Odoo CRM — Structured Sales Management
Capture leads, qualify opportunities, send quotations, track closings. Odoo CRM gives your sales team a clear pipeline and connects customer management directly with sales, marketing and accounting.
Book a callWhy Odoo as Your CRM?
Many CRM systems sit isolated from the rest of your IT. Odoo CRM is different: from the first lead to the invoice, everything runs on one platform. Your sales team sees open quotations, past orders and outstanding invoices at a glance. Marketing campaigns feed leads directly into the pipeline. Quotations become orders with a single click. No copy-paste between systems, no lost follow-ups. birofix configures Odoo CRM for your sales processes — from lead qualification to forecasting.
Our CRM Services
Pipeline Configuration
Sales stages, probabilities, teams. We map your sales process in Odoo — exactly the way you actually work.
Lead Management
Automatic lead capture from website, email and phone. Scoring, assignment and deduplication included.
Quotation Management
Professional quotations with your branding, product catalog and pricing rules. Online signature and confirmation via link.
Forecasting
Revenue forecasts based on pipeline data. Targets per team and rep, actual vs. target comparison in real time.
Marketing Integration
Leads from email campaigns, website forms and social media fed directly into the CRM pipeline.
Activity Planning
Tasks, calls, meetings — all scheduled and linked to the opportunity. Automatic reminders for overdue activities.
Reporting
Conversion rates, average closing time, revenue per channel. Dashboards for sales management and executives.
Migration
Moving from Salesforce, HubSpot, Pipedrive or Excel. Contacts, deals and history are fully transferred.
Training
Sales team training focused on daily usage. So the CRM is actually maintained, not just installed.
A CRM Your Sales Team Actually Uses.
The best pipeline is worthless if nobody maintains it. Odoo CRM is as simple as necessary and as powerful as possible. Drag-and-drop, clear overviews, minimal clicks. That is why it gets used — not just rolled out.
Relevant Odoo Modules
Implement CRM with Odoo?
We will show you in 30 minutes how Odoo CRM structures your sales process.
Book now