Odoo CRM: Complete Customer Relationship Management
Transform your sales process with Odoo CRM. From lead capture to customer retention, manage every aspect of your customer relationships in one powerful platform.
CRM Features & Capabilities
Odoo CRM provides everything you need to manage customer relationships effectively and grow your sales.
Lead Management
Capture, qualify, and convert leads into opportunities with intelligent lead scoring and automated follow-up.
- Automated lead capture from website forms
- Lead scoring based on behavior and demographics
- Lead qualification and assignment rules
- Lead nurturing campaigns
- Conversion tracking and analytics
Pipeline Management
Visualize and manage your sales pipeline with customizable stages and automated progression rules.
- Customizable pipeline stages
- Drag-and-drop opportunity management
- Automated stage progression
- Pipeline forecasting and reporting
- Team performance tracking
Email Integration
Seamlessly integrate with your email to track communications and automate follow-ups.
- Two-way email synchronization
- Email templates and automation
- Communication history tracking
- Email performance analytics
- Mobile email access
Activity Management
Plan, track, and manage all customer-related activities in one centralized location.
- Activity scheduling and reminders
- Call logging and notes
- Meeting management
- Task assignment and tracking
- Activity reporting and analytics
Customer Segmentation
Segment your customers based on behavior, value, and characteristics for targeted marketing.
- Dynamic customer segmentation
- Behavior-based categorization
- Value-based tiering
- Targeted marketing campaigns
- Segmentation analytics
Sales Analytics
Gain insights into your sales performance with comprehensive reporting and analytics.
- Real-time sales dashboards
- Performance metrics and KPIs
- Forecasting and predictions
- Team and individual analytics
- Custom report builder
CRM Process Flow
Follow a proven 6-step process to maximize your CRM effectiveness and sales success.
Lead Capture
Automatically capture leads from multiple sources including website forms, social media, and email campaigns.
Lead Qualification
Score and qualify leads based on predefined criteria to focus on high-value prospects.
Opportunity Creation
Convert qualified leads into opportunities and assign them to the appropriate sales team member.
Pipeline Management
Track opportunities through your sales pipeline with visual stages and automated progression.
Deal Closure
Close deals with integrated quoting, contract management, and order processing.
Customer Retention
Maintain relationships with existing customers through ongoing communication and support.
CRM Integrations
Odoo CRM integrates seamlessly with other Odoo modules and external systems for a complete solution.
Sales
Seamless integration with sales orders and quotations
Marketing
Connect with marketing campaigns and lead generation
Website
Capture leads directly from your website forms
Two-way email synchronization and tracking
Calendar
Schedule meetings and activities with calendar integration
Phone
Make calls directly from CRM with call logging
Why Choose Odoo CRM?
Odoo CRM provides the tools and insights you need to build stronger customer relationships and grow your business.
Increased Sales Efficiency
Streamline your sales process and reduce time spent on administrative tasks.
Better Lead Management
Never lose a lead again with automated capture and follow-up systems.
Improved Customer Relationships
Build stronger relationships with comprehensive customer history and communication tracking.
Data-Driven Decisions
Make informed decisions with detailed analytics and reporting.
Ready to Transform Your Sales Process?
Let our CRM experts help you implement Odoo CRM and optimize your sales process for maximum efficiency and growth.