Sales teams
from good to great
Odoo CRM is the true customer-centric tool for your sales needs. Track leads, get accurate forecasts, and focus on what matters: closing opportunities.
Keep opportunities within view
Your pipeline at a glance.
Each opportunity is listed as a card with all the essential information; and each stage gives an overview of your expected revenues.
Efficient organization
The Kanban view organizes opportunities by stage. Drag and drop them on the pipeline to move them from a stage.
Never miss out on a follow-up
Schedule calls, meetings, mailings, or quotations, and Odoo automatically plans the next activity based on your sales script.
Effortless communication
means no miscommunication
Communication is key. Incoming emails are automatically added to your pipeline, and all contact with your team and customers is made from a single place, ensuring easy access to information at all times.
Reimburse or reinvoice in a flash
Who should really be paid? Some expenses should be paid for by the client, and others by the business. Specify expenses that should be reimbursed to the employee or reinvoiced to a customer.
Sales orders are automatically updated once expenses to reinvoice are approved. Employees are reimbursed with just a few clicks, no need to go into the accounting app!
Integrates with
Live chat
sms
VoIP
Attractive quotations
in two clicks
Create professional-looking quotations in no time with a user-friendly interface. Select your products from the catalog and let Odoo handle the rest.
