· MODULES · CRM
CRM that keeps follow-ups consistent and forecasting honest.
Pipeline stages designed around how your team actually sells (not generic templates).
Lead capture from website forms, emails and manual sources - in one place.
Activities, reminders and next steps so deals don’t fall through the cracks.
Forecasting based on value, probability and close dates - not gut feel.
WHERE THIS FITS
When sales live in inboxes, spreadsheets or “whoever remembers”.
Turn your pipeline into a system - not a memory test.
Most CRM failures come from poor structure: unclear stages, inconsistent follow-ups, and no definition of what “qualified” means. We fix the foundation so the team actually uses it.
Lead capture that doesn’t get lost
Centralise lead sources so enquiries don’t disappear into inboxes or one person’s head.
Website form submissions and enquiry routing.
Email integration and lead creation rules.
Lead assignment by territory, product or team.
Source tracking so you know what marketing works.
Follow-ups that happen on time
Consistent sales follow-up is where most revenue is won. Odoo CRM makes “next step” non-optional.
Activities: calls, emails, meetings and tasks.
Reminders and overdue activity tracking.
Templates for common workflows and outreach.
Visibility across the team so nothing is forgotten.
Pipeline stages that match how you sell
We design stages around your real sales motions so reporting becomes accurate and repeatable.
Stage definitions with required info (so quality improves).
Probability rules that align to reality.
Lost reasons and competitor tracking (optional).
Clear ownership and responsibilities by stage.
Forecasting and reporting you can trust
Make decisions using live pipeline data: deal value, close dates, conversion rates and sales velocity.
Forecast by salesperson, team or product category.
Identify stalled deals and weak stages early.
Conversion reporting across lead sources.
Simple dashboards built for leadership visibility.
CRM building blocks we configure inside Odoo.
We configure CRM so it fits your business, your sales team and your quoting process - then we connect it to the rest of Odoo.
CRM setup & governance
Lead stages, opportunity stages & definitions
Sales teams, territories & assignment rules
Lead source tracking and attribution
Mandatory fields and qualification rules
Activity types, reminders & automation
Email integration and history tracking
Templates for follow-ups and outreach
Lost reason tracking and sales hygiene
Quoting handover to Sales module
Products, price lists and discount control (as scoped)
Customer data sync across Odoo
Dashboards and reporting packs
Security roles and visibility controls
Data migration from spreadsheets/legacy CRMs
Training and adoption workflows
Post go-live optimisation
How we run CRM projects (so the team adopts it).
CRM only works when it becomes the default behaviour. We implement structure, automation and reporting so sales becomes consistent.
1
Sales process mapping
We map lead sources, qualification steps, pipeline stages, quoting, and handover into delivery - so the CRM reflects reality.
2
Pipeline + activity design
We build stages, required data, and activity rules so follow-ups happen automatically and deal quality improves.
3
Integration to quoting + ops
CRM is linked to Odoo Sales, Accounting, Projects or Helpdesk so customer data flows end-to-end.
4
Training + optimisation
We train the team, refine dashboards, and tune automation so the CRM becomes part of daily work (not admin).
Can this replace HubSpot or Salesforce?
Often, yes — especially when you want CRM connected directly to quoting, invoicing and delivery inside Odoo.
Is this suitable for B2B sales?
Yes. It’s ideal for longer sales cycles where activities, stakeholders and quotes need to be tracked properly.
Will sales actually use it?
They will when it’s simple: clear stages, clear next actions, and automation that reduces admin.
Can you migrate our existing data?
Yes — spreadsheets, legacy CRMs and scattered lists can be cleaned and imported with validation rules.
Want Odoo CRM implemented properly?
If your sales data is scattered and follow-ups are inconsistent - we can help you design and implement a CRM backbone that your sales team can actually use, and your leadership team can trust.
