ERP marketing team
Transform your ERP marketing team everyday
Your ERP marketing team is under pressure to generate qualified demand, prove ROI, and stay aligned with sales, but disconnected tools and manual handovers slow everything down. With Captivea and Odoo, you replace spreadsheets and scattered platforms with a unified revenue engine where campaigns, CRM, and automation all work together to deliver measurable growth.
Context
An Odoo partner for marketing teams that need results
Captivea helps marketing and sales leaders who are outgrowing point solutions and want a single platform to run their entire revenue engine. We connect CRM, email campaigns, websites, events, and sales operations in Odoo so your ERP marketing team can move faster without losing control or insight.
From strategic scoping to post-go-live optimisation, our consultants and Odoo specialists cover the full lifecycle of your project. We map your lead funnel, configure and integrate CRM and Marketing Automation, and refine scoring, attribution, and journeys over time so your teams stay aligned and your system grows with your strategy.
Before / After
From friction to flow
Before
- Leads are captured in multiple tools, duplicated across spreadsheets and platforms, and often disappear between marketing and sales.
- Campaigns run in isolation, making it difficult to know which channels and programmes actually generate qualified pipeline and revenue.
- Reporting for leadership requires days of manual consolidation, and nobody fully trusts the numbers when debating performance.
After
- Every lead, contact, and opportunity lives in one Odoo CRM, with clean data, clear ownership, and automated handovers between marketing and sales.
- Campaigns, landing pages, events, and website forms all feed the same pipeline, with attribution reports showing which activities really drive revenue.
- Standard dashboards in Odoo provide real-time views of funnel performance and ROI, so you can steer strategy without manual reporting.
Your daily irritants
What slows your ERP marketing team down
Leads disappear between marketing and sales, and no one can clearly see where in the funnel they were lost.
Business Consulting solution
We map your lead lifecycle with marketing and sales, define each stage and qualification rule, and formalise responsibilities and SLAs at every handover so nothing falls through the cracks.
Campaigns run in separate tools, and performance is hard to compare across channels and stages of the funnel.
ERP solution
We configure Odoo CRM and Marketing apps to centralise campaigns, UTM tracking, and attribution, giving you unified reporting on email, social, events, website, and revenue in one place.
Your digital presence and journeys are fragmented, with websites, forms, and emails not fully aligned to your lead lifecycle.
Web and Marketing solution
We design your Odoo Website, forms, Email Marketing, Marketing Automation, Social Marketing, and Events setups to reflect your funnel, so every touchpoint captures data and advances prospects consistently.
Manual lead qualification and next steps depend on individual opinions, slowing response times and creating inconsistent follow-up.
AI solution
We help you experiment with AI-assisted lead scoring, content suggestions, and next-best-action recommendations in Odoo, always keeping rules transparent and under your team's control.
Management lacks a clear, shared view of performance from campaigns to revenue, making it hard to steer strategy and budgets.
BI solution
We build BI and Odoo dashboards that connect campaigns, pipeline, and revenue, so leaders can track performance, forecast, and adjust investments based on facts instead of spreadsheets.
The concrete gains
What you gain
Your company
Clear, shared funnel visibility
Both marketing and sales rely on the same Odoo dashboards to see real-time funnel and pipeline data, putting an end to debates over whose numbers are correct and focusing conversations on improving conversion.
Faster lead response
Automated scoring, routing, and reminders ensure hot leads are followed up quickly and with the right context, improving conversion from enquiry to opportunity.
Proven campaign ROI
By linking campaigns, opportunities, and invoices in Odoo, you can attribute revenue to specific programmes and channels and continually optimise spend for measurable returns.
Your teams
Unified marketing and sales tools
CRM, campaigns, events, website forms, orders, and even invoicing are connected in one environment, eliminating double entry and ensuring that data flows seamlessly along the customer journey.
Everyday AI for marketers
AI-enhanced scoring, content suggestions, and next-best-action insights help your teams prioritise leads and tailor engagement without adding complexity or losing control.
More time for strategy
Automation in Odoo handles repetitive outreach, enrichment, and routing so your marketers can focus on audience insights, creative campaigns, and collaboration with sales.
