NP Collaborator
Location: United States
Industry: Healthcare
Hosting: Odoo SH
Activity: Integration with Share tribe, Calendly, Docusign, VoIP, Subscription Management, Marketing Automation
Company Profile
NP Collaborator's operates in the healthcare staffing industry, specializing in connecting nurse practitioners with physicians. Their mission is to simplify the matching process by offering a reliable, technology-driven platform that handles everything from lead capture to contract signing. With increasing demand for seamless scheduling, communication, and onboarding, the organization required a system that could unify its fragmented operations into a single streamlined process.
Challenges
As the business scaled, several operational challenges surfaced:
Limited Automation: Marketing campaigns and communication lacked automation, resulting in missed opportunities and slower lead-to-contract conversions.
Disconnected Systems: Scheduling, communication, and subscription management tools operated independently, creating inefficiencies in client onboarding.
Financial Oversight Gaps: Without proper accounting integration, bookkeeping and reporting required additional manual effort.
Our Approach
TheERPBot implemented an integrated Odoo solution to unify and automate the customer’s end-to-end operations:
CRM Integration
We connected Odoo CRM with Sharetribe, Calendly, and Instantly, enabling leads from all channels to flow directly into the funnel. This provided a single CRM view of all leads, ensuring nothing slipped through the cracks.
Seamless Signature functionality
We enabled sign functionality within Odoo to automate contract signing. This significantly reduced contract turnaround time, accelerating the lead-to-contract process.
Unified Operations with Automation
To improve efficiency, we incorporated VoIP, marketing automation, and subscription management into Odoo. This created a centralized system that streamlined communication, scheduling, and recurring services while ensuring a smoother client onboarding experience.
Accounting & Bookkeeping Services
To support financial stability, we configured Odoo Accounting and continue to provide bookkeeping and cleanup services. This ensures accurate financial tracking, streamlined reporting, and ongoing compliance, helping the customer maintain full visibility into their financial health.
Conclusion
By integrating Odoo with the customer’s existing platforms and automating key processes, TheERPBot delivered a fully connected business workflow. The impact was immediate:
✅ A single view of leads from multiple channels.
✅ Faster contract turnaround with automated e-signature.
✅ Improved efficiency in communication, scheduling, and onboarding.
✅ Accurate bookkeeping and accounting, ensuring financial transparency.
This transformation allowed the customer to achieve faster lead-to-contract conversions and a better client experience, positioning them strongly for growth in the competitive healthcare staffing space.
Are you ready to transform your business with Odoo? Contact us today to learn how we can help you achieve success!