Odoo CRM

An Easy Way to Dominate The Customers

Customer Relationship Management

  • Odoo is a suit of open-source business apps such as CRM module, Warehouse Management, Project Management, Inventory management, and Human Resource Management. Odoo CRM is an excellent source of making strong bonding with potential customers. It helps attract new clients with novel strategies and features.  

  • Nowadays, a large number of enterprises are switching to CRM software with a motive to maintain the customer base and add more new customers to their sides.

  • In short, it acts as an interpreter between the company and the customers to streamlines the business process. 

  • A well-programmed Customer Relationship Management software ensures that every deal with the existing and new customers becomes successful and enhances business reach.

  • CRM application shares sales data with the sales team to assess the sales as per the current market scenario which allows them to plan new strategies to increase sales.

Usability & Accessibility

  • Odoo CRM has an intuitive interface which is easy to use. It is able to cover all your company needs. There is no licensing cost for using this application. Every employee in the company can enjoy using this app with proper implementation.

  • Web-based CRM is considered to be one of the most preferred software right now. Web-based Odoo CRM reduces the errors and streamlines the work by making the process easy. 

Advantage of Odoo CRM

  • The prime reason to acquire Odoo CRM is to enhance sales by generating more leads. It can generate new leads through persistent assessment of lead behavior. It is only possible when you implement it in a proper way. 

  • The sales and customer data collected by CRM make you familiar with the status of product sales and give you an idea of what kind of strategies should be executed in the coming days to give sales a big boost. It increases the sales by providing accurate forecasts of current trend of sales.

  • The Odoo CRM module can convert potential leads into regular customers by sharing crucial details.

  • Another advantage of having an Odoo CRM module is that it can establish an effective communication system between the organization and customers, which in turn both become a long-term partner for personal goals.

  • It provides the functionality to take this relationship to the next level and enable you to do various tasks with the customers like arrange meetings by call, share new ideas, and discuss the latest products and services.

Extra features

  • The Odoo CRM includes a function of reporting that allows you to access the specific information about CRM operations. The report is about sales, products, and customer’s response for the company .

  • The survey provided by Odoo CRM helps you know the customer’s response for the company and also welcomes their feedback on the quality of products and service of the company.

  • Their suggestions help your company fix the problems in the areas where the company needs proper execution and further restrict you from repeating the same mistakes and avoiding further disruption.


  • The Odoo CRM ensures the security of your crucial data and employee operations. The company has fewer chances of leaking its data as the security rules to access the valuable information are very strict.

  • It is very challenging to break into the system. Even employees are given separate passwords to access the system. Not all employees are allowed to log into the system. They are provided passcodes on the basis of their positions.

           Odoo CRM: Why Is It Significant for Your Business?  

The customers are the pillar of any business build-up. No organization can survive without their support. Ignoring the basic requirements of loyal consumers means inviting the fall of your business. To save the company’s existence, you must maintain a healthy relationship with them. The more customers you have, the bigger profit you get.   

The essential activities, such as regular phone calls, emails, and virtual meetings, help maintain a good relationship with the customers. Moreover, get feedback from them to improve your product’s quality and service.  

There are different ERPs available in the market designed to automate the various operations of the business, but Odoo stands out from these ERPs software. It is a kind of software that uses a single platform and meets every single need of your business. It has all the features others don’t. It is very easy to integrate Odoo with your existing system. The Odoo also helps you integrate third-party applications with the software without tampering with your current processes.  

Odoo is an open-source ERP software that includes one unique module called Odoo CRM. it has got the best features that help boost your relationship. Here we explain to you how Odoo CRM increases your customer base. 

Generate Massive Leads 

Along with project management, proper lead management is also required to enhance lead score. With the Lead Management feature, you can analyze the data of the customers who are considered potential leads and provide stuff to increase the leads. After the verification of the leads, they can be converted into regular customers. The cutting-edge functionality of the Odoo CRM module helps generate more leads and eventually increases your sales.  A sales pipeline management in Odoo CRM enables you to analyze the sales activities and make sure that you are going in the right direction. 

Set-Up An Effective Communication System 

The CRM(Customer Relationship Management) module of the Odoo platform an effective communication system that helps develop an in-depth relationship with the customers. The Odoo CRM module automatically schedules meetings and calls with the clients that include the discussion for reviews on products and services. Such healthy communication with your clients ensures a long-lasting relationship. You can also assign this task to an efficient employee who can cleverly do these communicating activities without fail.  

Provide Analytical Reports 

Odoo CRM shares all the sales department data with you that increase transparency. It stores data in a single platform that makes it easy for employees to access the data for in-depth analysis. The reports can be viewed in various formats such as Gantt, graph, form, and pivot.  

Ensure Data Security 

The chances of losing customers as well as your company data are significantly less when you have the Odoo CRM module integrated with your software. No third-party persons can access your information as the security protocols are stringent. Employees who are allowed to access the data are selected based on their level of administration. In addition, every employee is given separate passcode to enter the system.  


The Odoo CRM module provides your business with various features that help keep you in constant touch with the customers by scheduling different activities. With the CRM module, you can maintain a good relationship with the customers and attract more potential clients to your company.