Visual Pipeline
Drag-and-drop Kanban pipeline with stages, probability, and expected revenue for every opportunity.
Odoo CRM
Manage Every Lead, Close More Deals
Odoo CRM gives your sales team a clear view of every lead, opportunity, and deal — with automated pipelines, activity tracking, and live reporting so nothing falls through the cracks.
CRM Features
Everything Your Sales Team Needs
From first contact to signed deal — Odoo CRM keeps your pipeline clean, your team focused, and your management informed.
Lead Automation
Auto-assign leads by territory, score by activity, and set follow-up reminders automatically.
Email Integration
Log emails, send quotations, and track communication history directly inside each opportunity.
Sales Reporting
Win rate, pipeline value, team performance, and forecast reports updated in real-time.
Activity Planning
Schedule calls, meetings, and tasks linked to each lead — with alerts and calendar sync.
Quotation to Order
Convert a won opportunity into a sales order in one click — no duplicate data entry.
How We Work
How We Implement Odoo CRM
We configure your CRM to match your actual sales process — not a generic template.
01
Map Your Sales Process
We document your stages, lead sources, team structure, and win criteria.
02
Configure Pipeline
We build your stages, assign users, set automation rules and lead scoring.
03
Integrate & Migrate
Connect email, website forms, and import existing leads or contacts.
04
Train & Go Live
Sales team training, reporting setup, and go-live with live support.
Questions
Odoo CRM Questions
Can Odoo CRM capture leads from our website automatically?
Yes. Odoo website forms connect directly to CRM. Every contact form submission creates a lead automatically.
Can we set different pipelines for different teams?
Yes. Odoo CRM supports multiple teams with separate pipelines, stages, and reporting.
Does Odoo CRM integrate with email and calendar?
Yes. It integrates with Gmail, Outlook, and other email providers. Activities sync with your calendar.
Odoo CRM
Ready to Take Control of Your Sales Pipeline?
Let us show you how Odoo CRM can be configured for your team in a free live demo.