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AI-NATIVE

CRM

✳︎ Every deal always has a next step.

Odoo CRM is the pipeline that runs your sales day: leads arrive on their own from web forms, email and chat, AI scores them so the hottest surface first, and the moment one activity ends the next is already scheduled. Forecasts come from real stage-by-stage revenue - not from optimism.

PIPELINE - LIVE
NEW
€ 121K
PROPOSITION
€ 86K
WON
€ 48K
DEAL #204
€ 48K
NEXT: CALL - TODAY 14:30 NEXT: SEND QUOTE - TOMORROW WON - ORDER CREATED ✓
Why deals die

Deals rarely die because the product was wrong or the price too high. They die quietly: someone forgot to call back, a proposal sat unsent over a long weekend, an email thread slipped to page two of an inbox. Odoo CRM is built around a brutally simple cure - the moment one activity ends, the system already knows the next one, scheduled from your own sales playbook.

A pipeline is not a list of deals. It is a list of next actions.

Everything else feeds that discipline. Web forms, incoming emails and live-chat conversations land in the pipeline automatically, with the full history attached to the right deal. AI scores every new lead so your team always works the right priorities, and assignment rules hand each one to the right salesperson. When a deal is won, the quotation becomes an order and an invoice - in the same database, with nothing re-typed.

FIG.01 - THE NEXT ACTION
DEAL #204 - NOWALL SA € 48,000 · PROPOSITION ☎ CALL - TODAY 14:30 ✉ QUOTE - TOMORROW ✓ SIGNED - DEAL WON AUTO NEXT STEP ONE ACTIVITY ENDS - THE NEXT IS ALREADY PLANNED
Technical drawing · activity chain
The life of a deal
from stranger to invoice · the loop runs itself
STEP 01 A form, an email or a chat becomes a lead - by itself
STEP 02 AI scores it and routes it to the right salesperson
STEP 03 Every touch gets a scheduled next activity - calls, meetings, mailings
STEP 04 A quotation in two clicks - products from the catalog, e-signature online
STEP 05 Won - the order, delivery and invoice follow in the same database
28M+
users run their business on Odoo worldwide
2 clicks
from product catalog to a professional quotation
4
channels in one pipeline: email, live chat, SMS and VoIP
0
forgotten follow-ups: every open deal carries a planned next step
AI lead scoring

Too many leads is a good problem. Triage is not.

When a hundred leads arrive from a campaign, somebody has to decide who gets called first. In Odoo, the AI does: it scores every lead on behavior and profile, pushes the hottest ones to the top, and assignment rules route each to the right person - before anyone opens a spreadsheet.

FIG.02 - MORNING TRIAGE
LEAD - ALPINE TRADE GMBH92
→ ROUTED TO ANNA · CALL SCHEDULED 09:15
LEAD - RHONE LOGISTICS61
LEAD - WEBFORM #118234
Inside the app
SOURCE: ODOO.COM
SCREEN 01 - QUOTATION
Odoo CRM quotation
Products picked from the catalog, priced by the customer's price list - sent with e-signature and a payment link.
SCREEN 02 - FORECAST
Odoo CRM reporting and forecasts
Revenue forecasts and team performance computed from live pipeline data - not assembled in spreadsheets.
SCREEN 03 - ONE INBOX
Odoo CRM communication
Incoming email attaches itself to the deal it belongs to - the whole team sees the same history.
Key capabilities
Spec sheet · 6 functions
AI lead scoring keeps your team working the right deals first
Automatic lead capture from web forms, email and chat
Next-activity scheduling so no deal ever stalls
Quotations in two clicks, with e-signature and payment links
Revenue forecasts and custom dashboards from live pipeline data
Email, live chat, SMS and VoIP integrated into one history
In an ERPSWISS project
Part of our 7-step delivery
STEP 1 Configure
A business analyst maps your real sales stages, teams and playbooks into the pipeline - configured in days, not coded in weeks.
STEP 2 Integrate
CRM shares one database with Sales, Invoicing and Marketing - a won deal becomes an order and an invoice with nothing re-typed.
STEP 3 Train ✳︎
Your salespeople learn the pipeline in the training step of our 7-step journey - with playbooks documented in your Knowledge base.
Good to know

Odoo CRM: one pipeline, one shared database, zero double entry.

Odoo CRM is the sales cockpit of the Odoo platform, used by more than 28 million people worldwide. Unlike standalone CRMs, it runs on the same database as quotations, invoicing, inventory and marketing - a contact entered once is a contact everywhere, and a won opportunity turns into an order without exports, connectors or re-typing. Companies choose it to replace the classic patchwork of a CRM here, a quoting tool there and spreadsheets in between.

In daily work, teams rely on the kanban pipeline with drag-and-drop stages and expected revenue per stage; automatic lead capture from web forms, email and live chat; AI lead scoring and assignment rules; and next-activity scheduling that keeps every open deal moving. Managers watch live forecasts and win/loss reports instead of assembling numbers by hand at month end.

ERP SWISS is an official Odoo partner. We implement CRM for companies in Switzerland, France, Germany, the EU and Armenia - pipeline design, lead routing, email integration, data migration and staff training included. A typical setup takes weeks, not months. Book a free demo to see it on your own sales process.

See CRM working on your own sales process - on a free demo.
Book a Demo