Odoo module
Odoo CRM is the sales layer of a complete business platform: when a deal closes, delivery, invoice and accounting entry follow automatically.
Leads flow in from website forms, live chat, email, VoIP calls, social media, event registrations and support tickets, so none are lost in an inbox. Odoo 18 added business card scanning, and live chat AI agents can qualify visitors and create leads.
Predictive scoring analyses your win and loss history and shows a probability on each opportunity card, using lead source, geography, industry, salesperson and stage. It also lists negative factors to fix, such as a missing phone number.
A drag-and-drop Kanban view shows expected revenue per stage, activity status and next actions. Each card holds emails, call logs, meeting notes, documents and quotations. Run several pipelines with their own stages and assignment rules.
Create branded quotations from the opportunity card, add optional items for upselling and send for e-signature. Once approved the quotation becomes a sales order, and inventory reservation, delivery, manufacturing for MTO products, invoicing and accounting follow automatically.
Every email, call, meeting note and discussion logs in the chatter. VoIP gives click-to-call with automatic logging and WhatsApp adds a channel. Dashboards show pipeline value, win rates and lead source ROI; forecasts multiply deal values by AI closing probabilities.
The lead arrives from a form, chat, email, call or scanned card with no manual entry.
AI scoring shows where to spend time; the lead moves to Qualified.
A branded quotation goes out from the opportunity card for e-signature.
The quotation converts to a sales order.
Delivery scheduling, the invoice and the accounting entry follow automatically.
Yes. Odoo has progressively added smart lead scoring for CRM, AI website content generation, predictive analytics for sales forecasting, automated data extraction and intelligent suggestions across modules, and these expand with each version.
Yes. You implement only the apps you need and add more as you grow, which keeps initial costs low.
Yes. Odoo has a built-in e-commerce module and connects to Shopify, WooCommerce and Magento through APIs and connectors, synchronising products, orders, inventory and customer data.
Related
The other services in this section, and related pages from TCB Infotech.
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