Rainbow Financial

Fintech

Development

FinOps

CRM Optimization — Vietnam

Compressed lead-to-conversion from days to minutes by re-engineering an Odoo CRM around BPMN-driven automation — sales velocity, unlocked.

Region

Vietnam

Duration

9 months

Team

3 engineers

Engagement

Process + platform optimisation

Lead Conversion

Days → Minutes

Efficiency

Automated BPMN workflows

Platform

Fully optimized Odoo CRM

The Challenge

What they were up against

Rainbow Financial's Odoo-based CRM had lead conversion times measured in days, severely impacting their business velocity.

Lead-to-conversion averaging 4+ days — losing deals to faster competitors
Odoo CRM customisations tangled with every upgrade
Sales ops couldn’t trace where leads stalled in the funnel
Reporting required manual pulls from three separate systems

Our Approach

How we moved in

We optimized their Odoo CRM using BPMN workflow methods, automating manual steps and streamlining the entire lead-to-conversion pipeline.

Mapped the full lead workflow with BPMN modeling
Identified every manual handoff as an automation candidate
Rebuilt Odoo customisations on upgrade-safe patterns
Introduced real-time conversion analytics

What we built

The solution, in detail

BPMN-driven automation for lead routing and assignment

Upgrade-safe Odoo extension architecture

Conversion dashboards for sales and leadership

Integration layer unifying CRM, marketing, and comms

Business Impact

The outcomes that matter

Lead-to-conversion time compressed from days to minutes

Sales velocity and pipeline health radically improved

Odoo upgrades no longer break business-critical flows

Conversion analytics now available in real time

Lead Conversion

Days → Minutes

Conversion speed

Efficiency

Automated BPMN workflows

Process automation

Platform

Fully optimized Odoo CRM

CRM performance

“They took something we fought with every day and turned it into a competitive advantage.”

COO

Rainbow Financial

Technology Stack

Built with

Odoo

Python

BPMN

PostgreSQL

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