Introduction
Odoo CRM Community App

The Odoo CRM Community App is a game-changer for sales teams, bringing the full power of Odoo CRM (v17 and v18) to your Android device. Designed for Odoo Community users, this lightweight mobile client lets you manage.. your sales pipeline, nurture leads, create quotations, and stay connected with customers all while on the move. Whether you are at a client meeting or travelling, this app ensures you never miss a beat, offering a responsive interface and real- time access to your CRM data. Download it now from the Google Play Store and take control of your sales process anytime, anywhere.

KeyFeatures

Mobile Pipeline Management

Oversee your sales pipeline with a Kanban view, mov-ing opportunities across stages on the go.

Lead Management

Capture, nurture, and score leads directly from your phone.

Opportunity Management

Convert leads into opportunities and track their progress.

Quotation Creation

Generate and send quotations to clients anytime, anywhere.

Customer Management

View and edit customer details in real-time, ensuring up-to- date information.

Email Integration

Attach email communications to opportunities automatically.

Real-Time Reporting

Monitor pipeline performance and sales metrics with basic reports.

Real-Time Synchronization

Keep your CRM data updated across devices with seam-less server sync.

Responsive Interface

Enjoy a quick, mobile-optimized experience tailored for Odoo Community v17 and v18.

How the App Works

The Odoo CRM Community App streamlines your sales process with a mobile-friendly workflow, covering all key CRM functionalities on the go:

01

Log in to the app

Enter your Odoo server URL (e.g., https://your-odoo-server.com), username, and password to securely access your CRM data.

02

Manage Your Sales Pipeline

View your pipeline in a mobile-friendly Kanban layout, drag and drop opportunities across stages (e.g., New, Qualified, Won), and update statuses while travelling.

03

Nurture Leads

Capture new leads, add notes, score them based on criteria (e.g., engage- ment, location), and prioritize high-potential leads for conversion, all from your phone.

04

Convert Leads to Opportunities

Convert a lead into an opportunity by assigning a salesperson, setting expected revenue, and linking to an existing customer, streamlining your sales process.

05

Track and Nurture Opportunities

Monitor opportunity details (e.g., probability, expected revenue), add notes, and move them through pipeline stages, all from your mobile device.

06
07

Create and Send Quotations

Generate quotations for opportunities, customize pric-ing, and send them to clients directly from the app, even while on the go.

08

Manage Customer Information

Access customer profiles, view communication his-tory, and update contact details in real-time to stay informed during meetings.

09

Log Calls on the Go

Log calls made to leads or customers, set follow-up actions, and view call history directly from the app, perfect for mobile sales reps.

10

Analyze Lost Opportunities

Mark an opportunity as lost, select a reason (e.g., bud- get, competition), and analyze patterns to improve your sales approach, all from your device.

11

Manage your Profiles

View and update your personal details (e.g., name, email, phone number) and app preferences, ensuring your account is set up for your needs.

12

Collaborate with Odoo Chats

Use integrated chat to communicate with your team, share updates, and discuss leads or opportunities in real-time, enhancing collaboration on the go.

13

Mail Activity in Odoo

Scheduling and managing email-related tasks, such as sending follow-up emails to leads or customers, tracking email interactions, and marking emails as completed.

14

Stay Synced in Real-Time

Ensure all changes (e.g., updated leads, quotations) are synced with your Odoo server instantly, keeping your team aligned.

Benefits

Mobility

Manage your sales pipeline, leads, and customers from anywhere, ensuring productivity on the go.

Real-Time Access

Stay connected with real-time updates and synchronization, keeping your CRM data current.

Efficiency

Streamline tasks like quotation creation, activity scheduling, and call logging with a mobile-optimized interface.

Client Engagement

Update customer information, nurture leads, and follow up on opportunities during client visits, improving relationships.

Insightful Decisions

Access pipeline reports and lost opportunity analysis on your phone to make quick, data-driven decisions.

Get Started

1

Download from the Google Play Store.

2

Log in with your Odoo credentials (server URL, username, password).

3

Start managing your sales pipeline and leads on the go.

4

Customize settings to fit your sales process.

whatsapp_icon
location

Calicut

Cybrosys Technologies Pvt. Ltd.
Neospace, Kinfra Techno Park
Kakkancherry, Calicut
Kerala, India - 673635

location

Kochi

Cybrosys Technologies Pvt. Ltd.
1st Floor, Thapasya Building,
Infopark, Kakkanad,
Kochi, India - 682030.

location

Bangalore

Cybrosys Techno Solutions
The Estate, 8th Floor,
Dickenson Road,
Bangalore, India - 560042

Send Us A Message