Odoo implementation
Inventory, purchasing, sales, manufacturing, HR and accounting with Indian localisation, configured for how your business actually operates.
At Infynix, we craft growth engines that inspire and endure.
We build custom CRM and business management software designed around how your company actually operates. Generic CRM software is expensive, rigid, and hard for staff to use. Software should fit your daily work, giving your team simple tools that speed up tasks.
OUR CAPABILITIES IN
Custom CRM & ERP Software
01
The Challenge
02
Our Insight
03
The Solution
04
The Outcome
05
Scale & Optimize
How We Work
01
Measure
We audit your current systems, marketing, and funnels.
02
Design
We architect a custom strategy bridging your exact gaps.
03
Build
We deploy the tech, content, and pipelines required.
04
Launch
We seamlessly roll out the solution with zero downtime.
05
Re-Measure
We track every metric to ensure it meets our strict KPIs.
06
Scale
We optimize the winning channels to compound your returns.
CRM and ERP software from Kochi for Kerala businesses that have reached the limit of Tally plus spreadsheets plus a WhatsApp group. The moment usually arrives the same way: the stock count is wrong, the GST return took a week, a big customer’s order cannot be found, or the one person who understood the spreadsheets resigned. What follows is a system that runs inventory, sales, purchasing, operations and finance in one place, with Tally kept as the ledger and a CRM that lives on WhatsApp because that is where the sales team lives.
We are agnostic about how it is built and opinionated about how it is chosen. Odoo with Indian localisation fits most trading and manufacturing businesses. Zoho fits most services firms. A bespoke build fits the business whose process is genuinely different or whose software is the product. Often the answer is a platform for the standard modules and one bespoke module for the process that makes the business what it is, integrated so nobody can tell where one ends and the other begins.
Implementation happens on the floor, with the storekeeper, the billing clerk and the collections team, because they know where the exceptions are. Migration is rehearsed, go-live is staged, and the first month is supported daily in Malayalam and English.
Traders and distributors, manufacturers on the Kochi and Kozhikode industrial belts, hospitals, developers, jewellery and retail chains, logistics operators and professional firms.
What we build and configure
Bespoke ERP modules
Custom modules for the process that makes your business different, integrated with the platform modules as one system.
CRM with WhatsApp at the centre
Zoho, HubSpot, Salesforce or custom CRM with WhatsApp Business API, lead routing and follow-up automation.
GST and e-invoicing
GST-compliant documents, place of supply logic, e-invoice IRN generation and e-way bills through a GSP.
Multi-godown and multi-branch
Stock across locations, inter-branch transfers with GST handled, batches and serials, consolidated reporting.
Tally integration
Tally Prime or Zoho Books fed automatically so the accountant keeps their tool.
Malayalam interfaces
Bilingual screens for staff on the floor and at the counter.
Migration and training
Rehearsed data migration, staged rollout and role-based training on the floor.
Typical scope and timeline
| Engagement | Typical timeline |
|---|---|
| Discovery and specification | 2 to 3 weeks |
| Odoo or ERP implementation | 10 to 20 weeks |
| CRM implementation and integration | 4 to 10 weeks |
| Bespoke module | 4 to 12 weeks |
| Migration from spreadsheets or a legacy system | 4 to 10 weeks |
| Support and maintenance | Monthly |
Systems we build most often
Trading and distribution
Multi-godown inventory, dealer pricing, credit terms, GST invoicing and collections in one system.
Manufacturing
Production planning, works orders, job costing, quality and dispatch for units in Kalamassery, Aroor and the Kozhikode belt.
Real estate
Unit inventory, booking, payment schedules, K-RERA reporting and CRM from lead to handover.
Hospitals
Patient management, scheduling, insurance, billing and multi-branch reporting.
Jewellery and retail
Point of sale, inventory, schemes and online store in one system.
Logistics
Dispatch, fleet, proof of delivery and customer portals connected to billing.
How we engage
Fixed-scope implementation
Discovery produces a specification and a fixed price for a defined system.
Dedicated team
A named team working through your roadmap in two-week sprints.
Support and evolution
SLA-backed maintenance and improvement for systems we built or inherited.
The week the spreadsheet broke
Every business we implement for has a version of the same story. The stock spreadsheet said forty units and the godown had twelve. The GST return needed three people for a week because the sales register and Tally disagreed. A dealer’s outstanding was in someone’s head, and that someone went on leave. The order book was a WhatsApp group with four hundred unread messages. None of this is a failing of the people involved. It is what happens when a business grows past the tools it started with.
The system that replaces it is chosen from the facts of that story: which processes are standard and can be configured, which are genuinely particular to this business and must be built, and which existing tools, Tally above all, should stay exactly where they are.
