Odoo CRM
Know what is in the pipeline without asking three people.
The deals you lose are usually the ones nobody followed up
Enquiries arrive from everywhere — the website, WhatsApp, a phone call, someone met at a trade fair. When each lands in a different person's inbox, the ones that go quiet simply disappear.
A pipeline fixes that by making every enquiry visible and owned. You can see what stage each one is at, who is responsible, and what has gone cold and needs chasing this week.
Because it sits in the same system as sales and invoicing, a won deal becomes a quotation and then an order without anyone retyping the customer details.
A pipeline your team will actually use
Set up around your sales stages, not a generic template.
Lead capture
Website enquiry forms and email feed straight into the pipeline rather than an inbox somebody has to remember to check.
Visual pipeline
Drag deals through your own stages, with value and expected close date on every card.
Quotations
Send branded quotations from the deal, and turn an accepted one into a sales order in a click.
Follow-up reminders
Scheduled next actions on every deal, so nothing goes quiet because everyone assumed someone else had it.
Full customer history
Calls, emails, quotations and past orders against the customer record — useful when the salesperson who owned them leaves.
Sales reporting
Conversion rates, pipeline value and performance per salesperson, per period and per product line.
CRM questions we get asked
Only if it is faster than what they do now, which is why we configure your real stages and keep required fields to a minimum. Adoption is a design problem before it is a training problem.
Yes. Website forms create leads directly, with the source recorded so you can see which channels are worth the spend.
Yes. The mobile app covers the pipeline, customer history and logging calls, which is most of what someone needs while out on the road.
Yes, from a spreadsheet or another CRM. Deduplicating and cleaning that list is usually the longest part and is worth doing before import rather than after.
See Odoo CRM working
We will run it against a process you recognise from your own business, and answer the awkward questions honestly.