Odoo Application
Odoo CRM Implementation
Manage leads, track opportunities, and close deals in a visual pipeline connected directly to your sales, invoicing, and helpdesk workflows.
What We Set Up
What Is Odoo CRM?
Odoo CRM is the customer relationship management application within the Odoo platform. It provides a Kanban-style sales pipeline where leads move through defined stages, from initial contact through to deal closure. Each opportunity carries full communication history, scheduled activities, attached documents, and linked quotations — giving sales teams everything they need in one place. Because Odoo CRM is built into the same platform as Odoo Sales and Odoo Invoicing, converting a won opportunity into a quotation, and then a sales order and invoice, requires no duplicate data entry or system sw
Common Problems This Module Solves
No single view of the sales pipeline across the team
Leads falling through gaps due to poor follow-up tracking
Sales activity reports built manually from email threads
No link between won deals and invoicing or delivery
Key Odoo CRM Features
Kanban Pipeline
Drag-and-drop opportunity management through defined sales stages.
Lead Capture
Capture leads from web forms, email, and manual entry automatically.
Activity Scheduling
Schedule calls, meetings, and follow-ups directly on each opportunity.
Quotation Integration
Convert won opportunities to quotations in one click.
Sales Reporting
Track win rates, pipeline value, and team performance.
Email Communication
Log all email communication history on each opportunity record.
Who This Module Is Useful For
✓ B2B businesses with active sales teams
✓ Trading and distribution companies
✓ Service businesses managing client relationships
✓ Businesses replacing CRM spreadsheets
How We Help With Odoo CRM
Requirement Review
Process Mapping
Odoo Configuration
Testing & Handover
Need Help With Odoo CRM?
Book a consultation and we’ll review your current process, challenges, and the best way to set up Odoo for your business.