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ERP+CRM Platform

Automating business processes in a unified Odoo system

UBM SOFT - official partner of Odoo in Ukraine

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Modular ERP system Odoo: complete control of your business in one solution

Over 80 key modules and thousands of applications integrated with each other to work with a single database


Sales Management

Sales Management

E-Commerce

E-Commerce

Marketing

Marketing

Warehouse Management

Warehouse Management

Procurement

Procurement

Project Management

Project Management

Manufacturing

Manufacturing

Equipment Repairs

Equipment Repairs

Fleet Management

Fleet Management

Finance & Accounting

Finance & Accounting

Human Resources

Human Resources

Employee Records

Employee Records

And many more...

Odoo ERP Capabilities

Marketing: Automation and Personalization of Communications

Transform your marketing efforts into a cohesive system. Odoo allows you to move away from routine mailings and shift to intelligent Customer Journey management, automating interactions at every stage.

Tools for scaling your brand

  • 🤖 Marketing Automation Create complex interaction scenarios. Set triggers based on customer actions: website visits, clicks in emails, or completed purchases. The system knows when to send the next message on its own.

  • 📧 Professional Email Marketing Create stylish emails using the drag-and-drop editor. Use A/B testing to find the best subject lines, and segment your list so that each offer hits the mark.

  • 📱 SMS marketing for quick response Instantly notify customers about promotions or order status. Personalized SMS messages have the highest open rates - track delivery and conversion in real time.

  • 🌐 Управління соціальними мережамиPlan and publish content across different platforms (Facebook, LinkedIn, Instagram) from a single window. Maintain brand activity without wasting time switching between accounts.

Marketing
Marketing

Sales Management: From the First Proposal to Payment

ModuleSalesturns chaotic requests into a clearly structured process. Automating routine operations allows your team to focus on what matters - communicating with clients and closing deals, rather than filling out paperwork.

Effective tools for your sales department

  • 📑 Smart Commercial ProposalsCreate professional proposals in seconds. Clients can view and sign them online (eSign), significantly reducing the sales cycle.

  • ⚙️ Full Order Management CycleTrack the path of each order in a single window. Monitor fulfillment status, shipping timelines, and interaction history with each contractor.

  • 📦 Warehouse SynchronizationNo more "sales at a loss." The system automatically checks product availability and reserves it for a specific order, initiating procurement or production processes as needed.

  • 💳 Instant Billing and InvoicesAutomate the creation of invoices based on confirmed orders or completed work acts. Integration with payment systems allows for faster payment collection and automatic recording in the system.

  • 📈 Analytics and ForecastingVisualize your successes with dynamic reports. Analyze the sales funnel, the effectiveness of individual managers, and profitability by product categories.

Thanks to full integration with CRM and Accounting, data is transferred between departments instantly. The sales manager always sees the current payment status and balances, which eliminates errors and increases customer loyalty.

What does the business gain?

  • Increased conversionthanks to quick preparation of proposals.

  • Transparency:the manager sees the real picture of sales 24/7.

  • Automation:less manual work - less "human factor."


Sales
Sales
Sales

WMS: Smart Warehouse Management and Logistics

ModuleWarehouse (Inventory)in Odoo is a full-fledged warehouse management system (WMS) that covers all stages: from the moment of receiving goods to their shipment to the end consumer. By automating routine operations, you minimize errors and make the most efficient use of warehouse space.

Key Features of the System

  • 📦 Real-time Inventory ManagementComplete control of stock levels, automatic detection of shortages or surpluses. The system allows you to forecast demand and automate the creation of purchase orders to suppliers.

  • 📍 Putaway Optimization (Putaway Strategies)Smart distribution of goods by storage zones based on their characteristics (dimensions, storage conditions, turnover). This reduces the picker’s path and speeds up order assembly.

  • 🔄 Transparent Movement TrackingControl every step: incoming from suppliers, internal movements between locations, and shipments to customers. No unit of goods will be lost.

  • 🔢 Tracking by Serial Numbers and LotsThe perfect solution for perishable goods or electronics. You will be able to track the path of each specific item, which is critically important for quality control and warranty service.

  • 📊 Deep analytics and reportingGet up-to-date data on inventory turnover, warehouse staff efficiency, and order fulfillment accuracy to make informed management decisions.

Why choose Odoo for your warehouse?

Odoodoes not just track inventory - it optimizes the entire supply chain. With integration with Sales, Purchasing, and Manufacturing modules, you get a single ecosystem where data is updated instantly.

