How it works
We map your sales stages into the pipeline, connect lead sources such as the website and email, set up activity rules and link quotations to Odoo Sales.
Manage leads and opportunities through a clear sales pipeline in Odoo CRM, with follow-up activities, quotations and customer history in one place.
We map your sales stages into the pipeline, connect lead sources such as the website and email, set up activity rules and link quotations to Odoo Sales.
CRM works best when every rep logs activities consistently, so the setup is kept simple and training focuses on daily habits.
Separate tools for sales, stock and accounting, reconciled in spreadsheets.
A quotation updates stock, raises the invoice and files the project task.
Can calls from 3CX appear in Odoo CRM? Yes. With the 3CX integration, calls are logged on the customer record.
Tell us your fleet size or your systems and we will put a proposal together.