Are you still looking for the best customer relationship management software that will positively impact your relationship with the target audience? If you aren’t still familiar with Odoo ERP, then now is the high time to think about the implementation of this productive and functional system, one of the components of which is the CRM module. 

The peculiarity of the software is that it can be customized and configured according to the goals and objectives of your business. You choose which modules and which functions to use. You can disable or add new features depending on your specific needs. In this article, we are going to talk about the customer relationship management module only. So, let’s dive in. 

What are the Benefits that Odoo CRM Can Bring to Your Business?

Businesses today cannot function properly without CRM. The system is responsible for organizing, managing, and monitoring customer relations. It doesn’t matter what industry you work in. Whether you run a new startup or a large company, effective software will help take your business to the next level.

All information about your customers in one place, automatic generation of leads, pipeline management, detailed reports, analytics opportunities, and much more you will get with Odoo CRM. It is suitable solutions as:

  • Real estate CRM software
  • CRM for insurance agents
  • Non-profit organizations
  • Manufacturing, retails and more

High Level of Customer Service 

CRM module collects all important information about your customer in one place. You know his birthday, desires and wishes, interests and hobbies. Consequently, your managers can provide him with more personalized offers. This approach positively affects customer loyalty and reinforces their trust in your brand.

Improved Internal Communications

Aren’t you tired of checking all communication channels one by one during the day? Slack, email, countless spreadsheets, and documents can be replaced with one module. With Odoo CRM, you can make communication within the team more efficient and organized.

Different activities in Odoo CRM module

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Sales Pipeline Management

Odoo CRM provides tools for managing the sales pipeline (lead tracking, opportunity management, forecasting, and so on). Sales representatives can easily track their progress, prioritize leads, and focus on closing deals.

Team pipeline management

Repetitive Tasks Automation 

Your salespeople should sell. But we know how many routine additional tasks they perform during working hours. Now, the software will fulfill tedious, repetitive assignments, and managers can focus on more important processes.

Easy Data Analysis 

Odoo CRM simplifies data analysis. You receive reports in the format of convenient graphs and tables. This aggregated data will help you draw the correct conclusions, adjust your marketing strategies, and quickly respond to changes.

Customizable Dashboards and Reports

The CRM module allows users to create custom dashboards and reports to track key performance metrics, for example, sales performance, lead conversion rates, or customer satisfaction. The data-driven approach helps businesses make informed decisions and identify areas for improvement.

Reporting features in Odoo CRM and pipeline

Integration with Other Odoo Modules

Odoo CRM seamlessly integrates with other Odoo modules. You get a comprehensive view of the customer lifecycle and better team collaboration.


Whether you’re a small startup or a large enterprise, Odoo CRM can scale to meet your business needs. The modular design allows you to add or remove features as your business grows and evolves.

Mobile Accessibility

Odoo CRM is accessible via web browsers and mobile apps for iOS and Android devices. Sales representatives can access customer information and manage their pipeline on the go, increasing productivity and responsiveness.

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Core Features and Advantages of Odoo CRM Module

Have you ever thought of how a CRM module can revolutionize your business’s approach to customer relationship management? Well, the Odoo CRM module was devised as the all-in-one tool to take customer engagement, starting from lead management and all through the closing of sales, to another level. Let’s consider the main features of the Odoo CRM module and its advantages!

  • Lead management. The tracking and nurturing of leads are becoming more practical.
  • Sales pipeline management. Visually represents the sales stages.
  • Automated lead generation. Automatic capture of lead from all sources.
  • Activity tracking. Tracking of all the lead interactions and tasks done over a period.
  • Customizable sales stages. Allows you to customize the sales pipeline for your specific business operations.
Sales stages customization in Odoo pipeline
  • Reporting and analytics. In-depth sales reporting and performance analytics.
  • Email Integration. Easily links with emails towards the communication of clients.
  • Contact management. It encompasses the structuring and maintenance of comprehensive customer profiles.
  • Opportunity management. It is about surfacing and ranking potential sales opportunities.
  • Marketing campaign integration. It leads to the confluence of the marketing with the sales systems.

Integrate your business operation with Odoo’s CRM module for streamlining sales and customer management processes. The result is a more responsive, agile, customer-focused business that stands out in today’s competitive marketplace.

Improve Your Business Operations with Odoo CRM

Let’s sum everything up. Odoo CRM equips your business with the tools to foster meaningful customer relationships. Elevate your business operations. Understand your target audience like never before. Unlock the full potential of your sales and marketing efforts. 

Don’t wait for tomorrow to optimize your business operations. The perfect time to start is now. Get in touch with us, and let’s talk about the details!

Alex Azariyev
Alex Azariyev Head of ERP Department at SmartTek Solutions.