Odoo CRM Implementation and Customization
Leads arrive from your website, phone, WhatsApp, email and exhibitions, and most businesses lose a share of them because nobody owns the follow-up. Odoo CRM puts every lead in one pipeline with a next action and an owner.
We set up Odoo CRM around how your sales team actually sells, connect it to quotations and invoicing, and add AI lead capture so no enquiry is missed.
What we set up in Odoo CRM
Lead capture
Website forms, email aliases, WhatsApp and our AI chatbot create leads automatically with source tracking.
Sales pipeline
Stages that match your process, with probabilities, expected revenue and reasons for lost deals.
Follow-up discipline
Scheduled activities, reminders and automatic assignment rules so every lead has a next step.
Quotation to invoice
Convert opportunities to quotations, sales orders and invoices without re-typing.
Reporting
Pipeline, conversion, salesperson performance and forecast dashboards for management.
Industry CRMs
CRM adapted for hospitals (patient enquiries), schools (admissions), real estate and services.
Results you can expect
- Every enquiry captured in one place
- No missed follow-ups
- Clear view of the sales pipeline and forecast
- Faster quotations
- Sales activity visible to management
- Leads from website and WhatsApp created automatically
Questions about Odoo CRM
Still unsure? Ask the assistant in the corner or call +91 88662 06709.
Is Odoo CRM free?
Odoo CRM is available in the free Community edition. Odoo Enterprise adds features and is licensed per user by Odoo S.A. We help you choose the right edition.
Can Odoo CRM capture leads from WhatsApp and the website?
Yes. Website forms create leads directly, and we integrate WhatsApp and AI chatbots so conversations become leads in the pipeline.
Have you implemented Odoo CRM for hospitals?
Yes. We implemented an Odoo CRM for Pagarav Hospital to manage patient interactions and internal coordination.
How long does an Odoo CRM implementation take?
A focused CRM setup typically takes 2–4 weeks, depending on integrations and customization.
Other Odoo services
Odoo apps & development
Odoo for your industry
Odoo consultants worldwide
- Odoo consultant for UAE & Dubai
- Odoo consultant for Saudi Arabia
- Odoo consultant for United Kingdom
- Odoo consultant for USA
- Odoo consultant for Australia
- Odoo consultant in Mehsana
- Odoo consultant in Ahmedabad
- Odoo consultant in Gandhinagar
- Odoo consultant in Surat
- Odoo consultant in Rajkot
- Odoo consultant in Vadodara
Stop losing leads
Book a free consultation to see Odoo CRM configured for your sales process.