Specialists & Implementers

Odoo, treated as an engineering platform.

We are Odoo specialists who unite strategy, software engineering, and applied intelligence to transform ERP into a living operating system for business.

At Code and Soul, Odoo is not installed. It is architected, integrated, extended, and evolved as a central part of operations.

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Complete modular platform

The Platform

Odoo is not an ERP. It's an operational platform.

While traditional ERPs impose rigid and costly structures, Odoo offers a modular, integrated, and evolutionary ecosystem. It's a platform that grows with the business, not against it.

Ideal for evolving companies: those that need control, but also agility. That want unified data, but don't want endless projects. That seek technology as competitive advantage, not as fixed cost.

Equipe brasileira colaborando com tablets em ambiente de trabalho moderno

Modular architecture

Each application works independently, but connects natively to others. Activate only what makes sense, evolve as operations demand.

Open-source core

Transparency, auditability, and freedom to customize. No total vendor lock-in, with an active global community.

Enterprise scalability

From startup to multinational group. Odoo supports thousands of users, multiple companies, currencies, and legislations.

Flexibility over rigidity

Unlike monolithic ERPs, Odoo adapts to the business, not the other way around. Processes are configurable, not imposed.

"Platform means choice, not imposition."

Capabilities

Everything Odoo can do — when properly implemented.

Each module is a piece of an integrated ecosystem. The difference lies in how they are architected, connected, and evolved.

CRM & Sales

Visual pipeline, follow-up automation, sales forecasting, and native integration with marketing and invoicing.

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Marketing & Growth

Email marketing, automations, behavioral segmentation, landing pages, and CRM integration.

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Finance & Accounting

Complete accounting, bank reconciliation, tax reports, multi-currency, and multi-company.

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Inventory & Supply Chain

Real-time inventory management, multiple warehouses, traceability, automatic replenishment.

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All applications:

Technical Details

What each module does — and how we do it differently.

01/14

CRM & Sales

What it does in Odoo

Visual opportunity pipeline, lead management, follow-up automation, AI-powered sales forecasts, native integration with email and calendar.

Why it matters operationally

Sales stop being intuition and become process. Every lead is tracked, every opportunity is measured, every forecast is based on real data.

Typical problems when poorly implemented

Poorly configured CRMs become data graveyards. Too many fields, broken automations, pipeline that doesn't reflect reality, lack of team adoption.

How Code and Soul does it differently

We design the CRM from the real sales process, not from system defaults. Essential fields, working automations, integrations that capture data without manual effort.

Real example

At Ōkami, the CRM connects appointments, recurring payments, and service history. Each customer has a unified profile that evolves automatically.

Marketing & Growth

What it does in Odoo

Email campaigns, journey automations, behavioral segmentation, landing pages, forms connected to CRM, conversion analysis.

Why it matters operationally

Marketing stops being broadcast and becomes conversation. Every interaction is captured, every campaign is measurable, every lead is automatically qualified.

Typical problems when poorly implemented

Generic automations that irritate instead of engage. Lack of connection between marketing and sales. Vanity metrics instead of real conversion.

How Code and Soul does it differently

We create journeys based on real behavior, not assumptions. We integrate marketing with CRM so the handoff to sales is invisible.

Real example

At Ōkami, retention campaigns are triggered automatically when we detect a drop in appointment frequency, without manual intervention.

Finance & Accounting

What it does in Odoo

Complete accounting (chart of accounts, entries, reconciliation), payables/receivables, cash flow, tax reports, multi-currency, multi-company.

Why it matters operationally

Integrated finance means single data. Sales become invoicing automatically. Purchases become payables. Monthly closing stops being a race.

Typical problems when poorly implemented

Wrong tax configuration, inadequate chart of accounts, lack of automatic reconciliation, rework between systems, dependency on parallel spreadsheets.

How Code and Soul does it differently

We configure the tax module with precision for Brazilian legislation. We automate bank reconciliation. We eliminate rework between systems.

Real example

At Fabrik7, every POS sale automatically generates the accounting entry and updates cash flow in real time, without manual typing.

Inventory & Supply Chain

What it does in Odoo

Real-time inventory management, multiple warehouses, transfers, lot/serial traceability, automatic replenishment, purchase integration.

Why it matters operationally

Inventory is idle capital. Knowing exactly what you have, where it is, and when to replenish avoids stockouts, reduces costs, and frees working capital.

Typical problems when poorly implemented

Theoretical inventory different from real. Lack of traceability. Manual and late replenishment. Multiple warehouses without unified visibility.

