Odoo CRM

Capture leads from every channel

Website forms, incoming email aliases, live chat, and imported lists all create leads automatically. Duplicate detection merges repeated contacts so the pipeline stays clean, and each lead arrives with its source recorded for later ROI analysis.

Qualify and score

Leads are scored on criteria such as country, company size, and engagement. Assignment rules route qualified leads to the right salesperson or team, and a single click converts a promising lead into an opportunity with all history preserved.

Nurture with scheduled activities

Every opportunity carries its next action: a call, a meeting, a follow-up email. Odoo's activity system keeps reminding you until it is done, while two-way email integration logs the whole conversation on the opportunity record automatically.

Quote without leaving the pipeline

When the prospect is ready, generate a quotation directly from the opportunity using the Sales app. Products, price lists, and discounts are pulled in automatically, and the quotation's status feeds back into your expected revenue.

Analyze, forecast, improve

Dashboards show conversion rates by stage, salesperson, and lead source. Monthly forecasts are based on expected closing dates and probabilities, so managers can spot bottlenecks — and coach the team — before the quarter ends.