Customers & sales
CRM & customer management software
- Visual pipeline
- Activities & follow-ups
- Sales forecasts
A CRM collects leads from every channel, organises them in a visual sales pipeline and tracks every customer activity. In Odoo the CRM is linked to quotations, email marketing and calendar: a won opportunity becomes an order, and every contact has its full history in one place.
What CRM software is
CRM means customer relationship management: the system where contacts, deals and every commercial interaction live. It records where a lead came from, where the deal stands and what to do next, so no opportunity is lost between emails and spreadsheets. Linked to sales and marketing, it becomes the engine of commercial growth.
From first contact to won customer
Every step stays tracked on the same contact.
- 01
Lead capture
Leads come from website forms, email, campaigns or manual entry and land in the CRM automatically, with no copy-paste.
- 02
Qualification & assignment
Leads are deduplicated, qualified and assigned to the right salesperson by the rules you define.
- 03
Opportunity pipeline
Each deal moves through stages in a visual drag-and-drop pipeline, with expected value and close probability.
- 04
Activities & follow-ups
Calls, emails and meetings are scheduled and logged on the contact: you always know the next action.
- 05
Closing & analytics
The won opportunity becomes a quotation or order; reports show conversion rate and team performance.
What Odoo's CRM handles
The features we most often configure for SMEs.
Drag-and-drop pipeline
Drag opportunities between stages and see the status of every deal at a glance.
Leads from every channel
Website forms, email aliases, marketing campaigns and manual entry feed the same CRM, with nothing lost.
Activities & calendar
Schedule calls, emails and meetings with reminders; every interaction stays in the contact's history.
Predictive lead scoring
Odoo estimates leads' conversion probability from historical data, to prioritise the most promising ones.
Reports & forecasts
Win rate, expected revenue and per-salesperson performance, in always-current dashboards.
Linked to sales & marketing
The quotation is created from the opportunity; email campaigns and events feed contacts straight into the CRM.
Spreadsheets and calendar vs integrated CRM
What changes between running customers on Excel and having them in a CRM inside the suite.
| Excel and email | Integrated CRM (Odoo) | |
|---|---|---|
| Contacts | Scattered across files and inboxes | A single record with full history |
| Deals | Hard to track and prioritise | Visual pipeline with value and probability |
| Follow-ups | Left to memory | Scheduled activities with reminders |
| Forecasts | Gut-feel estimates | Expected revenue computed from the pipeline |
| Handoff to sales | Data re-entered into the quote | The opportunity becomes a quote automatically |
The commercial engine of the whole suite
The CRM is not isolated: a won opportunity generates the quotation in Sales, which on confirmation reserves stock in Inventory and from which the invoice originates in Accounting; Marketing campaigns feed new leads into the CRM. It's the same contact, shared across the whole cycle from first interest to payment.
Who it's for
B2B sales teams
Sales teams handling many deals that need reliable pipeline and forecasts.
Service companies
Those selling projects and services who must link the deal to the proposal and then to the work.
Growing, process-driven businesses
Businesses that want to stop managing customers from memory and give structure to sales.
Frequently asked questions
Frequently asked questions about CRM software
What's a good CRM for an Italian SME?
For most SMEs a CRM integrated with sales and marketing in the same suite is best, so the contact is single and the opportunity becomes a quote without re-entering data. Odoo covers pipeline, activities, lead scoring and reports; Gitogi configures it around your sales process.
Can I import the contacts I already have?
Yes. During setup we import existing contacts and records (from Excel or another system) and deduplicate them, so you start with a clean base.
Does the CRM connect to email and quotations?
Yes. Emails stay on the contact, and the won opportunity directly produces the quotation in Sales, on the same platform.
Does lead scoring actually work?
Odoo computes a conversion probability from historical won/lost data: it's a prioritisation aid, not a guarantee. The more data it gathers, the more useful it becomes.
How much does Odoo's CRM cost?
Odoo's prices and editions are on odoo.com. Gitogi does not resell licences: we handle analysis, configuration, data import and training. For a project estimate, get in touch.
Can I start with the CRM and add the rest later?
Yes. You can activate the CRM and then add sales, marketing or invoicing when needed, on the same platform and without migrations.
Related processes
The same software also runs these processes
Sales management
From quotation to order to invoice, with price lists, discounts and online signing.
Learn morePoint of sale
Retail and restaurant POS, even offline, with synced stock and takings.
Learn moreSubscription management
Recurring revenue, automated billing and renewal/churn metrics.
Learn moreRental management
Date availability, deliveries and returns, deposits and delays in one flow.
Learn moreLet's give structure to your sales
Tell us how you handle leads and deals today: together we'll see how to configure Odoo's CRM so no opportunity is lost again.
Updated June 2026
Odoo is a registered trademark of Odoo S.A. Gitogi is an Official Odoo Partner and handles analysis, configuration, data migration and training.