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Fogarty Financial, Inc.

Information about the Fogarty Financial, Inc. instance of Odoo, the Open Source ERP.

Installed Applications

Sales
From quotations to invoices
Invoicing
Invoices & Payments
Payment Charge
Payment Fees Charge
CRM
Track leads and close opportunities
Website
Enterprise website builder
Accounting
Manage financial and analytic accounting
Stripe Credit Card Charge - Domestic and International
Manage Stripe payments for credit cards, including domestic and international transactions, charges, and processing
Purchase
Purchase orders, tenders and agreements
Project
Organize and plan your projects
eCommerce
Sell your products online
Email Marketing
Design, send and track emails
Studio
Create and customize your Odoo apps
Documents
Collect, organize and share documents.
AI
A powerful suite of AI tools and agents integrated directly into your Odoo environment.
Knowledge
Centralize, manage, share and grow your knowledge library
Sign
Send and request electronic signatures.
Helpdesk
Track, prioritize, and solve customer tickets
Subscriptions
Generate recurring invoices and manage renewals
eLearning
Manage and publish an eLearning platform
Events
Publish events, sell tickets
Discuss
Chat, mail gateway and private channels
Contacts
Centralize your address book
Calendar
Schedule employees' meetings
Social Marketing
Manage your social media and website visitors
Marketing Automation
Build automated mailing campaigns
To-Do
Organize your work with memos and to-do lists

Installed Localizations / Account Charts

United States - Localizations
1099 Reporting
Easily export 1099 data for e-filing with a 3rd party.
United States - Accounting
NACHA Payments
Export payments as NACHA files
US - Accounting Reports