Odoo CRM gives sales teams a visual pipeline, automated follow-ups, and direct integration with quotations, invoicing, and marketing campaigns.
Visual Sales Pipeline
Drag-and-drop kanban stages help teams track opportunities from first contact to won deal. Custom stages, probabilities, and expected revenue give managers real-time pipeline visibility.
Lead Capture and Assignment
Leads can come from website forms, email aliases, live chat, events, and marketing campaigns. Assignment rules distribute leads by territory, product, or team workload.
Activities and Automation
Calls, meetings, emails, and tasks stay linked to each opportunity. Automated actions can create follow-ups, send reminders, or move deals to the next stage based on rules.
- Kanban pipeline with custom stages.
- Lead scoring and assignment rules.
- Integrated quotations and invoicing.
- Email, calendar, and activity tracking.
Aadyanex configures Odoo CRM for your sales process, integrations, dashboards, and reporting so your team closes more deals with less manual work.