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MageTech ERP
Master Solution Document · Business + Technical
OverviewBusinessTechnicalDelivery
MageTech Solutions MageTech Solutions

MAGE TECH ERP

One Platform. Complete Business Control.
Master Solution Document · Corporate Overview · Business Modules · Technical Architecture · Delivery
📊 Dashboard 🤝 CRM 💰 Sales 🧾 Finance 🛠️ Projects 👥 HR 📦 Inventory 📈 Analytics 🤖 AI 🧱 Architecture 🔐 Security 🚀 Deployment
ProductMageTech ERP
CompanyMageTech Solutions
PlatformOdoo ERP · Community v19
TypeMaster Solution Document
Version1.0
Websitewww.magetechsol.com
Scroll to explore ▼

Modern, intelligent, enterprise-grade business management — designed to bring the entire organization onto one unified system.

Part A

Corporate Overview

02

About MageTech Solutions & What is MageTech ERP?

Who we are — and what the platform does

🚀

About MageTech Solutions

We build practical business management software on the Odoo platform. Our focus is reducing manual work, improving visibility and helping management see the complete business picture.

🎯

Our promise

Manage. Automate. Grow. Every implementation is configured and customized around your business processes — not the other way around.

What is MageTech ERP? Sales, customer management, accounting, projects, HR, inventory, communication and reporting — connected through one centralized platform with one source of truth. Duplicate data, manual work and communication gaps are replaced by real-time, shared information.
03

The Business Challenge

Why organizations move to a unified ERP

🧩

Multiple Systems

Departments use different tools that do not share information.

🔁

Manual Processes

Employees re-enter the same data again and again.

🕳️

Limited Visibility

Management cannot see the whole business instantly.

📵

Follow-up Problems

Leads, customers, payments and tasks get missed.

🐢

Reporting Delays

Reports take manual preparation and long lead times.

🏝️

Department Silos

Sales, finance, HR and operations work separately.

🌱

Growth Pressure

Existing tools become hard to manage as the company grows.

04

The Solution & ERP Ecosystem

One platform. Every department. One source of truth.

⚙️
MAGE TECH
ERP
ONE SOURCE OF TRUTH
👨‍💼
Management
Leadership
🤝
CRM
Pipeline
💰
Sales & Quotes
Orders
🛒
Purchase
Suppliers
📦
Inventory
Warehouses
👥
HR & Payroll
Employees
🧾
Finance
Accounting
🛠️
Projects
Timesheets
📁
Documents
Central Storage
📣
Marketing
Campaigns
🎧
Support
Helpdesk
📈
Analytics
Dashboard
🤖
AI
Assist

Every department shares one live database — one version of the truth. Hover a module to explore.

05

Executive Dashboard & Analytics

The business at a glance Sample Demo Data

Revenue
₹0
Current period
Expenses
₹0
Current period
Net Profit
₹0
Current period
Outstanding
₹0
To be collected
Active Projects
0
In progress
New Leads
0
This month
Customers
0
Total
Employees
0
On board

📊 Revenue Overview

Monthly revenue trend · financial year 2025–26

1.96L
Apr
2.13L
May
2.05L
Jun
2.22L
Jul
2.10L
Aug
2.29L
Sep
2.19L
Oct
2.42L
Nov
2.36L
Dec
2.52L
Jan
2.39L
Feb
2.23L
Mar

🎯 Sales Pipeline

Where every lead stands right now

New Leads
186
100%
Qualified
132
71%
Proposal
87
47%
Negotiation
54
29%
Won ✅
41
22%
Lost ❌
13
7%

🛠️ Project Performance

MageTech Lead IntelligenceIn Progress
78%
MageTech ServiceFlowIn Progress
64%
Sri Sabari CrackersNear Completion
92%
AVR Fashion WearCompleted
100%

📌 Receivables & Employees

68%Paid
Receivables Paid
22%Pending
Pending
10%Overdue
Overdue
78%Present
Employee Present
11%Remote
Remote
11%Leave
Leave / Absent
Customizable. KPIs, charts and department views can be arranged around your business.
Part B

Business Solution Modules

06

CRM & Lead Management

The complete customer lifecycle

Lead▸ Contacted▸ Qualified▸ Opportunity▸ Proposal▸ Negotiation▸ Won▸ Customer

📇 Lead information

  • Contact details & full company profile
  • Source — website, social, Google, WhatsApp, referral
  • Assigned salesperson, expected value & probability

🗺️ Lead journey

  • Capture — collect enquiries from every channel
  • Qualify — identify real potential customers
  • Follow up — schedule calls, meetings, emails, tasks
  • Convert — qualified leads into customers
07

Customer 360° View

Everything about a customer — in one place

🏢

Customer Information

Company, contact, email, phone, address — complete and current.

