Hops HQ Limited

Challenges Faced

Prior to their solution overhaul, Hops faced a series of operational challenges:

• Fragmented systems across lead capture, onboarding, support, and quoting, causing duplicated efforts.

• Complex and manual onboarding processes, particularly for inventory modules.

• Disconnected data across platforms like Xero, Asana, and PandaDoc.

• Lack of integrated marketing and CRM tools for partner and customer engagement.

• Risks associated with maintaining a self-hosted ERP system (Odoo), including upgrade limitations and support overhead.

• Difficulty demonstrating ROI and scalability benefits to internal stakeholders.

Odoo Implementation

Hops implemented a self-hosted version of Odoo ERP to consolidate operations. Key areas of focus included:

• Centralizing customer and product data to establish a single source of truth.

• Automating quoting and contract workflows using Odoo’s sales and CRM modules.

• Integrating with Xero for invoicing and payments to reduce manual reconciliation.

• Designing onboarding workflows within Odoo to replace manual processes in Google Docs and external project tools.

• Structuring CRM hierarchies to reflect their multi-level customer base (resellers, companies, sites).

• Planning for eventual replacement of Zendesk, Asana, and Jira through Odoo’s support, project, and helpdesk features.

Key Enhancements

Through the phased Odoo implementation, Hops achieved:

• Unified customer onboarding across Financial Control, Inventory, and Connect modules.

• Improved operational visibility via structured workflows and CRM segmentation.

• Reduced reliance on fragmented third-party tools by leveraging native Odoo capabilities.

• Initial automation of sales quoting, contract management, and customer handoffs.

• Laid the groundwork for future enhancements including HR, marketing automation, and a partner portal.