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Sales

Odoo CRM

Leads from your website, email and calls land in one pipeline, with follow-ups scheduled so no deal goes cold.

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Odoo Enterprise CRM app
Features

What Odoo CRM does for you

CRM: a lead becomes an opportunity.

A visual pipeline from new lead to won deal

Leads captured from your website, email and phone calls

Scheduled activities and reminders so no follow-up is missed

Lead scoring and assignment rules for your sales team

Forecasts and reports on revenue, win rate and team results

How ERPTABS helps

Odoo CRM, set up the way you work

From the first workshop to everyday use, one team plans, builds and supports your CRM setup.

01

Implementation

We set up Odoo CRM around your real process: data, users, access rights and a planned go-live.

02

Customization

Custom fields, screens, reports and automations for CRM, written the Odoo way so upgrades stay simple.

03

Integration and migration

We connect CRM to the tools you already use and move your existing data in cleanly.

04

Training and support

Hands-on training for your team and support after launch, so CRM keeps working for you.

Free consultation

Ready to use Odoo CRM?

Tell us how your team works today and we will reply with a clear plan for CRM.

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