Odoo CRM, shaped around how your sales team actually works.
Most teams do not lose deals because the product is wrong. They lose them because a follow-up slipped, a quote went out late, or the forecast was a guess. Odoo CRM puts your leads, pipeline, activities and forecasts on one platform, connected to the quotes you send and the orders you fulfil. In Odoo 20 the pipeline does more than hold your deals. It scores them, so your team spends its time where the odds are best. We configure it around how your team already sells, then make the data clean enough for that scoring to be worth trusting.
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Your pipeline in one place, not in five inboxes.
Every opportunity is a card on the board, with the value, the stage and the next step on it. Drag it forward as the deal moves. Emails to and from the customer land on the card on their own. Calls, meetings and quotes are planned as activities, and Odoo reminds the right person on the right day. When a deal is ready, the quote is built from the same record and becomes an order without re-keying anything. Sales, finance and support all read from one source.
Every team's pipeline, one click away.
Odoo 20 makes the pipeline easier to run across teams. A new dropdown switches between the pipelines of each sales team. You set lead auto-assignment rules per salesperson, and Generate Leads suggests more ways to find new leads. From an opportunity, you create a project based on a template. In Enterprise, a lead shows the customer's existing subscriptions, so you spot upsell potential early. AI agents reassign or update opportunities in batch and wait for your approval before they change anything. They need the AI app and IAP credits. The pipeline still scores each opportunity on your own conversion history, so it is only as sharp as the data behind it. That is the part we get right first.
We fit Odoo CRM to your sales process, not the other way around.
A CRM only works when the stages match how your team actually sells and the data is clean enough to trust. We map your pipeline, set up the scoring and assignment rules, and connect CRM to the quotes, invoices, marketing and website around it. If you already run Odoo CRM and nobody uses it, we audit what is there and put the foundation back under it. You work with a local team, backed by 280+ Odoo specialists across five European countries.
Everything you need to know about Odoo CRM.
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Yes. Odoo is multi-company and multi-currency native. Intercompany flows, per-company localisation and group consolidation are configured so a multi-entity group can close and consolidate without rebuilding the numbers by hand each month.
Odoo CRM connects directly to project delivery: a won opportunity becomes a sales order, which spins up a project with tasks, budget and team in one step. Quotes, statements of work, change orders and customer communication live on the same record. The handover from sales to delivery is one click.
Yes. Because the LIMS runs inside Odoo, CRM, quotations and the customer portal are already on the same platform, so a client request flows into a registered sample without re-keying. Instruments and lab hardware connect through the integration layer; during discovery we map which instruments feed results automatically and which stay manual.
Yes. A form can create a lead, a shop order can become a sales order, and a product page can read live stock and pricing, because it is all one database rather than separate tools kept in sync.
Yes. Odoo works well as an ERP for professional services firms because it puts CRM, project delivery, time tracking, invoicing and finance on one platform. Consultancies, IT services, engineering bureaus and agencies run their full quote-to-cash cycle inside it. The fit depends on how the project model and the billing rules are set up.
Odoo runs B2B and B2C on one customer record and one stock pool, with channel-specific pricing, payment terms, credit limits and tax treatment. B2B customers log into a self-service portal showing their negotiated price list, real-time stock, quick reorder from order history and credit balance. B2C buyers see the public catalogue and standard prices. Account managers see the same customer in CRM with quotes and margin. The make-or-break is the customer hierarchy and price-list model decided in blueprint, not the technology.
See what Odoo CRM could look like for your team.
A first conversation to understand how you sell and quote today, and where Odoo CRM fits.