Odoo 13 Community Edition

Odoo CRM General Workflow

Odoo community edition provides you the eminent features of simplicity, user-friendliness, and effectiveness. A CRM module is designed and managed to follow a series of events that starts with creating or identifying leads, which means a “future sale”.

After identifying leads the following stages of operations follows.

Opportunity, Quotation, Sales Order, Invoice generation and payment.

Let Us List Out These Stages:

Lead may be an individual or organization with an interest in your product or service. It is a genuine inquiry and these genuine inquiries will turn into future sales. Lead generation is possible in different ways.

We can generate leads through:

• Blog posts

• Contact forms

• Link tracking

• Calling

• Mass mailing


• Live chat

• Events

• Campaigns


Let us define opportunity in simple words as it is a ‘more possible lead’. Here onwards the organization will appoint or assign an individual to follow-up with the client.


The pipeline is an effective channel provided by Odoo to follow opportunities. It is used to measure the progress of a long-term goal. In the pipeline, we can make a series of different stages for tracking a chance.


A quotation is a very important step that to be taken care of before/after successful qualifying leads into an opportunity. We can make a quotation and send it to the customer. Quotation includes information about the product or service. Through this, a customer can make a decision.

Once the quotation is confirmed by the customer, it will be converted to a sale order and the delivery order is created based on the sale order.



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



Cybrosys Limited
Alpha House,
100 Borough High Street, London,
SE1 1LB, United Kingdom



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



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

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