Sales tracking Made Simple

Track Your Sales Pipeline Seamlessly

View each opportunity as a detailed card, providing a clear snapshot of your expected revenues at every stage.

Organise Sales Opportunities with Ease

The Kanban view organises opportunities by stage. Effortlessly drag and drop them across the pipeline for smooth transitions.

Smart Scheduling for Never-Missed Follow-Ups follow-up

Schedule meetings, calls, quotations & mails automatically with Odoo CRM.

Effortless Interaction, No Missed Details

Effective communication is essential. Every incoming call is automatically integrated into your pipeline, with all team and customer interactions, ensuring easy and consistent access to essential information.

Integrates with

Email

Live chat

SMS

VoIP

Generate Stunning Quotes in Just Two Clicks

Effortlessly generate impressive quotations using an intuitive interface. Simply choose your products from the catalog, and let Odoo automate the rest.

Turn Your Reporting Data into Revenue

Make informed decisions with precise, real-time data. Explore your sales metrics through detailed revenue forecasts, performance insights, and custom dashboards to drive business growth.

Key Features of the Odoo Sales App to Simplify Your Sales Process

The Odoo Sales App offers a suite of smart tools to streamline every stage of your sales process. From lead tracking to closing deals, manage it all in one place.

Reporting and Forecasting

With Odoo CRM Apps, you can effortlessly track sales metrics to generate in-depth reports and accurate forecasts. Automated data collection ensures you stay ahead with real-time insights.

Invoicing

Choose from multiple invoicing options like down payments, pro-forma, time and materials, quantity-based, or project milestones. Invoices are automatically generated upon receiving online payments—ideal for businesses seeking flexibility with Odoo CRM Software for Small and Medium Businesses.

Amazon and eBay Integration

Integrate your sales system with major marketplaces like Amazon and eBay. Odoo ERP CRM Company in Australia helps businesses eliminate manual entries and streamline product listings for broader market reach.

Shipping Integrations

Odoo lets you partner with both local and global shipping providers to ensure fast and reliable delivery.

Upselling

Create seamless upselling opportunities by adding optional products to quotations. Customers can also enhance their orders via Odoo’s online portal.

Customer Communications

Schedule meetings and manage customer emails directly within Odoo. Every interaction is automatically recorded for better organisation and customer relationship management.

Seeking to enhance your Customer Relationship? Get started with us today!

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What Clients Are Saying About Us

Odoo family of applications works seamlessly together to give you the ability to manage, automate, & track everything - online, centralised, accessible with any device & from anywhere.

Troy Hughes

In late 2021 we engaged Envertis to create and customize a transition from Myob to Odoo for start date Jan 1 2022 We moved from multiple pieces of software (all of which did not talk to one another), to a single system which manages; emails, sales, inventory, production, scheduling, phones and accounting It was a process, but well worth the investment of time, energy and money The customizations created by Envertis have helped eliminate pain points and wastage and we are very happy with the result We are looking forward to integrating the website and marketing modules in 2023

Marc Peeters

General Manager of the Vending Division Sodexo

We replaced 14 different applications and increased revenues by 10% overnight.

Giovanni Farisetli

Chief Technology Officer

Odoo is helping us manage production workflows that would have not been possible using our old system. Unless we were doubling the people working in the office. Odoo forced us to give our Company a better structure, defining processes that will help Elton Group to keep up with the growth of the business

Harry Haggarty

General Manager of the Haggarty Group Old Pty Ltd

I'm thrilled to express deep gratitude for the outstanding service and expertise from Envertis and Hemant during our Odoo v15 implementation. Their profound understanding, technical excellence, and commitment ensured a transformative and successful project. We highly recommend them. Thanks for your exceptional efforts and professionalism. We look forward to our continued partnership.

Frequently Asked Questions

What is Odoo CRM, and how can it benefit my business?

Odoo CRM is a customer relationship management tool and an open-source CRM software that helps you manage leads, opportunities, and customer interactions. It improves your sales process, enhances customer relationships, and boosts overall business growth.

Can Odoo ERP CRM help me track my sales pipeline?

Yes, Odoo ERP CRM offers a visual sales pipeline that allows you to track every stage of your sales process, from lead generation to closing deals, ensuring no opportunities are missed.

Is Odoo CRM software easy to use for my sales team?

Odoo CRM software is designed with a user-friendly interface, making it easy for your sales team to manage leads, track customer interactions, and update records with minimal training.

Can Odoo CRM be customised for my specific industry?

Absolutely. Odoo CRM is highly customisable and can be tailored to meet the unique needs of your industry, whether you are in retail, real estate, healthcare, or any other sector.

Does Odoo CRM integrate with other business tools?

Yes, Odoo CRM integrates seamlessly with other Odoo modules and third-party tools like email marketing, eCommerce platforms, and accounting software, providing a unified view of your business.

How does Odoo CRM help with customer follow-ups?

Odoo CRM includes automated follow-up reminders, scheduled activities, and email templates, ensuring timely communication and consistent follow-ups with your prospects and customers.

Is Odoo CRM accessible on mobile devices?

Yes, Odoo CRM is fully accessible on mobile devices, allowing your sales team to manage leads and opportunities on the go, from anywhere, at any time.

Sponsored main website and testing sites

Odoo CRM App offers powerful reporting and analytics features that provide insights into your sales performance, helping you make informed decisions and optimise your sales strategies.

How secure is my customer data in Odoo CRM?

Odoo CRM ensures the security of your customer data with advanced security features like encryption, access controls, and regular system updates to protect against data breaches.

What makes Odoo 17 CRM ideal for small and medium businesses?

Odoo 17 CRM is ideal for CRM software for small and medium businesses due to its customizable interface, real-time reporting, and seamless integration with other Odoo apps, making customer management efficient and effective.