📊

Business Information

Orders, revenue, outstanding, projects, invoices, payments.

💬

Communication

Every call, email, meeting and note attached to the record.

📁

Documents

Contracts, quotations, invoices and project files.

Everything related to the customer is available from one place — the team sees full history before making the next call.
08

Sales, Quotations & Invoices

From enquiry to billing without switching systems

Lead→ Opportunity→ Quotation→ Sales Order→ Invoice→ Payment

📄 Quotation management

  • Products/services, discounts & taxes
  • Payment terms, validity & emailing
  • Track Draft → Sent → Accepted → Order

🧾 Invoice management

  • Invoice from order — nothing retyped
  • Due dates & clear payment status
  • Draft · Sent · Partially Paid · Paid · Overdue

💰 Payment tracking

  • Total, paid, pending & overdue amounts
  • Customer-wise outstanding balances
  • Charts and summaries on demand

Sample Demo Data Payment numbers shown in demos are illustrative only.

09

Receivables Snapshot

Sample customer-wise outstanding balances Sample Demo Data

CustomerTotal InvoicedPaidPendingOverdue
GreenLeaf Technologies Pvt. Ltd.₹3,20,000₹1,95,000₹85,000₹40,000
UrbanNest Interiors₹1,45,000₹1,45,000₹0₹0
SwiftBazaar Retail₹2,60,000₹1,72,000₹88,000₹0
NovaFit Wellness₹4,20,000₹2,45,000₹60,800₹84,200
10

Projects, Tasks & Timesheets

Deliver on time, on budget, fully visible

Project▸ Planning▸ Tasks▸ Development▸ Testing▸ Review▸ Delivery

📋 Tasks — kanban boards

  • To Do → In Progress → Review → Testing → Completed
  • Assignee, priority, deadline, hours, checklist, attachments

⏱️ Timesheets

  • Employees log project, task, date, hours & description
  • Total vs billable hours, utilization & project hours
  • Accurate client billing from real work
11

Finance & Expense Management

Centralized financial visibility

📈

Revenue

📉

Expenses

💎

Profit

🧾

Receivables

💳

Payables

🔄

Cash Flow

🏛️

Taxes

📄

Invoices

💰

Payments

Submit Expense→ Manager Review→ Approval→ Finance→ Reimbursement
12

HR Suite — Employees, Attendance, Leave, Recruitment

People operations, one platform

👤 Employee management

  • Name, ID, department, designation, manager
  • Joining date, contact, skills & documents

🕐 Attendance

  • Present · Absent · Late · Half Day · On Leave · Remote
  • Daily & monthly views per person and team

🏖️ Leave

  • Employee → Manager → HR → Approved
  • Balance, history, pending requests & status

🎯 Recruitment

  • Application → Screening → Interview → Technical → HR → Offer → Hired
  • Resume, skills, experience & interview notes
13

Inventory, Purchase & Customer Support

Goods, vendors and service — fully connected

📦 Inventory

  • Products, categories, warehouses & stock movement
  • Low-stock / out-of-stock alerts, incoming & outgoing

🛒 Purchase

  • Request → RFQ → Vendor Selection → PO → Goods → Bill → Payment
  • Supplier records & purchase history per vendor

🎧 Support

  • Ticket ID, customer, subject, priority, agent, SLA
  • New → Assigned → In Progress → Resolved → Closed
  • Agent sees customer order & project history
14

Documents & Marketing

Paperless office · measurable campaigns

📁 Document management

  • Contracts, invoices, quotations, employee & project files
  • Upload, preview, search, categorize
  • Permission control & version management

📣 Marketing

  • Channels: Google, Facebook, Instagram, LinkedIn, Website, WhatsApp, Referral
  • Track leads, conversions, campaign cost, revenue & ROI
15

Business Intelligence & AI Features

From data to business decisions

From data to business decisions. Analyze sales, revenue, expenses, profit, leads, customers, projects, employees, inventory and marketing — filterable by date, department, employee, customer, project or company. BI Available

🎯 AI Lead Scoring

Identify high-priority leads instantly.

