Accounting
Inventory
Pipelines and stages
Stages per sales team or product line, with the fields and checklists each stage needs.
customization
A CRM shaped around how you sell.
Odoo CRM out of the box is a good pipeline. We adapt stages, routing, scoring and hand-offs to your sales process — and connect it to Sales so a won deal becomes a quotation without re-entry.
what we set up
From first contact to signed quotation.
Lead capture and routing
Website forms, email aliases, WhatsApp and social leads created automatically and assigned by rules.
Scoring and follow-ups
Priority by fit and activity; scheduled activities so nothing goes quiet.
Quotation hand-off
Won opportunities open a quotation with the customer, products and pricelist already set.
Reporting
Pipeline value, conversion by source and stage, forecast against target — on live data.
AI assistance
Drafted follow-ups and enriched contacts, reviewed before sending. See AI Integration.
why in odoo
Because the pipeline should end in the ledger.
A standalone CRM stops at "won". Odoo CRM continues into Sales, Inventory and Accounting — so sales forecasts, stock and cash are read from the same records.
- One customer record from lead to invoice.
- Marketing campaigns tied to revenue, not just clicks.
- Customer portal for quotations, orders and invoices.
next step
Walk us through your last ten deals.
That's usually enough to design the pipeline.