Client Overview: Pathfinder Global
Pathfinder Global is a technology-driven enterprise that partners with shopping malls, retail brands and global retail ecosystems. With over 200+ employees, collaboration with 1600+ brands, and presence across more than 150 shopping malls worldwide, the organisation aims to create seamless digital-and-physical retail experiences. (pathfinder.global)
To manage its growing brand partnerships, sales pipelines, mall relationships, and service operations more efficiently, Pathfinder Global engaged our firm to deliver a custom CRM solution built on Odoo—bringing their front-office, partner management, and analytics together.
Challenges Faced
Multiple channels for brand enquiries, mall partner leads, and service requests—leading to inconsistent lead capture and tracking.
No unified sales pipeline: brand engagements, mall onboarding, and service contracts were managed in disparate spreadsheets and tools.
Limited visibility into key metrics: brand conversion rates, onboarding progress, service fulfilment status, and account manager workloads.
Slow follow-up times and missed opportunities due to lack of automated reminders and task assignments.
Difficulty scaling operations across multiple geographies and malls, with many manual steps in partner management.
Goals & Objectives
Establish a centralised CRM platform for capturing leads from all sources (brands, malls, services) in one place.
Build a customised sales pipeline tailored to Pathfinder’s specific business flows: brand outreach → qualification → onboarding → service contract.
Automate task assignments, reminders and follow-up actions to improve responsiveness and conversion.
Provide real-time dashboards and analytics for leadership: conversion metrics, pipeline health, team performance, regional comparisons.
Enable scalability by streamlining processes and eliminating manual work-arounds.
Solution Provided by KoderXpert
We delivered a full-scale CRM implementation on Odoo, customised to Pathfinder
Global’s workflow and business model:
Core Capabilities Implemented:
Lead & Opportunity
Management
Unified intake of leads from website forms, marketing campaigns, referrals, mall partnerships.
Lead scoring and segmentation (brand size, region, service type).
Custom Sales
Pipeline
Defined stages:
Outreach Qualification Proposal Onboarding Service Contract Renewal.
Kanban view for visibility into opportunities, drag-and-drop progression.
Automated Workflow &
Notifications
Automatic task creation for account managers when lead moves stage.
Reminder emails / notifications after inactivity, assignment changes.
Partner & Mall Account Management
Unified account view showing brand details, mall locations, contract status, service logs.
Dashboards &
Reporting
Real-time dashboards for pipeline value, win/loss analysis, conversion rates by region, by brand segment.
Custom reports on service fulfilment and renewals..
Integration &
Data Migration
Migrated existing lead and partner data from spreadsheets into Odoo.
Configured integrations (if any) for website forms to CRM intake.
Our Implementation Process
Discovery & Planning
Workshops with Pathfinder’s sales, partner-management and operations teams to map workflows and pain points.
Design & Configuration
Defined CRM architecture, sales pipeline stages, user roles & permissions. Configured Odoo CRM modules accordingly.
Customisation
Developed custom workflows, automatic task generation, partner account management extensions.
Data Migration
Cleaned and migrated existing leads, opportunities, partner contacts.
Training & Go-Live
Trained sales and partner teams on the new CRM system, dashboards, and operational workflows. Deployed in phases across regions.
Post-Launch Support & Optimisation
Monitored usage, implemented refinements (e.g., new filters, improved reports, workflow tweaks) after go‐live.
Key Features Delivered
- Centralised CRM to handle all incoming brand/mall/service leads.
- Tailored sales pipeline matched to business model.
- Automated follow-ups and task assignments to sales/partner teams.
- Partner & account management module for brands & malls.
- Real-time dashboards and analytics for management oversight.
- Data migration from old systems and integration of lead-capture channels.
Results & Impact
Improved lead conversion due to faster response times and structured pipeline.
Reduced administrative overhead for sales and partner teams thanks to automation of tasks and reminders.
Enhanced visibility into pipeline health and partner‐performance enabling strategic focus on high-value segments.
Scalable process platform that supports growth across additional malls and brands.
Better collaboration across sales, operations and partner teams due to unified system and tracked workflows.
“With the new CRM built on Odoo, we now have a unified system for our brand and mall partners. The sales pipeline is clear, tasks and follow-ups are automated, and leadership can instantly see where opportunities are. The transformation has boosted our responsiveness and scalability.”
Conclusion
By implementing a customised CRM on Odoo, Pathfinder Global has centralised its lead, partner and service-engagement workflows,
automated key sales and follow-up processes, and gained real-time visibility into business operations. This positions them
for scalable growth, improved partner experience and better decision-making.
KoderXpert continues to deliver on its promise:
Transforming Ideas into Digital Excellence.