Lead ScoreHigh-priority lead
92/100

Recommended action: contact within 24 hours.

AI-suggested · sample

📄 AI Customer Summary

"This customer generated ₹4.8L in revenue during the last 12 months and currently has two active projects. One invoice is approaching its due date."
AI-generated · sample

🛠️ AI Project Insights

Risk
Medium
Delayed
4
Upcoming
3
Utilization
82%

AI assistants generate follow-up suggestions, summaries, emails and meeting prep. AI is assistance, not automatic decisions — people stay in control.

AI-analyzed · sample
AI features are included as an optional intelligent layer, subject to selected integrations and data controls.
16

Mobile, Roles, Approvals & Notifications

Accessible anywhere. Secure by role. Always informed.

💻 Desktop💼 Laptop📱 Tablet📲 Mobile

👔Management

DashboardReportsApprovals
Full business overview.

💼Sales

CRMLeadsCustomersQuotations
Deals from lead to order.

🛠️Project Manager

ProjectsTasksTimesheets
Delivers on time, on budget.

🧾Finance

InvoicesPaymentsExpensesAccounting
Controls cash and records.

👥HR

EmployeesAttendanceLeaveRecruitment
People data in one place.

🙋Employee

TasksProjectsTimesheetsLeaveExpenses
Own work, fully self-serve.

🔔 Notifications

🔔
New Lead Received
Fresh enquiry from website
Just now
📄
Invoice Due Tomorrow
MT/INV/2026/0038
Tomorrow
⚠️
Low Stock Alert
3 items below reorder level
Today
💰
Payment Received
₹75,000 from GreenLeaf
Today
📌
New Task Assigned
Homepage UI Design
1h ago

🔎 Global Search + ⚡ Command Center Ctrl+K

Search customers, leads, projects, tasks, employees, invoices, products, vendors and documents — without menu hopping. Create anything in seconds.

➕ Create Lead
🏢 Create Customer
📄 Create Quotation
🧾 Create Invoice
🛠️ Create Project
✅ Create Task
📊 Open Reports
🔍 Search Customer

✅ Approval workflows (configurable)

Expense→Employee→Manager→Finance
Leave→Employee→Manager→HR
Purchase→Employee→Manager→Purchase→Finance
17

End-to-End Business Workflow

One enquiry becoming revenue

Enquiry→ Lead created→ Sales contacts→ Opportunity→ Quotation→ Accepted→ Order→ Project→ Team tasks→ Timesheets→ Invoice→ Payment→ Revenue visible

One integrated system carries the customer from first enquiry to recorded revenue — no re-entry, no dropped handoffs.

Part C

Technical Architecture & Delivery

18

System Architecture & Data Flow

How the platform is built today, and production targets

👥USERSMageTech Roles
Admin · Sales · Manager · HR · Finance · Employee

Secure roles behind the Odoo login

Super AdministratorDepartment HeadsEmployees
HTTPS
⇩
💻CLIENTSWeb Frontend
Browser / Mobile Web

Responsive Odoo web client built with OWL components

DesktopTabletMobile
TLS 1.2+
⇩
🔒EDGELoad Balancer
Nginx · Reverse Proxy

SSL/TLS termination · static assets · compression · routing

Recommended
HTTP / RPC
⇩
⚙️APPLICATIONOdoo 19
Odoo Application Server

work@ · web@ · authoritative services · sessions

Python 3.xOdoo Framework
PYTHON ORM
⇩
🧩BUSINESSCustom + Core
MageTech Custom Modules + Odoo Core

Base · Theme · Dashboard · Demo + CRM, Sales, Accounting, Inventory…

magetech_basemagetech_thememagetech_dashboardmagetech_demo
SQL
⇩
🗄️DATAPostgreSQL
PostgreSQL — Primary Data Store

Single source of truth for all business records

magetech_erp
🔗 External Services
📧 Email ServicePlanned
💬 SMS / WhatsAppPlanned
💳 Payment GatewayPlanned
🤖 AI ProviderPlanned
☁️ Cloud StoragePlanned
🔔 Notification ServicePlanned
All business information is centrally managed inside the ERP. Current setup runs on a single server; production scales horizontally to multi-node (see Deployment & Infrastructure).
19

