Manage sales teams

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Introduction

Odoo CRM (Customer Relationship Management) is a powerful and user-friendly sales management tool that helps businesses organise their sales process, track leads, close deals, and forecast revenue.

 

Whether you’re running a startup or managing a large sales team, Odoo CRM brings everything you need into one platform to manage customer interactions, streamline workflows, and increase conversions.

 

In this guide, you’ll learn:

  • How to build and manage your CRM pipeline
  • How to track, score, and assign leads
  • How to analyse your sales performance
  • How to use automation to improve efficiency

Step-by-step Instructions:

 

  1. Organise Your Pipeline

The Odoo CRM pipeline gives you a visual overview of all your  opportunities using a simple drag-and-drop interface.

  • Set up pipeline stages that reflect your sales journey (e.g., New, Qualified, Proposal Sent, Won).
  • Easily move opportunities between stages with one click.
  • Filter and sort opportunities by date, owner, or value.
  • Attach notes, schedule meetings, and track communication within each opportunity card.

Why it’s useful: A well-structured pipeline helps you stay focused and manage your sales process efficiently.

 

  1. Manage Leads and Opportunities

Leads represent potential clients. Odoo makes it easy to create, manage, and convert them into opportunities.

 

Ways to create leads:

 

  • Automatically through your website forms
  • From incoming emails
  • Manually through your CRM dashboard

Key features include:

 

  • Merge duplicate leads and opportunities to keep your data clean.
  • Convert leads into opportunities once they’re ready to move forward.
  • Assign leads to team members manually or using automatic rules.

Predictive lead scoring helps prioritise leads based on conversion potential.

 

  1. Send Quotes and Close Deals

Easily create and send professional quotations directly from Odoo CRM.

  • Use pre-designed templates that match your brand.
  • Send quotes by email with tracking options.
  • Convert accepted quotes into sales orders in one click.

This feature helps shorten the sales cycle and improves your customer experience.

 

 

  1. Analyse Sales Performance

Make smarter business decisions using real-time reports and dashboards.

 

Popular CRM reports:

  • Pipeline Analysis – see deals by stage, owner, or value.
  • Expected Revenue – forecast income based on probability.
  • Sales Forecasts – predict future revenue month-by-month.
  • Lead Quality – evaluate lead sources based on conversion rates.
  • Marketing Attribution – understand which campaigns drive leads.
  • Lead Distribution – review how leads are spread across your team.
  1. Optimise Daily Workflows

Stay productive and never miss a follow-up.

  • Schedule activities like calls, emails, and meetings.
  • Use “next activity” suggestions to stay proactive with leads.
  • Enrich contact records with company data using partner autocomplete.
  • View updates and history in each opportunity’s internal chatter.

Key features of Odoo CRM:

 

1. Customisable Sales Pipeline

  • Visual drag-and-drop Kanban view
  • Custom stages (e.g., New, Qualified, Won)
  • Easy opportunity tracking and management

 2. Lead Management

  • Lead creation from website forms, emails, or manual entry
  • Automatic deduplication
  • Lead scoring and prioritisation
  • Conversion from lead to opportunity

 3. Quotations & Sales Orders

  • Send branded quotes directly from CRM
  • Convert accepted quotes into sales orders in one click
  • Real-time quote tracking (seen/opened status)

 4. Activity Scheduling & Reminders

  • Plan and schedule calls, meetings, emails
  • “Next activity” suggestions
  • Integration with calendar and internal chatter

 5. Email Integration & Communication

  • Centralised customer communication
  • Email templates and tracking
  • Auto-log emails in opportunity records

 6. Analytics & Reporting

  • Pipeline analysis by stage, rep, or date
  • Expected revenue and sales forecasts
  • Reports for win/loss ratios, lead sources, and conversion rates

 7. Team Management

  • Multi-team support with separate pipelines
  • Role-based access and performance tracking
  • Sales gamification with targets and rewards

 8. Lead Generation Tools

  • Lead mining based on criteria (e.g., region, industry)
  • Web-to-lead forms
  • Email parsing to auto-create leads

 9. Automation & Rules

  • Auto-assign leads based on region, product, or workload
  • Automated workflows for lead follow-up
  • Scheduled actions like email follow-ups or opportunity updates

 10. Integrations

  • Seamless integration with:
    • Email Marketing
    • Accounting
    • Inventory
    • Helpdesk
    • Website

Tips for using Odoo CRM:

  • Keep your pipeline clean: Archive or close outdated opportunities regularly.
  • Use automation wisely: Automate repetitive tasks like assigning leads or scheduling follow-ups.
  • Segment your leads: Use tags and filters to manage different customer types.
  • Train your team: Ensure everyone understands how to use key features like scoring, lead conversion, and reporting.
  • Integrate with other apps: Connect Odoo CRM with apps like Accounting, Email Marketing, or Inventory for a complete business solution.

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