Would you like to have consistent and accurate customer data in Odoo and CAS SmartWe at all times without any IT projects? That’s exactly what MARINI is for.
With MARINI, the integration of Odoo and CAS SmartWe is ready to use in just a few days and grows flexibly with your requirements.
And the best part: we handle the integration for you. Our experts set up your Odoo CAS SmartWe interface on your behalf or together with your team.
Important note: The video shows the integration of HubSpot with SAP C4C. Of course, connecting to Odoo with CAS SmartWe and many other systems is also possible.
CAS SmartWe is a lean cloud CRM for small teams focused on sales and customer relationships. Odoo is a modular business suite that combines ERP, inventory management, accounting, and e-commerce under one roof.
The Odoo CAS SmartWe integration connects your CRM data with operational business. Contacts, opportunities, and customers flow bidirectionally between both systems, while orders, invoices, and inventory levels from Odoo become visible in the SmartWe CRM. Your sales team works in the CRM, your accounting in Odoo. MARINI ensures both sides see the same data.
Here are six typical scenarios where connecting Odoo and CAS SmartWe makes the difference.
Synchronize customers and contacts between CRM and ERP. New contacts from SmartWe are automatically created as res.partner in Odoo, including customer master data and segmentation. Changes flow bidirectionally. Your sales team maintains contacts in the CRM, your accounting sees the same data in Odoo. No double entry, no discrepancies.
Convert opportunities from CRM into quotes. Won deals in SmartWe become quotations or sales orders in Odoo. Sales closes in the CRM, order processing starts automatically in the ERP. Quote-to-cash without media disruption.
Display invoice status in the CRM. Open invoices, payment receipts, and reminders from Odoo become visible in the SmartWe contact record. Your sales team knows before the call whether the customer pays or is overdue. Proactive communication instead of embarrassing surprises.
Provide product master data for sales. Items, prices, and availability from Odoo are available in the CRM. Your sales team creates quotes with current prices and inventory levels. No more outdated lists, no false promises.
Connect inventory management and sales in real time. Inventory levels, delivery dates, and order status from Odoo are visible in the CRM. Your sales team can answer customer inquiries about deliveries immediately without switching between systems. Faster response times, more satisfied customers.
Transfer marketing leads directly into the sales process. Qualified leads from marketing automation systems (connected to Odoo) automatically land in SmartWe. Sales receives complete lead data and can follow up immediately. Seamless handoff from marketing to sales.
The use cases on this page are not theoretical, but implementing them requires experience. You can set up integration and data management yourself through MARINI’s no-code interface, or have our team configure it for you. For implementation in your systems, we work collaboratively with you and your service providers. If you don’t yet have a suitable service provider, we’re happy to recommend an appropriate partner from our network.
Andreas Gozian, Chief Sales Officer at MARINI
Member of the Executive Board at CAS Mittelstand CRM – CAS Software AG
The partnership with MARINI offers our customers and partners new opportunities to integrate any systems quickly and flexibly. We successfully deliver both simple integrations and complex integration requirements (data management, ETL processes, etc.) together with our partner MARINI.
For: C-Level, Management, Business Development
A real business picture instead of isolated solutions. When CRM and ERP run separately, nobody sees the whole picture. The integration creates a consistent data foundation from first contact to payment. You recognize which sales activities actually lead to revenue and where processes are delayed. Better control, because you finally have the right numbers.
Less manual work, more time for growth. Double data maintenance costs time and nerves. With the Odoo SmartWe connection, manual transfer of customer data, orders, and invoice information is eliminated. Your team focuses on customer relationships and deals, not on data entry. That pays off quickly.
Scalability without system chaos. CAS SmartWe is affordable and quick to implement, Odoo flexible and extensible. Together they offer an infrastructure that grows with your company. You can activate new modules in Odoo (e-commerce, manufacturing, HR) without rebuilding the CRM. The integration remains stable, regardless of how your tech stack evolves.
For: Marketing, Sales, Customer Success, Operations
Sales knows the invoice status before the call. Before: Customer calls about an open invoice, sales has to check with accounting. Now: Invoice status from Odoo is directly visible in the SmartWe contact. Your sales team can react proactively, clarify misunderstandings, and strengthen relationships instead of being surprised.
Quotes with real numbers instead of estimates. Your sales team creates quotes in the CRM, but current prices and availability are in Odoo. The integration ensures that the correct product data is always available in the CRM. No more false promises, no warehouse inquiries, no subsequent price corrections.