Technology Stack

Technologies used today vs. recommended / planned

ConcernTechnologyStatusNotes
BackendPythonRequiredOdoo 19 runtime (Python 3.x)
FrameworkOdoo Framework + ORMRequiredCommunity Edition · v19
DatabasePostgreSQLRequiredPrimary relational store
FrontendOdoo Web Client · OWL · JavaScript · XML · SCSSRequiredOWL components in dashboard & sidebar
Web ServerNginxRecommendedReverse proxy + static files + TLS
Operating SystemUbuntu Linux LTSRecommendedProduction target
ContainerizationDockerOptionalWhere appropriate
Version ControlGit (GitHub / GitLab / Bitbucket)RequiredGit in use today; remote host TBD
CI/CDGitHub Actions or GitLab CIPlannedPipeline designed
MonitoringPrometheus + GrafanaPlannedDashboards & alerts
DeploymentDocker Compose / systemd + NginxRecommendedDev / Stage / Prod environments
20

Custom Module Architecture

MageTech modules built on Odoo core

🏗️ magetech_base Implemented

  • 7 roles incl. Super Administrator → Odoo admin
  • magetech.audit.log audit model
  • Company settings, menus & seed contacts (12)

🎨 magetech_theme Implemented

  • SCSS palette, sidebar & navbar theming
  • Dashboard areas, module colors
  • Logo & favicon QWeb overrides

📊 magetech_dashboard Implemented

  • KPI client action (OWL) + Chart.js charts
  • Line, funnel, table, timeline widgets
  • Skeleton · empty · error states

🧪 magetech_demo Demo env

  • Idempotent hooks.py post_init seeding
  • 20 customers · 50 leads · 10 projects
  • 20 employees · 5 products · 12 sale orders

🔮 magetech_ai Planned

  • AI lead scoring & customer summaries
  • Assistant, project insights & business summary

📈 Advanced modules Planned

  • Marketing, mobile app, subscriptions, manufacturing

Module source layout

custom_addons/
├── magetech_base/
│   ├── models/  ·  security/  ·  views/  ·  data/
│   ├── __manifest__.py  ·  __init__.py
├── magetech_theme/
│   └── static/src/scss/  ·  static/src/views/
├── magetech_dashboard/
│   └── static/src/dashboard/   # OWL components + Chart.js
└── magetech_demo/
    └── hooks.py                # idempotent demo seed
21

Data Model & Relationships

Core entities and how they connect

res.partner Customer / Company
  • id
  • name, email, phone, address
  • parent_id → group
  • credit / debit (sample)
crm.lead Lead / Opportunity
  • id
  • partner_id → res.partner
  • expected_revenue, probability
  • stage_id, salesperson
sale.order / move Orders · Quotes · Invoices
  • id
  • partner_id → res.partner
  • amount_total, state
  • order_id → quote ✓ invoice
project.project / ask Projects · Tasks
  • id
  • partner_id → customer
  • progress, deadline, budget
  • project_id → task
project.timesheet Timesheets
  • id
  • task_id → project.task
  • employee_id → hr.employee
  • unit_amount, billable
hr.employee Employees
  • id
  • department_id → department
  • attendance, leave, skills
product.template Products
  • id
  • list_price, taxes
  • type → stockable/service
magetech.audit.log Audit trail
  • id
  • user, model, record, action
  • timestamp, browser
Centralized data = one source of truth. A sale order flows to project, invoice and inventory automatically.
22

Security & Access Model

Role-based, auditable, controlled

🔐

Role-based access

Employees access only information relevant to their role.

🔑

Secure login

Odoo authentication + HTTPS in production.

🛡️

Permission control

Security groups, ACL CSV & record rules.

📋

Audit trails

magetech.audit.log records key changes.

💾

Controlled documents

Permission-based document access.

🕐

Backups

Configured database + file backup procedures.

