Boost Your Sales and Build Stronger Relationships with Odoo CRM
Odoo CRM is an open-source system that simplifies sales processes and improves customer interactions. With features like lead tracking, pipeline management, and automated follow-ups, it offers an intuitive interface. Seamlessly integrating with other Odoo apps, it provides a unified platform for managing your business operations.

Odoo Pipeline dashboard
The Odoo Pipeline Dashboard, part of the CRM module, provides a visual overview of your sales process, tracking leads and opportunities across stages. With multiple views like Kanban, graph, and calendar, it offers flexibility in monitoring performance. The Enterprise version adds advanced analytics, including charts, pivot tables, and metrics like win/loss ratios, helping optimize sales strategies.
- Visualize and track sales opportunities across pipeline stages.
- Access flexible views like Kanban, calendar, and graphs for better monitoring.
- Leverage advanced analytics in the Enterprise version for deeper insights.

Streamline Communication and Boost Engagement
Odoo CRM simplifies communication by integrating essential tools directly into the platform, allowing sales teams to interact seamlessly with clients and leads. Features like email integration, VoIP calls, and activity scheduling ensure all communications are tracked and organized. Additionally, the live chat integration enables real-time engagement with website visitors, turning conversations into potential leads. These features help streamline processes, improve customer interactions, and boost sales efficiency.
- Send emails and make VoIP calls directly from the CRM with auto-logging.
- Schedule and track activities like calls and meetings with automated reminders.
- Use live chat to engage visitors and convert them into leads in real-time.

Effortless Quotation Management with Odoo
Odoo makes creating and managing quotations quick and hassle-free. The intuitive interface allows users to generate quotes directly within the Sales app, complete with customer details, product information, and pricing. Reusable templates and a customizable PDF Quote Builder ensure that quotations are both professional and tailored to specific needs. With online signature and payment options, Odoo streamlines the entire sales process from quote creation to confirmation.
- Generate quotes effortlessly with an intuitive interface and reusable templates.
- Customize quotes with headers, footers, and product details using the PDF Quote Builder.
- Enable online signatures and payments for a seamless customer experience.

Comprehensive Customer Insights with Odoo CRM
Odoo’s CRM module provides a centralized platform for managing detailed customer information, enabling businesses to build stronger relationships and improve sales strategies. By consolidating data such as contact details, communication history, purchase records, and preferences, Odoo offers a 360-degree view of each customer. This holistic approach allows sales teams to tailor interactions, anticipate needs, and deliver personalized experiences, ultimately fostering customer loyalty and driving growth.
- Centralize customer data for easy access and management.
- Track communication history to maintain consistent interactions.
- Analyze purchase patterns to identify opportunities for upselling and cross-selling.

Efficiently Plan Actions with Odoo’s Activity Scheduler
Odoo’s Activity Scheduler streamlines task management by allowing users to plan and monitor actions directly within the platform. This feature enables the scheduling of various activities—such as calls, meetings, and follow-ups—ensuring timely execution and improved productivity. Integrated reminders and notifications keep teams informed of upcoming tasks, facilitating better coordination and adherence to deadlines.
- Schedule diverse activities like calls and meetings within Odoo.
- Receive automatic reminders to stay on top of tasks.
- Enhance team coordination and ensure timely completion of actions.
We’re your partner every step of the way.
We are committed to enhancing your business management efficiency through Odoo. With extensive experience across various sectors, we know exactly how to provide the tailored support you need. This allows you to focus on what truly matters: growing your business.
Get started with our implementation services
We offer three Odoo implementation approaches fitting your business size and requirements.
Odoo Standard
Ideal for Small Business
Odoo Custom
Ideal for SME
Odoo Advanced
Ideal for Medium & Large Enterprise
This solution is ideal for small businesses, offering a focused implementation approach using Odoo’s standard functionalities without extensive business analysis:
• Implementation: Uses standard Odoo features with a streamlined approach.
• Project Management: Limited to advisory support for guidance as needed.
• Training & Deployment: Conducted one application at a time for smooth adoption.
• Customization: Minimal or not required.
• Integration: Not available in this solution.
• Hosting: Options include Odoo online or a cloud package.
• Support: Available through Standard or Pro SLA, based on business requirements.
This solution offers a comprehensive approach tailored to businesses needing more customization and integration:
• Business Analysis: 2-5 days of in-depth analysis to identify business needs.
• Implementation: Workshops using standard Odoo, GAP analysis, functional requirement documentation, and solution design to align with business processes.
• Project Management: Full implementation management for structured oversight.
• Training & Deployment: Includes master data migration, go-live support, and one-month hypercare for post-implementation support.
• Customization: Light to medium adjustments based on specific needs.
• Integration: Supports standard and simple integrations.
• Hosting: Options for cloud package or on-premise setup.
• Support: Flexible packages including Standard, Pro, or Premium SLA.
This solution is tailored for medium and large enterprises, offering a detailed and robust implementation process:
• Business Analysis: In-depth analysis lasting 10-20 days.
• Implementation: Includes workshops with standard Odoo, GAP analysis, detailed requirement documentation, non-functional requirements, process mapping, and solution design.
• Project Management: Comprehensive implementation and change management.
• Training: Intensive training sessions for all users.
• Deployment: Multiple cut-off rehearsals, master data migration, go-live, and one-month hypercare.
• Customization: Ranges from light to complex adjustments.
• Integration: Supports multiple integrations, including handling large volumes.
• Hosting: Options for custom cloud architecture or on-premise setup.
• Support: Premium and Ultimate SLA packages available.