/odoo-erp/crm-and-sales
Odoo CRM & Sales — what they do, and where teams get it wrong.
Pipeline, quotations and orders that become pickings and invoices without re-entry. The hard part is never the software; it's whether the sales team actually uses it.
/what-it-covers
What it covers
- Lead and opportunity pipeline with configurable stages
- Quotation templates, optional products and online acceptance
- Sales orders that generate deliveries and invoices directly
- Pricelists by customer, currency, quantity and date
- Customer-specific terms, credit limits and payment conditions
- Activity scheduling with follow-up that doesn't rely on memory
- Forecasting from weighted pipeline
- Email integration, so correspondence sits on the record
/who-its-for
Who it's for
B2B sales teams
quoting configured products where the quote has to reflect real availability and real cost.
Distributors
with customer-specific pricing that currently lives in a spreadsheet only two people fully understand.
Service businesses
where the gap between a signed proposal and a scheduled job is currently an email.
/what-it-connects-to
What it connects to inside Odoo
/customisations
Customisations we're asked for
usually justified
Custom quotation layouts
Usually a template rather than code. Quotations are a sales document and looking right matters commercially.
frequently asked
Bespoke commission calculations
Frequently a sign the commission scheme is more complicated than it needs to be. Worth modelling the scheme before building it; several clients have simplified instead.
usually configuration
Custom approval flows for discounts
Odoo's approval rules cover most discount authority structures without development.
often over-requested
Extra pipeline automation
Automating a stage transition is easy and quietly removes the human judgement that made the stage meaningful.
/proof
Proof
A consumer goods distributor whose customer-specific pricing lived in a spreadsheet maintained by two people. Pricelists rebuilt during implementation; roughly a third of the historic special cases could not be justified by anyone and were retired.
Sector. Distribution & retail · Scale Multi-channel · Ref ref /DR-11
Link. Read the case study →
/next
Show us your last ten quotations.
Thirty minutes, no slides. We will tell you straight if Odoo is not the answer.