Odoo CRM:
every lead gets a next step
No more leads in mailboxes and Excel. With Odoo CRM, every inquiry sits in one pipeline and your team knows who follows up on what.
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Your sales run on memory
Leads live in mailboxes and Excel
An inquiry lands with one colleague and stays there. Nobody sees how many leads are open or who is doing anything with them.
Nobody knows what was promised
A customer calls about an agreement with a colleague who is out. You search through emails and notes for what exactly was said.
Quotes sit idle
You send a quote and hear nothing back. Without a reminder, nobody follows up, and the sales opportunity is lost.
All your leads in one pipeline
Every inquiry ends up in the same pipeline: by email, phone or your website. You see at a glance which deals are open and what they are worth. No more separate lists side by side.
No quote sits idle anymore
Every lead has a next action attached: call, email or visit. Odoo reminds the right colleague on the right day. That way you see which quotes need follow-up.
Everyone knows what was promised
Emails, calls, agreements and quotes: everything is attached to the same customer record. If a colleague is out, someone else takes over the file without searching. And as the business owner, you see right away what was promised to each customer.
From lead to quote in two clicks
When a lead is ready to buy, you create a quote right from the same record. Products, prices and discounts are ready in Odoo Sales. Your customer signs online and the order is in your system right away.
Odoo CRM works together with the rest of Odoo
CRM, sales and customer service run on one platform. Everyone looks at the same customer record.
Sales and invoicing
A warm lead becomes a quote in two clicks. Confirmation and invoice follow without retyping.
Helpdesk and service
Your customer service sees the same customer record as your salespeople. An open complaint never surprises you during a sales call again.
Honest answers about Odoo CRM
No, you start small: one pipeline, your contacts and your emails, all standard Odoo. If your current approach works and you are not losing leads, we tell you so: staying where you are is a legitimate choice. Curious how we approach such a project? Read more about it on our approach.
Only if it saves them work instead of creating it. Emails link automatically to the right lead and you schedule a next action in one click. To be fair: some discipline is still needed, a system does not solve that by itself.
Yes. We migrate your contacts and history with scripts, so repeatable and without manual Excel work. If your customer database is full of duplicates and old data, we clean it up together first. That takes some time, but you start with a clean base.
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Schedule a free introductory call, online or at your premises. Or call us at +32 53 89 50 21.
Schedule an introductory callAbstractive · Kerkstraat 74, 1790 Affligem · +32 53 89 50 21 · [email protected]