# Example security group (magetech_base)
security/magetech_security.xml
<record id="group_magetech_manager" model="res.groups">
  <field name="name">MageTech Manager</field>
  <field name="category_id" ref="base.module_category_hidden"/>
  <field name="implied_ids" eval="[(4, ref('base.group_user'))]"/>
</record>
We avoid absolute security claims — protection is enforced through configured Odoo mechanisms, HTTPS, controlled access and audited procedures.
23

Workflow Automation & Reporting

Automated processes, instant reports

🔁 Automated workflows

  • Lead → opportunity → quotation → order → invoice → payment
  • Expense / leave / purchase approval chains
  • Low-stock alerts & invoice-due reminders
  • Server actions & automated actions configurable

📊 Reporting

  • Management dashboard KPIs & charts
  • Customer, project, finance & HR reports
  • Export to Excel / CSV / PDF
  • Ad-hoc analyses without IT queues
24

Integrations & APIs

Connect the platform to your ecosystem

📧

Email & communication

Built-in messaging, notifications and email tracking.

🌐

Odoo JSON-RPC / XML-RPC API

Integrate external tools with structured web services.

💳

Payment gateways Planned

Online payment providers per business need.

💬

WhatsApp / SMS Planned

Automated customer communication.

🤖

AI providers Planned

LLM-assisted summaries & insights.

☁️

Cloud storage Planned

Scalable document storage.

25

Deployment & Infrastructure

From single server to production-grade

Web Worker 1
Web Worker 2
Web Worker N
Longpolling (gevent / bus)
Cron / Queue Worker
PostgreSQL (dedicated / HA)
Environments: dev → staging → production. Channels: web (HTTP), work (CPU jobs, registry-reload rate limiting), longpolling (gevent) as workload demands.
26

DevOps, CI/CD & Environments

Quality gates before any change reaches production

Git Push→ Lint & Tests→ Asset Build→ Stage Deploy→ Prod Deploy→ Monitor

🔧 Pipeline stages

  • Flake8 / ruff, Odoo module lint & unit tests
  • Frontend asset compilation & smoke tests
  • Controlled promo to staging, then production

🔄 Version control

  • Git feature-branch workflow
  • Semantic module manifest versions
  • Database dumps for rollback scenarios
27

Scalability & Performance

Built to grow with your business

🧱

Stateless web workers

Scale horizontally behind the load balancer.

⚙️

Dedicated workers

CPU (work@) and async (longpolling) channels split.

🗄️

PostgreSQL tuning

Connection pooling (PGBouncer) recommended.

⚡

Caching

Session & caching proxy for static assets.

🧹

Registry reload limits

Rate-limited to avoid code-reload storms.

🔁

Backups & restore

Automated dumps with tested restores.

28

Monitoring & Observability

See it before customers do

📜 Logs

  • Centralized odoo.log / stdout aggregation
  • Structured error capture per module
  • Audit log events from magetech.audit.log

📈 Metrics Recommended

  • Prometheus exporters + Grafana dashboards
  • Uptime, latency, DB connections, workers
  • Alerting on thresholds (planned)
29

Testing & Quality Assurance

Change is safe because it's verified

🧪

Unit & module tests

Odoo test framework per module.

🧮

Idempotent demo data

Magetech demo seed is re-runnable.

🔍

Smoke checks

Login, dashboard, CRUD flows.

📄

UAT with customers

Workflows validated against real processes.

# run Odoo tests
python odoo-bin --config=odoo.conf -d magetech_erp --test-enable --test-tags=magetech_demo
# verify demo data is idempotent (safe to re-run)
python odoo-bin --config=odoo.conf -d magetech_erp -i magetech_demo
30

AI & Advanced Features Roadmap

Optional intelligent layer — phased

CapabilityStatusNotes
AI Lead Scoring PlannedDesignPriority leads with recommended actions
AI Customer SummaryDesignAssisted summaries from live data
AI Sales AssistantDesignFollow-up suggestions & emails (assist only)
AI Project InsightsDesignRisk flags from project data
AI Business SummaryDesignNarrative from KPIs — sample shown
Marketing / Mobile app / ManufacturingRoadmapScoped per customer requirements
AI recommendations are assistance, not automatic business decisions. All AI sample outputs in this document are clearly labeled.
31

Implementation, Data Migration & Customization

How we move from day one to go-live

🗺️ Implementation phases

  • Discovery → Configuration → Customization
  • Data Migration → Testing → Training
  • Go-Live → Support & continuous improvement

📦 Data migration

  • Import from Excel / CSV / legacy systems
  • Data quality review & field mapping before import
  • Delivery confirmed before any customer data loads

🧩 Customization

  • New or extended modules in custom_addons/
  • OWL components, QWeb templates, SCSS theming
  • Automated actions, server actions, webhooks
32

