CRM
A pipeline you trust, a forecast that holds.
Lead capture, qualification, opportunity management, and quote generation in one kanban your sales team will actually keep updated. Customer record, activity history, and email all on the same page, ready for handover to delivery.
Capabilities
What Odoo CRM actually does.
Out of the box, configurable. The five capabilities most CRM customers lean on.
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01
Pipeline kanban
Drag-drop opportunities through stages you define, weighted forecast updated as cards move, lost reasons captured as a discipline.
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02
Lead scoring
Rule-based or AI-assisted scoring. Cold leads stay cold, warm leads escalate to a salesperson with a reason and a deadline.
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03
Email integration
Inbox-side plugin for Gmail and Outlook posts emails into the customer record automatically, no copy-paste, no missed thread.
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04
Activity log
Calls, meetings, follow-ups scheduled against the customer, reminded on time, escalated when overdue.
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05
Quote-from-CRM
A configured quote in Odoo Sales generated from the opportunity in one click, eSigned, becomes a sales order.
Common combos
Modules deployed alongside Odoo CRM.
- Sales Sales Quotations, sales orders, eSignature, contract templates, and customer-specific pricing in a single workflow. Read more →
- Marketing Marketing Email campaigns, marketing automation, SMS, social posts, lead generation, and A/B testing, with the customer history that means every send respects context. Read more →
- Project Project Project tracking with kanban and gantt, time logging tied to billing, project profitability built from real cost, milestone-based revenue recognition, and the customer-portal visibility your clients now expect. Read more →
- Accounting Accounting Chart of accounts, journals, multi-currency, tax engine, fixed assets, banking and reconciliation, financial statements. Read more →
Integrations
Where Odoo CRM plugs in.
Off-the-shelf and custom integrations our customers use most. Anything not listed is buildable; we will scope it cleanly.
- Gmail
- Outlook
- LinkedIn Sales Navigator
- HubSpot (migration)
- Salesforce (migration)
- Mailchimp
- RingCentral
- Aircall
- Zoom
- Microsoft Teams
Top industries
Where Odoo CRM earns its place.
Frequently asked
Questions about Odoo CRM.
Does Odoo CRM compete with Salesforce or HubSpot? +
It plays in the same space and wins on integrated finance and quoting. Where Salesforce wins is depth of marketing-automation ecosystem and large-enterprise extensibility. For mid-market firms wanting one system from lead to invoice, Odoo CRM is consistently the better call.
Can we route leads automatically by territory or product? +
Yes. Routing rules on country, region, product line, lead score, or any combination. Round-robin within a team, escalation if not actioned within an SLA.
Does the mobile app cover sales calls in the field? +
Yes. Activity logging, voice notes, opportunity update, quote sending, and offline queueing for poor-network sites. We test it with field sales teams in the first sprint.
How does it integrate with marketing automation? +
Native integration with Odoo Marketing for email and automation. External integrations to Mailchimp, HubSpot, ActiveCampaign, and Brevo via API or our connector library.
Other modules
Eleven more in the suite.
Ready to deploy Odoo CRM?
A short note is enough. We answer in person, within one business day.