CRM Solution

Turn leads into loyal customers with Odoo CRM — pipelines, activities, quotations, and customer communication in one place.

We design CRM solutions that sales teams actually use. From lead capture and pipeline stages to quotations, follow-ups, and customer history, we configure and customize Odoo CRM to match how your team sells — on Odoo Online, Odoo.sh, or On Premise.

What We Deliver

Practical solution design, implementation, and support on Odoo Online, Odoo.sh, and On Premise.

Sales Pipeline & Leads

Organize opportunities with clear stages, ownership, and next actions.

  • Lead capture from website forms, email, and imports
  • Pipeline stages, probabilities, and expected revenue
  • Activity scheduling, reminders, and follow-up tasks
  • Sales team assignments and performance tracking
  • Lost reason analysis and win/loss reporting
  • Mobile-friendly CRM workflows for field teams

Quotations & Customer Management

Connect CRM to quotations, orders, and customer records without duplicate data entry.

  • Quotation templates and approval flows
  • Customer and contact segmentation
  • Communication history in one timeline
  • Portal access for customers to view documents
  • Upsell and cross-sell tracking
  • Integration with inventory and invoicing

Automation & Marketing

Automate repetitive sales tasks and connect CRM to your broader growth stack.

  • Automated actions for lead routing and notifications
  • Email templates and scheduled follow-ups
  • Campaign tracking and source attribution
  • WhatsApp and SMS notification hooks
  • Dashboards for managers and executives
  • Custom CRM fields, views, and reports

Ready to Build Your CRM Solution?

Talk to our team about scope, timeline, and the best Odoo deployment for your business.

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