Odoo CRM — Opportunity & Client Management

Client tracking and opportunity management. Opportunity organization, client follow-up and automatic communication logging.

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Key Features of Odoo CRM

El módulo CRM de Odoo (area de Ventas) permite gestionar todo el ciclo comercial desde 11,90 €/usuario/mes.

Organization of opportunities

Visual pipeline to manage the complete sales cycle

Customer tracking

Complete history of communications and activities with each contact

Communications log

Emails, calls and meetings automatically linked to the client

Visual sales pipeline

Odoo CRM offers an intuitive Kanban board where you can view all your opportunities organized by stages. Drag and drop opportunities between columns to update their status, set up custom stages that reflect your actual business process, and get a clear view of your sales funnel at all times.

From opportunity to invoice in one click

In Odoo, a CRM opportunity is converted to a sales order with a single click. The order inherits the customer, the products and the negotiated conditions without typing anything again. When you confirm the delivery, the invoice is automatically generated with all the tax data. A continuous flow that eliminates transcription errors and reduces the collection cycle.

  • From the opportunity won, create the budget with products, prices and discounts already applied
  • The customer confirms the quote online and it becomes a sales order without manual intervention
  • When delivering the product or service, Odoo generates the invoice with VAT, personal income tax and correct tax data
  • The collection is automatically reconciled with the bank statement, closing the complete cycle
  • The entire history — from the first email to the payment — is linked in the customer file

Do you want to better manage your sales opportunities?

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Odoo CRM FAQ

What is the difference between Odoo CRM and other CRMs on the market?
Odoo CRM is part of a complete business management ecosystem. Unlike isolated solutions like Salesforce or HubSpot, Odoo CRM integrates natively with billing, inventory, marketing and the rest of the modules, eliminating duplication and information silos. In addition, its cost of 11.90 euros/user/month makes it much more accessible for SMEs.
Can I import my contacts and opportunities from another CRM?
Yeah. Odoo allows you to import data from CSV or Excel files. We also offer assisted migration services to move contacts, opportunities, communication history and notes from other CRMs such as Salesforce, HubSpot or Zoho, ensuring that no information is lost in the process.
Is it possible to customize the pipeline stages?
Yeah. The pipeline stages are completely configurable. You can create, rename, reorder, and delete stages to reflect your actual business process. Additionally, you can define closing probabilities by stage to obtain more accurate sales forecasts.
Does Odoo CRM work on mobile?
Yeah. Odoo has a native mobile application for iOS and Android that allows you to consult and update opportunities, record calls, schedule meetings and access the history of each client from anywhere. Ideal for business teams working outside the office.

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