Stag Elevators

Odoo 17 CRM & Sales Automation for Stag Elevators — Complete lead-to-installation workflow for home elevators

Reach : India

Time Frame : 1 months

Deliverables:

Automated lead management system
Sales workflow & post-sales automation
Quotation upload with view-only access
Email parsing for website lead capture
Custom dashboards for production and accounts
Data import & validation from excel
Cloud deployment on Odoo enterprise with 11-user setup

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Summary

Stag Elevators, an India-based elevator company, partnered with us to implement a custom Odoo 17 CRM, delivering a 35% improvement in operational efficiency and a 50% reduction in manual processes.

Tech Stack

Platform

Odoo 17

Backend

Python (Odoo ORM, Scheduled Actions, Controllers)

Frontend

XML, QWeb, JavaScript (Odoo Views)

Integration

Email Parsing via Mail Gateway

Overview

Stag Elevators, an India-based elevator company, needed a smarter way to manage CRM and sales workflows across departments. Manual lead handling, limited visibility, and inefficient post-sales tracking were key issues. We developed a fully customized CRM using Odoo 17, enabling automated lead assignment, calendar-based follow-ups, secure quotation access, and post-sales process tracking. Email parsing captured leads from their WordPress site, and dashboards improved visibility. The solution streamlined team collaboration, reduced manual tasks, and ensured seamless sales and customer lifecycle management.

About Stag Elevators

Stag Elevators is a leading Indian brand specializing in safe, innovative home elevator solutions. With over 40 years of combined expertise, they offer TÜV SÜD-certified elevators customized for small homes, villas, and high-end residences.

Their product range includes hydraulic lifts, cog belt elevators, and platform lifts—designed especially for seniors and children. Known for zero maintenance charges and no licensing hassle, Stag Elevators blends safety with affordability. With operations across India and the UAE, they continue redefining vertical mobility through technology, craftsmanship, and customer-first service.

Project Goal

The goal of this project was to develop a scalable, role-based CRM and Sales system using Odoo 17 that could streamline lead tracking, automate follow-ups, and manage post-sales activities efficiently.

We aimed to eliminate manual intervention by automating lead intake from website forms via email parsing and structuring lead lifecycle stages. The system needed to support secure, role-specific access across departments, ensure smooth data migration from Excel, and offer intuitive dashboards for Sales, Production, and Accounts teams.

Additionally, the solution was designed to enhance communication tracking, reduce delays in sales workflows, and improve productivity across all internal operations with centralized visibility.

The Challenge

We faced the challenge of enabling seamless coordination between departments with minimal training while automating lead capture from WordPress inquiries without relying on third-party plugins or APIs; all within a secure, role-based Odoo 17 environment.

Our Approach & Solution

Structured Lead Funnel with Automated Capture

Built an inbound/outbound lead funnel (New, Hot, Warm, Cold) with email parsing to auto-capture WordPress leads, eliminating manual entry, reducing errors, and improving lead management efficiency by 35%.

Impact: Streamlined lead intake, prioritized sales focus, and 50% reduction in manual data entry.

Overall Collaboration and Experience

Our collaboration with Stag Elevators was efficient and highly collaborative. From the beginning, we aligned closely with their goal to digitize and streamline their sales and CRM processes.

Throughout the project, our team maintained open communication, addressing challenges like cross-department coordination and data automation smoothly. Stag Elevators actively engaged in testing and feedback cycles, ensuring the solution met their operational needs.

Together, we delivered a tailored Odoo 17 CRM and Sales system that enhanced productivity, improved lead management, and automated workflows, setting a strong foundation for scalable growth and continued process optimization.

The End Result

Our Odoo 17 CRM for Stag Elevators streamlined lead management and sales with role-based access, automating capture, follow-ups, and post-sales tasks to cut manual effort..

Key Outcomes: