{"id":791,"date":"2025-05-07T10:04:59","date_gmt":"2025-05-07T10:04:59","guid":{"rendered":"https:\/\/xenodochial-elbakyan.188-95-114-6.plesk.page\/?page_id=791"},"modified":"2025-07-03T09:39:15","modified_gmt":"2025-07-03T09:39:15","slug":"odoo-cosultorias-asesorias","status":"publish","type":"page","link":"https:\/\/www.cleverit.es\/odoo\/sectores\/odoo-cosultorias-asesorias\/","title":{"rendered":"Odoo para consultor\u00edas y asesor\u00edas"},"content":{"rendered":"

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Odoo para consultor\u00edas y asesor\u00edas: eficiencia, control y automatizaci\u00f3n en cada proceso<\/h1>\n

[\/et_pb_text][et_pb_text _builder_version=\u00bb4.27.2″ _module_preset=\u00bb_initial\u00bb text_font=\u00bb|700|||||||\u00bb text_text_color=\u00bb#111827″ text_font_size=\u00bb19px\u00bb text_line_height=\u00bb1.8em\u00bb text_orientation=\u00bbcenter\u00bb text_font_size_tablet=\u00bb16px\u00bb text_font_size_phone=\u00bb16px\u00bb text_font_size_last_edited=\u00bbon|phone\u00bb global_colors_info=\u00bb{}\u00bb]<\/p>\n

Digitaliza tu despacho con una soluci\u00f3n ERP flexible que te ayuda a ofrecer un mejor servicio y ganar rentabilidad<\/p>\n

[\/et_pb_text][et_pb_button button_url=\u00bb#form\u00bb button_text=\u00bbSOLICITA DEMO PERSONALIZADA\u00bb button_alignment=\u00bbcenter\u00bb _builder_version=\u00bb4.27.2″ _module_preset=\u00bbdefault\u00bb custom_button=\u00bbon\u00bb button_text_size=\u00bb16px\u00bb button_text_color=\u00bb#FFFFFF\u00bb button_bg_color=\u00bb#714b67″ button_border_width=\u00bb10px\u00bb button_border_radius=\u00bb28px\u00bb button_font=\u00bbInter|700|||||||\u00bb locked=\u00bboff\u00bb global_colors_info=\u00bb{}\u00bb][\/et_pb_button][et_pb_text _builder_version=\u00bb4.27.2″ _module_preset=\u00bb_initial\u00bb text_font=\u00bb||||||||\u00bb text_text_color=\u00bb#111827″ text_font_size=\u00bb16px\u00bb text_line_height=\u00bb1.8em\u00bb text_orientation=\u00bbcenter\u00bb text_font_size_tablet=\u00bb16px\u00bb text_font_size_phone=\u00bb16px\u00bb text_font_size_last_edited=\u00bbon|phone\u00bb global_colors_info=\u00bb{}\u00bb]<\/p>\n

Asesor\u00edas fiscales, contables, jur\u00eddicas, laborales o estrat\u00e9gicas suelen trabajar con m\u00faltiples herramientas desconectadas: hojas de c\u00e1lculo, programas de contabilidad, CRM independientes o correo electr\u00f3nico para el seguimiento de clientes.<\/p>\n

Esto provoca ineficiencias, duplicaci\u00f3n de tareas y dificultad para ofrecer un servicio \u00e1gil y coordinado.<\/p>\n

Odoo permite centralizar toda la operativa de una consultor\u00eda en un solo sistema<\/strong>, desde el primer contacto comercial hasta la facturaci\u00f3n peri\u00f3dica, pasando por la gesti\u00f3n documental, las tareas del equipo y el seguimiento de clientes.<\/p>\n

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M\u00f3dulos recomendados para consultor\u00edas y asesor\u00edas<\/h2>\n

