Odoo CRM is a pipeline-based tool tracking leads from first contact through closed deal. It integrates with Sales for quotations, Email Marketing for campaigns, and Helpdesk for post-sale support. Odoo 19 adds AI lead scoring.
Key Features
- Kanban pipeline with drag-and-drop stages
- Lead management from website forms, email, and manual entry
- AI lead scoring (Odoo 19)
- Activity scheduling — calls, emails, meetings
- Email integration — send/receive from CRM
- Pipeline analysis and revenue forecasts
Setup
- Install CRM
- Create Sales Teams with members and quotas
- Customize pipeline stages to match your sales process
- Configure lead sources (website forms, email aliases)
Best Practices
- Keep 4-6 pipeline stages
- Require scheduled activities on all open opportunities
- Use expected revenue for realistic forecasting
- Integrate email for communication tracking
- Connect to Sales for quotation generation
Frequently Asked Questions
Is Odoo CRM free?
Yes in Community. Enterprise adds AI lead scoring and advanced reporting.
Can I import existing contacts?
Yes from CSV. Odoo handles deduplication during import.
Does CRM integrate with email?
Yes. Configure email servers for direct send/receive. See email setup.