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Customer Relationship Management

Odoo's CRM module gives your sales team a single, structured view of every opportunity — from first contact to closed deal — replacing scattered spreadsheets and missed follow-ups with a clear, trackable pipeline.

Turning Leads into Revenue, Systematically

Managing sales opportunities through scattered spreadsheets and memory leads to missed follow-ups and lost deals. Odoo's CRM module gives your sales team a single, structured view of every opportunity — from first contact to closed deal — with a clear, trackable pipeline at every stage.

 

What Odoo CRM Does

  • Lead Capture & Qualification — Structured intake for every new lead, with qualification criteria before it enters your pipeline
  • Opportunity Pipeline (Kanban View) — Visual, stage-wise tracking of every deal in progress
  • Activity Scheduling — Calls, meetings and follow-up reminders assigned directly to your sales team
  • Lead Management — Centralised tracking so no lead is lost or forgotten
  • Sales Pipeline Management — Full visibility into deal value, stage, and probability across your team
  • Customer Follow-up — Automated reminders ensure timely, consistent engagement
  • Quotation Conversion — Qualified opportunities convert directly into sales quotations, with no re-entry of data

 

How CRM Connects to Your Business

CRM is the starting point of Odoo's connected order-to-delivery flow. A qualified lead moves from CRM into a Sales quotation, which — once confirmed — triggers Purchase and Inventory movements automatically. Your sales team's daily activity directly drives what happens next in your warehouse and finance teams, with a single source of truth throughout.