The art of customer care.
From lead to invoice without switching.
CRM with native AI for tracking opportunities, accurate forecasts and more successful deal closing. The entire sales cycle in one place — connected to inventory, invoicing and support.
Sales pipeline from lead to invoicing
- Incoming email → automatically to CRM
- Web form or manual entry
- AI potential scoring
- Automatic assignment to sales rep
- Activity: call, write, meeting
- Link to customer history
- Quote in 2 clicks from catalogue
- PDF with online e-signature
- Approval workflow for discounts
- Quote versions and open tracking
- Live chat, SMS or VoIP directly in record
- Real-time revenue forecast
- Order → stock reservation
- Automatic invoicing after dispatch
- Customer moves to helpdesk
Key CRM features
From lead to invoice in one system.
Odoo CRM covers the entire sales cycle — from the incoming lead through the quote to closing and invoicing.
Leads from web and email
Incoming enquiries from forms, VoIP and social networks go automatically to CRM.
Opportunity prioritisation
CRM highlights deals with the highest chance of closing.
Kanban pipeline
Drag an opportunity to the right stage. Custom steps and automatic assignment.
Quote in 2 clicks
PDF from catalogue with approval workflow and e-signature.
Activities and meetings
Calls, meetings and follow-ups with priorities. Sync with Google Calendar.
Email, chat and VoIP in record
All communication in one place, emails assigned automatically.
Complete customer overview
Orders, invoices, communication and activities all in one place.
Clean CRM without duplicates
Suggestions to merge duplicate contacts when converting a lead.
Forecasts and team performance
Pipeline, conversion rates and performance — live dashboards without Excel.
Customer database
Shared address book with deal history and multiple addresses per company.
Link to inventory and invoicing
A closed opportunity reserves stock and generates an invoice after dispatch.
Lead source overview
Campaigns by customer segment and tracking where every lead came from.
System demo
Odoo CRM in action
See how Odoo CRM manages the entire sales cycle — from the incoming lead through the pipeline to closing and invoicing.
Odoo CRM in practice
The entire pipeline
on one screen.
The Kanban view shows all opportunities at the right stage of the sales process. Drag a card, change the stage. Click an opportunity to see the full communication history, activities, quotes and invoices.
AI continuously recalculates the probability of closing — the sales rep knows where to focus energy, and the manager sees an accurate revenue forecast without building reports manually.
Key features
What sales reps value in Odoo CRM
Kanban pipeline and AI scoring
Clear Kanban with opportunities. AI scores leads and suggests the next step.
Quotes in two clicks
Quote from CRM — select from catalogue, discount approval workflow, online e-signature.
Email, chat, SMS, VoIP
All customer communication in one record. Emails assigned automatically.
Automation and activities
Automatic lead assignment and activity scheduling. Never miss a meeting or follow-up.
Forecasts and reporting
Revenue forecast, sales rep performance, conversion rates — live dashboards without Excel.
Link to inventory and invoicing
A closed opportunity reserves stock and generates an invoice after dispatch.
Turn CRM data into revenue
Demo tailored to your sales process — free, no obligation.