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Customers & sales
A CRM collects leads from every channel, organises them in a visual sales pipeline and tracks every customer activity. In Odoo the CRM is linked to quotations, email marketing and calendar: a won opportunity becomes an order, and every contact has its full history in one place.
CRM means customer relationship management: the system where contacts, deals and every commercial interaction live. It records where a lead came from, where the deal stands and what to do next, so no opportunity is lost between emails and spreadsheets. Linked to sales and marketing, it becomes the engine of commercial growth.
Every step stays tracked on the same contact.
Leads come from website forms, email, campaigns or manual entry and land in the CRM automatically, with no copy-paste.
Leads are deduplicated, qualified and assigned to the right salesperson by the rules you define.
Each deal moves through stages in a visual drag-and-drop pipeline, with expected value and close probability.
Calls, emails and meetings are scheduled and logged on the contact: you always know the next action.
The won opportunity becomes a quotation or order; reports show conversion rate and team performance.
The features we most often configure for SMEs.
Drag opportunities between stages and see the status of every deal at a glance.
Website forms, email aliases, marketing campaigns and manual entry feed the same CRM, with nothing lost.
Schedule calls, emails and meetings with reminders; every interaction stays in the contact's history.
Odoo estimates leads' conversion probability from historical data, to prioritise the most promising ones.
Win rate, expected revenue and per-salesperson performance, in always-current dashboards.
The quotation is created from the opportunity; email campaigns and events feed contacts straight into the CRM.
What changes between running customers on Excel and having them in a CRM inside the suite.
| Excel and email | Integrated CRM (Odoo) | |
|---|---|---|
| Contacts | Scattered across files and inboxes | A single record with full history |
| Deals | Hard to track and prioritise | Visual pipeline with value and probability |
| Follow-ups | Left to memory | Scheduled activities with reminders |
| Forecasts | Gut-feel estimates | Expected revenue computed from the pipeline |
| Handoff to sales | Data re-entered into the quote | The opportunity becomes a quote automatically |
The CRM is not isolated: a won opportunity generates the quotation in Sales, which on confirmation reserves stock in Inventory and from which the invoice originates in Accounting; Marketing campaigns feed new leads into the CRM. It's the same contact, shared across the whole cycle from first interest to payment.
Sales teams handling many deals that need reliable pipeline and forecasts.
Those selling projects and services who must link the deal to the proposal and then to the work.
Businesses that want to stop managing customers from memory and give structure to sales.
Frequently asked questions
For most SMEs a CRM integrated with sales and marketing in the same suite is best, so the contact is single and the opportunity becomes a quote without re-entering data. Odoo covers pipeline, activities, lead scoring and reports; Gitogi configures it around your sales process.
Yes. During setup we import existing contacts and records (from Excel or another system) and deduplicate them, so you start with a clean base.
Yes. Emails stay on the contact, and the won opportunity directly produces the quotation in Sales, on the same platform.
Odoo computes a conversion probability from historical won/lost data: it's a prioritisation aid, not a guarantee. The more data it gathers, the more useful it becomes.
Odoo's prices and editions are on odoo.com. Gitogi does not resell licences: we handle analysis, configuration, data import and training. For a project estimate, get in touch.
Yes. You can activate the CRM and then add sales, marketing or invoicing when needed, on the same platform and without migrations.
Related processes
From quotation to order to invoice, with price lists, discounts and online signing.
Learn moreRetail and restaurant POS, even offline, with synced stock and takings.
Learn moreRecurring revenue, automated billing and renewal/churn metrics.
Learn moreDate availability, deliveries and returns, deposits and delays in one flow.
Learn moreTell us how you handle leads and deals today: together we'll see how to configure Odoo's CRM so no opportunity is lost again.
Updated June 2026
Odoo is a registered trademark of Odoo S.A. Gitogi is an Official Odoo Partner and handles analysis, configuration, data migration and training.