Feature / Status Matrix

What is Available, Configurable, Customizable or Planned

FeatureStatus
Enterprise Dashboard & KPIs (OWL client action)Available implemented and demo-able
Theme, sidebar, navbar, logo & favicon brandingAvailable implemented (magetech_theme)
Roles & permissions, audit logAvailable magetech_base
Demo data (customers, leads, projects, employees, products, orders)Configurable demo environment
CRM · Sales · Project · Finance · HR · Inventory · Purchase · SupportConfigurable Odoo modules configured per customer
Industry-specific modules (POS, manufacturing, education, subscriptions)Customizable developed on approval
AI Assistance layer · Mobile app · Marketing automation · CI/CD pipelines · Monitoring stackPlanned roadmap
A planned feature is never presented as an existing feature. No fake results or unsupported performance claims are used — all demonstration numbers are clearly labeled.
Part D

Adoption & Delivery

33

Industry Applications

Configured around the way your industry works

💻

IT & Software

Projects, timesheets, CRM, billing.

🏗️

Construction

Projects, contracts, purchase, inventory, expenses.

🏭

Manufacturing

Production, inventory, purchase, sales, quality.

🛍️

Retail

POS, inventory, sales, customers.

🎓

Education

Students, fees, attendance, HR.

💼

Service Businesses

CRM, appointments, projects, billing, support.

Specific industry modules are included only where applicable — nothing unplanned is promised.
34

Implementation Roadmap

A clear, step-by-step path to go-live

Phase 1

Discovery

Understand business processes and priorities.

Phase 2

Configuration

Configure ERP modules to your workflows.

Phase 3

Customization

Develop any custom features required.

Phase 4

Data Migration

Import approved business data with care.

Phase 5

Testing

Validate every workflow before launch.

Phase 6

Training

Train users so adoption is quick.

Phase 7

Go-Live

Launch the ERP into daily business use.

Phase 8

Support

Post-launch support and improvement.

35

Customer Onboarding Partnership

We share the work — together

📋 What you provide

  • Company details, users and departments
  • Products, customers and vendors
  • Opening balances where applicable
  • Your business workflows and rules

🛠️ What MageTech does

  • Configures the ERP, customizes workflows
  • Imports approved data and tests the system
  • Trains users and supports the launch
36

Security, Backups & Support

Protected data · reliable care

🛡️ Security & backups

  • Role-based access & permission control
  • Secure login, HTTPS, audit trails
  • DB + file backups, retention & restore testing
  • Final backup frequency set during implementation

🧰 Included support areas

  • Bug fixes · configuration support · user assistance
  • Performance monitoring · platform updates
  • Customizations & integrations defined as paid/custom separately
37

Live Demo Scenario & Sample Data

Presented with a fictional company Fictional Demo Company

🏢 ABC Technologies Pvt. Ltd.

IndustryTechnology Services
Employees75
Customers320
Active Projects18
Monthly Revenue₹32,50,000

🌿 GreenLeaf Technologies Pvt. Ltd.

ContactArun Kumar
Lifetime Revenue₹8,45,000
Active Projects3
Outstanding₹1,25,000
Quotation MT/QTN/2026/0048₹1,15,000
Invoice MT/INV/2026/0038Partially Paid ₹75,000
Demo storyline: login as Management → review dashboard → open customer → opportunity → quotation → order → project → tasks → track progress → invoice → payment → reports. All names and figures are fictional.
38

Demo Script & Presenter Guide

How we present, section by section

🎙️ Opening

"Welcome to the MageTech ERP demonstration. Today we will show how your business operations can be managed through one unified platform."

📊 Dashboard

"Let's start with the management dashboard…"

🤝 CRM

"Here we can manage the complete customer journey…"

💰 Sales

"Once the opportunity is qualified…"

🛠️ Project

"After the order is confirmed…"

🧾 Finance

"The finance team can then manage…"

👥 HR

"Employees and attendance can be managed…"

📈 Reports

"Management can see…"

Closing: "Based on your requirements, we can configure and customize MageTech ERP to match your business processes."
39

Customer-Specific Demo & Checklist

Personalized for every prospective customer

🏷️ Customer profile

Name[Customer Name]
Industry[Industry]
Challenges: [1] [2] [3]

🧩 Scope

Proposed modules: [1] [2] [3]

