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Odoo 19 AI for Consulting & Project Management
Rating: 4.3 out of 5(48 ratings)
6,949 students

Odoo 19 AI for Consulting & Project Management

From Chaos to Control: Odoo 19 Project & Finance Mastery with AI Tools for Smarter Planning, Control, and Growth
Created byMasters Academy
Last updated 6/2026
English

What you'll learn

  • Intelligent Frontdesk & Helpdesk Operations Management
  • Advanced Field Operations, Workforce Tracking & Digital Authentication-Odoo 19
  • Enterprise Document & Contact Data Governance in Odoo 19
  • How do you sell Consulting services to clients? Odoo 17 AI
  • Artificial Intelligence in Sales: How to Use AI to Sell More - Odoo 17
  • How to Sell AI Services and Cloud- AI Odoo 17
  • How to sell my Consulting services project? - Odoo 17
  • AI Consulting Company with AI Odoo 17
  • Understanding the Project Management Phases
  • Track and Manage Tasks for Effective Teams
  • Create new tasks from sales orders with scheduled workflow
  • Task Relationship Dependencies in Project Management
  • Subtasks in odoo Projects
  • Projects Budget planner
  • The role of costs in project expense tracking
  • The key of successful Consulting Services accounting jobs?
  • How to Organize and Optimize Your Consulting Services Chart of Accounts?
  • Debits and Credits for Consulting Services!
  • Consulting Services Taxes
  • How to Automate Your Consulting Services Accounting System?
  • How to leverage CRM to improve your sales performance
  • How to Lead a High-Performing Sales Team
  • Opportunity Management in CRM with AI Odoo 17
  • How to automate lead enrichment (& drive more revenue)
  • Odoo CRM: Generate leads and Increase your Sales
  • Manage Your Tasks, Events, and Email
  • Sales Forecasting Software

Course content

9 sections52 lectures10h 34m total length
  • Visitor Reception, Check-In Flow & Frontdesk Service Coordination5:58
  • Frontdesk Operations Optimization & Service Workflow Enhancement6:45
  • Helpdesk System Overview: Dashboards, Tickets & Team Structure6:05
  • Helpdesk Performance Tracking: SLA Management, Tickets & Customer Ratings14:55
  • Helpdesk Configuration: Team Setup, Roles & Ticket Assignment Rules11:38
  • Omnichannel Support: Live Chat, Website Widgets & Chatbot Automation12:25
  • Helpdesk Analytics & Reporting: Insights, Optimization & Performance Control11:29

Requirements

  • No prior knowledge of artificial intelligence is needed to join this course.
  • Learners are prompted to take relevant notes (for self-reflection only).
  • This course can be studied anywhere with a stable internet connection.

Description

Artificial Intelligence in Consulting & Project Management

Master AI, Odoo 18, Zoho CRM & Dynamics 365 to 10x Your Consulting Business, Projects & Revenue

Stop Struggling with Projects, Clients, and Chaos

Most consultants and project managers fail not because they lack skills
but because they lack systems, automation, and control.

This course gives you exactly that.

You will learn how to turn chaos into a structured, AI-powered business system using:

  • Artificial Intelligence (AI) for consulting and sales

  • Odoo 18 for project and financial control

  • Zoho CRM for client management and sales optimization

  • Microsoft Dynamics 365 for enterprise operations

What Makes This Course Different

This is not theory.

This is a real-world consulting operating system designed to help you:

  • Sell consulting services consistently

  • Manage complex projects with clarity

  • Control finances with accuracy

  • Automate client workflows

  • Scale operations using AI, ERP, and CRM tools

By the End of This Course You Will Be Able To

  • Close more consulting deals using AI-driven strategies

  • Build and manage structured project systems in Odoo

  • Control budgets, costs, invoices, and profitability in Odoo 18

  • Automate sales pipelines and client tracking in Zoho CRM

  • Operate Microsoft Dynamics 365 confidently

  • Transform your consulting business into a scalable system

Who This Course Is For

  • Consultants who want to increase income and client acquisition

  • Project managers struggling with structure and execution

  • Business owners who need financial control and visibility

  • Entrepreneurs building consulting or service-based businesses

  • Professionals upgrading into AI-powered business roles

Why You Must Take This Course

The future belongs to professionals who combine:

  • AI intelligence

  • Business systems

  • Automation

  • ERP and CRM platforms

Without these skills, businesses remain stuck in:

  • Manual processes

  • Missed deadlines

  • Poor financial visibility

  • Lost clients and opportunities

This course is designed to solve all of that.

What You Will Learn Inside

1. AI in Consulting and Sales Mastery

  • How to sell consulting services using AI

  • AI-powered client targeting strategies

  • Integrating AI into Odoo-based workflows

2. Project Management in Odoo

  • Project lifecycle design and structure

  • Task and subtask management systems

  • Dependency mapping and execution flow

  • Budget planning and cost tracking

3. Odoo 18 Accounting for Consulting Businesses

  • Accounting structure including accounts, journals, and taxes

  • Invoicing and payment workflows

  • Budgeting and financial control systems

  • Automation of accounting operations

  • Reporting, reconciliation, and performance tracking

4. Zoho CRM for Business Growth

  • Build high-performance sales pipelines

  • Automate customer follow-ups

  • Improve conversion rates

  • Optimize client communication workflows

5. Microsoft Dynamics 365 Fundamentals

  • Navigate enterprise systems effectively

  • Understand operational workflows

  • Improve business decision-making

Real Transformation You Will Achieve

You will move from:

  • Disorganized consulting work

  • Manual tracking and operational chaos

  • Unpredictable income

  • Limited project visibility

To:

  • Structured consulting systems

  • Automated client management

  • Predictable revenue streams

  • Full project and financial control

Important Promise of This Course

This is not a passive learning course.

It is a practical business transformation system designed to help you operate like a high-level consulting firm using modern AI and enterprise tools.

Start Building a Smarter Consulting Business Today

If you want to:

  • Increase your consulting income

  • Master AI-powered business tools

  • Control projects and finances professionally

  • Build scalable systems instead of manual work

Then this course is your next step.

Enroll now and start building your AI-powered consulting system today.

Who this course is for:

  • Consulting Company
  • Accounting and consulting companies
  • Consulting Accountants
  • Consulting owners
  • Project Managers
  • Engineering consulting companies
  • Law and training companies