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Key features of Odoo CRM

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Odoo CRM brings pipeline management, lead handling and reporting together in one application. This guide lists the main features that make up Odoo CRM.

1. Customisable sales pipeline

A visual, drag-and-drop Kanban view with custom stages, such as New, Qualified and Won, makes tracking opportunities straightforward.

2. Lead management

Leads can be created from website forms, emails or manual entry, with automatic deduplication, lead scoring and prioritisation, and conversion into opportunities.

3. Lead generation tools

Lead mining finds new leads based on criteria such as region or industry, web-to-lead forms capture website visitors, and email parsing automatically creates leads from incoming messages.

4. Automation rules

Leads can be auto-assigned based on region, product or workload, with automated workflows for follow-up and scheduled actions such as reminder emails or opportunity updates.

5. Integrations

Odoo CRM connects with Email Marketing, Accounting, Inventory, Helpdesk and Website, among other apps.

Tips for using Odoo CRM

  • Keep the pipeline clean by archiving or closing outdated opportunities regularly.
  • Use automation for repetitive tasks such as lead assignment and follow-ups.
  • Use tags and filters to segment different types of leads.
  • Make sure the team understands scoring, lead conversion and reporting.

Frequently asked questions

Does Odoo CRM deduplicate leads automatically?

Yes, lead management includes automatic deduplication to avoid working the same contact twice.

Can leads be assigned automatically?

Yes, using automation rules based on region, product or workload.

Which apps does Odoo CRM connect with?

Email Marketing, Accounting, Inventory, Helpdesk and Website, among others.

Need help?

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

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