CRM and Sales
Odoo’s CRM and Sales applications are powerful tools to manage your commercial activity efficiently. By centralizing all your interactions with prospects, you can track every opportunity, identify action levers, and make the right decisions at the right time. With CRM, you can easily manage your contacts, monitor the progress of negotiations, and automate repetitive tasks—allowing you to focus on what really matters: turning your prospects into customers.
The Sales application, for its part, allows you to quickly create customized quotations, track orders in real time, and automatically generate invoices—all seamlessly integrated with your other business processes. Every step of your sales process is directly linked to your accounting and inventory data, ensuring maximum consistency and responsiveness.
With Odoo CRM and Sales, you'll gain efficiency, increase your conversion rate, and provide your sales teams with the tools they need to succeed—while maintaining a clear, comprehensive view of your performance.
What are the benefits for your business?
You can not only centralize all information related to your prospects and customers, but also manage your sales teams in a smooth and efficient way. Each team member has a clear view of their tasks and opportunities, and you can monitor both individual and collective performance in real time. This streamlined management allows you to coordinate your team’s efforts, assign prospects, set priorities, and ensure optimal responsiveness throughout the sales cycle.
The Sales application makes it easy to create customized quotes in just a few clicks. You can quickly tailor your offers to customer needs and track the progress of each order, from contract signing to delivery. This simplicity reduces the risk of errors and speeds up the sales process.
Access detailed reports and customized dashboards to measure the effectiveness of your campaigns, track your conversion rates, and analyze your sales team’s results. This allows you to make informed decisions and quickly adjust your strategies to achieve your goals.
You will easily maintain a detailed history of every interaction with your customers and prospects. This allows you to track the evolution of each relationship, from the first contact to the closing of the sale—and beyond. This complete view helps you better understand your customers’ expectations, anticipate their needs, and provide personalized service. By having an accurate history, you build trust and foster long-term customer loyalty.
Odoo’s Quote Builder tool allows you to create professional, visually appealing quotations perfectly tailored to your needs. In just a few clicks, you can customize your proposals using custom templates, adding specific products, services, or discounts. This feature helps you deliver clear and attractive quotes while providing a consistent, high-quality customer experience—enhancing your brand image and making it easier for prospects to make decisions.
Never out of sight,
Always close to the heart
Always within reach, always listening to your customers! Never miss a sale—wherever you are—thanks to Odoo’s mobile apps. Manage your sales opportunities, track prospect progress, and collaborate with your team in real time, directly from your smartphone. Stay connected, adjust your actions instantly, and ensure smooth customer relationship management, even on the go.
Dive into the heart of Odoo’s CRM and Sales applications
To boost your sales and optimize your customer relationships, Odoo offers powerful, tailor-made tools. In this video, discover how Odoo’s CRM and Sales applications help you track prospects, customize your offers, and automate your sales processes. You'll see how to manage opportunities seamlessly, monitor sales progress, and gain a clear view of your team’s performance. Watch the demo to understand how these applications can transform your sales strategy and help you close more deals.