CRM

Odoo CRM helps a sales team track leads, manage opportunities through a pipeline, and forecast future business. This overview introduces what Odoo CRM does and the topics this knowledge base covers.

What Odoo CRM does

Odoo CRM organises the whole prospecting and selling process: leads come in from email, forms or manual entry, get converted into opportunities, move through a visual pipeline, and are followed up with scheduled activities. Built-in reporting shows where deals are won, lost or stuck.

Main capabilities

• Leads and opportunities: capture leads, convert them into opportunities, and enrich them with company data.
• Pipeline management: organise sales teams, track lost opportunities, and analyse pipeline performance.
• Quotations: create and send quotations directly from an opportunity.
• Activities: schedule calls, meetings and follow-ups tied to each record.

Topics covered in this knowledge base

This section covers what Odoo CRM is and its key features, converting leads into opportunities, predictive lead scoring, creating leads by email or manually, enriching contacts and leads, creating and sending quotations, managing sales teams, pipeline analysis, lost opportunities, and using activities for sales teams.

Frequently asked questions

Is Odoo CRM only useful for large sales teams?

No. It scales from a single salesperson tracking leads to multiple teams with assignment rules and forecasting.

Does Odoo CRM work with Odoo Sales?

Yes. An opportunity can be turned directly into a quotation once Odoo Sales is installed.

Need help?

Need help setting up Odoo CRM for your team? Contact support@thoughtlogik.com or see our Odoo implementation services.