Odoo · CRM

Odoo CRM, connected from the first enquiry to the invoice

A CRM is only useful if every lead gets into it and nothing falls out. Odoo CRM is strong because the same record moves on to a quotation, a sales order and an invoice. We set it up so leads arrive on their own and every salesperson knows what to do next.

What we set up

No.PointWhat it means in practice

01PipelinesStages that match how you actually sell, with probabilities and expected revenue.

02Lead captureWebsite forms, email, WhatsApp and ad leads created in Odoo automatically, with their source tagged.

03AssignmentLeads routed by area, product or round-robin, so none sits unowned.

04Follow-upActivities and reminders so every lead has a next step and a date.

05Quote to invoiceWon opportunities become quotations, sales orders and invoices without retyping.

06ReportsPipeline value, conversion by source and salesperson, and lost reasons.

Moving from spreadsheets or another CRM

We import your contacts, open deals and history from Excel, HubSpot, Zoho or Salesforce, clean duplicates and agree the numbers with you before go-live.

Questions people ask

Is Odoo CRM free?

The CRM app is part of Odoo Community, so there is no licence fee when self-hosted. Enterprise adds some features.

Can leads come from WhatsApp?

Yes. See our WhatsApp automation and CRM page.

Can an AI agent help the sales team?

Yes: summarising a lead, drafting follow-ups and flagging deals going cold, always for a person to send.