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bapetel | 20 days ago

I'm an Odoo developer and here are my advices because the main issue with Odoo implementations are excessive customizations with no boundaries

1. Stay with Odoo Community but define the scope

CRM standard functionnality, no custom development : use standard configurations only to reduce technical dependency

If something is really needed as customization, check the OCA repositories

https://github.com/OCA/crm

OCA is Odoo Community Association

2. For office integration

Regarding emails, you can use Odoo's native mail connector, that is enough

For Docs use Google Workspace or Microsoft 365 and link in the CRM records, it's better

For Spreadsheets, you can use again OCA repo https://github.com/OCA/spreadsheet

3. For implementation with partner or consultant

Start with a fixed price package with clear deliverables and time (installation, configuration, data migration, training)

Then a fixed monthly maintenance contract

Train 2 volunteer as admin so that they can handle all admin related tasks

4. For hosting,

you can use a VPS with some docker stuff and automatic backup

https://github.com/OCA/server-tools/tree/18.0/auto_backup

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