Order processing starts automatically. Won opportunities in SmartWe automatically become sales orders in Odoo. Logistics receives the order, accounting creates the invoice, the warehouse books the inventory. Sales doesn’t have to forward anything, everything runs through the integration. Faster order-to-cash, fewer errors.
Marketing leads land directly with the right contact person. Leads from marketing automation systems (connected to Odoo) are automatically created in SmartWe and assigned to the right sales representative. Complete lead history and scoring values are immediately visible. No more lead losses through manual handoffs.
For: IT, Development, System Architects, Admins
Odoo res.partner and SmartWe contacts cleanly mapped. Odoo uses res.partner as the central object for customers, suppliers, and contacts (with flags like is_company). SmartWe separates companies and contacts classically. MARINI handles the mapping, including bidirectional synchronization and conflict resolution. You define the rules, the integration ensures consistent data.
API integration without code changes in the systems. Odoo offers XML-RPC and JSON-RPC, SmartWe a REST API. MARINI connects both via HubEngine, without requiring development in the systems themselves. No installation, no custom modules, no dependencies during updates. The integration runs outside the systems and remains stable during version changes.
Real-time synchronization with configurable rules. You determine which objects are synchronized in real time and which according to schedule. Field mapping, validation, duplicate detection, and conflict resolution are configurable. Logs and monitoring show you at any time what flows between Odoo and SmartWe. Full transparency, full control.
EU hosting, GDPR-compliant, ISO 27001-certified. Both systems are cloud-based, MARINI as well. All data remains in the EU, the data center is ISO 27001-certified. The integration meets GDPR and revDSG requirements out of the box. No compliance risks, no extensive audits.
Business-critical data deserves maximum reliability. At MARINI, security isn’t an add-on—it’s our lived standard. Our security architecture at a glance:
This keeps your central data infrastructure stable, protected, and scalable at all times. Together, we’ll find the right integration and tailor it precisely to your requirements.
Typically, contacts (res.partner from Odoo), companies, opportunities, products, sales orders, and invoices are synchronized. In Odoo, res.partner is the central object for customers, suppliers, and contacts. MARINI correctly maps this structure to the company and contact objects in SmartWe. Custom fields and additional modules from Odoo can also be integrated, provided they are available via API.
It depends on the use case. For customer master data and sales activities, SmartWe is often leading, for orders, invoices, inventory, and accounting Odoo. However, the integration can also be configured bidirectionally. You determine which system holds the truth for which object. MARINI ensures the corresponding synchronization direction and conflict resolution.
Yes. MARINI supports both Odoo Community and Enterprise Edition. The prerequisite is that the API (XML-RPC or JSON-RPC) is available and accessible. This is the case for both editions. On-premise installations of Odoo can also be connected, as long as the API is accessible from outside.
Won opportunities in SmartWe can be automatically created as sales orders or quotations in Odoo. You define the rules (e.g., only with status “Won” or above a certain amount). Product data, prices, and customer information are transferred. Order processing then runs in Odoo, while sales continues to maintain the opportunity in the CRM.
Yes. Invoice status, open items, and payment receipts from Odoo can be displayed as custom fields or linked objects in SmartWe. Your sales team sees directly in the CRM whether a customer is overdue or pays on time. This enables proactive communication and prevents unpleasant surprises in customer conversations.
It depends on the scope. Simple synchronizations (contacts, opportunities) are configured and tested in a few days. More complex scenarios with custom fields, validation rules, and multiple objects require 2-4 weeks. MARINI offers both self-service (you configure via the no-code interface) and full-service (we handle the setup). In both cases, there is no installation in the systems themselves, the integration runs via the MARINI platform.
With MARINI, we use a reliable interface between our existing ERP system and HubSpot. The data exchange works seamlessly and delivers tangible added value in our day-to-day operations. We are particularly impressed by the platform’s clear structure as well as the direct and straightforward communication with the support team.
With MARNI, we were able to successfully optimize our digital sales processes. We were particularly impressed by the flexibility and scalability of the platform, which helped us to implement our projects quickly and efficiently.
For the digital marketing of our dairy products, we successfully leverage the high-performance, flexible, and sustainable MARINI integration platform.
We support you in integrating Odoo and CAS SmartWe. Personalized. Tailored to your goals.
