What is 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
Step-by-step Instructions:
1. Organize Your Pipeline
The Odoo CRM pipeline gives you a visual overview of all your opportunities using a simple drag-and-drop interface.
- Set up pipeline stages that reflect your sales journey (e.g., New, Qualified, Proposal Sent, Won).
- Easily move opportunities between stages with one click.
- Filter and sort opportunities by date, owner, or value.
- Attach notes, schedule meetings, and track communication within each opportunity card.
Why it’s useful: A well-structured pipeline helps you stay focused and manage your sales process efficiently.
2. Manage Leads and Opportunities
Leads represent potential clients. Odoo makes it easy to create, manage, and convert them into opportunities.
Ways to create leads:
- Automatically through your website forms
- From incoming emails
- Manually through your CRM dashboard
Key features include:
- Merge duplicate leads and opportunities to keep your data clean.
- Convert leads into opportunities once they’re ready to move forward.
- Assign leads to team members manually or using automatic rules.
- Predictive lead scoring helps prioritise leads based on conversion potential.
3. Send Quotes and Close Deals
Easily create and send professional quotations directly from Odoo CRM.
- Use pre-designed templates that match your brand.
- Send quotes by email with tracking options.
- Convert accepted quotes into sales orders in one click.
This feature helps shorten the sales cycle and improve your customer experience.
4. Acquire New Leads
Lead generation tools in Odoo help fill your pipeline with qualified prospects.
- Lead mining automatically finds new leads based on your criteria.
- Web forms allow website visitors to submit their information, which becomes a lead.
- Email parsing creates leads from emails sent to your sales address.
- Manual entry allows team members to add leads from calls, meetings, or events.
5. Monitor and Learn from Lost Opportunities
It’s natural to lose some deals—but Odoo helps you learn from them.
- Mark opportunities are lost for a reason (e.g., price, timing, competitor).
- Track loss reasons to uncover patterns.
6. Manage Sales Teams Effectively
Odoo CRM allows you to support multiple sales teams and keep track of performance.
- Assign team members based on territory, product, or lead type.
- Monitor performance with reports and dashboards.
- Use gamification features to motivate sales reps with goals and rewards.
7. Analyse Sales Performance
Make smarter business decisions using real-time reports and dashboards.
Popular CRM reports:
- Pipeline Analysis – see deals by stage, owner, or value.
- Expected Revenue – forecast income based on probability.
- Sales Forecasts – predict future revenue month-by-month.
- Lead Quality – evaluate lead sources based on conversion rates.
- Marketing Attribution – understand which campaigns drive leads.
- Lead Distribution – review how leads are spread across your team.
8. Optimise Daily Workflows
Stay productive and never miss a follow-up.
- Schedule activities like calls, emails, and meetings.
- Use “next activity” suggestions to stay proactive with leads.
- Enrich contact records with company data using partner autocomplete.
- View updates and history in each opportunity’s internal chatter.
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.
