Paymium case study: self-hosted Odoo CRM

Paymium

Project type icon
Fintech, crypto-assets
Project duration icon
Founded in 2011
Team icon
Between 20 and 49 employees
Target icon
Self-hosted Odoo CRM
100
scoring points to qualify every sign-up
2
structured customer journeys (B2C and B2B)
50+
fields synced nightly from the platform

project presentation

Paymium, the French platform for buying and selling Bitcoin, wanted to structure its customer relations without relying on software hosted outside Europe.

Challenges

  • No formal sales process.
  • Customer data spread across many tables, and marketing databases out of sync.
  • A strong sovereignty requirement: the solution had to be hosted by Paymium.

Solutions

turnK designed and deployed an Odoo CRM built for the requirements of a financial player:

  • Self-hosted Odoo: test environment and version-controlled configuration.
  • Tailored CRM model: B2C, B2B and partner types, lifecycle from lead to verified customer, scoring out of 100.
  • B2C and B2B pipelines: automatic opportunity creation at each stage of the journey.
  • Platform-to-Odoo connector: daily synchronisation and historical data migration.
  • Emailing and dashboards: welcome and follow-up sequences, marketing KPIs.

What changes

  • A single view of the customer, from sign-up to first deposit.
  • Automated marketing sequences at every stage.
  • Data that stays with Paymium.

Paymium now has a sovereign, structured CRM ready to support its B2B growth.

Old stack

Previous stack: in-house platform, Pipedrive, SugarCRM and Brevo

New stack

New stack: Odoo 19

solutions provided

  • Solution 01: Odoo CRM hosted on Paymium's infrastructure, with version-controlled configuration.
  • Solution 02: Sign-up scoring and B2C and B2B pipelines.
  • Solution 03: Daily connector between the platform and Odoo, with historical data migration.
  • Solution 04: Email sequences and marketing dashboards.
Odoo solutions delivered for Paymium

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