Activating the CRM App
To get started:
Go to Apps → Install "CRM"
Once installed, you'll find the CRM module in your sidebar. This is your centralized hub for lead tracking, pipeline management, and sales operations.
Capturing and Creating Leads
Odoo 17 makes it easy to generate leads through multiple channels:
- 🌐 Website Forms: Automatically convert form submissions into leads
- 📧 Email Aliases: Use addresses like
[email protected]to generate leads via email - 📞 Manual Entry: Create leads on the fly for phone inquiries or networking
- 🔗 Integrations: Connect third-party sources (Facebook, LinkedIn, etc.) via API or connector apps
Each lead record includes contact details, company info, source, priority, and notes — everything your sales team needs to start nurturing right away.
Managing the Sales Pipeline
Odoo CRM uses a drag-and-drop Kanban view to visualize and manage your sales process:
- 🟨 Customize stages (e.g., New → Qualified → Proposal → Won)
- 🔁 Drag leads between stages as they progress
- 📎 Attach documents, emails, or meeting notes to each lead
- 📆 Schedule activities like calls, meetings, and follow-ups
Pro Tip: Use the "star" to mark priority leads, and set reminders to follow up — no more missed opportunities.
Lead Qualification and Scoring
You can define lead scoring rules to prioritize your hottest opportunities:
- Score based on industry, location, size, or custom fields
- Assign leads to the right salesperson using rules or round-robin
- Filter by score to focus on high-value leads
Lead scoring helps sales teams focus time where it counts — and improve conversion rates.
Automating CRM Workflows
Use Odoo's built-in automation tools to speed up your sales process:
- 📬 Auto-send emails when leads enter a certain stage
- 📅 Create follow-up tasks after inactivity
- 📢 Trigger marketing automation for nurture sequences
- 🔄 Use server actions or Odoo Studio for custom logic
Automation reduces admin work and ensures your pipeline keeps moving — even when you're busy.
Sales Reporting and Dashboards
Odoo CRM comes with powerful reporting out of the box:
- 📈 Track leads by stage, salesperson, or source
- 💰 Measure pipeline value and win/loss ratios
- 🕒 Analyze sales cycles and activity efficiency
- 🧠 Build custom dashboards with graphs and pivot tables
All reports update in real time — giving sales managers full visibility into team performance.
Conclusion
Odoo 17 CRM gives your sales team the edge with clean pipelines, automated workflows, and real-time reporting. It's easy to use, quick to set up, and powerful enough to scale with your business.
Need help rolling out Odoo CRM for your sales team? Our team can help you launch fast and close faster.