Discovery on the floor
With the people who run stock, billing and collections today.
Standard configured
Odoo or Zoho modules for the processes every business shares.
Particular built
A bespoke module for the process that makes yours different.
Tally kept
The ledger stays with the accountant, fed automatically.
Stock in the units the godown actually uses
A distributor buys in cartons, stores in cases and sells in pieces; a manufacturer buys in kilograms and sells in metres; a jeweller tracks grams and pieces at once. Generic systems handle this badly and spreadsheets handle it by arithmetic done in someone’s head. Multi-godown stock, unit conversions, batches and serials where the product needs them, inter-branch transfers with GST handled, and barcode scanning on a phone for receiving and counting are designed in from discovery rather than discovered at go-live.
Dealer pricing, credit limits, ageing and collections tracked by the field team on a phone complete the picture for a trading business.
Units and conversions
Bought, stored and sold in different units without manual arithmetic.
Multi-godown
Stock across locations with transfers and accurate costing.
Batches and serials
Traceability where the product needs it, ignored where it does not.
Barcode on a phone
Receiving, picking and counting without a separate device.
GST that the accountant signs off
The system produces what the return needs as transactions happen: invoices with the required fields, HSN and SAC codes, place of supply decided correctly so CGST and SGST or IGST are applied without thought, credit and debit notes tied to their originals, and data organised by rate and counterparty. For businesses above the threshold, e-invoices go through a GSP for an IRN as they are raised, and e-way bills are generated from dispatch.
Tally receives the postings automatically, the accountant reconciles weekly instead of monthly, and the return becomes a review rather than a project.
Compliant documents
Invoices, notes and bills of supply with every required field.
Place of supply
CGST, SGST and IGST decided by the system, not the clerk.
E-invoice and e-way
IRN and e-way bills generated through a GSP where required.
Tally posted
The ledger fed automatically, reconciled weekly.
Sales that happen on WhatsApp, recorded in the CRM
A Kerala salesperson closes on WhatsApp from a phone, and a CRM that expects them to sit at a desktop afterwards will be ignored by the second week. We put WhatsApp inside the CRM: enquiries arrive through the Business API, the conversation is logged against the customer, a quote is generated from live stock and dealer pricing and sent from the same screen, and follow-ups go out automatically in Malayalam or English. The salesperson keeps their phone. The owner finally sees the pipeline.
Routing gets each new lead to the right branch or person in minutes, with a fallback if nobody responds, and every enquiry carries its source so marketing can see what produced it.
WhatsApp inside the CRM
Conversations logged, quotes sent, from the phone.
Quotes from live data
Stock, cost and dealer pricing, in seconds.
Routing and follow-up
The right person in minutes, automated nurture after.
Pipeline visible
Open quotes, conversion and margin for the owner.
Where we deliver Custom CRM & ERP Software
Further reading
Custom CRM & ERP Software in our other markets
Infynix Solutions is registered separately in India, the United Kingdom and the United Arab Emirates. This page covers India. The same service, written for the other markets:
Custom CRM & ERP Software questions
Can we move data from our old software?
Yes. We safely import your existing customer and lead data into the new custom platform.
Odoo, Zoho or something built for us?
Odoo with Indian localisation for trading and manufacturing businesses with standard processes. Zoho for services firms. Bespoke where the process is genuinely different or the software is the product. Often a platform plus one custom module, and we recommend from the facts of your business rather than a preference.
Will our accountant have to leave Tally?
No. Tally stays as the ledger and is fed automatically from the operational system, so the accountant works in the tool they know and reconciles weekly instead of monthly.
Can the system handle GST, e-invoicing and e-way bills?
Yes. Compliant documents, place of supply logic, HSN and SAC handling, IRN generation through a GSP and e-way bills from dispatch are part of the standard build.
Can the sales team keep using WhatsApp?
Yes, and they should. The WhatsApp Business API is integrated so conversations are logged against the customer, quotes are sent from the CRM screen and follow-ups are automated, while the salesperson works from their phone.
How long does an implementation take?
Ten to twenty weeks for an ERP including discovery and migration, delivered in stages so the first modules go live early. A CRM alone takes four to ten weeks.
How do you migrate our data?
Mapped, cleaned, trial-migrated and reconciled before cutover, with old tools retired one at a time and both systems reconciled during the overlap. The business keeps running throughout.
Do you train our staff?
Yes, by role, on the floor, in Malayalam and English, with engineers at your premises for the first days live and daily support for the first month.
Who owns the system afterwards?
You do. Source, configurations, infrastructure, documentation and credentials are handed over in your name, and the system is built so another competent team could run it.
