Odoo CRM

Your Sales Starts Here — Smarter, Faster, Better

Client relationship management is now easier than ever with Odoo CRM. Capture leads, manage pipelines, automate follow-ups, and close more deals — all from one powerful, fully integrated platform.

Get Started Explore Features

Full Lead Management

Custom Pipelines

Real-Time Analytics

Fully Integrated

360° View

Of every customer

Odoo CRM — Pipeline View

Sales Pipeline

Kanban View

New

Acme Corp

$12,000

Globex Ltd

$8,500

Qualified

Initech

$24,000

Umbrella Co

$18,200

Proposal

Stark Ind.

$56,000

Won

Wayne Ent.

$92,000

Pied Piper

$34,000

Total Pipeline

$244k

↑ 18%

Win Rate

64%

↑ 9%

Avg Deal

$32k

This month

Odoo Certified

Kodly CRM Partner

What is Odoo CRM

Client Relationship Management Made Effortless

Odoo CRM is an indispensable tool for every business that prioritises client relationships. It serves as a fully integrated module of business management, providing a simple yet powerful way to manage every customer interaction from first touch to loyal customer.

Capture leads from websites, email, eCommerce, marketing campaigns, and ads automatically
Manage opportunities with a fully customisable visual sales pipeline
Automate follow-ups, reminders, and scheduled activities so nothing falls through the cracks
Get real-time insights with dynamic reports on leads, pipelines, and sales performance
Fully integrated with Odoo Sales, Marketing, Accounting, and every other module
Mobile-friendly interface — manage your CRM from anywhere, on any device

Every Business Needs a Smarter CRM

To maintain a competitive edge, businesses need tools that promote longstanding customer relationships. Odoo CRM makes sure your team discovers, organises, and proactively manages every new business opportunity.

100%

Integrated with the full Odoo ERP suite

Core Features

A Dashboard Built for Maximum Productivity

Odoo CRM provides powerful, beautifully designed tools that give your team full visibility and control of every deal and customer relationship.

CRM Dashboard

CRM Dashboard: Benefits Overload

Odoo CRM provides a visually customisable and easy-to-navigate dashboard to enhance productivity and efficiency permanently. Every key metric is front and centre so your team can act fast.

Leads visible in Kanban, List, Graph, Activity, and Pivot views
Custom lead stages tailored to your exact sales process
Dashboard directs scheduling and prioritises activities

Live Monitoring

Real-Time Monitoring

Odoo provides a continuous stream of updates to keep you informed about every CRM activity as it happens. Make decisions based on what's actually happening — not yesterday's data.

Pipeline, leads, and tasks summary always up to date
Insights using both custom and predefined filters
Helps make informed decisions with live performance data

Activity Management

Scheduler for Well-Defined Activities

Ensure you stay on top of every relevant activity — follow-ups, high-priority tasks, and customer touchpoints. Never let a lead go cold because something was missed.

Schedule calls, meetings, emails, and set reminders for follow-ups
Use calendar interfaces to strategise and plan your week
Stay organised and ensure not a single lead goes dormant

What Makes Odoo CRM Truly Unique

Advanced Features Built for Every Business Size

Odoo CRM is distinct due to its focus on flexibility and performance. Its advanced features and usability ensure precision for companies of every size.

Lead Capture

Capture Leads from Diverse Sources

Capture leads from a myriad of sources with ease and ensure your business's visibility is maximised across every channel your customers use.

From websites and eCommerce stores automatically
From emails and customer enquiries
Through marketing campaigns and paid advertising

Lead Management

Advanced Tools for Managing Leads

With Odoo, you have everything required to manage your leads and maximise your chances of conversion — from first capture to closed deal and beyond.

Lead mining and enrichment for deeper prospect data
Personalised follow-ups for scheduled engagements
Duplicate elimination with automatic clean-up
Bulk lead import from multiple disparate sources

Pipeline

Custom Pipeline Functionality

Adjust your sales pipeline to match exactly how your team operates. Every stage, every action, and every visualisation configured to your process — not the other way around.

Custom stage creation to align with your sales process
Activity scheduling per lead for effortless tracking
Follow-up actions visualisation suite
Holistic sales funnel overview at a glance

Sales Management

A Unique Tab for Managing Sales

With Odoo CRM, there is a special section that aggregates all sales activities to be managed with ease — giving your team one central place to see and do everything.

Opportunity management from a full-screen overview
Mobile-friendly remotely accessible interface
Detailed customer information in a structured hierarchy
Organise CRM duties by sales team for better collaboration

Communication

Improve Communication with Your Customers

Odoo provides boundless communication functionalities — enabling the capturing of customer leads and maintaining the strongest, most lasting customer relationships.

Editable email templates for fast, branded outreach
Never miss customer alerts by setting smart notifications
Speak to customers via integrated live chat
Monitor every engagement — quotes, calls, and opportunities

Analytics

Dynamic and Insightful Analytical Reports

Improving business processes is now possible with the right insights gleaned from your own collected data. Turn CRM activity into clear, actionable intelligence your team can act on immediately.

Reports on leads, pipelines, sales activities, and performance
Pre-set and custom filters for tailored display
Rich visual charts of your CRM activities and performance