Odoo CRM: customer and opportunity management
Manage leads and opportunities in one system. Track the pipeline, plan calls and meetings, preserve communication history, create quotations, and analyze team performance.
Odoo CRM: customer and opportunity management
Manage leads and opportunities in one system. Track the pipeline, plan calls and meetings, preserve communication history, create quotations, and analyze team performance.
A unified workspace for sales
Odoo CRM brings together leads, opportunities, and sales activities. Organize opportunities into stages, assign owners, plan next steps, and track expected revenue.
A unified workspace for sales
Odoo CRM brings together leads, opportunities, and sales activities. Organize opportunities into stages, assign owners, plan next steps, and track expected revenue.
Plan your next activities
Build a consistent approach to every customer relationship.
Schedule calls, meetings, emails, and other activities directly from the opportunity record. Activity plans define the sequence of steps and remind salespeople when it is time to contact the customer again.
Plan your next activities
Build a consistent approach to every customer relationship.
Schedule calls, meetings, emails, and other activities directly from the opportunity record. Activity plans define the sequence of steps and remind salespeople when it is time to contact the customer again.
Monitor your pipeline and sales performance
Track opportunity counts, expected revenue, and performance by pipeline stage. Use filters and grouping to analyze results by salesperson, team, period, and other criteria.
Monitor your pipeline and sales performance
Track opportunity counts, expected revenue, and performance by pipeline stage. Use filters and grouping to analyze results by salesperson, team, period, and other criteria.
The entire customer history in one record
Keep the entire team up to date on every opportunity.
Messages, notes, scheduled activities, and opportunity updates are stored in one place. Employees can see the customer relationship history and continue the conversation without gathering the same information again.
The entire customer history in one record
Keep the entire team up to date on every opportunity.
Messages, notes, scheduled activities, and opportunity updates are stored in one place. Employees can see the customer relationship history and continue the conversation without gathering the same information again.
Forecast expected revenue
Make pipeline-driven decisions
Compare opportunity values, win probabilities, and expected closing dates. Reports assess expected revenue and how well the pipeline supports company targets.
Forecast expected revenue
Make pipeline-driven decisions
Compare opportunity values, win probabilities, and expected closing dates. Reports assess expected revenue and how well the pipeline supports company targets.