IllusionX Media

Automation & CRM Case Study

Spartan Home Pros Operations System

IllusionX Media completed an operations system for Spartan Home Pros with Odoo CRM custom modules, Odoo automations, complex Zapier workflows, Google Cloud automations, lead capture logic, customer portals, WordPress website work, CallRail and Twilio integrations, Slack bots, custom dashboards, Apps Script tools, and handoff documentation.

Home ServicesCompleted system build
Schedule ConsultationRelated Service
Spartan Home Pros Operations System project preview

Impact & Results

Multi-tool

Operations System

CRM

Lead Visibility

Handoff

Documentation

The Challenge

What needed to be cleaned up

Lead capture, customer communication, CRM updates, and operational handoffs were spread across multiple tools, creating extra manual follow-up for the team.

Outcomes & Impact

  • Cleaner lead capture and customer portal logic
  • Better communication handoffs across sales and service
  • More visible operational updates across the system
  • Practical documentation for post-build handoff

Our Solution

What IllusionX Media built

  • Supported Odoo CRM modules, lead capture logic, and customer portal workflows.
  • Connected CallRail, Twilio, Slack, Zapier, Google Cloud, and Apps Script around daily operations.
  • Built dashboards and documentation so the completed system could be understood, maintained, and handed off more clearly.

Additional Context

"A connected operations layer helped the team reduce scattered updates and keep service work easier to track."

Tech Stack

Tools and systems involved

OdooZapierGoogle CloudApps ScriptCallRailTwilioSlackWordPress

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