Odoo CRM Setup: Build a Sales Pipeline That Converts

CRM Module Overview

Odoo CRM manages the entire customer acquisition process: lead capture, qualification, pipeline management, quotation, and conversion. It integrates natively with Sales, Email Marketing, and Website for a complete sales stack.

Pipeline Setup

Default Pipeline Stages

# Customize pipeline stages for your sales process:
# CRM → Configuration → Stages

# Example B2B pipeline:
# 1. New (0%) — lead just captured
# 2. Qualified (10%) — fits ICP, budget confirmed
# 3. Proposition (30%) — demo done, proposal sent
# 4. Negotiation (60%) — terms being discussed
# 5. Won (100%) — deal closed

# Example B2C pipeline:
# 1. Inquiry — customer reached out
# 2. Interested — wants more info
# 3. Quoting — price sent
# 4. Won — purchase made

# Each stage has:
# - Name
# - Probability (0-100%)
# - Requirements (what must happen to enter this stage)
# - Sequence (order in pipeline)

Lead Sources

• Website forms — Contact form → auto-create lead in CRM
• Email — Incoming email to sales@ alias → lead created
• Live Chat — Chat conversations → convert to lead
• Manual — Sales team manually creates leads
• Import — CSV import of lead lists
• API — External tools push leads via API
• Events — Event registration → lead created

Lead vs Opportunity

# Odoo has two modes:
# 1. Leads + Opportunities (two-step): Lead → qualify → convert to Opportunity
# 2. Opportunities only (one-step): everything goes directly to pipeline

# Two-step is better when:
# - You get many unqualified leads (website, ads)
# - You need a qualification step before pipeline
# - You want to measure lead-to-opportunity conversion

# One-step is better when:
# - Most inquiries are already qualified
# - Simpler workflow preferred
# - Small sales team

# Configure: Settings → CRM → Leads → enable/disable

Sales Teams

# CRM → Configuration → Sales Teams

# Create teams by:
# - Region (US Team, EU Team, APAC Team)
# - Product line (Software Team, Services Team)
# - Customer segment (Enterprise, SMB, Startup)

# Team settings:
# - Team leader (dashboard, reporting)
# - Members (assigned salespeople)
# - Email alias ([email protected])
# - Default pipeline stages
# - Assignment rules (round-robin, workload)

Activity Scheduling

# Activities are follow-up tasks attached to leads:
# - Phone call (follow up on proposal)
# - Meeting (schedule demo)
# - Email (send information)
# - To-do (prepare quote)

# Best practice: every lead should have a next activity scheduled
# No lead should sit without a planned next step

# Automated activities:
# Settings → CRM → Automated Activities
# Example: when lead enters 'Proposition' stage,
# auto-schedule 'Follow up call' in 3 days

Email Integration

• Send emails directly from CRM (logged in chatter)
• Email templates for common messages
• Track email opens (if configured)
• Auto-log incoming replies on the lead
• Bulk email to leads (Email Marketing module)

Quotation from CRM

# Convert opportunity to quotation in one click:
# Open opportunity → click 'New Quotation'
# → Sale order created with customer pre-filled
# → Add products, send quotation
# → When confirmed, opportunity moves to 'Won'

# This links CRM to Sales seamlessly

Reporting

• Pipeline Analysis — Revenue by stage, expected revenue, conversion rates
• Activity Analysis — Activities per salesperson, overdue activities
• Lead Analysis — Source effectiveness, response time, lead quality
• Forecast — Expected revenue by month (probability × amount)

Key Metrics to Track

DeployMonkey + CRM

Deploy Odoo CRM on DeployMonkey. The AI agent configures pipeline stages, team assignment rules, email integration, and activity automation. Start converting leads from day one.