Odoo CRM — full
sales control and clients
CRM system that integrates with all business processes: from the first contact to repeat sales
❌ Do managers forget to call leads back?
❌ Don't know where each deal is "stuck"?
❌ Are sales forecasts just guesses?
❌ Is the customer history in the manager's head, not in the system?
What is Odoo CRM and why it is chosen in Ukraine
Odoo CRM is a customer relationship management module that is part of the Odoo ERP platform. Unlike traditional CRM systems that operate in isolation, Odoo CRM is integrated with over 50 business modules: sales, inventory, finance, marketing, HR, and project management. This means that all information about the customer—from the first contact to payment and repeat orders—is stored in a single system without data duplication.
For the Ukrainian market, Odoo CRM is an opportunity to obtain a world-class CRM system with a localized interface, support for Ukrainian legislation, and integration with popular services: IP telephony, messengers, and email services. Our team at Codoo ERP — the official Odoo partner in Ukraine — helps businesses implement and customize CRM for the specific tasks of the sales department.
The Odoo CRM system is built on the principle of open source, which gives businesses complete freedom for customization. You are not dependent on a vendor — the system can be adapted to any business logic, industry specifics, and company scale. Over 13 million users in 120+ countries have already chosen Odoo as their primary platform for business management.
The key advantage of Odoo CRM over solutions like Salesforce, HubSpot, or Bitrix24 is its modularity and scalability. You can start with just the CRM and later add inventory management, finance, or manufacturing—without migration, without data loss, all within a single interface. This is what makes Odoo the optimal choice for small and medium-sized businesses that plan to grow.
50+
parts of the ecosystem
82
interface languages
Open Source
open source
Community
free version
Without a CRM system, the sales department loses clients
These problems are costing your business money every day
Blind forecasts
How many sales will there be this month? Without a CRM, it's always just guessing. No data — no accurate resource and budget planning..
Disparate channels
E-mail, phone, Viber, Instagram — the client writes in different channels, and the manager does not see the full picture. Communications are duplicated or lost.
Manual reporting
Managers spend hours filling out spreadsheets instead of making sales. Reports are prepared manually, and the data becomes outdated before it even reaches the manager.
There is no sales funnel
It is unclear how many deals are at what stage, where the negotiations have "stalled," and why the conversion is dropping. Decisions are made based on "gut feeling."
People get lost
The manager forgot to call back, the letter got lost in the mailbox, and the contact from the exhibition never made it into the system. Every lost lead is money.
Customer story - in the head
When the manager left, the history of communication with the client went with him. There was no one to pass on the context, and the new manager starts from scratch.
Opportunities Odoo CRM for your business
Complete set of tools for managing customers, sales, and communications in one system
Lead Scoring and Forecasting
Automatic assessment of lead quality based on defined criteria. AI revenue forecasting helps plan resources and budget.
Reports and dashboards
Real-time analytics: conversion by stages, manager effectiveness, reasons for lost deals. Data for accurate decisions in seconds.
Email marketing
Create email newsletters and templates directly from the CRM. Segment your database, test variations, and track opens and clicks.
360° customer profile
All interaction history in one card: calls, emails, meetings, commercial proposals, orders. Full context with each contact.
Sales Pipeline
Visual Kanban board with drag & drop. Customize stages to fit your process, track every deal, and monitor conversion..
Automatic lead collection
Leads are automatically entered into the CRM: from email, web forms, chatbots, social media, and IP telephony. No contact will be lost.
What does a sales funnel look like in Odoo CRM
Every deal is in sight. Every stage is under control. Drag & drop to move between stages
Qualification ⇾
Lead scoring evaluates quality. The manager qualifies the lead and assigns a responsible person.
New lead ⇾
Leads are automatically entered into the system from all channels: website, email, phone, social media.
Proposal ⇾
Generation of a commercial proposal from CRM with one click. Tracking the viewing status.
Contract
Automatic creation of invoices and orders. Data is transmitted to the warehouse and finance.
