How Skutchi Designs Gained Sales Clarity and Automation with Index World

Skutchi Designs relies heavily on digital advertising to generate leads, primarily through Google Ads and Microsoft Ads. As inbound demand increased and the sales team expanded, the company needed better visibility into how leads moved through the pipeline and how sales performance could be measured consistently.

The Challenge

As Skutchi Designs scaled its marketing efforts, cracks began to show in its sales operations.

Leads were flowing in from multiple advertising platforms, but tracking conversions accurately inside Odoo was difficult. Sales communication depended heavily on manual effort, which led to delays and inconsistencies. Reporting lacked the depth needed to understand salesperson performance, conversion trends, and follow-up gaps.

Odoo’s standard CRM features were not designed to handle advanced ad conversion tracking, conditional automation, or detailed performance analytics. Without customization and reliable integrations, the sales team lacked a single, trustworthy view of their data, making it harder to measure results and plan growth with confidence.

Why Skutchi Designs Chose Index World

The work needed three things standard CRM configuration does not cover: advertising platforms wired into Odoo, email automation that can tell a new lead from an existing one, and reporting built around how the sales team is actually measured.

Index World took it on as an Odoo customization project rather than a settings change.

The Solution

Index World connected the advertising platforms directly to Odoo, automated the customer emails that repeat on every deal, and built the reporting sales managers had been assembling by hand.

The pipeline stages themselves were left alone. The changes sit around them.

Key Solution Components

Ad Conversion Tracking Integration

Odoo was connected with Google Analytics, Google Ads, and Microsoft Ads to ensure lead conversions were tracked accurately and reflected in real time.

Automated Sales Communication

Salesperson-specific email templates were implemented, allowing introduction and welcome emails to be sent automatically at the right stage of the sales cycle.

Conditional Workflow Automation

Time-based logic ensured that welcome emails were sent only to genuinely new leads, preventing duplicate or unnecessary communication.

Custom Sales Dashboards

Tailored dashboards provided visibility into leads, opportunities, activities, overdue items, win/loss ratios, closure timelines, and lost deal reasons.

Results & Business Impact

Skutchi Designs now runs its sales reporting out of the CRM rather than out of a spreadsheet.

• Ad conversions recorded against leads in Odoo, so campaign reporting reflects closed business
• Introduction and welcome emails sent from the right salesperson at the right stage
• Duplicate welcome emails avoided by filtering for genuinely new leads
• Win/loss ratios, closure timelines and lost-deal reasons visible on a dashboard
• Overdue follow-ups surfaced rather than discovered late
• Less manual data entry between advertising, CRM and reporting

Conclusion

The company can now trace an ad click through to a closed deal inside Odoo, and the follow-up that used to depend on a salesperson remembering now happens on its own. Skutchi Designs remains a live client with ongoing Odoo support.