[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=\u00bb1_2,1_2″ _builder_version=\u00bb4.27.2″ _module_preset=\u00bbdefault\u00bb global_colors_info=\u00bb{}\u00bb][et_pb_column type=\u00bb1_2″ _builder_version=\u00bb4.27.2″ _module_preset=\u00bbdefault\u00bb global_colors_info=\u00bb{}\u00bb][et_pb_blurb title=\u00bbCRM\u00bb use_icon=\u00bbon\u00bb font_icon=\u00bb=||divi||400″ icon_placement=\u00bbleft\u00bb _builder_version=\u00bb4.27.2″ _module_preset=\u00bbdefault\u00bb header_level=\u00bbh3″ header_font=\u00bb|700|||||||\u00bb header_font_size=\u00bb20px\u00bb global_colors_info=\u00bb{}\u00bb]Seguimiento de clientes, oportunidades y servicios contratados[\/et_pb_blurb][et_pb_blurb title=\u00bbFacturaci\u00f3n y contabilidad\u00bb use_icon=\u00bbon\u00bb font_icon=\u00bb=||divi||400″ icon_placement=\u00bbleft\u00bb _builder_version=\u00bb4.27.2″ _module_preset=\u00bbdefault\u00bb header_level=\u00bbh3″ header_font=\u00bb|700|||||||\u00bb header_font_size=\u00bb20px\u00bb global_colors_info=\u00bb{}\u00bb]<\/p>\n

Emisi\u00f3n de facturas, gesti\u00f3n de cobros y control financiero<\/p>\n

[\/et_pb_blurb][et_pb_blurb title=\u00bbGesti\u00f3n de proyectos\u00bb use_icon=\u00bbon\u00bb font_icon=\u00bb=||divi||400″ icon_placement=\u00bbleft\u00bb _builder_version=\u00bb4.27.2″ _module_preset=\u00bbdefault\u00bb header_level=\u00bbh3″ header_font=\u00bb|700|||||||\u00bb header_font_size=\u00bb20px\u00bb global_colors_info=\u00bb{}\u00bb]<\/p>\n

Organizaci\u00f3n interna por cliente, servicio o campa\u00f1a<\/p>\n

[\/et_pb_blurb][et_pb_blurb title=\u00bbGesti\u00f3n Documental (DMS)\u00bb use_icon=\u00bbon\u00bb font_icon=\u00bb=||divi||400″ icon_placement=\u00bbleft\u00bb _builder_version=\u00bb4.27.2″ _module_preset=\u00bbdefault\u00bb header_level=\u00bbh3″ header_font=\u00bb|700|||||||\u00bb header_font_size=\u00bb20px\u00bb global_colors_info=\u00bb{}\u00bb]<\/p>\n

Archivo seguro de documentaci\u00f3n legal, fiscal o laboral por cliente<\/p>\n

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Validaci\u00f3n de contratos, presupuestos o modelos fiscales<\/p>\n

[\/et_pb_blurb][et_pb_blurb title=\u00bbMarketing \u00bb use_icon=\u00bbon\u00bb font_icon=\u00bb=||divi||400″ icon_placement=\u00bbleft\u00bb _builder_version=\u00bb4.27.2″ _module_preset=\u00bbdefault\u00bb header_level=\u00bbh3″ header_font=\u00bb|700|||||||\u00bb header_font_size=\u00bb20px\u00bb global_colors_info=\u00bb{}\u00bb]<\/p>\n

Env\u00edo de campa\u00f1as informativas, novedades fiscales o comunicados internos<\/p>\n

[\/et_pb_blurb][et_pb_blurb title=\u00bbHelpdesk (si hay soporte postventa)\u00bb use_icon=\u00bbon\u00bb font_icon=\u00bb=||divi||400″ icon_placement=\u00bbleft\u00bb _builder_version=\u00bb4.27.2″ _module_preset=\u00bbdefault\u00bb header_level=\u00bbh3″ header_font=\u00bb|700|||||||\u00bb header_font_size=\u00bb20px\u00bb global_colors_info=\u00bb{}\u00bb]<\/p>\n

