A CRM so you never miss an opportunity
Odoo CRM organizes your sales activity in a visual pipeline: leads, opportunities, stages, scheduled activities and sales forecasting. Every call, email and meeting is logged in the opportunity, and the quotation is created from it with one click.
It is the entry point for sales information into the ERP: what is won in the CRM becomes an order, a delivery and an invoice without re-entering data.
Key features of Odoo CRM
Clear sales follow-up for sales teams of any size.
Kanban pipeline
Opportunities by stage, with expected revenue, probability and next activity at a glance.
Lead generation
Leads from web forms, incoming email and campaigns, with rule-based automatic assignment.
Activities and reminders
Calls, meetings and tasks scheduled per opportunity, with alerts for the salesperson.
Integrated email
Emails sent and received are kept in the opportunity history.
Lead scoring
Probability calculated from historical data to prioritize the team's work.
Reports and forecasting
Closing forecast by month, salesperson and team, and analysis of lost reasons.
From lead to quotation in the same flow
When an opportunity moves forward, the salesperson generates the quotation from the record itself with the customer's products and pricelist. If it is accepted, the opportunity is marked as won and the order continues in Sales.
Managers can see on the dashboard which opportunities have had no activity for days and how much is expected to close this month.
Odoo CRM implementation with Anubía
We define with you the pipeline stages, teams and assignment rules, import your contacts and opportunities and connect the CRM with Odoo Sales and with your company email.
If you already use another CRM, data migration is part of the project.
Frequently asked questions about Odoo CRM
Does Odoo CRM capture my website forms?
Yes, Odoo website forms create leads directly; other websites can be integrated via email or API.
Does it work for several sales teams?
Yes, with independent teams, territories and assignment rules.
Can it be used from a mobile phone?
Yes, the Odoo app lets you check the pipeline, log activities and call the customer from the opportunity.
Does your sales team work with spreadsheets?
We will show you Odoo CRM with your own sales pipeline.