CRM - Odoo 15 Community Book


The overall management of customer lead and opportunities are carried out in the Customer Relationship Management module in Odoo. Odoo has enabled this platform to perform effective organization and tracking of leads from various sources and conversion of these leads into opportunities easily. You will be able to handle all your leads and opportunities within a single place. Odoo will assure a complete integrated system in CRM with other modules like Sales and Inventory to generate more opportunities from leads.

The CRM will give assistance to your sales team in keeping track of the leads to increase organizational efficiency. It is a highly customizable module with a user-friendly interface that works hand in hand with the sales, marketing, management, and accounting departments in an organization. Customer relationship management is a very essential aspect of the business and having a system for managing all customer-related activities will be useful to increase the efficiency in management and boost productivity. The CRM module in Odoo primarily focuses on contact information, communication history, and sales opportunities with the existing and potential customers of a company.

Managing a fruitful relationship with the customer is always a difficult task and it also requires large amounts of time and effort. The Odoo ERP system has a centralized database that will track all interactions with the customer and record them for future reference. This platform can be used to keep a record of the history of communication with customers and partners in a business program. Along with the tracking of interactions, Odoo will also help you to schedule appointments with the customer. Using this module, the sales team can easily import and export contacts and even create reports of the activities related to customer interactions and lead generation.

Let’s take a look at the advanced features of the CRM module in the Odoo 15.



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