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Overview: Odoo CRM App

Odoo CRM isn’t just handy for maintaining customer relations; it also automates tedious or error-prone sales, marketing, and support tasks. As a result, your staff can focus more on what matters the most—attracting, nurturing, and delighting customers.

With a few clicks and a unique Kanban visual experience, sales representatives can obtain accurate forecasts of current and future sales and plan sales activities like calls, meetings, and emails.

The Odoo CRM directly integrates with the Sales module; the interconnectivity and direct interactions enable you to pursue the opportunities based on the lead operations, differentiating it from other CRM software.

odoo-crm-app
Find more?Opportunities

Find more?Opportunities

shorten-your-sales-cycle

Get accurate?Forecasts

Shorten Your Sales Cycle

Shorten your?Sales cycle

Drive deals to?Closure faster

Drive deals to?Closure faster

Real Time Customer-collaboration

Real-time customer?Collaboration

Pipeline at a glance | AI lead scoring | Automated follow-ups | Effective communication

Get a 360° view of your Sales

Odoo CRM Features

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Feature 2 of 10

UI Friendly Interface 

checked Odoo CRM has an intuitive user interface designed to better overview sales activities.
checked Generate leads automatically from email and calls reducing manual data entry
checked You can sell your services/products from anywhere due to Odoo’s mobile user interface.
Odoo-CRM-1

Lead Management 

checked To nurture leads, Odoo lets you automatically create campaigns to send emails tailored to the lead segment.
checked Configure lead scoring criteria to decide which score deserves to be converted into an opportunity.
checked Configure rules to assign leads to the right salesperson based on quotas and segments.
checked Automatically import prospects files with Odoo's column matching tool.
checked Make online acquisition easier with access to marketing apps such as SEO tools, form builders, etc.
checked Odoo CRM supports Live Chat for your website, wherein you can also define rules specific to key countries or pages.
checked Improve lead acquisition with Odoo's call-to-actions and the a/b testing tool.
checked Let UTM trackers trace the source of leads in all your marketing campaigns.
Odoo-CRM-2

Monitor Opportunities 

checked Track, log, and analyze the activities in the opportunity's chatter with predefined actions.
checked Set stages for every opportunity, archive lost opportunities, and manage the lost opportunity ratio per stage for better pipeline management.
checked Sync meetings with mobile phones and Google calendar.
checked Get 360° visibility into every opportunity: pages visited on your website, emails, meetings, next actions, preceding orders, etc.
checked Odoo CRM logs call or trigger VoIP calls in just a few clicks.
Odoo-CRM-3

Manage Customer Records 

checked Share the address book among your sales persons.
checked Manage multiple addresses and contacts for a single company.
checked Set customer preferences like language, delivery methods, financial data, etc.
checked Get the history of activities, like customer orders, total due, etc., attached to any customer record.
Odoo-CRM-4

Clear Reporting for Data-driven Decisions 

checked Use predefined Odoo CRM dashboards or create your own to visualize your sales team KPIs at once.
checked Analyze your pipeline with advanced filters, grouping, drill down, etc.
checked Cohort Analysis enables you to detect trends and customer behavior.
checked Generate statistics about sources of leads to evaluate your marketing campaigns.
Odoo-CRM-5

2/10

Why choose Odoo for CRM?

Third-Party Integrations

Tightly Integrated with other Odoo Apps

Odoo CRM module is tightly integrated with Sales, Inventory, and marketing apps. You can easily convert opportunities into quotes, fetch product information right into the quotation, integrate all your online and in-store POS sales, and boost leads acquisition with email marketing apps.

Accurate

Accurate Forecasts

Based on a particular campaign, region, conversion duration, or closing date user can generate real-time reports and flow charts to analyze the lead quality, new opportunities, and closed/won opportunities.

Get Paid Faster

Automation of routine tasks

Odoo’s CRM automates the lead assignment, lead import, lead scoring, scheduling next action after the call, lead fetching from emails, and alerts on key opportunities allowing salespeople to be more efficient with their sales efforts.

Long Manufacturing Lead Times

Fasten your Sales Cycle

CRM software lets you schedule activities based on your sales scripts, calls, meetings, mailing, and quotations allowing access to all the information you need on the opportunity to get more done in less time.

How will Aktiv help you with Odoo Lead Management tool?

With the amount of data generated for business prospecting keeps increasing and without proper tools to handle all this information you might end up in chaos. Odoo CRM software deals with all the essential aspects from lead generation to deal closure.

At Aktiv, we have implemented Odoo Customer Relationship Management system for our customers and have seen it turning into the most valuable asset of their businesses improving sales numbers and getting processes streamlined. Get in touch with us for a free Odoo CRM demo.

Experienced Team

60+

Odoo?Professionals

Certified Odoo Consultants

Certified

Odoo?Consultants

Odoo?Implementations

500+

Odoo?Implementations

15+

Industries?Served

Let us give you a complete overview of your success!

Schedule Odoo CRM Demo

FAQ's

No business is too small or big for Odoo CRM, and it will fit just about any business size and budget.

Centralize customer data, increase customer acquisition and retention, make data-driven decisions, automate the boring stuff, and effectively collaborate with customers.

Odoo CRM pricing depends on several factors: the number of users, the choice of hosting (cloud or on-premise), and the specific apps or modules integrated. Additionally, any customizations, support packages, or advanced features like multi-currency or multi-language can influence the cost. Pricing also varies based on whether you opt for a community or enterprise version.

Customer Success Stories

Not to flex, but these are some Real results. Real wins.

4.7 circle element-01 is our Graphic Icon
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quotes

Aktiv Software Pvt. Ltd. followed up on the project as promised.

Bjorn-Midtlien

Bjorn Midtlien

CEO, Digitus Nordic AS

quotes

Rather than focusing on short-term fixes, their approach is pragmatic, focused on sustainable, long-term results.

Kasper-G

Kasper G

Owner, Nordic by Choice

quotes

Their solution has helped us reduce our project managers' time for invoicing from a week to two days.

Kateryna-Mykhailenko

Kateryna Mykhailenko

Manager, ToxMinds

quotes

On a scale of 1-10, we would rate Aktiv’s partnership as 11.

Fabrice Beaux

Fabrice Beaux

CEO, InterHyve Sàrl

About Us

Aktiv is Odoo certified partner offering end-to-end implementation services.

We don’t just implement ERP, we bridge the gap between technology and your workforce, ensuring smooth adoption, empowered employees, and maximized ROI.

With over 10+ years of experience implementing Odoo for SME and Enterprise clients, we know how to assist you in your digital transformation journey. It’s what we do the best!

Contact us

Customer Success Stories

Real results. Real wins.

Transforming Challenges into Success.

Efficient, scalable, and results-driven success stories.

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