Installing and Configuring the Doodex Growth Suite

Key Takeaways

• Doodex Growth Suite turns Odoo into a true growth platform
• Marketing, sales, and operations work in one unified system
• Automation reduces manual work and saves time
• Advanced analytics deliver deeper insights and better decisions
• Businesses gain clarity on performance, cost, and revenue

Why Businesses Struggle with Marketing Setup in Odoo

Many organizations adopt odoo expecting instant efficiency, only to realize that default modules alone do not fully support real-world business operations. Typical challenges include:

• Marketing campaigns disconnected from sales pipelines
• Leads not properly tracked across sales workflows
• Too much manual work managing follow ups
• Poor visibility into performance and revenue impact
• Multiple tools outside Odoo creating data silos

This is exactly where Doodex growth steps in—extending Odoo’s native power with purpose-built modules focused on growth, analytics, and execution inside Odoo.

What Is Doodex Growth Suite?

The growth suite is a collection of tightly integrated Odoo modules built to support modern marketing and sales operations. Instead of forcing teams to juggle spreadsheets, email tools, and CRMs outside the system, it centralizes everything inside Odoo.

With Doodex Growth Suite, businesses can:

• Manage campaigns, contacts, and leads in one place
• Automate repetitive tasks across marketing and sales
• Track real ROI from campaigns to sales orders and invoice
• Gain deeper insights through advanced reporting tools
• Support managers with better decisions backed by data

Installing Doodex Growth Suite Inside Odoo

Step 1: Initial Consultation & Preparation

Before installation, an initial consultation is critical. This step ensures the system is tailored to your business needs, not the other way around.

During this phase, your implementation partner will:

• Review existing business processes
• Identify sales team structure and departments
• Define success metrics and KPIs
• Clarify cost, scale, and growth objectives

This groundwork helps avoid over-customization later and ensures efficient implementation.

Step 2: Module Installation in Odoo ERP

​ ​​1. Campaign Management

1️⃣ Download the Module

Download the Campaign module file (zip file)

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2️⃣ Upload to Your Odoo Server

Ask your system administrator (or do it yourself if you manage the server) to upload and extract the Campaign folder into the Odoo addons folder.

3️⃣ Update the Apps List

• Log in to your Odoo account with admin access.
• Go to the Apps menu.
• Click Update Apps List (Developer Mode).
• Confirm.

4️⃣ Activate Campaign

• In the Apps screen, type Campaign in the search bar.
• When the Campaign app appears, click Activate.
• Wait for the installation to complete.

​ ​​2. Bizscan (AI-powered contact capture)

1️⃣ Download the Module

Download the Bizscan module file (zip file)

2️⃣ Upload to Your Odoo Server

Ask your system administrator (or do it yourself if you manage the server) to upload and extract the Bizscan folder into the Odoo addons folder.

3️⃣ Update the Apps List

• Log in to your Odoo account with admin access.
• Go to the Apps menu.
• Click Update Apps List (Developer Mode).
• Confirm.

4️⃣ Activate Bizscan

• In the Apps screen, type Card Reader (Bizscan) in the search bar.
• When the Bizscan app appears, click Activate.
• Wait for the installation to complete.

5️⃣ Connect to OpenAI

Bizscan requires OpenAI to extract business card information automatically and you must configure your OpenAI API Key before using the module.

• Go to Settings → General Settings → search OpenAI.
• Enter your OpenAI API Key.
• Click Save Settings.

​ ​3. Advanced Dashboards & Analytics

1️⃣ Download the Module

Download the Dashboard module file (zip file)

2️⃣ Upload to Your Odoo Server

Ask your system administrator (or do it yourself if you manage the server) to upload and extract the Dashboard folder into the Odoo addons folder.

3️⃣ Update the Apps List

• Log in to your Odoo account with admin access.
• Go to the Apps menu.
• Click Update Apps List (Developer Mode).
• Confirm.

4️⃣ Activate Dashboard

• In the Apps screen, type Dashboard in the search bar.
• When the Dashboard app appears, click Activate.
• Wait for the installation to complete.

​ ​4. Enhanced Email & Communication Tools

1️⃣ Download the Module

Download the Email module file (zip file)

​​

2️⃣ Upload to Your Odoo Server

Ask your system administrator (or do it yourself if you manage the server) to upload and extract the Email folder into the Odoo addons folder.

3️⃣ Update the Apps List

• Log in to your Odoo account with admin access.
• Go to the Apps menu.
• Click Update Apps List (Developer Mode).
• Confirm.

4️⃣ Activate Email

• In the Apps screen, type Email Sync in the search bar.
• When the Email app appears, click Activate.
• Wait for the installation to complete.

​ ​5. User Roles & Access Control

1️⃣ Download the Module

Download the User Roles module file (zip file)

​

2️⃣ Upload to Your Odoo Server

Ask your system administrator (or do it yourself if you manage the server) to upload and extract the User Roles folder into the Odoo addons folder.

3️⃣ Update the Apps List

• Log in to your Odoo account with admin access.
• Go to the Apps menu.
• Click Update Apps List (Developer Mode).
• Confirm.

4️⃣ Activate User Roles

• In the Apps screen, type User Roles in the search bar.
• When the User Roles app appears, click Activate.
• Wait for the installation to complete.

Aligning Business Needs with Marketing Configuration

Structuring Campaigns Around Real Operations

Unlike generic marketing tools, Doodex campaigns are designed around real business operations, not just outbound messaging.

Each campaign can:

• Track contacts, companies, and leads
• Assign participants across departments
• Log activities and follow ups automatically
• Maintain a complete interaction history

This structure improves collaboration and ensures accountability across the organization.

Integrating Odoo CRM with Doodex Growth Suite

From Leads to Sales Orders — One Pipeline

Doodex Growth Suite integrates seamlessly with Odoo CRM, ensuring no lead is lost between marketing and sales.

With this integration:

• Leads flow naturally into the sales pipeline
• Sales workflows are standardized and measurable
• Opportunities connect directly to campaigns
• Sales orders and invoices reflect campaign origin

This end-to-end visibility enables teams to track revenue accurately and measure real ROI.

Automating Sales & Marketing Tasks Efficiently

One of the biggest productivity killers in marketing is repetitive manual work. Doodex Growth Suite improves efficiency by:

• Automating activity assignments and reminders
• Centralizing contact and lead records
• Synchronizing email communication
• Eliminating duplicate data entry

This allows teams to focus on customers and growth instead of managing systems.

Advanced Analytics for Better Decisions

Gain Deeper Insights with Built-In Dashboards

The advanced dashboards provide clear insights into performance and growth.

Managers can track:

• Pipeline performance by date and team
• Campaign analytics tied directly to revenue
• Sales productivity and follow up execution
• Historical trends for continuous improvement

These insights support confident, data driven decisions across the business.

Example: From Campaign to Invoice

A typical workflow inside Doodex Growth Suite looks like this:

1. Marketing launches a campaign
2. Bizscan captures new contacts at an event
3. Leads are created automatically in CRM
4. Sales teams follow up using structured activities
5. Opportunities progress through the pipeline
6. Sales orders and invoices confirm revenue
7. Managers analyze performance and ROI

Everything is tracked, measurable, and connected.

FAQs