Odoo CRM
Odoo CRM brings leads, the sales pipeline and quotations into one view
A CRM system that is part of the same Odoo whole as sales and invoicing. Customer data does not stay in a separate system, so a quotation continues straight into an order.
From lead to invoice in one system
The sales stages use the same customer data, so information does not break between stages.
- 01Lead
An enquiry or a campaign creates a lead.
- 02Opportunity
The lead is qualified and moves into the sales pipeline.
- 03Quotation
The quotation is created from the same view.
- 04Order
An accepted quotation becomes a sales order.
- 05Invoicing
The invoice is created from the same order.
Sales pipeline
Odoo CRM clarifies leads and the sales pipeline
Odoo CRM gathers opportunities into a clear sales pipeline where every stage is its own column.
The essentials on the card
The card shows the customer, the expected revenue, the salesperson and the next action.
One shared view for the team
The team sees at once how deals are progressing and which opportunities are waiting for the next step.
Sales management stays current
Sales management then rests on a shared, up to date view instead of separate tracking spreadsheets.
Odoo CRM · the sales pipeline by stage
Activities and deadlines
Follow the team actions and deadlines
The list view tells you at a glance what has been agreed next for each customer.
Everything essential on one row
The list view shows the contact, the salesperson, the expected revenue, the stage and the deadline of the next action.
Send the message from the same row
Email is sent straight from the list, and the timing of an action can be moved without a separate tracking spreadsheet.
The history stays with the customer
Agreed activities remain part of the customer history, so knowledge does not leave with a person.
Odoo CRM · activities and deadlines in the list
From quotation to order
From opportunity straight to quotation
The quotation is not created in a separate tool, so customer data carries over as it is.
The details in one place
On the opportunity you see the customer, the salesperson, the expected revenue and the estimated closing.
A quotation from the same view
A new quotation is created from the same view with no re-entry of data.
The chain does not break
Customer data, the opportunity and the quotation stay in the same chain between the sales stages.
Odoo CRM · from opportunity to quotation
Part of the whole
Odoo CRM as part of the whole sales process
The same customer data travels from lead to sales and invoicing. You can also start from the ready made Odoo Smart CRM package and extend it later to other Odoo apps.
Why Revise
An Odoo partner that also understands accounting
Revise has been a Finnish software and advisory company since 2016 and an Odoo partner since 2018. Our expertise covers operations, finance, reporting and management, so the CRM is designed as part of the whole.
Finance included in the design
We also do accounting, payments and payroll, so invoicing and accounting reconciliation are designed at the same time rather than afterwards.
Delivery in stages
We build the whole in stages so the system delivers value before every detail is finished.
All the way to management
Our own Revise EPM continues where the ERP ends: reporting, budgeting and forecasts are built on the same data.
See how Odoo supports your sales
Let us go through your sales process and look at how the pipeline, the quotation and invoicing connect in Odoo.