Overview

This overview introduces Odoo CRM: what it is, and the key features that help a sales team manage leads and opportunities.

What Odoo CRM is

Odoo CRM is the application used to capture leads, qualify them into opportunities, and track them through a visual pipeline until they are won or lost. It keeps a record of every interaction, so a salesperson always knows the next step for each deal.

Topics covered in this knowledge base

This section introduces what Odoo CRM is and its key features, before the rest of the knowledge base covers leads, opportunities, quotations, sales teams and pipeline reporting in more detail.

Frequently asked questions

What is the difference between a lead and an opportunity?

A lead is an unqualified contact or enquiry, while an opportunity is a lead that has been qualified and is being actively pursued in the pipeline.

Do I need the Sales app to use Odoo CRM?

No, Odoo CRM works on its own, though installing Odoo Sales adds the ability to create quotations directly from an opportunity.

Need help?

Need help getting started with Odoo CRM? Contact support@thoughtlogik.com or see our Odoo implementation services.