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What is Odoo CRM?

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Odoo CRM is a sales management tool that helps a business organise its sales process, track leads, close deals and forecast revenue in one place.

1. Organise the pipeline

The pipeline gives a visual, drag-and-drop overview of every opportunity. Set up stages that reflect the sales journey, such as New, Qualified, Proposal Sent and Won, and move opportunities between them as they progress.

2. Track and score leads

Assign leads to team members manually or with automatic rules, and use predictive lead scoring to prioritise the leads most likely to convert.

3. Create and send quotations

Send professional quotations directly from Odoo CRM, using templates that match the business’s branding, sending by email with tracking, and converting an accepted quote into a sales order in one click. This shortens the sales cycle and improves the customer experience.

4. Acquire new leads

Lead mining finds new leads automatically based on set criteria, web forms turn website visitors into leads, email parsing creates leads from messages sent to a sales address, and team members can add leads manually from calls, meetings or events.

5. Learn from lost opportunities

Mark opportunities as lost with a reason, such as price, timing or a competitor, and track those reasons over time to spot patterns.

6. Monitor performance

Track win rates by team, product or lead type, monitor performance with reports and dashboards, and use gamification to motivate the team with goals and rewards.

Further reporting covers conversion rates, marketing attribution to see which campaigns generate leads, and lead distribution across the team.

7. Stay on top of activities

Schedule calls, emails and meetings, use next activity suggestions to stay proactive, enrich contact records with company data using partner autocomplete, and review the full history of each opportunity in its chatter.

Tips for using Odoo CRM

  • Keep the pipeline clean by archiving or closing outdated opportunities regularly.
  • Automate repetitive tasks such as lead assignment and follow-up scheduling.
  • Use tags and filters to segment different types of leads.
  • Connect Odoo CRM with other apps such as Accounting or Email Marketing for a fuller picture of the business.

Frequently asked questions

What is the main view for managing opportunities?

The pipeline, a drag-and-drop board where opportunities move through stages such as New, Qualified and Won.

Where do new leads come from in Odoo CRM?

Lead mining, website forms, email parsing, and manual entry by the team.

Can Odoo CRM connect to other apps?

Yes, it integrates with apps such as Accounting, Email Marketing and Inventory.

Need help?

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

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