Track opportunities easily in the sales software
In our Customer Relationship Management (CRM) system, each opportunity is listed as a card with all the essential information. Each stage gives an overview of your expected revenues.
odoo · salesCRMCustomer Relationship Maximized
AI-native CRM to track leads, get accurate forecasts and close more opportunities.
Odoo Ready Partner TechNext focus app
watch
CRM in action.
Official Odoo videos. Nothing loads until you press play.
what it does
CRM, section by section.
The product as Odoo presents it. TechNext configures each part to your process.
03 · CRM
Effortless communication means no miscommunication
Communication is key to enhancing customer relationships. Incoming emails are automatically added to your pipeline, and all contact with your team and customers is made from a single place, ensuring easy access to information at all times.
- Live chat
- SMS
- VoIP
04 · CRM
Attractive quotations in two clicks
Create professional-looking quotations in no time with the user-friendly interface of our sales tool. Select your products from the catalog and let Odoo handle the rest.
05 · CRM
Turn reporting data into money
Smart decisions for your sales strategy should be based on accurate and real-time data. Dig deeper into your sales metrics with revenue forecasts, team performance analysis, and custom dashboards.
Never miss out on a follow-up
Schedule calls, meetings, mailings, or quotations in a few clicks in the contact management software. Odoo automatically plans the next activity based on your sales script.
screens
Inside the app.
how technext implements it
CRM, configured to how you work.
Standard Odoo first. We set it up on a staging database, migrate your data, train your team and stay on after go-live.
- Pipeline stages per team with required fields
- Lead capture from web forms, email and WhatsApp
- Assignment rules and scheduled activities
- Won opportunity → quotation without re-entry
works with
All Odoo apps Apps that share the same database.
SalesQuotations, orders and upsells.
Point of Sale — ShopOffline-ready retail checkout.
Point of Sale — RestaurantTables, kitchen printing, bills.
SubscriptionsRecurring billing and renewals.
AccountingJournals, bank sync, tax reports and closing.
InventoryMulti-warehouse stock, barcodes, replenishment.
Product descriptions, screenshots and videos are © Odoo S.A., reproduced for reference from odoo.com. TechNext is an Odoo Ready Partner; we implement and support Odoo.
next step
Want CRM running in your company?
Tell us how the process works today. We'll say what to switch on first and what it takes.