Key features of Odoo CRM
Introduction
Odoo CRM (Customer Relationship Management) is a powerful and user-friendly sales management tool that helps businesses organise their sales process, track leads, close deals, and forecast revenue.
Whether you’re running a startup or managing a large sales team, Odoo CRM brings everything you need into one platform to manage customer interactions, streamline workflows, and increase conversions.
In this guide, you’ll learn:
- How to build and manage your CRM pipeline
- How to track, score, and assign leads
- How to analyse your sales performance
- How to use automation to improve efficiency
Key features of Odoo CRM:
1. Customisable Sales Pipeline
- Visual drag-and-drop Kanban view
- Custom stages (e.g., New, Qualified, Won)
- Easy opportunity tracking and management
2. Lead Management
- Lead creation from website forms, emails, or manual entry
- Automatic deduplication
- Lead scoring and prioritisation
- Conversion from lead to opportunity
3. Quotations & Sales Orders
- Send branded quotes directly from CRM
- Convert accepted quotes into sales orders in one click
- Real-time quote tracking (seen/opened status)
4. Activity Scheduling & Reminders
- Plan and schedule calls, meetings, emails
- “Next activity” suggestions
- Integration with calendar and internal chatter
5. Email Integration & Communication
- Centralised customer communication
- Email templates and tracking
- Auto-log emails in opportunity records
6. Analytics & Reporting
- Pipeline analysis by stage, rep, or date
- Track loss Expected revenue and sales forecasts easons to uncover patterns.
- Reports for win/loss ratios, lead sources, and conversion rates
7. Team Management
- Multi-team support with separate pipelines
- Role-based access and performance tracking
- Sales gamification with targets and rewards
8. Lead Generation Tools
- Lead mining based on criteria (e.g., region, industry)
- Web-to-lead forms
- Email parsing to auto-create leads
9. Automation & Rules
- Auto-assign leads based on region, product, or workload
- Automated workflows for lead follow-up
- Scheduled actions like email follow-ups or opportunity updates
10. Integrations
- Seamless integration with:
- Email Marketing
- Accounting
- Inventory
- Helpdesk
- Website
Tips for using Odoo CRM:
- Keep your pipeline clean: Archive or close outdated opportunities regularly.
- Use automation wisely: Automate repetitive tasks like assigning leads or scheduling follow-ups.
- Segment your leads: Use tags and filters to manage different customer types.
- Train your team: Ensure everyone understands how to use key features like scoring, lead conversion, and reporting.
- Integrate with other apps: Connect Odoo CRM with apps like Accounting, Email Marketing, or Inventory for a complete business solution.
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