How Code and Soul does it differently

We implement inventory with automatic replenishment rules, minimum stock alerts, and full integration with purchases and sales.

Real example

At Fabrik7, when an ingredient stock reaches critical point, a purchase order is automatically suggested to the supply manager.

Manufacturing (MRP)

What it does in Odoo

Bills of materials (BoM), production orders, capacity planning, quality control, lot traceability, production costing.

Why it matters operationally

Visible and traceable production. Knowing the real cost of each product, the time of each stage, the available capacity. Data-based planning.

Typical problems when poorly implemented

Outdated BoMs, estimated costs instead of real, lack of shop floor visibility, planning in spreadsheets.

How Code and Soul does it differently

We design the production flow with focus on traceability and real costing. We integrate MRP with inventory, purchasing, and quality.

Real example

For industrial clients, each batch is traceable from raw material to final product, with real cost calculated automatically.

Projects & Services

What it does in Odoo

Project management with tasks, deadlines, assignees. Integrated timesheet. Hourly or milestone billing. Profitability analysis per project.

Why it matters operationally

Service companies live on projects. Knowing how much time each delivery consumes, what the real profitability is, where the bottlenecks are is essential.

Typical problems when poorly implemented

Unfilled timesheet. Projects without profitability visibility. Billing disconnected from execution. Management in separate tools.

How Code and Soul does it differently

We integrate projects with CRM (opportunities become projects), with finance (hours become billing), and with HR (team allocation).

Real example

At Ōkami, each service session is recorded as a project activity, allowing productivity and profitability analysis per professional.

Human Resources

What it does in Odoo

Recruitment and selection, onboarding, contracts, payroll, benefits, vacations, performance evaluations, training.

Why it matters operationally

People are the biggest cost and the biggest asset. Integrated HR means faster hiring, error-free payroll, and continuous development.

Typical problems when poorly implemented

Manual processes, scattered documents, payroll in separate system, lack of performance visibility, chaotic onboarding.

How Code and Soul does it differently

We implement HR with clear approval flows, contract templates, automated onboarding, and payroll integration.

Real example

New employees automatically receive all accesses, documents, and onboarding tasks, without manual HR intervention.

Retail & POS

What it does in Odoo

Touch-friendly point of sale, multiple payment methods, cash management, loyalty program, offline operation, multiple stores.

Why it matters operationally

Retail is speed and precision. Every sale needs to be fast, every product traceable, every register reconciled, every customer recognized.

Typical problems when poorly implemented

POS disconnected from inventory, lost offline sales, lack of visibility of performance by store, loyalty programs nobody uses.

How Code and Soul does it differently

We configure POS with robust sync, full integration with inventory and finance, and loyalty programs that actually engage.

Real example

At Fabrik7, each bar sale updates inventory, records loyalty points, and generates data for consumption analysis, all in real time.

eCommerce & Omnichannel

What it does in Odoo

Native online store, product catalog, optimized checkout, marketplace integration, unified inventory, dynamic pricing.

Why it matters operationally

Real omnichannel is single inventory, single price, single customer. Selling online and offline with the same visibility and efficiency.

Typical problems when poorly implemented

Separate inventory between channels, online orders without ERP integration, lack of unified customer visibility.

How Code and Soul does it differently

We implement eCommerce as an integrated channel, not as a parallel system. Inventory, prices, and customers are unified.

Real example

Customers who buy online and pick up in store have their entire journey tracked, from first click to physical pickup.

Website & CMS

What it does in Odoo

Visual page builder, blog, landing pages, forms, integrated SEO, analytics, native integration with CRM and eCommerce.

Why it matters operationally

A website that converts is one that captures data, nurtures leads, and feeds the CRM automatically. It's not a showcase, it's an acquisition channel.

Typical problems when poorly implemented

Site disconnected from CRM, forms that go nowhere, neglected SEO, content that doesn't convert.

How Code and Soul does it differently

We build sites focused on conversion. Every form feeds the CRM. Every page is optimized for SEO. Every visit is tracked.

Real example

Leads who fill forms on the site arrive at CRM with a qualification score based on browsing behavior.

Studio & Customization

What it does in Odoo

Custom field creation, no-code automations, personalized views, on-demand reports. For deep customizations: Python + XML.

Why it matters operationally

Every business is unique. Studio allows adapting Odoo without depending on developers for simple changes, while maintaining deep extensibility.

Typical problems when poorly implemented

Customizations that break on upgrades, too many fields nobody uses, automations nobody understands.