Gesti\u00f3n de incidencias o reclamaciones con trazabilidad interna<\/p>\n

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Beneficios de usar Odoo en consultor\u00edas<\/h2>\n

[\/et_pb_text][et_pb_text _builder_version=\u00bb4.27.2″ _module_preset=\u00bb_initial\u00bb text_font=\u00bb||||||||\u00bb text_text_color=\u00bb#111827″ text_font_size=\u00bb16px\u00bb text_line_height=\u00bb1.8em\u00bb text_font_size_tablet=\u00bb16px\u00bb text_font_size_phone=\u00bb16px\u00bb text_font_size_last_edited=\u00bbon|phone\u00bb global_colors_info=\u00bb{}\u00bb]<\/p>\n

    \n
  • Centraliza clientes, tareas, documentos y facturas en un solo sistema<\/li>\n
  • Ahorra tiempo en tareas administrativas y seguimiento<\/li>\n
  • Aumenta el control sobre el cumplimiento de plazos y obligaciones<\/li>\n
  • Mejora la rentabilidad con informes por cliente, \u00e1rea o servicio<\/li>\n
  • Automatiza comunicaciones y mejora la relaci\u00f3n con el cliente<\/li>\n
  • Firma documentos y contratos sin salir del ERP<\/li>\n<\/ul>\n

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    Funcionalidades principales<\/h2>\n

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    1. Gesti\u00f3n por cliente o expediente<\/strong><\/p>\n

      \n
    • Fichas completas por cliente<\/li>\n
    • Historial de servicios, tareas, documentos y comunicaciones<\/li>\n
    • Control de plazos, entregas y renovaciones<\/li>\n<\/ul>\n

      2. Registro y control del tiempo<\/strong><\/p>\n

        \n
      • Hojas de horas por empleado y cliente<\/li>\n
      • Facturaci\u00f3n por tiempo o servicio fijo<\/li>\n
      • Control de rentabilidad por cuenta<\/li>\n<\/ul>\n

        [\/et_pb_text][\/et_pb_column][et_pb_column type=\u00bb1_2″ _builder_version=\u00bb4.19.2″ _module_preset=\u00bbdefault\u00bb custom_padding_tablet=\u00bb||30px||false|false\u00bb custom_padding_phone=\u00bb||30px||false|false\u00bb custom_padding_last_edited=\u00bbon|tablet\u00bb global_colors_info=\u00bb{}\u00bb][et_pb_text _builder_version=\u00bb4.27.2″ _module_preset=\u00bb_initial\u00bb text_font=\u00bb||||||||\u00bb text_text_color=\u00bb#111827″ text_font_size=\u00bb16px\u00bb text_line_height=\u00bb1.8em\u00bb text_font_size_tablet=\u00bb16px\u00bb text_font_size_phone=\u00bb16px\u00bb text_font_size_last_edited=\u00bbon|phone\u00bb global_colors_info=\u00bb{}\u00bb]<\/p>\n

        3. Digitalizaci\u00f3n documental<\/strong><\/p>\n

          \n
        • Archivo centralizado y categorizado<\/li>\n
        • Permisos por usuario o equipo<\/li>\n
        • Integraci\u00f3n con procesos y tareas<\/li>\n<\/ul>\n

          4. Facturaci\u00f3n automatizada<\/strong><\/p>\n

            \n
          • Facturas recurrentes por cliente o servicio<\/li>\n
          • Remesas SEPA, domiciliaciones y avisos de cobro<\/li>\n
          • Conciliaci\u00f3n bancaria y gesti\u00f3n de morosidad<\/li>\n<\/ul>\n

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            \u00bfQuieres optimizar la gesti\u00f3n de tu asesor\u00eda y ofrecer un servicio m\u00e1s \u00e1gil y profesional?<\/h2>\n

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