Key features of Odoo CRM

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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

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
  • Track loss Expected revenue and sales forecasts easons to uncover patterns.
  • 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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