Customer Relationship
Management
Turn Every Lead into an Opportunity. Turn Every Opportunity into a Customer.
CRM is integrated with AI in the latest release of Odoo .
What is CRM?
CRM helps you turn leads into loyal customers by managing every interaction, nurturing relationships, and closing more deals effortlessly.
Capture Leads
Attract potential customers and bring every enquiry into one centralized platform. Track incoming leads, identify promising opportunities, and ensure no potential customer slips through the cracks.
Nurture Relationships
Turn initial interest into lasting trust through timely follow-ups, personalized communication, and a clear understanding of customer needs. Keep every conversation organized and every next step on track.
Close Deals
Move opportunities through your sales pipeline with confidence. Monitor progress, focus on high-potential prospects, and convert opportunities into paying customers while building a foundation for long-term business growth.
CRM Sales Journey
1
Lead
Let your customers understand your process.
2
Qualified
Click on the number to adapt it to your purpose.
3
Opportunity
Duplicate blocks to add more steps.
4
Follow-up
Select and delete blocks to remove some steps.
5
Quotation
Select and delete blocks to remove some steps.
6
Won
Select and delete blocks to remove some steps.
Explore Odoo CRM
Analyze your Pipeline in different Views
Schedule Activities
Schedule activities for your leads, and Odoo will remind you to follow up on time, never miss an opportunity, and keep your sales moving forward. .
01
Choose a lead or opportunity and schedule your next activity to keep every deal moving forward.
02
Select an activity type, set a due date, and assign it to the right team member to ensure timely follow-ups.
03
View overdue, upcoming, and planned activities in one place, helping your team stay organized and never miss an opportunity. Odoo reminds you about the planned activities and the dates to perform it.
Ask AI
Use AI agents in Odoo to automate your CRM operations.
Ask Ai to organize the Pipeline and create Records for you
Ready to transform your business with Odoo CRM?
Build stronger customer relationships, close deals faster, and drive smarter sales with Odoo CRM. Let's transform the way you do business!