Expected workflow: [customer-specific]

Customizations required: [customization]
RequirementRequiredDemo ShownCustomization
CRMYes / NoYes / NoYes / No
SalesYes / NoYes / NoYes / No
FinanceYes / NoYes / NoYes / No
ProjectsYes / NoYes / NoYes / No
HRYes / NoYes / NoYes / No
InventoryYes / NoYes / NoYes / No
PurchaseYes / NoYes / NoYes / No
SupportYes / NoYes / NoYes / No
AIYes / NoYes / NoYes / No
40

Frequently Asked Questions

Honest answers, in plain language

Is MageTech ERP customizable?

Yes. Odoo provides a modular foundation that can be configured and extended according to approved business requirements.

Can we use only selected modules?

Yes. The implementation can be scoped around the modules relevant to your business.

Can we migrate existing data?

Data migration can be planned from supported sources such as Excel, CSV, or existing systems — subject to data quality and mapping requirements.

Can different employees have different permissions?

Yes. Role-based access can be configured for every user.

Can the ERP support multiple companies?

Odoo provides multi-company capabilities, which can be configured according to your requirements.

Is the platform secure?

Security is enforced through Odoo's role-based access, permission control, audit logging and configured backups, accessed over HTTPS in production.

Can AI be included?

AI-assisted features can be included where appropriate — subject to the selected integrations, data controls, and requirements.

41

Customer Value Summary

Before vs. after — and the benefits

❌ Before MageTech ERP

  • Multiple applications
  • Manual Excel work
  • Repeated data entry
  • Communication gaps
  • Delayed reports
  • Limited visibility

✅ With MageTech ERP

  • One centralized platform
  • Automated workflows
  • Connected departments
  • Real-time information
  • Instant reporting
  • Better business visibility
🗄️

Centralized Data

Everything in one platform.

👁️

Better Visibility

Real-time business performance.

⚙️

Less Manual Work

Repetitive tasks automated.

📞

Faster Follow-up

Never lose an important lead.

🤝

Better Collaboration

Departments share information.

📊

Improved Reporting

Reports generated quickly.

🌱

Scalable

Grows with your business.

🎛️

Customizable

Workflows adapted to you.

43

Pricing & Commercial Model

Transparent, staged investment — implementation, go-live and annual care

2026 India market reference: ordinary Odoo implementations range from a few lakhs for smaller deployments to ₹15 lakh+ for more customized implementations; complex multi-company / custom ERP projects go substantially higher. Odoo also separates its subscription/licensing from implementation services — MageTech ERP follows the same structure: implementation + deployment + annual maintenance as distinct components.

Recommended MageTech ERP Packages

PackageSuitable ForOne-Time Development / ImplementationAnnual Maintenance
Starter ERPSmall business₹2,50,000 – ₹4,00,000₹60,000 – ₹1,00,000
Business ERPGrowing SME₹5,00,000 – ₹8,00,000₹1,20,000 – ₹1,80,000
Professional ERP RecommendedMulti-department company₹8,00,000 – ₹15,00,000₹1,80,000 – ₹3,00,000
Enterprise ERPComplex / multi-company₹15,00,000 – ₹30,00,000+₹3,00,000 – ₹6,00,000+
Recommended
💎 MageTech ERP — Professional
₹9,90,000
One-Time Implementation & Custom Development, onwards
+ applicable taxes
🛡️ Annual AMC
₹1,98,000
per year, onwards · + applicable taxes
≈ 20% of implementation value — consistent with the general Indian Odoo/ERP support range
A good customer-facing starting price for the full scope (CRM + Sales + Projects + Finance + HR + Inventory + Purchase + Support + Dashboards + AI + custom workflows) is ₹9,90,000 + applicable taxes, with an Annual AMC of ₹1,98,000 + applicable taxes — approximately 20% of the implementation value.

