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

Odoo's CRM module (Sales area) lets you manage the entire sales cycle from €11.90/user/month.

Opportunity organization

Visual pipeline to manage the complete sales cycle

Client tracking

Complete communication and activity history with each contact

Communication logging

Emails, calls and meetings automatically linked to the client

Visual sales pipeline

Odoo CRM offers an intuitive Kanban board where you can visualize all your opportunities organized by stages. Drag and drop opportunities between columns to update their status, configure custom stages that reflect your actual sales 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 becomes a sales order with a single click. The order inherits the client, products and negotiated terms without retyping anything. When you confirm delivery, the invoice is generated automatically with all tax details. A continuous flow that eliminates transcription errors and shortens the collection cycle.

  • From the won opportunity, create the quote with products, prices and discounts already applied
  • The client confirms the quote online and it becomes a sales order without manual intervention
  • Upon delivering the product or service, Odoo generates the invoice with VAT, withholding tax and correct fiscal data
  • Payment 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 client record

Want to better manage your sales opportunities?

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Frequently asked questions about Odoo CRM

What is the difference between Odoo CRM and other CRMs on the market?
Odoo CRM is part of a complete business management ecosystem. Unlike standalone solutions like Salesforce or HubSpot, Odoo CRM integrates natively with invoicing, inventory, marketing and all other modules, eliminating duplications and information silos. Furthermore, 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?
Yes. Odoo allows importing data from CSV or Excel files. We also offer assisted migration services to transfer contacts, opportunities, communication history and notes from other CRMs like Salesforce, HubSpot or Zoho, ensuring no information is lost in the process.
Is it possible to customize the pipeline stages?
Yes. The pipeline stages are fully configurable. You can create, rename, reorder and delete stages to reflect your actual sales process. Additionally, you can define closing probabilities per stage to get more accurate sales forecasts.
Does Odoo CRM work on mobile?
Yes. Odoo has a native mobile app for iOS and Android that lets you view and update opportunities, log calls, schedule meetings and access each client's history from anywhere. Ideal for sales teams working out of the office.

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