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Odoo Customer Relationship Management (CRM)

Generate a single view of your prospects, customers, partners and vendors and give sales, marketing and support teams the real-time data they need to deliver exceptional customer experiences and drive sales.

​What is Odoo CRM?        Features        Benefits        Challenges        Pricing        Resources 

What is Odoo CRM? 

Odoo’s Customer Relationship Management (CRM) solution helps companies manage interactions with current and potential customers, partners and suppliers in a single place. With all the capabilities of a traditional CRM solution, such as sales force automation (SFA), customer service management and marketing automation, plus the ability to manage quotes, commissions, sales forecasts and partner relationships, Odoo CRM provides a seamless flow of information across the entire customer lifecycle — from lead all the way through opportunity, order, fulfillment, renewal, upsell, cross-sell and support.

Make the most of your customer experiences


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Unified Customer View

A single view of your customer across all channels provides access to updated, real-time data into all preferences, transactions, interactions.


Odoo CRM Features

Accelerate productivity and provide relevant and personalized brand experiences with a single CRM solution for marketing, sales and service teams.

​Sales Force Automation 

Provide your sales organization with integrated sales processes from opportunity, upsell and quote management to sales forecasting, order management, fulfillment and commissions. Sales teams get visibility into every aspect of the customer relationship, including support cases and back-office information such as contracts and inventory.

Marketing Automation 

Target, build, execute and measure the success of marketing campaigns — taking the complexity out of lead qualification and conversion. Track and measure a prospect's activity, identify when a lead meets known buyer-readiness conditions and pass that lead to sales as soon as it meets your predefined criteria.

Customer Service Management 

Create and automate case management processes so that customers can submit cases online, review the status and reply with follow-up communications. An online knowledge base helps customers get the answers they need.

Partner Relationship Management 

Enable real-time information flow between you and your partners. Maintain full control over every element of the partner-focused sales and marketing process, including joint marketing campaigns, lead management, sales forecasting, pipeline management, order processing and partner commissions and royalties.

Mobile 

View, enter and update key customer and sales data directly from a tablet or mobile device. Users can manage everyday activities, such as viewing calendar reminders, logging call notes and creating quotes, and submit time sheets and expenses with easy snap-and-attach receipts.

Customer Visibility 

Odoo dashboard brings together key customer information and insights in one place. With information being pulled from across the module, it provides everything you need to know about your customer, such as sales performance, recent activity, and key performance indicators (KPIs) like customer lifetime value and customer profitability.

Reporting and Analytics 

Built-in reporting, real-time analytics and role-based dashboards enable sales, marketing and service teams to continuously monitor performance. Sales can access personalized goals, such as achieved versus quota and sales pipeline by stage. Customer service teams can measure case trends and client satisfaction. Marketing can examine acquisition, engagement and conversion metrics for individual campaigns.

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" We would not be where we are today without the unified CRM and ERP system that we have with Odoo. If not for Odoo, our business would not have scaled as it has. "

Thomas Löfblad​

Vice President of Global Sales and Board Member, Handheld Group

Odoo CRM Benefits

 

Single Data Source. A single view of a customer across all channels provides complete visibility into all online, in-store and phone transactions and interactions. 

Improved Sales Performance. Get visibility into pipeline and forecasts and streamline the sales process with a fully unified quote-to-order, cash and fulfillment solution. 

Effective Campaign Management. Streamline execution of marketing campaigns across multiple channels. 

Increased Customer Satisfaction. Support teams can access customer information anytime, anywhere to drive customer satisfaction and retention.

Challenges Odoo CRM Solves

 

Multiple Sources of Data. A centralized source of data — on customers, products, pricing, discounts, taxes and more — increases employee efficiency and collaboration. 

Poor Visibility into Lead and Sales Activity. Get full insight into lead, prospect and customer activity to better inform sales, marketing and services teams.

Marketing Campaigns Not Aligned with Sales. Align marketing and the sales funnel by attributing qualified leads and sales to specific marketing campaigns.

 Managing Sales Commissions. Automatically manage sales and partner quotas, and process commissions and referral bonuses end-of-month or end-of-quarter.

How Much Does Odoo Global Business Management Cost?


Companies of every size, from pre-revenue startups to fast-growing businesses, are choosing Odoo as a flexible and cost-effective way to manage operations. The best part? Odoo Community Edition is completely free and open-source – including its order management capabilities.

There are no annual license fees. You can download, install, and start using the core platform and modules like sales, inventory, and order management at no cost. As your business evolves, you have the flexibility to customize and expand the system with additional modules or professional support when needed.

With Odoo’s open-source model, you maintain full control over your system while benefiting from a powerful, scalable ERP platform — all without the high price tag of traditional enterprise software.

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