Leads arrive everywhere
Website forms, shared mailboxes and trade-show lists are handled differently, so some enquiries are answered twice and others not at all.
Odoo ERP · CRM
Odoo CRM implementation that keeps every lead moving
We design your pipeline, route incoming leads to the right salesperson and make follow-ups visible, so opportunities stop disappearing between the inbox and the quotation.
What is Odoo CRM?
Odoo CRM implementation is the setup of Odoo's CRM app to capture leads, qualify them and track opportunities through a defined sales pipeline until they become quotations. It includes pipeline stages, sales teams, lead sources, assignment rules, scheduled activities, lost reasons and the reports managers use to forecast. Because CRM sits in the same database as Sales, Accounting and Marketing, a won deal turns into a quotation without copying data.
Sales teams rarely lack leads; they lack a shared view of them. Enquiries arrive by email, website forms, phone calls and WhatsApp, then live in personal inboxes and spreadsheets. When a salesperson leaves, their pipeline leaves too. Managers forecast from memory, and nobody can say which lead source produced last quarter's revenue. A CRM only fixes this if the stages, rules and habits behind it are designed for how your team actually sells.
Why pipelines become unreliable
No consistent pipeline
Each salesperson uses their own idea of what 'qualified' or 'proposal sent' means, which makes the pipeline report meaningless.
Follow-ups depend on memory
Calls and meetings are not scheduled anywhere central, so promising opportunities go cold without anyone noticing.
CRM disconnected from sales orders
Deals are won in one tool and quotations are typed again in another, losing the link between the opportunity and the revenue it produced.
Our Odoo CRM service
Pipeline and stage design
Stages defined with entry and exit criteria your team agrees on, separate pipelines per sales team where needed, and lost reasons that tell you why deals fail.
Lead capture setup
Email aliases that create leads automatically, website contact forms connected to CRM, and import templates for lists from events or existing databases.
Assignment and qualification rules
Rules that route leads by territory, product line or team capacity, plus Odoo's predictive lead scoring configured on the criteria that matter for your sales cycle.
Activity plans and follow-up
Activity types for calls, meetings and emails, activity plans for repeatable sequences, and calendar integration so the next step is always scheduled.
Handoff to Odoo Sales
Quotations created directly from the opportunity, with the customer, salesperson and expected revenue carried through to the sales order and invoice.
Dashboards and customization
Pipeline, forecast and activity reports, plus custom fields, views or automated actions where your qualification process needs them.
Included capabilities
- Kanban pipeline with custom stages
- Multiple sales teams and pipelines
- Email-to-lead aliases
- Website form lead capture
- Rule-based lead assignment
- Predictive lead scoring
- Scheduled activities and activity plans
- Lost reasons and win/loss analysis
- Expected revenue and forecast views
- Duplicate lead detection and merging
What Odoo CRM changes for your business
Every enquiry logged
Leads created automatically from email and forms are no longer lost in personal inboxes.
Comparable pipeline data
Shared stage definitions make win rates and forecasts reliable across salespeople.
Fewer missed follow-ups
Overdue activities are visible to the salesperson and their manager.
Revenue traced to source
Because opportunities flow into sales orders and invoices, you can see which channels actually produce revenue.
Where it makes the biggest difference
B2B distributors
Field and inside sales teams sharing one pipeline, with leads routed by region and product category.
Project-based service firms
Opportunities that become quotations and then projects, so delivery teams see what was sold and why.
Manufacturers selling through tenders
Long sales cycles tracked through tender, technical review and negotiation stages with scheduled follow-ups.
Education and training providers
Enquiries from web forms and campaigns qualified and assigned to admissions or sales staff quickly.
Designing a pipeline your team will use
We pilot with one sales team before rolling the CRM out to everyone.
Sales walkthrough
We sit with your sales leads to map how an enquiry becomes an order today, including every hand-off.
Pipeline design
Stages, teams, lead sources and lost reasons agreed and documented.
Configure
CRM app, aliases, forms, assignment rules and activity types built on staging.
Import contacts
Existing customers, open opportunities and contact lists cleaned, de-duplicated and imported.
Pilot with one team
A sales team runs real leads through the pipeline and we adjust stages and rules based on what they hit.
Roll out and coach
Training for salespeople and managers, followed by a review of pipeline data after the first weeks of use.
What it connects to
Odoo CRM
- Website contact forms
- Shared email inboxes via aliases
- Google and Outlook calendars
- VoIP telephony
- WhatsApp and SMS messaging
- Odoo Email Marketing
- External lead sources via Odoo's API
Built with
Security, quality and scale
Team-level visibility
Salespeople see their own pipeline or their team's, while managers see everything they are responsible for.
Controlled exports
Export and delete rights limited to roles that need them, protecting your customer list.
Contact data handling
Consent fields, blacklists and archive rules configured to support your privacy obligations.
Audit history
Stage changes and key field updates logged in the chatter for each opportunity.
What working with us looks like
Process before stages
We define what each stage means with your sales leads before configuring anything, so the pipeline report is trusted.
CRM tied to the ERP
We configure CRM and Odoo Sales together, so quotations, pricing and invoicing follow from the opportunity.
Website and forms in-house
Digihub also builds websites, so lead capture from your site is wired directly into CRM.
Adoption reviewed after launch
We look at real pipeline data after rollout and adjust rules and views where the team is working around the system.
What it costs
Fixed-price packages with the scope written down, paid stage by stage. Your project goes live once it's fully paid.
Related services, technologies and industries
Sources and further reading
Official documentation and guidance if you want to read more about this topic.
Odoo CRM: questions we hear most
Is Odoo CRM available in the Community edition?
Yes, the CRM app is available in both Odoo Community and Enterprise. Some related features, such as certain telephony, lead enrichment or advanced reporting options, depend on the edition or on paid Odoo services, which we check against your requirements.
What is the difference between Odoo CRM and Odoo Sales?
Odoo CRM manages leads and opportunities before a customer commits; Odoo Sales manages quotations, pricelists and confirmed sales orders. Most businesses use both, with CRM opportunities converted into Sales quotations in one click.
Can Odoo CRM capture leads from our website automatically?
Yes. Odoo website forms can create leads directly, and email aliases turn incoming messages into leads. Forms on a non-Odoo website can also send leads to Odoo through its external API.
How does lead assignment work in Odoo?
Odoo can assign leads to sales teams and salespeople using rules based on fields such as country, product interest or source, with capacity limits per person. We configure the rules around your territories and team structure.
Can you migrate our existing CRM data into Odoo?
Yes. Contacts, companies, open opportunities and their notes can be exported from most CRMs or spreadsheets, cleaned, de-duplicated and imported into Odoo with their current stage and owner.
Can Odoo CRM be customized?
Yes. Custom fields, stages, views and automated actions cover most needs through configuration or Odoo Studio, and custom modules handle requirements such as special scoring logic or external integrations.
Next step
Get your pipeline into Odoo CRM
Tell us where your leads come from and how your team sells. We'll propose a pipeline and assignment setup that fits.