How Code and Soul does it differently

We use Studio for quick adjustments, but architect complex customizations in an upgrade-safe and documented way.

Real example

Clients can create simple fields and automations themselves. Structural changes go through our engineering to ensure stability.

Automation & Workflows

What it does in Odoo

Automatic actions based on triggers, approval chains, conditional alerts, webhook integration, scheduled actions.

Why it matters operationally

Well-done automation eliminates repetitive work, reduces errors, and speeds up processes. Poorly done, it creates invisible chaos.

Typical problems when poorly implemented

Automations that fire wrong, infinite loops, lack of visibility of what's automated, dependency on whoever created it.

How Code and Soul does it differently

We document each automation, test in controlled environment, and create with clear logic that anyone can understand.

Real example

At Ōkami, appointment reminders, confirmations, and follow-ups are 100% automated, freeing the team for service.

APIs, Integrations & Extensions

What it does in Odoo

Complete REST/JSON-RPC API, webhooks, native connectors (Google, Microsoft, payments), app marketplace, SDK for extensions.

Why it matters operationally

No system operates alone. Well-done integrations connect Odoo to the existing ecosystem without creating silos or rework.

Typical problems when poorly implemented

Fragile integrations that break, duplicated data between systems, lack of real-time synchronization.

How Code and Soul does it differently

We develop robust integrations, with error handling, automatic retry, complete logs, and monitoring.

Real example

At Fabrik7, the POS integrates with payment gateway, delivery system, and loyalty platform, all in real time.

Data, BI & Reporting

What it does in Odoo

Customizable dashboards, pivot reports, multi-format export, integration with external BI tools, scheduled reports.

Why it matters operationally

Data is the fuel for decisions. Right reports, at the right time, to the right people transform operation into strategy.

Typical problems when poorly implemented

Reports nobody uses, outdated dashboards, data that requires Excel to make sense, lack of self-service.

How Code and Soul does it differently

We create dashboards focused on decision, not metric. Each report answers a business question, not just displays numbers.

Real example

Managers receive weekly an automated summary with the 3 most critical indicators of the operation, without opening the system.

Sectors

Odoo by sector — when the platform adapts to the business.

Each sector has its specific challenges. The difference lies in knowing these challenges deeply — and knowing how Odoo can solve them.

01/06

Retail & Hospitality

Ex: Fabrik7

Typical challenges

Fragmented operation between POS, inventory, and finance. Lack of real-time visibility. Loyalty programs that don't engage.

How Odoo solves it

POS integrated with inventory and finance. Real-time visibility across all units. Unified performance dashboard.

Code and Soul adds

Real omnichannel architecture. Integrations with delivery and payments. Consumer behavior analytics.

Health & Wellness

Ex: Ōkami

Typical challenges

Manual scheduling, fragmented history, lack of recurrence management, decentralized communication.

How Odoo solves it

CRM with appointment management, unified patient history, integrated billing, communication automations.

Code and Soul adds

Subscription and recurrence management. Reminder and follow-up automation. Retention dashboard.

Services & Consulting

Typical challenges

Projects without profitability visibility, unfilled timesheets, billing disconnected from execution.

How Odoo solves it

Projects with integrated timesheet, CRM connected to projects, hourly or milestone billing.

Code and Soul adds

Sales pipeline that automatically becomes a project. Utilization and profitability dashboards.

Manufacturing

Typical challenges

Estimated production cost, not real. Lack of traceability. Planning in spreadsheets.

How Odoo solves it

Complete MRP with BoM, production orders, quality control, lot traceability, real costing.

Code and Soul adds

Shop floor integration. OEE dashboards. Planning based on real capacity.

Distribution & Logistics

Typical challenges

Multiple warehouses without unified visibility, inefficient picking, poor traceability.

How Odoo solves it

Complete WMS, multiple warehouses, picking routes, traceability, automatic replenishment.

Code and Soul adds

Route optimization. TMS integration. Logistics performance dashboards.

eCommerce

Typical challenges

Separate inventory between store and site, manual orders, lack of online customer visibility.

How Odoo solves it

Native eCommerce with unified inventory, optimized checkout, single customer, dynamic pricing.

Code and Soul adds

Marketplace integration. Fulfillment automation. Conversion analytics.

Education & Membership

Typical challenges

Manual enrollment management, fragmented recurring billing, decentralized communication.

How Odoo solves it

CRM with lead/enrollment management, recurring billing, student portal.

Code and Soul adds

Renewal automation. Plan and benefit management. Retention dashboards.