Result:Reduced storage costs, accelerated inventory management, and impeccable service for your customers.

Warehouse
Warehouse
Warehouse

Purchasing: Strategic Management of Costs and Suppliers

ModulePurchasing- is your tool for complete automation of the supply chain. Ensure your business has the necessary resources on time, at the best price, and with minimal operational costs.

Functional Benefits for Your Business

  • 🤝 Transparent Supplier ManagementMaintain a single database of contractors with price history, payment terms, and reliability ratings. Compare offers from different suppliers in one window to always choose the most advantageous option.

  • 📝 Automation of Requests and Orders (RFQ)Create requests for quotes in just a few clicks. Automate purchasing based on minimum stock level rules: the system will suggest creating an order when the product is running low.

  • 📦 Synchronization with Inventory and LogisticsPurchasing works closely with the warehouse. Receive goods with one click, track partial deliveries, and automatically update inventory levels in real-time.

  • 💰 Cost and Budget ControlManage expenses for goods and services, track budget performance for projects. The system allows you to set up approval chains so that no major purchase goes through without the manager's consent.

  • 📊 Smart analytics and KPIsAnalyze supplier performance: adherence to delivery deadlines, quality of received goods, and trends in purchasing prices. Make decisions based on numbers, not assumptions.

Maximum integration for better results

Odoo integrates purchasing with other processes. For example, a sales order can automatically generate a purchase order (MTO), allowing you to operate with minimal inventory levels and free up working capital.

Your results with Odoo:

  • Cost reduction:Choosing the best prices through tenders and comparisons.

  • No shortages:Automatic stock replenishment.

  • Financial order:Complete compliance between ordered, received, and paid goods.


Procurement
Procurement
Procurement

Manufacturing (MRP): Full control from raw materials to finished products

ModuleManufacturingin Odoo is a powerful MRP system that allows you to automate complex manufacturing cycles, minimize downtime, and accurately calculate costs. Whether you have mass production or make-to-order (MTO), the system will ensure perfect accuracy of processes.

System capabilities

  • 🗓️ Intelligent planning (MPS and Gantt)Create realistic production schedules considering capacity loads and staff availability. Use Gantt charts for visual control of timelines and production stages.

  • 📦 Management of specifications (BoM) and inventoryKeep detailed records of materials, semi-finished products, and finished goods. The system automatically reserves components in stock when creating a production order, eliminating shortages.

  • 🛠️ Control of production stages and work centersTrack every step: from raw material processing to final assembly. The module allows you to record equipment operating time, energy consumption, and the efficiency of each work shift.

  • 💰 Real-time cost calculationGet accurate data on product costs, including direct material costs, labor costs, and overhead costs. This allows for flexible pricing and margin management.

  • 🔍 Quality Control and MaintenanceImplement quality check points directly into the production process. Schedule equipment maintenance to prevent sudden breakdowns and line stoppages.

The unified organism of your enterprise

The main advantage of Odoo is seamless integration. Production is automatically linked toPurchasing(for ordering missing parts),Warehouse(for the movement of goods) andSales(for tracking the status of customer orders).

Implementation results:

  • Cost reduction:Optimization of raw material usage and reduction of waste.

  • Transparency:You see the actual cost and shop floor load online.

  • Timeliness:Accurate forecasting of product readiness dates.

Manufacturing
Manufacturing
Manufacturing

Project Management: From Idea to Successful Implementation

The Projects module in Odoo is a modern tool for visualizing and controlling workflows. With flexible settings, you can enhance team productivity, minimize the risk of delays, and ensure transparency at every stage of task execution.

Tools for Effective Team Collaboration

  • 🏗️ Structured project creation Launch new projects in just minutes. Define goals, set deadlines, and assign responsibilities. Group tasks by stages to see a clear roadmap of your success.

  • 📋 Flexible task distribution (Kanban & Gantt) Use convenient Kanban boards for daily work or Gantt charts for long-term planning. Assign executors, add tags and priorities with one click.

  • ⏱️ Трекінг часу та відстеження прогресу Контролюйте виконання завдань у реальному часі. Використовуйте тайм-шити (Timesheets)to account for the actual time spent, allowing for an accurate assessment of the profitability of each project.

  • 📢 Communication and NotificationsDiscuss task details directly in the project card. Receive instant notifications about status changes, deadlines, or new comments so the team always stays on the same page.

  • 📊 Analytical Reports and ForecastingGenerate detailed reports on staff performance, team workload, and schedule adherence. Analyze bottlenecks and optimize internal processes based on real figures.

