Dare Okonjo

Odoo CRM Sales Workflow Configuration

Jul 2026 - Present • 3 mos

Configured Odoo CRM for a business that needed to organize leads, opportunities, customer records, and sales activities in one system. The work focused on connecting CRM processes with practical sales workflows. • Configured lead and opportunity records for sales management • Built pipeline stages and organized opportunity activities • Set up customer information and sales activity tracking • Created automated actions for routine CRM processes • Organized follow up tasks and sales team activities • Tested lead conversion, opportunity movement, and workflows The result was a structured Odoo CRM sales environment with clearer sales processes, clear customer data visibility, automated routine activities, better workflow control and a consistent workflow for managing leads and opportunities.

Copper CRM Sales Pipeline Setup

May 2026 - Present • 5 mos

Configured Copper CRM for a business that needed better contact management, sales pipeline visibility, task tracking, and automated workflows. The work focused on organizing customer information and creating a practical sales process. • Organized contacts, companies, leads, and opportunities • Built pipeline stages for tracking sales opportunities • Created tasks and follow up activities for the sales team • Structured customer fields and activity records for quick access • Set up workflow automation for routine sales processes • Tested lead movement, task assignments, and pipeline updates The result was a cleaner Copper CRM environment with organized customer data, stronger pipeline visibility, consistent follow up, and automated workflows that helped the team manage prospects efficiently.