What ₹9,90,000 Can Include

🧱ERP FoundationInstall & configuration · company config · users · roles & permissions · security
🤝CRMLeads · opportunities · customer management · follow-ups · activities · pipeline · Customer 360°
💰SalesQuotations · sales orders · products/services · pricing · discounts · invoicing workflow
🛠️Project ManagementProjects · milestones · tasks · subtasks · assignments · timesheets · project dashboards
🧾FinanceInvoices · payments · expenses · receivables · payables · financial dashboards
👥HREmployees · departments · attendance · leave · approvals · employee documents
📦Inventory & PurchaseProducts · vendors · purchase orders · stock · warehouses · inventory movements
🎧Customer SupportTickets · assignment · priority · SLA · resolution tracking
📊Management DashboardRevenue · expenses · profit · leads · sales · projects · employees · inventory · receivables
🎨MageTech UI/UXBranding · custom dashboard · corporate theme · responsive interface · custom menus · icons · KPI cards · charts
🤖AI Features*Lead scoring · customer summary · AI sales assistance · business summary · project insights · AI reporting

*AI features depend on the actual implementation; AI API usage costs are billed separately (usage-based) rather than absorbed into the AMC.

Scope Boundaries — Included vs. Additional

✅ Included (agreed scope)
  • Up to 25 users
  • 1 company
  • Standard Odoo modules + agreed MageTech customizations
  • Defined number of custom reports
  • Defined integrations
  • Data migration from agreed source
  • User training
  • Go-live support
➕ Additional — charged separately
  • Additional users, if applicable
  • Additional companies
  • Major new modules
  • New integrations
  • Mobile application
  • Large-scale data migration
  • Custom third-party integrations
  • Advanced AI features
  • Custom reports outside agreed scope / major workflow changes
  • Dedicated infrastructure
  • Odoo Enterprise subscription · Odoo.sh / cloud hosting
  • SMS / WhatsApp / API charges

Annual AMC Options

Basic Support
Bug fixes + basic support
₹1,20,000per year
  • Bug fixing
  • Odoo configuration support
  • User support
  • Database health checks
Business Support
Support + minor enhancements
₹1,98,000per year
  • Bug fixing
  • Odoo configuration support
  • User support
  • Minor UI changes
  • Minor workflow modifications
  • Database health checks
  • Backup monitoring
  • Security / update assistance
  • Performance monitoring
  • Monthly maintenance review
Premium Support
Priority support + continuous improvements
₹2,98,000per year
  • Everything in Business Support
  • Priority response
  • Continuous improvements

Major new features are managed as separate change requests — not unlimited development inside the AMC.

Better Commercial Model — Three Stages

Phase 1 — Discovery & Business Analysis

₹50,000 – ₹1,00,000
Requirement workshops · existing workflow study · module identification · process mapping · customization analysis · technical architecture · final proposal. Adjustable against the implementation fee if you proceed.

Phase 2 — MageTech ERP Implementation

₹9,90,000 onwards
Includes the agreed ERP scope — modules, customizations, configuration, training and go-live.

Phase 3 — Annual Maintenance

From ₹1,98,000 / year
Starts after the included post-go-live support period.

Suggested Payment Schedule (₹9,90,000 Implementation)

Milestone%Amount
Project confirmation30%₹2,97,000
UI/Architecture + initial development20%₹1,98,000
Core modules completed20%₹1,98,000
UAT / Customer testing20%₹1,98,000
Production Go-Live10%₹99,000
Total100%₹9,90,000

Milestone-based billing is much safer than collecting the entire amount only at the end of the project.

Customer-Facing Positioning

Position MageTech ERP not as “Odoo customization” but as — “MageTech ERP — Customized Enterprise Business Management Solution”, built on the Odoo ERP foundation and customized to the customer’s business processes.

Implementation & Custom Development: starting from ₹9,90,000 + applicable taxes
Annual Maintenance: starting from ₹1,98,000 + applicable taxes
Odoo licensing / subscription, hosting and third-party service charges: charged separately, based on the selected configuration.

Toward a Repeatable Product Pricing Model

Because MageTech ERP is being built as a commercial product for multiple customers, MageTech Solutions maintains a standardized pricing model instead of negotiating every customer from zero.

🏷️Starter / Business / Professional / Enterprise tiers
⚙️One-time implementation
🧑‍💻Custom development rates
🛡️AMC / support tiers
☁️Hosting
📜Odoo license & user pricing
🤖AI usage pricing
🔗Integration pricing
⏱️SLA / support tiers
📝Change-request pricing

Ready to Transform Your Business?

Let's understand your business processes and design the right ERP solution for your organization.

One Platform. Complete Business Control.
Manage. Automate. Grow.
🌐 www.magetechsol.com 📞 +91 99442 55515 📞 +91 96637 21018
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