What is Odoo CRM automates for you
Less routine — more sales. CRM takes on repetitive tasks.
Reminders and follow-up
The system reminds about calls, meetings, and automatically sends follow-up emails on schedule.
Automatic lead distribution
New leads are distributed among managers according to the rules: by region, source, or workload.
Generation of commercial proposals
Create a PDF proposal from CRM with one click: data is automatically pulled from the deal card.
Lead scoring
Automatic lead quality assessment: managers focus on deals with the highest potential
Email sequences
Set up email sequences: welcome series, follow-up, reactivation. Everything works without manual control.
Trigger actions upon status change
When a deal changes stage, tasks are automatically created, messages are sent, and related records are updated.
Odoo CRM works in the unique ecosystem
CRM is not an isolated tool, but part of an integrated platform. Data moves between modules automatically.
CRM
+
Sales
Deal in CRM → automatic sales order → invoice to the client
CRM
+
Marketing
Customer segmentation → email campaigns → conversion tracking
CRM
+
IP-telephony
Calls directly from the client card → automatic logging in the journal → listening
CRM
+
Warehouse
Checking available stock during sale → reserving goods for the deal
CRM
+
Finance
Automatic invoices → payment control → bank reconciliation
CRM
+
Website
Leads from website forms → chat-bot → automatic contact creation in CRM
Who is suitable for the implementation of Odoo
Odoo CRM helps manage leads, customer communications, and sales activities within a single platform. All interactions, tasks, and deal stages remain organized and under control.
Odoo CRM connects sales, orders, inventory, shipping, and finance in one integrated system. Data flows automatically between departments without manual transfers.
Odoo CRM allows you to track the entire customer journey, from the first contact to contract signing. Management gains full visibility into the sales pipeline and revenue forecasts.
Odoo helps manage projects, tasks, team workloads, and financial performance within a single system. This creates greater transparency and control across all operations.
If your company is already using Odoo, we can help extend its capabilities, automate additional processes, and adapt the system to your evolving business needs.
How much does it cost to Odoo CRM
The cost depends on the version (Community or Enterprise), the number of users, and additional modules. We will help you choose the optimal option.
Get a personalized calculation
Tell us about your sales department — we will calculate the cost of CRM tailored to your needs. Free of charge and without obligations.
Frequently Asked Questions about Odoo CRM
Odoo CRM is part of a unified ERP ecosystem. Unlike isolated CRMs, it is integrated with sales, inventory, finance, marketing, and HR modules. This means that data is not duplicated, and every action is automatically transmitted between departments.
Yes. Odoo has a modular architecture — you can start with just CRM and then connect other modules (inventory, finance, HR) as your business grows. This makes the system flexible and cost-effective.
Odoo Community — a free version with basic CRM functionality. Odoo Enterprise — full functionality with cloud hosting, support, and advanced features. The cost depends on the number of users and modules. Contact us for a personalized quote.
Odoo CRM is part of a unified ERP platform that connects sales, finance, inventory, manufacturing, and other business processes. This allows companies to operate within a single system instead of relying on multiple disconnected tools and integrations.
Yes, we often start with an audit. This allows us to understand the state of the system, set priorities, and give you a clear picture of what needs to be done and how much it will cost. The audit is a separate service.
The basic setup of the CRM can be completed in 1-2 weeks. This includes setting up the funnel, importing contacts, connecting email, and training the team. More complex configurations with integrations take 3-4 weeks.
Lead scoring is an automatic assessment of lead quality based on defined criteria: source, behavior on the website, company size, etc. This helps managers focus on the most promising deals.
Yes. Odoo supports the Ukrainian language interface. Our team also localizes document templates, email newsletters, and reports for the Ukrainian market.
Order demonstration
for Odoo CRM
We will show how Odoo CRM works using your business as an example: sales funnel, automation, dashboards, and integrations.
✓ Free 30-minute consultation
✓ We will demonstrate the CRM using your funnel as an example
✓ Let's calculate the implementation cost
✓ No obligations