Sales · CRM · Odoo
Sell more, re-key less
Your salespeople are paid to convince, not to copy information.
A lead gets lost in a mailbox. A quote goes out with an old price. Nobody knows who called the customer back last week. Every oversight is a lost sale or a damaged relationship.
Odoo follows each deal from first contact to invoice. The pipeline stays visible. A quote is prepared in a few clicks. The customer history reads at a glance.
What slows sales teams down
- Customer records scattered across notebooks, spreadsheets and mailboxes.
- A pipeline updated when someone remembers, so hardly reliable.
- Quotes rebuilt by hand with a risk of errors.
- Follow-ups forgotten for lack of a clear reminder.
- An invoice that starts from scratch even though the quote already exists.
The salesperson spends their time looking for information. Less is left for the field.
What sales gains with Odoo
From the first call to payment, everything flows.
A living pipeline
Each opportunity moves through visible stages. You see where it gets stuck.
Fast quotes
Products, prices and terms are picked up automatically. The quote goes out the same day.
Complete customer follow-up
Exchanges, meetings and orders gathered on a single record.
Follow-ups that no longer slip
Scheduled activities remind you of the right action at the right time.
From order to invoice
The accepted quote becomes an order then an invoice with no new entry.
How we organise your sales cycle in Odoo
1
Map
We describe your real sales stages, from prospecting to signature.
2
Configure
Pipeline, quote templates, price lists and terms: we carry your practices into the standard.
3
Import your contacts
We import customers and prospects while removing duplicates so you start from a clean base.
4
Train on real use
Your salespeople learn by handling their own deals. Discover the Odoo CRM training.
Field routines the tool makes easier
A concrete example: a prospect asks for an offer after a trade show. The salesperson creates the opportunity in two minutes, prepares the quote from their phone and schedules the callback. A week later, the tool flags the follow-up to make. Nothing depends on their memory. Their manager sees the deal progress without asking for it.
A salesperson in a meeting notes the essentials in a few words. Their manager reads progress without waiting for a weekly review. The back office receives the complete order, with the right terms.
The quote is prepared with your products and your authorised discounts. The customer receives it by email and can accept it online if you wish. Validation triggers what follows: delivery and invoicing.
To better control your quotes and orders, the Odoo Sales training covers these routines. Your purchasing follows the same principle with Odoo Purchase.
Frequently asked questions from sales
Answers before launching your CRM.
Yes. The pipeline takes over your stages and forecast amounts. You also get history and reminders.
Yes. We reproduce your layout and legal notices so the customer finds your familiar look.
With clear pipeline stages and probabilities discussed with the team. Reliability comes from entry discipline, which the tool keeps simple.
Yes. Odoo runs in a mobile browser to read a record or enter a meeting report.
Yes. You define price lists and discount rules. Rights limit what each person can grant.
We import them after cleaning. Duplicates and incomplete records are handled before the migration.
Want a sales cycle without friction?
Show us your current sales process. We tell you what Odoo changes. The audit is free.