What is Odoo CRM?
Odoo CRM eliminates sales disruption by centralizing your leads, deals, and customer data into one system. No more spreadsheet headaches—just a clear pipeline and real-time insights to scale your operations.
Stop losing leads in disorganized data. Get your entire sales process organized in one system that your team will actually use.
Why Choose Odoo CRM?
Here's what makes Odoo CRM different from Salesforce, HubSpot, or other standalone CRM software:
All Customer Data in One Place
Capture leads, close deals, connect with customers, and manage sales performance in one view. Odoo CRM streamlines processes to generate, nurture, and convert prospects into opportunities.
Complete Visibility of Sales Pipeline
Odoo CRM offers multiple views and smart filters for your sales pipeline, helping you focus on the hottest leads and prioritize potential deals. Track expected revenue, sales activities, closing dates, and priorities at a glance.
Productive Sales with Automation
Accelerate your sales process with Odoo CRM's automation features. Set triggers for follow-up actions like sending emails and reminders based on your workflow.
Professional Quotations with A few Clicks
Quickly create and send professional quotes using pre-defined templates in Odoo CRM. You can also personalize emails with AI support.
Scalable for Growth
Easily integrate with your tools with smooth data transition and security, customize for your specific workflows to cater to all industries and sectors. Odoo CRM is a tool that adapts to your future requirements.
Who Can Benefit from Odoo CRM?
Odoo CRM helps a variety of businesses grow sales and enhance customer relationships.
Growing Businesses
Move beyond spreadsheets with automated forecasting, lead qualification, and scalable pipeline management.
Sales Teams
Boost efficiency with visual deal tracking, mobile access, and automated follow-ups that work where you do.
Service Providers
Streamline operations with integrated ticketing, automated billing, and complete client history tracking. See our solution for service industry →
E-commerce Businesses
Sync your online store with real-time inventory, automated order processing, and cross-channel customer tracking. Explore other apps for E-commerce →
Improve sales, fasten growth, upsell more with Odoo CRM.
Odoo CRM tool empowers your sales team with a clear pipeline view and accurate forecasts, driving them close deals with confidence.
Key Features of Odoo CRM
Odoo CRM adds structure and discipline to your sales process with tools that improve team visibility, data organization, and process consistency. Key capabilities include:
Lead Generation & Assignment
Automatically convert leads from website visitors, emails, and social media, and assign them to the right sales team or salesperson based on your rules.
Sales Pipeline Management
Organize your opportunities in one place. Drag and drop them between customizable sales stages to focus on the right opportunities.
Efficient Communication & Collaboration
Connect with customers through emails, calls, and SMS, with all information centralized in their records. Collaborate with your team by chatting, tagging reps, managing projects, and scheduling activities.
Seamless Integration
Connect with marketing tools, VoIP, and meeting and communication tools to easily interact with your opportunities and close deals faster in a single platform.
Full-fledged Analysis & Report
Analyze your leads and opportunities with advanced filters and grouping by source, campaigns, stage, closing date, and more to prioritize your sales actions. Leverage reporting data to predict future sales and make smart decisions.
Additional Capabilities
Odoo CRM includes document management, live chat integration, mobile app access, quote generation with automated pricing, and comprehensive contact history tracking. The system seamlessly connects with other Odoo apps for complete business integration.
Odoo Integrations
Odoo CRM connects seamlessly with other essential business functions, eliminating double data entry and giving you a complete view of every customer interaction
Sales
Create sales orders to your opportunities instantly.
Accounting
Sync invoices and payments for real-time visibility.
Inventory
Sync with Inventory to manage stock levels.
Email Marketing
Nurture leads with targeted campaigns.
E-commerce
Gather customer insights from their online purchases.
Helpdesk
Fast access full customer support history.
Hundreds of our Customers Grow with Odoo CRM
"Portcities has improved our processes with fast support and technical expertise, enabling efficient tracking of goods, customers, and orders.”
"We've had over 164 unique new opportunities created in the past 7 days & 232 different quotes made. Without a system like Odoo, we would not have been able to process this many leads & quotes efficiently. So overall, just thank you guys & Portcities for the ongoing support."
“I always debated if we should get a Salesforce-based platform or a full-blown ERP. And whenever I thought of a full-blown ERP I always went back to Odoo.”
Frequently Asked Question (FAQ)
Most businesses are up and running within 2-4 weeks. The implementation includes data migration, team training, and customization of your sales pipeline. Many clients report improved lead tracking and follow-up rates within the first month of use.
Odoo CRM automatically captures leads from multiple sources including your website, email campaigns, and social media. The system uses intelligent lead scoring to prioritize prospects based on their engagement and your custom criteria. Your team can then focus on the most promising opportunities while automated follow-ups nurture other leads.
Unlike standalone solutions, Odoo CRM integrates seamlessly with other business functions like sales, inventory, and accounting. This means no double data entry, real-time information across departments, and significant time savings. You'll get enterprise-level features at a more affordable price point, plus the flexibility to add modules as your business grows.
Yes, Odoo CRM adapts to your way of working, not the other way around. You can customize pipeline stages, automate specific workflows, create custom fields, and set up automated actions based on your team's needs. Whether you're selling products or services, the system can be configured to support your unique sales cycle.
Odoo CRM employs enterprise-grade security measures including encrypted data transmission, regular backups, and role-based access controls. You can set precise permissions for different team members and track all system activities. Whether hosted on-premise or in the cloud, your business data remains secure and compliant.