Projects as part of a unified ecosystem

Odoo allows for automatic project creation based on confirmed sales orders. This is the ideal solution for service companies where the sale of a service instantly triggers the workflow for executors.

Benefits for your business:

  • Transparency:You know exactly who is working on what and how much.

  • Meeting deadlines:Automatic reminders will ensure you don't miss important dates.

  • Cost control:Compare planned time with actual time for accurate financial analysis.

Projects
Projects

Retail: Smart Automation of Point of Sale (POS)

ModuleOdoo POS- is a modern solution for retail stores, boutiques, and chain points of sale. With full integration with inventory and finance, you get a single system to manage the entire retail network in real-time.

Functional advantages for your retail

  • 🏪 A single space for the network of storesManage all points of sale from one cabinet. Use a shared product catalog, set different prices for different regions, and receive consolidated analytics across the entire group of companies.

  • 💻 Convenient cashier workspace (Interface)A simple and intuitive interface that works on any device (tablet, laptop, or touchscreen monitor). Even in the event of an internet failure, the cash register continues to operate offline, synchronizing data after the connection is restored.

  • 💳 Multi-platform paymentAccept payments in any way convenient for the customer: cash, bank cards, or mixed payment types. The system easily integrates with bank terminals for quick transactions.

  • 📦 Integration of online and offline sales (Omnichannel)Use the store as a pickup point for online orders. Customers can shop on the website, pay, and pick up the product at the checkout — inventory data will be updated instantly.

  • 📊 Cash reporting and controlAutomation of opening and closing shifts, cash management at the register (X and Z reports). All financial information is automatically transferred to the accounting module, minimizing manual entry.

Control and loyalty in every receipt

With Odoo, you don't just sell products - you build relationships. The POS module allows you to instantly apply loyalty programs, accumulate bonuses, and issue personal discounts right at checkout.

Your result:

  • Speed:Serve customers faster thanks to queue automation.

  • Accuracy:Always up-to-date inventory after each sale.

  • Transparency:Control of staff performance and cash flow in each store.

Retail

Management Accounting: Financial Transparency and 360° Control

The management accounting module in Odoo is the "control center" of your business. The system allows you to record every business transaction at the moment it occurs, providing owners and top management with up-to-date data for making informed decisions in real time.

Tools for In-Depth Financial Analysis

  • 📉 Complete Set of Financial ReportingAutomatically generate key reports:Income and Expense Report (P&L), Cash Flow ReportandManagement Balance Sheet. The system supports the double-entry principle, ensuring the integrity and accuracy of data.

  • 🔍 Multidimensional Analytical AccountingGo beyond standard accounts. Useanalytical accounts and tagsto track the profitability of individual projects, departments, business areas, or even specific marketing campaigns.

  • 📅 Budgeting and Expense ControlPlan budgets for any period and compare them with actual figures. Set spending limits and receive alerts for deviations to always keep finances under control.

  • 📊 Data visualization and BI toolsCustomize dashboards to meet your needs. Use pivot tables, Gantt charts, and graphs for quick analysis of sales dynamics, expenses, and asset turnover.

  • ⚙️ Automation and quick period closingThanks to integration with all modules (Sales, Purchases, Warehouse), most accounting entries are generated automatically. This allows for closing the financial period much faster and without manual entry errors.

Asset management and instant response

Odoo allows you not just to record the past, but to manage the future. With automatic asset revaluation, accounts receivable control, and forecasting account balances, you are always ready for the next step.

What does a business owner get?

  • Real profitability:A clear understanding of which areas bring in money and which ones incur losses.

  • Cash flow control:Forecasting cash flow for stable company operations.

  • Speed:The ability to get any report in 2 clicks without waiting for the accountant.

Management Accounting

Human Resources

The HR Management module helps companies optimize personnel management, increase work productivity, and ensure effective utilization of human resources to achieve strategic business goals.

Employee records — The module allows creating and storing information about each employee, including personal data, contracts, qualifications, employment history, etc.

Work schedules — Ability to configure work schedules for each employee, including work hours, leaves, and absences.

HR department and documentation — Convenient access to all employee documents, including contracts, regulations, service orders, etc.

Performance evaluation and bonuses — Setting goals for employees, conducting evaluations, and providing bonuses or awards for achieving set goals.

Reporting and analytics — Generating reports on personnel activities, productivity analysis, labor cost analysis, etc.

Recruitment tracking — Tracking hired employees, their status, and other important information for effective personnel management.

