Odoo CRM: Complete Guide to Sales Pipeline & Lead Management
Odoo CRM gives sales teams a visual Kanban pipeline for managing leads and opportunities from first contact through closed deal, with drag-and-drop stage progression and automated activity scheduling. The module captures leads from multiple sources including web forms, email aliases, live chat, and marketing campaigns, then scores and assigns them to reps based on configurable rules. Predictive lead scoring powered by historical win/loss data helps reps prioritize high-potential opportunities. Revenue forecasting, win-rate analysis, and activity tracking dashboards give sales managers the data they need to coach teams and hit quotas.
Key Features
Everything included in the Odoo CRM: Complete Guide to Sales Pipeline & Lead Management module.
Visual Sales Pipeline
Manage opportunities on a drag-and-drop Kanban board with customizable stages, expected revenue, and close probability visible at a glance for every deal.
Lead Scoring & Assignment
Score leads based on demographic and behavioral criteria, then automatically assign them to sales reps using round-robin, territory, or score-based routing rules.
Activity Management
Schedule calls, emails, meetings, and custom activities directly from the opportunity record, with automated reminders and overdue activity alerts.
Email Integration
Send and receive emails directly from the CRM record with full conversation threading. Incoming emails to your sales alias automatically create or update leads.
Revenue Forecasting
Forecast expected revenue by rep, team, and period using weighted pipeline values, and compare forecasts against actual results to improve prediction accuracy.
Duplicate Detection
Odoo detects potential duplicate leads based on email, phone, and company name, and provides merge tools to keep the pipeline clean and rep assignments accurate.
VoIP Integration
Make outbound calls and log call results directly from lead records using built-in VoIP, eliminating context switching between phone and CRM systems.
Pipeline Analytics
Analyze conversion rates between stages, average deal cycle time, lost-reason trends, and rep activity volume to identify coaching opportunities and pipeline bottlenecks.
Who It's For
Sales teams managing a high volume of leads across multiple channels
Sales managers needing accurate revenue forecasts and pipeline visibility
Businesses replacing Salesforce or HubSpot with an integrated ERP-native CRM
Companies wanting automated lead routing and scoring without third-party tools
Remote sales teams needing integrated email, VoIP, and calendar in one system
How It Works
Leads enter the CRM from web forms, emails, imports, or manual creation and are automatically scored and assigned to reps. Reps qualify leads, convert them to opportunities, and move them through customizable pipeline stages. At each stage, scheduled activities ensure timely follow-up. When an opportunity is won, it converts to a quotation in Odoo Sales with all context preserved.
Integrates With
Pricing
Odoo CRM is included in the Standard plan at $31.10 per user per month. Predictive lead scoring, VoIP integration, and advanced analytics are available on the Custom plan at $46.80 per user per month.
Frequently Asked Questions
Can Odoo CRM replace Salesforce?
Odoo CRM covers the core Salesforce functionality that most sales teams use, including pipeline management, lead scoring, activity tracking, and forecasting. The key advantage is native integration with the rest of the Odoo ERP suite, eliminating the need for third-party connectors between sales, accounting, and operations.
How does lead scoring work?
Odoo assigns scores to leads based on rules you configure, such as industry, company size, job title, and website behavior. Additionally, predictive lead scoring uses machine learning trained on your historical win/loss data to estimate the probability of conversion for each lead.
Can I track emails and calls in the CRM?
All emails sent and received through Odoo are logged on the corresponding lead or opportunity record with full conversation threading. VoIP calls can be initiated directly from the CRM, and call duration and notes are recorded automatically.
Does Odoo CRM support multiple sales teams?
You can create multiple sales teams, each with its own pipeline stages, members, and revenue targets. Team leaders see aggregated pipeline views, and company-wide dashboards consolidate all team data for executive reporting.
How do I import existing leads into Odoo?
Odoo provides CSV and Excel import tools with field mapping for contacts, leads, and opportunities. ECOSIRE also offers migration services to transfer historical CRM data from Salesforce, HubSpot, or other CRM platforms with full data validation.
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