Your customers
Transparent customer journey
Customers experience a consistent journey from first touch to post-sale, with timely, relevant communication and fewer gaps or repeated questions across teams.
Responsive, relevant engagement
Integrated data and automation allow you to respond faster with personalised offers, content, and follow-up, reducing waiting times and increasing perceived value.
Long-term, data-driven relationships
With every interaction recorded in Odoo, your teams always know the history and context, delivering a coherent experience that strengthens loyalty over time.
How it works
A phased deployment, designed for adoption
The success of your ERP marketing transformation depends less on features than on whether your teams embrace the new way of working, so our method focuses on short, low-risk iterations and visible wins.
1. Discovery and process mapping
We interview marketing, sales, and customer-facing teams to understand your current tools, funnel, and pain points, then map your ideal future process and prioritise the quickest, highest-impact improvements.
2. Configuration and data model design
We configure Odoo CRM and Marketing apps to match your funnel, stages, and definitions, designing fields, scoring rules, and workflows that support adoption and reporting rather than copying past habits.
3. Automation, integrations, and content setup
We implement lead capture forms, journeys, email templates, scoring models, and key integrations, then test end-to-end flows from first touch to sales handover to ensure everything works in real conditions.
4. Training, go-live, and optimisation
We train marketers, sales reps, and managers on their own scenarios and dashboards, monitor adoption after go-live, and refine rules and reports based on usage and feedback.
Start your transformation
Ready to transform how your marketing and sales teams work?
Our consultants and Odoo experts help you turn disconnected tools into a unified revenue platform, from the first scoping workshops through go-live and continuous optimisation.
An integrated offer
ERP · Web · AI · BI for marketing and sales-driven organisations
Five areas of expertise, one team that knows your business.
ERP
We implement and optimise Odoo CRM, Sales, and related modules to create a single source of truth for leads, opportunities, quotations, and customers. Your funnel stages, qualification rules, and sales processes are modelled directly in Odoo, improving data quality, collaboration, and revenue reporting.
Web & Marketing
We design and configure your Odoo Website, Email Marketing, Marketing Automation, Social Marketing, and Events apps so they work together as one acquisition and nurturing engine. From landing pages and forms to multi-step journeys, we help you attract, engage, and convert leads with experiences tailored to your audiences.
Business Consulting
Our business consultants help you define your go-to-market model, segment your audiences, design funnel stages, and set shared KPIs for marketing and sales. We translate these decisions into practical playbooks and Odoo configurations that structure your day-to-day execution.
Artificial Intelligence
We guide you in testing AI-assisted lead scoring, content ideas, and next-best-action suggestions inside Odoo, always with explainable rules and human oversight so your teams trust and adopt the new capabilities.
Business Intelligence
We connect Odoo data with dedicated BI tools to build dashboards that link campaigns, pipeline, revenue, and profitability. Leadership can monitor performance, forecast outcomes, and adjust strategy using live, consolidated insights.
References
Companies that trust Captivea
Testimonials
What our clients say
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
Resources
Latest articles & guides
FAQ
Frequently asked questions
An ERP connects marketing with sales, service, and finance in a single platform, giving you one view of customers, leads, and revenue. For marketing teams, this means every campaign and interaction can be tied to real opportunities, orders, and invoices, not just clicks and form fills.
We start by defining shared funnel stages, qualification criteria, and SLAs with both teams, then configure them as stages, fields, and rules in Odoo CRM. Automation supports handovers and follow-ups, while shared dashboards highlight bottlenecks and collaboration opportunities.
Begin with a few clear journeys that support existing campaigns, such as welcome sequences, event follow-up, and basic nurturing. Use simple behavioural and profile-based scoring, test your rules on small segments, and scale to more advanced journeys as your team gains confidence.
We design a data model that centralises leads, contacts, and companies, then connect your capture sources—forms, website, eCommerce, events, and imports—into that model. Deduplication rules, consistent fields, and clear ownership ensure every interaction enriches a single, reliable record.
Let's talk
Ready to transform your Marketing and Sales operations?
If these challenges sound familiar, contact us to discuss your ERP marketing team, your sales pipeline, and how Odoo with Captivea can help you achieve measurable growth.