Hops HQ Limited

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.

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.

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.