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CRM & Sales Migration to Odoo

Migrate your CRM and sales data to Odoo with confidence

Your customer relationships and sales pipeline are among your most valuable assets. BrowseInfo securely migrates customer records, leads, opportunities, quotations, sales orders, activities and communication history into Odoo CRM and Sales without losing business information or business momentum.

Plan your migration See what we migrate

7-Step

Migration Process

12+

CRM Sources Supported

0

Pipeline Data Lost

Sales Pipeline
Migrated into Odoo CRM
Live
New 128 Deals • $212k
Qualified 86 Deals • $164k
Proposition 41 Deals • $98k
Won 23 Deals • $61k

8,412

Contacts

1,296

Quotations

24,703

Emails

Migration Status
Validated & Approved

Key Takeaways

01

Secure migration of CRM and sales data into Odoo.

02

Preserve customer records, leads and sales opportunities.

03

Migrate quotations, sales orders and communication history.

04

Improve sales visibility with a centralized CRM platform.

05

Reduce manual work through workflow automation.

06

Smooth transition with minimal business disruption.

Why migrate your CRM and sales data to Odoo?

Many businesses use separate CRM and sales tools that create disconnected customer information and manual processes. Migrating to Odoo unifies customer management, sales operations, inventory, invoicing and accounting within a single integrated platform.

Odoo provides an integrated CRM and Sales solution that helps sales teams collaborate more effectively, automate routine work and make informed business decisions.

Centralize customer information
Improve sales pipeline visibility
Automate follow-ups and sales activities
Connect CRM with inventory and accounting
Eliminate duplicate customer records
Improve reporting and forecasting
Support growth with a scalable ERP

What CRM & Sales Data Can We Migrate?

BrowseInfo securely migrates both customer master data and sales transactions while maintaining complete data accuracy, integrity and business continuity throughout the migration process.

Customer Data

The foundation of your sales process, migrated securely into Odoo without losing any valuable information.

Customers Contacts Companies Customer Categories Billing Addresses Shipping Addresses Salespersons Customer Notes Payment Terms Tax Information

Leads

Preserve your complete lead database, marketing sources and qualification details without disrupting your sales funnel.

Leads Lead Sources Marketing Campaigns Contact Information Assigned Sales Reps Lead Status Tags Categories

Opportunities

Preserve your complete sales pipeline, opportunity stages, revenue forecasts and probability data for uninterrupted sales operations.

Opportunities Sales Stages Expected Revenue Probability Forecast Values Closing Dates Sales Teams Opportunity Notes

Quotations & Sales Orders

Maintain complete sales continuity by migrating quotations, confirmed orders, pricing details and customer approvals into Odoo.

Quotations Sales Orders Products Pricing Discounts Taxes Order Status Customer Approvals

Activities & Tasks

Keep your sales team organized from day one by migrating every scheduled activity, task and reminder.

Calls Meetings Follow-ups Tasks Scheduled Activities Reminders Calendar Events

Communication History

Preserve every customer interaction, discussion and attachment so your sales team never loses valuable context.

Emails Notes Internal Discussions Attachments Customer Documents Call Logs Meeting History

Our CRM & Sales Migration Process

Our proven seven-stage migration methodology ensures your CRM data, sales pipeline and customer history are migrated securely into Odoo with minimal business disruption and complete data integrity.

1

CRM Assessment

We begin by thoroughly analyzing your existing CRM or ERP system, customer database, sales workflow, reporting structure and business requirements. This assessment helps us understand dependencies, identify challenges and define the most effective migration strategy before implementation begins.

2

Data Mapping & Planning

Our consultants carefully map customer records, leads, opportunities, quotations, activities, sales orders and related information to the appropriate Odoo models. We also define field mappings, custom requirements and migration rules to ensure a smooth, accurate and consistent data transfer.

3

Data Cleansing

Before migration begins, duplicate contacts, obsolete leads, incomplete customer records and inconsistent data are identified and cleaned to improve overall data quality inside Odoo.

4

Test Migration

A complete trial migration is performed in a testing environment to verify customer relationships, quotations, opportunities, activities and overall migration accuracy before production.

5

Validation & User Testing

Your sales team validates the migrated CRM data, quotations, reports, opportunities and workflows to ensure everything matches business expectations before go-live.

6

Final Migration & Go-Live

After final approval, all validated CRM and sales data is migrated into the live Odoo environment with minimal downtime, ensuring uninterrupted daily business operations.

7

Post-Go-Live Support

After deployment, our experts provide user training, optimization, troubleshooting and continuous support to ensure your CRM solution performs efficiently from day one.

CRM Software We Support

BrowseInfo helps migrate CRM and sales data from a wide range of CRM platforms, ERP systems and file formats into Odoo with complete data integrity.

Salesforce Microsoft Dynamics CRM HubSpot CRM Zoho CRM Oracle NetSuite CRM SAP CRM SugarCRM Pipedrive Freshsales Custom CRM Systems Legacy ERP Solutions Excel & CSV Files

Why Choose BrowseInfo?

BrowseInfo has extensive experience implementing and migrating Odoo CRM & Sales solutions for businesses across multiple industries. Our experts ensure your customer relationships, sales opportunities and business processes are preserved while helping you modernize your CRM with Odoo.

Discuss Your CRM Migration
Our CRM Migration Services
  • CRM Assessment
  • Customer Data Migration
  • Lead & Opportunity Migration
  • Sales Order Migration
  • Quotation Migration
  • Communication History Migration
  • Odoo CRM Implementation
  • Sales Workflow Customization
  • Third-Party Integrations
  • User Training
  • Post-Go-Live Support

Frequently Asked Questions

We migrate customers, contacts, leads, opportunities, quotations, sales orders, activities, communication history, notes, attachments and related CRM records while maintaining complete data integrity.

Yes. Emails, notes, attachments, discussions, activity logs and other customer communication history can be migrated whenever supported by the source platform.

Absolutely. Our migration process preserves sales stages, opportunity values, probabilities, quotations, activities and customer relationships to ensure business continuity.

Yes. BrowseInfo can migrate quotations, confirmed sales orders, pricing, discounts, taxes, products and related transactional information into Odoo Sales.

Yes. Calls, meetings, follow-ups, reminders, calendar events, scheduled activities and other CRM tasks can be migrated whenever supported by the source application.

We support Salesforce, Microsoft Dynamics CRM, HubSpot, Zoho CRM, SAP CRM, Oracle NetSuite CRM, SugarCRM, Pipedrive, Freshsales, custom CRM platforms, legacy ERP systems and Excel or CSV imports.

We perform detailed data mapping, cleansing, validation, test migration, user acceptance testing and final verification before production deployment to ensure maximum accuracy.

We carefully plan every migration to minimize business disruption. Final data migration is typically scheduled during low-activity periods to keep downtime as short as possible.

Yes. We provide Odoo CRM customization, workflow automation, dashboard development, third-party integrations, user training and ongoing support after migration.

BrowseInfo has extensive experience in Odoo implementation and CRM migration projects. Our structured migration process, technical expertise and post-go-live support help ensure secure data migration, business continuity and long-term success with Odoo.
CRM & Sales Migration Experts

Ready to migrate your CRM & Sales data to Odoo?

Protect your customer relationships, preserve your sales pipeline and modernize your business with a secure migration performed by experienced Odoo specialists.

Schedule Free Consultation Talk to Migration Expert

15+

Years of Odoo Experience

1000+

Successful ERP Projects

100%

Secure Migration Process

  • Zero Data Loss
  • Minimal Downtime
  • Dedicated Odoo Experts
  • Post Go-Live Support