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Building a Construction-Focused CRM for Ethereum Infracon


Ethereum Infracon: Odoo CRM for Construction | KoderXpert

Construction & infrastructure · Odoo CRM

Ethereum Infracon: from first enquiry to booking, no lead slips through the cracks

construction sales, built on solid ground ✨

Ethereum Infracon delivers residential, commercial and industrial projects across India. Its leads lived in spreadsheets, scattered across channels, chased from memory. KoderXpert built a CRM around how construction sales cycles actually move, from enquiry to booking.

A construction crane lifting a lead card beside a building under construction, with a flowing sales pipeline, representing the Odoo CRM built for Ethereum Infracon new lead!
every lead, lifted into place ✨
wow!0project types with their own tailored pipelines
0%of enquiry channels feeding one CRM
0°customer view: every document & conversation
0leads left waiting on a manual reminder
Client
Ethereum Infracon
Industry
Construction & infrastructure, India
Platform
Odoo CRM, customised
Implementation partner
KoderXpert Technologies
Headline result
Lead-to-booking cycles on one pipeline

01 · Overview

The 30-second version

  • Ethereum Infracon is a rapidly growing construction and infrastructure company delivering residential, commercial and industrial projects across India.
  • Sales ran on manual lead sheets: enquiries scattered across channels, no shared system, no pipeline visibility, slow follow-ups and no forecasting.
  • KoderXpert delivered a customized Odoo CRM: every channel synced into one system, pipelines shaped around each project type, automated reminders, a 360° customer view, website integration and executive dashboards.

02 · Leads slipping through the cracks

What was going wrong before Odoo?

Six ways the sales site had no foundations

Construction sales cycles are long, high-value and multi-stakeholder. Running them on spreadsheets and memory meant every crack below cost real bookings.

Manual lead sheets

Spreadsheet-based lead management with no shared system across the sales team.

The cost → every rep an island

Scattered channels

Leads arrived from multiple channels with no centralized tracking or single starting point.

The cost → enquiries lost between inboxes

No pipeline visibility

Limited project-wise visibility into where each opportunity actually stood.

The cost → status by asking around

Missed follow-ups

Slow, inconsistent follow-ups on active leads, each one dependent on someone remembering.

The cost → hot leads going cold

No forecasting

No analytics for conversions or demand forecasting to plan projects and capacity against.

The cost → building blind

Disconnected teams

Sales, marketing and project teams coordinating by forwarding emails and repeating context.

The cost → handoffs that drop the thread
long sales cycles + manual tracking = leads in the cracks…

03 · The turnaround

Drag it and see the before & after yourself

Slide the orange handle. Left is the lead-sheet era, right is the construction-focused CRM.

✗ Before the CRM
  • ✗ Leads managed on spreadsheets, per person
  • ✗ Channels feeding separate inboxes
  • ✗ Pipeline status known only by asking around
  • ✗ Follow-ups dependent on memory
  • ✗ No conversion or demand analytics

the lead-sheet era 😵

one connected pipeline ✨

✔ After Odoo CRM
  • ✔ Every enquiry channel synced into one CRM
  • ✔ Pipelines shaped per project type
  • ✔ Every opportunity's stage visible at a glance
  • ✔ Reminders triggered automatically
  • ✔ Dashboards for conversions & forecasting

← drag toward the sheets · drag toward the system →

04 · The plan

What "fixed" had to actually mean

Six objectives agreed with Ethereum Infracon before configuration began. Hover any goal to tick it off.

Centralize records: all leads, opportunities and customer records in one place.

Automate follow-ups: reminders and task assignments handled automatically.

Track the journey: customer journeys from enquiry to booking.

Improve coordination: across sales, marketing and project teams.

Executive dashboards: business reports for leadership visibility.

Data-driven forecasting: enable sales and demand forecasting from real pipeline data.

05 · What we delivered

What did KoderXpert build?

Six capabilities, one connected CRM

A CRM built around construction sales cycles, from first enquiry through to booking, delivered on customized Odoo.

Block 01

Multi-channel lead capture

Website and every other enquiry channel synced into a single, unified CRM: no more leads lost between spreadsheets and inboxes, and a consistent starting point for every sales conversation.

zero leads lost at the door
Block 02

Project-specific pipelines

Stages built around residential, commercial and industrial projects, so the pipeline structure matches the real sales process and every opportunity's position is clear.

pipelines that match reality
Block 03

Automated follow-ups & reminders

Reminders triggered automatically at the right moments, giving faster, more consistent engagement and fewer leads going cold from missed follow-up.

a cadence that never forgets
Block 04

Customer 360° view

Full communication and document history in one place: every interaction visible in a single customer record, enabling faster handoffs between sales, marketing and project teams.

context that travels with the deal
Block 05

Website integration

Website enquiries flow straight into the CRM with source tracking, closing the gap between marketing and sales.

the site feeds the pipeline
Block 06

Executive dashboards

Conversion, pipeline and demand analytics for leadership, turning gut feel into data-driven sales and capacity forecasting.

forecasts built on real data
every channeldeduped & routedtyped pipelineauto activitiesforecast
no lead waits in an inbox, no follow-up waits on memory ✨

06 · Functional deep dive

How the construction CRM actually works

The delivery summary says what was built. This is the functional detail underneath: how enquiries route, how each project type's pipeline behaves, and where the forecasts come from.

