Odoo App · Odoo CRM
Odoo CRM — configured by Captivea
Odoo CRM gives your sales, marketing, and customer-facing teams one shared view of every lead, opportunity, and customer so you can capture demand, nurture prospects, and close deals faster while keeping reporting and forecasting under control.
The app
Odoo CRM
Odoo CRM is the customer relationship management app in the Odoo suite, designed to centralise leads, opportunities, activities, and customer information so your teams can follow a structured sales process right from first contact to invoicing.
Key features
Concrete building blocks
Centralised lead and opportunity management
Capture leads from forms, campaigns, calls, and events into one place, qualify them, and convert them into opportunities that you track step by step in a visual pipeline.
Automated assignment and next actions
Use scoring rules and assignment logic so that leads reach the right people automatically, with scheduled activities and reminders that keep every opportunity moving.
Configurable pipelines and views
Design pipelines, stages, and filters that match your sales models, and use kanban, list, and calendar views so that each team can manage its workload effectively.
Integrated reporting and forecasting
Combine CRM data with sales orders and invoicing to measure conversion, monitor team performance, and build reliable revenue forecasts on a single set of figures.
Use cases
Concrete uses
Lead capture and nurturing
Collect leads from web forms, events, partners, and outbound campaigns in Odoo CRM, then score, segment, and follow them up with coordinated sales and marketing actions.
Pipeline management from first contact to win
Track every opportunity across tailored stages, update status with drag and drop, and launch quotations or meetings directly from the pipeline board.
Post-sale relationship management
Link CRM with Sales, Subscription, and Helpdesk so you can track renewals, upsells, and support interactions in one place throughout the customer lifecycle.
By business function
Solutions for every team
Explore how Captivea concretely improves your teams' day-to-day work, department by department.
Sales & CRM
Sales pipelines, lead scoring, and quotes managed in just a few clicks.
Purchasing
Suppliers, purchase requests and tenders linked back to the same customer view.
Operations & Manufacturing
Manufacturing projects and work orders connected to opportunities and key accounts.
Supply Chain
Inventory levels and order promises visible from the same CRM customer record.
Finance & Accounting
Revenue, margins and forecasts aligned between CRM, Invoicing and Accounting.
Human Resources
Recruitment pipelines and HR processes informed by real sales and CRM data.
Marketing
Multichannel campaigns, leads and ROI tracked from first touch to closed deal.
Helpdesk & After-Sales
Tickets, SLAs and customer satisfaction managed with full CRM context.
Start your transformation
Plan your Odoo CRM project with Captivea
Our consultants guide you from scoping and prototyping to go-live and continuous improvement so your CRM becomes the backbone of your revenue operations.
By sector
Organized around your industry
Teams organized by client industry. Each sector covers ERP, Web, AI and BI.
Services & Tertiary
CRM, sales and project management tailored for professional services and B2B companies.
Industry / Manufacturing
Opportunities directly connected to quotations, BOMs and production for manufacturers.
Distribution & Logistics
Account-based CRM, pricing and stock visibility aligned for wholesalers and distributors.
Retail & Point of Sale
Unified CRM and ecommerce to manage shoppers, loyalty and key retail accounts together.
The Odoo apps relevant to you
The complete Odoo suite
All Odoo applications, activated at your own pace.
Sales & CRM
Inventory & Manufacturing
Finance
Human Resources
Technical & Data
References
Companies that trust Captivea
FAQ
Frequently asked questions
Odoo CRM is the customer relationship management application within the Odoo business suite, used to capture leads, manage opportunities, plan activities, and analyse sales performance in connection with other apps like Sales, Invoicing and Marketing Automation.
Yes, Odoo CRM is one of the standard Odoo applications and can be deployed on its own or together with other modules; Captivea helps you choose the right combination for your sales and marketing needs.
You can run Odoo CRM on Odoo Online, Odoo.sh or your own servers, depending on how much customisation you need and how you prefer to manage infrastructure; Captivea advises you on the best option.
Working with a Gold Partner like Captivea means your CRM is designed, configured and rolled out by certified experts following a proven methodology, reducing project risk and accelerating user adoption.
Resources
Latest articles & guides
Let's talk
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Tell us about your sales and marketing challenges so we can design an Odoo CRM project that fits your teams, your processes and your growth goals.