Odoo 19 CRM & Marketing: Smarter, faster, more human

CRM : Turn your contacts and leads into real opportunities

Lead management has evolved to make you more efficient: identify the right contacts, act at the right time, and convert opportunities faster with Odoo 19’s new features. 

Save time from the first contact

Odoo 19 automatically centralizes all your lead information through business card capture with built-in OCR and smart fields. Simply take a photo of a business card, and the CRM instantly fills in the name, company, job title, and contact details. Smart fields also pull in public information, such as revenue or the latest company news. All your contacts are immediately ready to be tracked and developed. 

Imagine this: you arrive at a meeting and instantly have all the information you need to start the conversation and build a genuine relationship.

Prioritize your leads with AI to boost conversions

Not all leads are created equal, and Odoo 19 helps you focus your attention where it matters most. Each opportunity is assigned a conversion probability score, automatically calculated using artificial intelligence based on:

• The prospect’s previous interactions (opened emails, completed forms, website visits).
• The quality and completeness of the lead’s information.
• The typical behavior of similar leads that have already converted.

But it’s more than just a number: Odoo clearly shows the factors influencing the score. You can instantly see why one lead is more likely to convert than another and which actions to prioritize.

Here’s a concrete example:

• Lead A: Score 85% → opened 3 emails, visited the website twice this week, requested a quote.
• Lead B: Score 30% → subscribed to the newsletter, but no recent interactions.

In Odoo 19, leads that haven’t been contacted for a while are automatically flagged, ensuring you never miss an opportunity. You can focus on high-potential prospects and act quickly to maximize your conversions.

Visualize your opportunities and act at the right time

With Odoo 19, all your leads appear in a single, unified view, whether they come from your website, an email, a survey, or live chat. You can schedule actions, track their progress, and sync everything directly with your calendar. External sales reps also have access to the information they need, based on their role. This gives you a clear overview of every opportunity, allowing you to take action at the right moment without risking missed follow-ups.

Marketing : Harness AI to engage and convert your prospects

Turning visitors into customers can be challenging, but Odoo 19 simplifies every step: attracting, understanding, and engaging the right prospects at the right time.

Capture prospects the moment they interact

The integrated website chat responds in real time and automatically creates opportunities in the CRM as soon as a prospect shows interest. Whether they ask a question, subscribe to the newsletter, or request a quote, all the information is instantly available for your next sales actions.

Automatically personalize your emails for each lead

With Odoo 19’s email builder, you can create emails in just a few clicks using blocks, snippets, and dynamic placeholders. The content and tone automatically adapt to each prospect based on their profile and past interactions. Every message feels tailor-made for the recipient, driving higher clicks, more replies, and greater engagement compared to generic emails.

Manage your Marketing campaigns with clarity and precision

Odoo 19’s marketing dashboard brings together all your campaigns and key metrics: open rates, clicks, and performance by channel. You can instantly see what’s working and where improvements are needed. The system also highlights the best days and times to send your emails, ensuring you reach prospects when they’re most receptive. By following these insights, you can quickly adjust your campaigns, make each send more effective, and achieve tangible results.