Capture & routing across channels

Every enquiry (website, phone, referral, walk-in, campaign) lands as one CRM lead with its origin stamped.

  • Website integration: site forms create leads directly with source tracking, closing the marketing-to-sales gap.
  • Deduplication: enquiries match against existing customers and past opportunities, so history follows the person.
  • Routing rules: project type and location assign the right owner automatically, ending shared-inbox limbo.

Pipelines shaped per project type

Residential, commercial and industrial deals move at different speeds with different stakeholders, and their pipelines reflect it.

  • Residential stages: enquiry, site visit, negotiation, booking, tuned for volume and speed.
  • Commercial & industrial stages: requirement study, proposal, multi-stakeholder negotiation, agreement, tuned for long, high-value cycles.
  • Stage discipline: each stage carries required fields and next activities, so a deal cannot drift forward half-documented.

The customer 360 in practice

One record holds every conversation, document and site detail, so handoffs carry context instead of forwarded emails.

  • Full history: calls, emails, meetings and notes log to the opportunity timeline.
  • Documents attached: plans, quotations and agreements live on the record, versioned, not in personal drives.
  • Team handoffs: sales-to-projects transitions keep the entire trail, so the delivery team starts informed.

Forecasting from real pipeline data

Leadership planning moved from gut feel to numbers the pipeline itself produces.

  • Conversion analytics: win rates by channel, project type and stage show exactly where deals leak.
  • Demand forecasting: weighted pipeline value by expected close month feeds capacity and project planning.
  • Follow-up hygiene: idle-opportunity alerts keep the pipeline honest, so the forecast stays believable.
project typestage rulesright ownerstages that enforce themselves

Pipelines shaped per project type

Residential deals run short, high-volume stages; commercial and industrial run long, multi-stakeholder ones. Each stage carries required fields and next activities, so a deal physically cannot drift forward half-documented or unowned.

07 · How we built it

How was the Odoo project delivered?

From site survey to structure

Six stages: understanding how construction deals actually move, then building the CRM around them.

1

Discovery & sales mapping survey the ground

KoderXpert mapped how residential, commercial and industrial deals really progress, from enquiry to booking.

2

Pipeline architecture pour the foundations

Project-specific stages, fields and automation rules designed around each sales motion.

3

CRM configuration raise the frame

Odoo CRM configured and customized: capture, activities, 360° records and team workflows.

4

Website & channel integration connect the services

Website and enquiry channels wired directly into the pipeline with source tracking.

5

Dashboards & forecasting install the controls

Executive reporting for conversions, pipeline health and demand forecasting.

6

Training, go-live & support hand over the keys

Sales, marketing and project teams onboarded, with support through the first cycles.

08 · Engineering notes

The technical decisions behind the pipeline

For the technically curious: how the work was engineered so it survives upgrades, audits and time.

Custom addons, zero core edits

Everything KoderXpert built lives in namespaced custom modules (kx_lead_capture · kx_project_pipelines · kx_followups · kx_forecast) on Python and the Odoo ORM.

  • Inheritance, not modification: models and views are extended through Odoo's inheritance mechanisms, never edited in core, so future Odoo upgrades do not bury the work.
  • Configuration as data: pipelines, stages, required-field rules, routing logic and activity plans ship as XML data records, reproducible and reviewable.
  • PostgreSQL underneath: one database as the single source of truth, so no exports or reconciliation jobs exist between the moving parts.

The data migration pipeline

The riskiest part of the project was the data: lead sheets and enquiry registers maintained per salesperson. It moved through a staged pipeline, not a bulk import.

  • Extract & cleanse: legacy records exported, deduplicated and normalized in a staging environment before anything touched production.
  • Ordered loading: imports run in dependency order: customers, then historical opportunities mapped to the new stages with owners assigned, via the ORM so routing and validation rules apply.
  • Verified before sign-off: record counts and key balances checked against the source system, with every opening figure posted as an auditable entry.

Reports, automation & performance

Dashboards and documents are native Odoo artifacts reading live data, so they inherit access rules and never go stale.

  • QWeb & OWL: printable documents render through QWeb templates; on-screen dashboards read aggregated, indexed queries that stay fast as volume grows.
  • Scheduled automation: scheduled jobs flag idle opportunities, refresh conversion dashboards and recompute the weighted forecast nightly.
  • Filters built in: period, location and team filters are part of the report definitions, so answering a leadership question is one click, not a new spreadsheet.

