Sales & Marketing · Odoo CRM
Odoo CRM
Odoo CRM gives sales teams a clean pipeline view, automated lead capture from web/email/chat, activity tracking, and forecasting — without needing Salesforce-grade complexity. Best for B2B and B2C sales teams of 3–50 reps that want one system tied to quoting, orders, and accounting.
Book a free 30-min auditWho Odoo CRM is for
- ✓B2B sales teams of 3–50 reps needing pipeline + activity tracking
- ✓Service businesses with quote-to-cash workflows
- ✓DTC and consumer brands centralizing customer data across channels
- ✓Teams replacing Salesforce, HubSpot, Pipedrive, or Zoho CRM
Top features
Visual Kanban pipeline
Drag-and-drop pipeline with custom stages, won/lost probability, and time-in-stage tracking. Forecasting rolls up automatically.
Multi-channel lead capture
Auto-capture from website forms, email aliases, Livechat, social media, and trade-show CSV imports. Deduplicate against existing partners on capture.
Activity scheduling
Schedule calls, emails, meetings, and to-dos against each opportunity. Reps see today's activities on a single dashboard, escalations on overdue.
Quote integration
Convert opportunities to quotes in one click. Quote acceptance triggers sales order, stock reservation, and invoice — without leaving the lead's record.
Email templates and tracking
Reusable templates with merge tags. Open tracking, click tracking, and reply detection. Integrates with Gmail and Outlook.
Lead scoring
Score leads on engagement, fit, and source. Auto-assign by score, territory, or round-robin. Hot-lead alerts surface in the rep's daily view.
Custom fields and stages
Pipeline structure adapts to your sales motion — separate pipelines per product line, region, or team. No code required for most changes.
Forecasting and reporting
Weighted forecast by stage probability. Won/lost analysis by source, rep, and reason. Sales cycle length tracking.
Representative use cases
Outbound sales motion
AE owns the pipeline from MQL to closed-won. Activities scheduled per opportunity, weekly pipeline review against forecast, monthly win-rate review by source.
Inbound demo funnel
Marketing captures leads via website forms; auto-routes to AEs based on company size and region. Demo scheduled in CRM, quote prepared in Odoo Sales, signed via integrated e-signature.
Channel partner program
Partners log deals via portal. Account managers see partner-sourced pipeline alongside direct pipeline. Commission calculations tied to closed-won.
Pricing
Odoo license
Odoo Custom tier required for full CRM features ($46.80/user/mo). CRM-only on the Standard tier is $31.10/user/mo.
Octura implementation
Octura CRM implementation: $8K–$22K depending on pipeline customization, email integration, and data migration scope. Typical timeline 4–8 weeks.
Common integrations
- Gmail and Outlook (two-way email sync)
- LinkedIn Sales Navigator (manual paste + enrichment)
- Phone (CTI integrations for VoIP carriers)
- Mailchimp, ActiveCampaign for marketing automation
- Stripe, PayPal for accepting deposits on quotes
Related Odoo apps
Ready to scope an Odoo CRM deployment?
Book a free 30-minute audit. We'll walk through your current stack, identify the gaps Odoo CRM closes, and propose a fixed-fee implementation timeline.
Book a free 30-min auditOdoo CRM FAQ
01Can Odoo CRM replace Salesforce?
For 80% of mid-market use cases, yes. Odoo covers pipeline, activities, forecasting, lead scoring, and tight integration to quoting/billing. Salesforce wins for very complex Process Builder automations and the AppExchange — most teams don't actually use those at the depth they paid for.
02Does Odoo CRM integrate with Gmail and Outlook?
Yes. Two-way email sync, calendar sync for activities, and a sidebar plugin that lets reps log emails to opportunities from inside Gmail or Outlook.
03Can we have multiple pipelines for different products?
Yes. Separate pipelines per product line, region, or team — each with its own stages, probability defaults, and reps. Cross-pipeline reporting is built in.
04How does lead scoring work in Odoo?
Scoring rules combine demographic fit (company size, industry, country) with behavioral signals (page views, email opens, form submits). Scores feed assignment rules and trigger automations.