so the whole team sees the same history.
- ✓Emails logged automatically. Every reply lands on the opportunity timeline, not just one inbox.
- ✓Calls and meetings included. A full record of every touchpoint, in one place.
- ✓Team visibility. Anyone covering for a colleague sees the full context instantly.
Calls, meetings and quotes, planned automatically
The next best action is suggested for you, based on the sales process you define, so no step gets skipped.
- ✓Next-activity automation. The system schedules the next call, demo or follow-up based on your sales script.
- ✓Reminder sequences. Overdue quotes get a nudge before they go cold.
- ✓Nothing skipped. A rep going on leave doesn't mean a lead goes quiet.
Know where revenue really stands
Real-time dashboards instead of a manually updated report before the Monday meeting.
- ✓Live pipeline value. Total and weighted forecast, updated as deals move.
- ✓Win-rate & loss tracking. See at which stage opportunities stall, by rep, team or source.
- ✓Custom dashboards. The numbers leadership actually asks for, built once and always current.
Selling from the road is just as fast as selling from a desk
The moments that decide whether a lead moves forward, handled the way your team actually works.
Mobile pipeline
Update a deal or log a call from the car park right after a meeting, while it is still fresh.
Inbox that files itself
Every email, call and note attached to the right opportunity automatically, visible to the whole team.
Forecasts you can trust
Weighted by real stage probability, not a gut-feel number someone updates before the Monday call.
Configured around how your team actually sells
A CRM only earns its keep if your sales team actually uses it. This is the part we take full ownership of.
Matched to your process
Pipeline stages, quote templates and next-action rules built around how you actually sell, not a generic default.
Connected to Accounting
An accepted quote flows straight into invoicing, no separate system and no re-keyed order.
Migrated with your history
Existing contacts, deals and notes brought across cleanly, so your team isn't starting from zero.
Support that knows your pipeline
Help from people who already understand your sales stages, not a generic ticket queue.
See it in the case studies, not just on this page
The difference does not show up as a percentage. It shows up when nobody has to ask how a lead is doing. Quotes go out the same day instead of the day after next, open quotes get followed up because the task is sitting in the system, and the number in the forecast matches what is actually in the pipeline.
Read the Case Studies →See what a properly configured CRM is worth
Run your own numbers through our free Value Calculator: time saved chasing leads, and estimated payback in months.
Open the Calculator →CRM questions we hear on almost every call
Let's build a pipeline your team will actually use
Book a free, no-obligation assessment. We will look at how your sales process runs today and show you exactly where a CRM pays for itself.