Odoo CRM

Gain more business with the customer-centric CRM

Customer relationship management (CRM) is a vital part of any business nowadays where companies are trying new marketing strategies and promotions to bring in more and more customers. The CRM tools in Odoo will do exactly that helping your executives to be more attentive in business opportunity generation sourcing in leads from various areas of business. Moreover, the Odoo CRM tools offers smooth operations and  thus have become integral parts of many businesses where most of their business opportunities are sourced from it.


Attractive CRM Dashboard

Operational readiness is ensured through the use of visual & configuration tools

  Viewable in Kanban, lists, graph, activity, pivot & more.

  Custom stages on leads

  Direct activity scheduling

Operational Overviews

A complete operational overview generated by reporting on CRM 

 Dedicated reports on pipeline, leads, & activities

 Custom and default filtering group by options

 Eye-catching reports with rightful insight

Well-defined activity scheduler

You will be able to schedule activities on leads using the scheduling tool

 Scheduled activities with the calendar view

 Schedule meetings, calls, emails, and many more

 Direct activity scheduling

What makes Odoo CRM the best?

     The CRM module of Odoo has dedicated infrastructure along with the operational capabilities and intuitive tool for operations which brings productiveness into the business operations and is the prime reason that makes the Odoo CRM best.


Efficient communication to connect with customers

Effective communication is essential for both lead generation and opportunity generations for a business.

 Email templates

 Customer alerts

 Live chat and discuss module

 Log chatter under each quotation

Analytical Reports

Odoo platform helps you to generate advanced analytics as well as quantitative reports on CRM operations

 Generate reports on leads, pipeline operations, promotional activities and partnerships

 Default as well as customizable filtering options

 Illustrative reports

Advanced functional tools on leads

Tools for the management of leads with added advantage on opportunity generation

 Lead mining

 Lead generation


 Lead enrichment

 Lead importing

 Follow-up on leads where you can schedule activities

Custom Pipeline Operation

The pipeline of the CRM module can be well crafted to suit your CRM operations 

 Create custom stages of the leads

 Activity scheduling option under each lead


 Illustration on scheduled activities

 Follow-ups on opportunitiesThe 360-degree view on all CRM operations.

A dedicated window for sales management

The Odoo CRM dashboard holds a dedicated menu describing the sales operations related to the CRM activities.

 Larger screen view on opportunities

 Mobile view on sales operations with CRM

 Dedicated customer address and information window

 Manage CRM operations based on sales teams

Generate leads from various sources

With the capability to generate leads from various sources allowing you to boost your business opportunities.

 Generate leads from websites, and eCommerce platforms

 Generate leads from incoming emails.

 Lead generation from marketing campaigns and promotional programs

How we can help you?

Functions in Odoo can be exclusively customized to match your business requirements thus a dedicated Odoo service provider like Kolpolok Technologies- an Odoo partner, will be useful to provide you with a tailored and sustainable Odoo platform. Our team of expert developers will craft the Odoo and its CRM module to cater your customer relationship management (CRM) needs.