Odoo 14 Community Edition

Odoo CRM

Odoo Customer Relationship Management module is one of the important modules available in the Odoo ERP which suits all types of businesses to manage relationships and interactions with existing customers and potential customers. With the help of a CRM system, the organizations can increase their sales, services, profitability and build up more customer relationships.

Let us discuss the advanced features of the Odoo CRM module,

Advanced dashboard

The advanced Odoo CRM dashboard will provide a better overview of the activities and the eminent features such as filters, sorting, group by, and favorite search by default and customizable options are available. Additionally, this can be viewed in different views such as Kanban, List, Calendar, Pivot, and Graph views.

Activity scheduling

The activities such as meetings, calls, emails, and others can be organized and scheduled in each stage. In addition, the platform will track, log, analyze the activities of the teams.


The Odoo CRM platform allows you to prioritize the follow-up activities in the pipeline and gain your targets successfully and you can prioritize the various contacts and leads available in the platform based on a star marking system.

Get in touch with customers

The module will help you to keep in touch with customers through email, phone, chat, and social media.

Customize stages

The Odoo platform provides provision to customize your pipeline by adding descriptions and various options on different stages.

Pipeline management

In the Odoo CRM module, the opportunity pipeline is arranged in a perfect and informative manner. The leads and opportunities are organized at different stages and it is also possible to create sub-stages for better organization. Moreover, the drag and drop functionality helps to work faster.

Email templates

This platform allows you to create templates of emails for communicating with your customers or opportunities.

Analyze lost reasons

The Odoo platform provides provision for analyzing the lost reasons on your opportunities and it will help you to improve your business.

So far we were discussing the importance of the Odoo CRM module in a business and some features of the module. Now let us discuss the activities in the module.



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