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Sales

CRM

✳︎ Track leads and close opportunities

A visual pipeline that shows every deal, its stage and its next action. Leads arrive automatically from your website, email and social channels; scoring and scheduled activities make sure sales people always know what to do next. Forecasts and win/loss reports come straight from real pipeline data.

ODOO MODULE✳︎
CATEGORYSales
Why it matters

Every sales team runs on adrenaline and memory - and both run out. CRM replaces memory with a system: every deal has a stage, every stage has a next step, and nothing sits quietly forgotten in an inbox while a competitor calls the customer back first.

Every deal has a next step - nothing stalls in a spreadsheet.

What changes the numbers is not the pipeline view - it is the speed. Quotes that used to take an evening go out between two calls, with prices and discounts the system already checked. The customer signs on a link, the order confirms itself, the warehouse and accounting learn about it in the same second. Selling gets faster because everything after the handshake got automatic.

FIG.01 — THE PIPELINE
NEWQUOTEDWONDEAL €48KPIPELINE — EVERY DEAL HAS A NEXT STEP
Technical drawing · Sales
How it works
the loop runs itself · tap a step to hold it
STEP 01Lead arrives from web or email
STEP 02Scored and assigned
STEP 03Next activity scheduled
STEP 04Deal won → order created
✳︎
Every deal has a next step - nothing stalls in a spreadsheet.
Key capabilities
Spec sheet · 5 functions
Kanban pipeline with drag & drop stages
Automatic lead capture from web forms and email
Next-activity scheduling so deals never stall
Lead scoring and assignment rules
Revenue forecasts from live pipeline data
In an ERPSWISS project
Part of our 7-step delivery
STEP 1Configure
A business analyst maps CRM to your real processes - most changes take hours in Studio, not weeks of code.
STEP 2Integrate
It shares one database with every other module - no connectors, no sync jobs, no double entry.
STEP 3Train✳︎
Your team learns it in the training step of our 7-step journey - with docs in your Knowledge base.
Good to know

CRM in Odoo: one module, one shared database, zero double entry.

CRM is one of the standard Odoo applications in the Sales family. Like every Odoo module, it runs on the same database as sales, inventory and accounting - information entered once is available everywhere, with no connectors, no sync jobs and no manual exports. Companies choose Odoo CRM to replace a patchwork of disconnected tools with one integrated system that is easier to maintain and cheaper to own.

In daily work, teams rely on CRM for: kanban pipeline with drag & drop stages; automatic lead capture from web forms and email; next-activity scheduling so deals never stall; lead scoring and assignment rules. Because the module is part of the Odoo platform, every action leaves a clean trail for reporting - managers watch live dashboards instead of assembling spreadsheets, and the numbers stay consistent across departments and companies.

ERP SWISS is an official Odoo partner. We implement and configure CRM for companies in Switzerland, France, Germany, the EU and Armenia - including localization, data migration, staff training and long-term support. A typical implementation takes weeks, not months: we configure the standard module to your processes first, and add custom development only where it truly pays off. Book a free demo to see it on your own scenarios.

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