Managing customer relationships and sales opportunities can quickly become overwhelming without the right tools. Spreadsheets fall short, leads slip through the cracks, and sales managers struggle to forecast accurately.
Odoo CRM solves these challenges by providing a unified platform where sales teams can track every opportunity from first contact to closed deal. As part of Odoo's larger ERP ecosystem, the CRM connects directly to inventory, manufacturing, and accounting — giving you visibility across your entire operation.
This guide walks you through the key features of Odoo CRM, from pipeline management to reporting, so you can start closing more deals today.
The pipeline is where you manage all sales opportunities. Each opportunity moves through stages that represent milestones in your sales cycle.
The search bar provides powerful filtering options:
| Filter Type | Use Case |
|---|---|
| By Salesperson | See individual performance |
| By Sales Team | Compare team results |
| By Stage | Focus on specific pipeline sections |
| Custom Filters | Generate expected revenue reports |
Sales managers can use custom filters to forecast targets and identify bottlenecks in the sales process.
When prospects reach out through your website, their information populates automatically on the opportunity form. This eliminates manual data entry and ensures no lead details are lost.
You can configure automations to:
The chatter section provides multiple communication options:
Using email templates saves time while maintaining consistent messaging. Simply load a template, customise it for the specific prospect, and send.
Once you understand what a prospect needs, creating a quote takes just a few clicks.
Quotation templates save significant time by:
Before sending, preview your quote in two ways:
The PDF quote builder incorporates your company branding and contextual product information alongside the line items.
Understanding where your leads come from helps optimise marketing spend. Odoo CRM tracks source information automatically.
When prospects arrive through marketing campaigns, Odoo captures:
To analyse campaign performance:
This helps sales and marketing teams collaborate on what's working.
Odoo CRM includes robust reporting tools for sales analysis.
Filter opportunities to see forecasted revenue by:
When salespeople feel they're not receiving enough leads, verify with data:
This often reveals that lead distribution is balanced — some salespeople simply move through their pipeline faster.
For deeper insights, use pivot tables to:
Automation keeps salespeople on track and ensures consistent follow-up.
Configure automatic activities for each stage:
All pending activities appear in the activities menu, providing:
Identify opportunities needing attention:
This reduces customer wait times and prevents deals from stalling.
As part of Odoo's ERP ecosystem, the CRM integrates seamlessly with other modules.
When you confirm a quotation:
Sales teams can see what's happening on the warehouse floor without leaving the CRM.
Smart buttons on opportunities provide quick access to:
Odoo CRM provides a complete toolkit for managing your sales pipeline. From capturing leads automatically to tracking them through every stage, the system keeps your team organised and your data connected.
The real power comes from integration. Because CRM connects to inventory, manufacturing, and accounting, you never lose sight of what's happening across your business.
Ready to implement Odoo CRM for your team? Start by:
For hands-on guidance with Odoo CRM implementation, Zoo AI provides local support in Hong Kong with expertise in making Odoo work for your specific business needs.
Let's discuss how ERP and AI automation can help your business grow.