Testing, cutover & hardening

The rollout landed on a live business, so it was engineered to be boring.

  • Staging mirror: every change proven on a copy of the real database before reaching production.
  • Role-based UAT: sales, marketing and project teams walked scripted enquiry-to-booking journeys per project type, including handoff to delivery, before go-live.
  • Access hardening: group permissions and record rules reviewed role by role, so each team sees exactly what its job requires.
  • Documented handover: configuration, roles and workflows documented so the system's logic belongs to the client, not to anyone's memory.
win ratesweighted valuedemand planplanning from data, not feel

A forecast the pipeline produces

Win rates by channel and project type combine with weighted pipeline value by expected close month, giving leadership a demand forecast generated from real deals rather than gut feel, and kept honest by idle-deal alerts.

09 · The impact

What changed after go-live?

The results, in numbers

the part clients screenshot ↓
0project types running tailored pipelines
0%of enquiry channels captured in one CRM
0°customer view across documents & conversations
Liveconversion & demand dashboards for leadership
  • Every lead, opportunity and customer record in one place
  • Follow-ups running on automation instead of memory
  • Clear pipeline visibility for every project type
  • Faster handoffs between sales, marketing and project teams
  • Leadership dashboards for conversions and forecasting
  • A sales foundation that scales with new projects and regions

10 · Under the hood

Technologies & core skills

Backend · Python 3, Odoo ORM (routing rules, activity plans, forecast logic) Frontend · XML views, QWeb templates, OWL (JavaScript), HTML5, CSS3 Database · PostgreSQL (indexed opportunity tables, one source of truth) Website · Odoo Website form integration with source tracking Reports · conversion & forecast dashboards on aggregated queries Automation · idle-deal alerts, stage-driven activities, nightly forecast crons Data migration · lead-sheet consolidation, deduplication, ORM loads DevOps · Git version control · dev → staging → production · HTTPS behind reverse proxy Custom addons · kx_lead_capture · kx_project_pipelines · kx_followups · kx_forecast
Construction sales pipelines Multi-channel lead capture CRM automation Customer 360 design Demand forecasting Marketing-to-sales integration
straight from the project lead ✨
"A CRM built around construction sales cycles, from first enquiry through to booking: every channel feeding one system, reminders that trigger themselves, and leadership visibility that finally supports data-driven forecasting."
The engagement outcome, Ethereum Infracon

11 · Quick questions, honest answers

Thinking about a similar build?

Because sales cycles differ per project type: residential deals are high-volume and fast, while commercial and industrial deals are long and multi-stakeholder. Ethereum Infracon's pipelines were built stage-by-stage around each motion instead of one generic funnel.

Website forms, phone enquiries, referrals and campaigns all create leads in one system with source stamped, deduplicated against existing history, and routed to the right owner by project type and location.

A single record holding every call, email, document and site detail for the customer, so sales, marketing and project teams hand off with full context instead of forwarded emails and repeated questions.

Each stage schedules its next activities automatically with owners and deadlines, and opportunities that sit untouched surface to managers before they go cold, so no lead depends on someone remembering.

Yes. Weighted pipeline value by expected close month, combined with win rates by project type and channel, gives leadership a forecast produced by the pipeline itself, usable for capacity and project planning.

Website enquiries flow straight into the pipeline with source tracking, so campaign performance is measured in booked deals, not just clicks, and marketing sees exactly which channels convert.

Stage discipline: each stage carries required fields and mandatory next activities, so an opportunity cannot advance without the information the next team needs.

Yes. Any business selling projects with distinct types and long cycles benefits from the same pattern: unified capture, per-type pipelines, enforced follow-ups and pipeline-driven forecasting.

Yes, by design. All of KoderXpert's work for Ethereum Infracon lives in namespaced custom addons that extend Odoo through inheritance; the core is never edited, and configuration ships as data records, making the setup reproducible and upgrade-safe.

It is the riskiest part, which is why it runs as a staged pipeline: extract and cleanse in a staging environment, load in dependency order through the Odoo ORM so business rules still apply, then verify counts and balances against the source before sign-off.

It depends on scope, which is why delivery ran in structured phases from discovery to supported go-live. Mapping the real process first fixes the scope before any build starts, and phased rollout keeps the business running throughout.

KoderXpert is an Odoo partner that maps the real process before building, engineers upgrade-safe custom modules with zero core edits, and delivers measurable outcomes: for Ethereum Infracon, every enquiry channel feeding tailored pipelines with automated follow-ups and forecast dashboards. Talk to KoderXpert about your project.

stop losing leads in the cracks ✨

Building a sales pipeline for construction?

Tell us how your enquiries arrive and how your deals move, residential, commercial or industrial. KoderXpert will show you a CRM shaped around your real sales cycles.


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