Human Resources
Human Resources
Human Resources

Regulated accounting: Full compliance with national standards

Odoo is not just an international ERP, but also a powerful tool for accounting and tax management in accordance with Ukrainian legislation. With flexible settings and localization modules, you can maintain records according to national standards (PСBO) without leaving a single business management ecosystem.

Accounting without borders and compromises

  • 🇺🇦 National Chart of Accounts Use the familiar account structure to reflect all transactions using the double-entry method. The system automatically transmits data from operational modules (Inventory, Sales, Purchases) into accounting entries.

  • 🧾 Tax accounting and VAT Full automation of VAT accounting: formation of tax liabilities and credits, automatic creation of tax invoices and adjustment calculations. Accounting for the single tax and income tax has been implemented taking into account the latest changes in legislation.

  • 🏦 Banking and settlements with counterparties Integrate the system with Ukrainian banks for automatic import of statements and synchronization of payments. Monitor accounts receivable and payable in real-time with automatic generation of reconciliation acts.

  • 📑 Reporting and localization modules Thanks to partner solutions, Odoo supports the automatic generation of regulatory reporting: Balance Sheet, Income Statement, VAT declarations, and income tax returns.

  • 💼 Payroll and HRCalculate salaries, vacation pay, and sick leave directly in Odoo. The system automatically calculates and withholds taxes (personal income tax, social security tax, military tax), generating the necessary information for payments and reporting.

Digital integration for the modern accountant

Odoo easily integrates with national electronic document management and reporting services. This allows for document exchange with contractors and the registration of tax invoices in the Unified Register of Tax Invoices directly from your ERP.

Regulated Accounting

Manager's Dashboard: Your business in one palm

ModuleDashboardsin Odoo is a powerful analytical center that transforms data arrays into understandable visual reports. Instead of studying hundreds of tables, you get real-time key performance indicators (KPIs) that allow you to respond instantly to changes and make strategically correct decisions.

Intelligent monitoring tools

  • 📊 Complete visualization of metrics (BI)Create personalized dashboards using charts, pie charts, sales funnels, and pivot tables. Group data by any parameter: from the profitability of a specific department to the effectiveness of a particular manager.

  • ⚡ Real-time monitoringForget about waiting for weekly reports. The data on your screen updates instantly after each transaction in the system. Monitor account balances, project completion status, and sales volumes "here and now."

  • 🎯 Focus on critical deviationsSet threshold values and indicators. The system will automatically highlight areas that require your attention: declining margins, production delays, or critical levels of accounts receivable.

  • 🤖 Data Collection AutomationFree yourself and your team from the routine of manually gathering information. Odoo automatically consolidates data from all modules (CRM, Inventory, Purchasing, Finance), creating a unified analytical picture without the errors of the "human factor."

  • 📱 Mobility and AccessibilityYour dashboard is accessible on any device — smartphone, tablet, or laptop. You manage your business from anywhere in the world, with access to complete analytics 24/7.

From Numbers to Strategic Advantages

Odoo's analytics tools allow you not only to see the current state of affairs but also to forecast the future. Compare current period metrics with past years, analyze trends, and build development plans based on accurate figures.

What does the manager gain?

  • Speed:Decision-making based on facts, not intuition.

  • Efficiency:Identifying and eliminating "bottlenecks" in business processes.

  • Peace of Mind:Complete control over the financial health of the company in your smartphone.

Dashboard
Dashboard

Odoo has numerous industry-specific modules

And many more...


Yes, this is the main strength of Odoo. Thanks to its open-source nature and the built-in Odoo Studio tool, we can modify existing logic, create new fields, reports, or entire modules that will operate according to your rules, rather than forcing your business into the rigid framework of the software.

The system uses modern encryption methods and a role-based access model - each employee sees only the information they need for their work.

Yes, Odoo is perfect for companies operating in international markets. The system supports an unlimited number of interface languages and automatically updates currency rates. You can manage accounts in multiple currencies simultaneously, receiving consolidated reporting in hryvnias.

Odoo has an open API, making it one of the most flexible systems in the world for integrations. In addition to ready-made solutions for the Ukrainian market (Privat24, Monobank, Nova Poshta, Checkbox), we can set up data exchange with any of your services: from telephony and messengers to specific industry programs or B2B portals.

Odoo S.A. releases a new version of the system every year, constantly adding innovative tools (for example, integration with artificial intelligence for invoice recognition or marketing automation). By choosing Odoo, you are investing in a system that will not become outdated in a few years but will continuously improve according to global trends and technological progress.

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