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 Odoo CRM Software?
Odoo CRM Software is a complete customer relationship management system built to help your sales team track leads, manage deals, and close more business. All from one place. It connects your entire sales process, from the first enquiry to the final invoice, so every team member always knows what to do next.
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
A new enquiry enters your Odoo CRM Software from any channel — email, website, or direct contact
2
Qualified
Your team reviews and qualifies the lead based on budget, need, and timing
3
Opportunity
Qualified leads become active opportunities tracked inside your CRM Software pipeline
4
Follow-up
Automated reminders keep your team on top of every deal with timely follow-ups
5
Quotation
Send professional quotes directly from Odoo CRM without switching tools
6
Won
Deal closed. Customer data, history, and next steps all saved in one place
Explore Odoo CRM
Get a complete view of your sales pipeline with Odoo CRM. Analyze deals on board, list, or graph view so your team always knows where every opportunity stands.
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 CRM to automate your daily sales tasks. Ask AI to organize your pipeline, create records, and surface the right leads at the right time — so your team focuses on closing deals.
Ready to transform your business with Odoo CRM Software?
Build stronger customer relationships, close deals faster, and drive smarter sales with Odoo CRM. Let Allianz Techno implement it for your business today.