Engineering

The power of Odoo is in the engineering.

Odoo is powerful, but poorly implemented becomes a problem. The difference between success and failure lies in how the system is architected, configured, and maintained.

Our approach is software engineering applied to ERP. We are not just implementers, we are system architects who use Odoo as a platform.

Engenheiros brasileiros colaborando em código

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Architecture-first

Before any configuration, we design the architecture. We understand flows, integrations, data, and dependencies. Only then do we touch the system.

Clean customizations

Customizations are done in a modular, documented, and testable way. Clean code that any Odoo developer can understand and maintain.

Upgrade-safe extensions

We develop modules that survive upgrades. We use correct hooks, avoid monkey-patching, follow community best practices.

Performance & scalability

We optimize queries, configure caching, monitor performance. Systems that work well with 10 users and with 10,000.

Cloud-native deployments

Infrastructure as code, containers, CI/CD, staging environments. Predictable deploys and safe rollbacks.

Security & governance

Correct permission configuration, audit logs, encryption, compliance. Security by design, not as an afterthought.

Applied Intelligence

Odoo with applied intelligence.

We don't promise "magic AI". We apply intelligence where it solves real problems, with models that work in production, not just in demos.

01/05

Process Intelligence

Continuous process analysis to identify bottlenecks, inefficiencies, and optimization opportunities before they become problems.

Predictive Analytics

Models that anticipate demand, churn, stock ruptures, and cost deviations, enabling preventive action, not reactive.

Behavioral Insights

Deep understanding of customer, user, and operator behavior for continuous personalization and optimization.

Intelligent Automation

Automations that learn and adapt. Dynamic rules based on context, not just static triggers.

Internal Assistants

AI assistants integrated with Odoo for decision support, intelligent search, and complex task execution.

Decision Support Systems

Smart dashboards and alerts that don't just show data, but recommend actions based on contextual analysis.

The intelligence layer is part of our SYNQi³ architecture, a proprietary framework that connects data, behavior, and decisions in real time.

Important: Our AI approach is pragmatic. We don't add complexity where simplicity works. Applied intelligence means solving the right problem, not using the most sophisticated technology.

How We Work

Consulting, engineering, and continuous evolution.

We don't do "ERP projects". We build living operating systems that evolve with your business.

01/07

011-2 weeks

Strategic diagnosis

We understand your business before touching the system. We map processes, identify pain points, define measurable objectives.

021-2 weeks

Process mapping

We document every flow that will be supported by Odoo. We identify gaps, redundancies, and automation opportunities.

031-3 weeks

Architecture design

We design the system architecture: modules, integrations, customizations, infrastructure. All before configuring.

044-12 weeks

Implementation

Configuration, customization, and development. Short sprints, frequent deliveries, continuous feedback.

052-6 weeks

Integration

We connect Odoo to your ecosystem: legacy ERPs, payment gateways, e-commerce, marketing tools.

062-4 weeks

Automation

We create automations that eliminate manual work: workflows, alerts, approvals, real-time integrations.

072-4 weeks

Data & Intelligence

We configure dashboards, reports, and when applicable, artificial intelligence layers.

08Ongoing

Continuous evolution

The system is never "done". We monitor, optimize, and evolve as the business grows.

Typical project: 3-6 months to go-liveContinuous evolution: monthly retainer or on-demand

Culture

Engineering made by people.

Behind every implementation is a team that understands that technology is a means, not an end. That every technical decision impacts the business. That the best solution is the simplest one that solves the problem.

Senior engineers with experience in complex systems
Strategic thinking beyond technical configuration
End-to-end responsibility, from diagnosis to evolution
Long-term partnerships, not one-time projects
Clear communication, without unnecessary jargon
Focus on business results, not hours worked

"We don't sell hours. We sell clarity, decision, and results."

How we start

No chaos. No vague promise.

Every engagement follows the same structure: understand the context, prove value fast, scale with governance.

2–3 weeks

Technical and business discovery

Clarity on what is feasible and where to start.

6–10 weeks

An operable MVP in production

Something running in the operation, not in a deck.

Retainer

Scale and continuous operation

Evolution with governance, without restarting each cycle.

Let's talk about your Odoo?

No sales presentations. Just a technical conversation about what makes sense for your business.

We discuss your context, your challenges, your priorities. If Odoo is the right answer, we explain how. If not, we say that too.

Write to engineering→WhatsApp→

Odoo specialists and implementers

Code and Soul, Itapetininga/SP, Brazil & USA