Odoo CRM helps businesses manage leads, track sales, and automate customer interactions. It integrates with other Odoo applications, allowing businesses to handle CRM alongside sales, marketing, and operations. This article explores Odoo CRM’s core features, how it compares to dedicated CRMs, and how it connects with other business areas.
What are the core features of Odoo CRM?
Odoo CRM provides businesses with a structured system for handling customer relationships. Key features include:
- Pipeline management: track and organise leads through different sales stages.
- Lead scoring and assignment: prioritise leads and automatically assign them to sales teams.
- Follow-ups and automation: schedule actions, set reminders, and automate tasks from lead to final sale.
- AI-driven insights: get data-driven sales forecasts and suggested next steps.
- Quotations and sales orders: directly convert opportunities into formal offers and contracts.
- Reporting and dashboards: monitor sales performance and track conversion rates.
- Integration with sales and marketing: sync CRM data with marketing campaigns, emails, eCommerce and more.
Odoo CRM is designed to work alongside other Odoo modules, reducing the need for third-party integrations.
Odoo CRM vs dedicated CRMs
Choosing between Odoo CRM and a dedicated CRM depends on how your business operates and whether you need a system that integrates with other business function
This is how Odoo CRM works - from pipeline building and forecasting to lead tracking and closing opportunities.
Odoo CRM
Part of a modular system that connects directly with sales, accounting, inventory, and other Odoo applications, eliminating the need for external integrations.
Dedicated CRMs
Focuses solely on customer relationship management. These platforms often provide extensive CRM-specific tools but require third-party software to handle finance, inventory, and operations.
(e.g., Salesforce, HubSpot)
Odoo CRM vs Salesforce, Hubspot, Pipdrive & Co.
In contrast with other CRM solutions, Odoo CRM is built to work across all departments. Instead of relying on an external tool zoo, businesses can manage customer relationships, sales, and operations in one system. Here's how Odoo compares to Salesforce, HubSpot, Pipedrive and Zoho.
CRM | Plan | Price /month/user (GBP)* | Summary |
| Enterprise/Custom | €29.90 → £25.00** | AI-powered CRM with full ERP integration. No artificial limits, customisable workflows, marketing capabilities and seamless connection to accounting, inventory, and more - One price, all ERP applications included. |
| Enterprise | £132.00 | Powerful but costly. Requires expensive add-ons for AI, automation, and advanced analytics. Complex setup for small teams. |
| Enterprise | €99.00 → £85.00** | Good for sales, but lacks ERP integration. Focuses on pipeline tracking but does not include finance, inventory, or built-in AI. |
| Bundle with: | £157.00 | Very expensive for just CRM. While it’s strong for inbound marketing, creating a bundle that matches Odoo gets costly, with artificial limits on API, reporting, teams, lists, and workflows – all of which require extra fees. Not ideal for scaling companies. |
| Enterprise | £35.00 | Affordable but limited. Good entry-level CRM but lacks depth, AI integration, and ERP-level integration. |
* Billed annually
** Prices were converted from EUR as GBP pricing was not available. Exchange rates fluctuate regularly, so for the most accurate and up-to-date rates, please refer to a reliable currency converter or financial institution.
Odoo CRM & Sales integrate with all other business processes
Odoo CRM is designed to work alongside other Odoo modules, ensuring that customer data is always connected to wider business operations. It also uses AI and automation to reduce manual data entry, ensuring that all customer interactions, sales transactions, and financial records are managed within the same platform.
Sales & Marketing
Lead scoring & qualification: Odoo CRM tracks lead behaviour and interactions, allowing sales teams to focus on high-value prospects.
Multi-channel sales tracking: Odoo CRM consolidates leads from online stores, POS (retail), and direct sales, guaranteeing that all touch points are connected.
Automated sales workflows: Odoo CRM triggers actions like follow-ups, demo scheduling, or proposal generation.
Customer loyalty & upselling: Odoo CRM integrates with customer portals and past purchase history, helping sales teams suggest upsells.
Inventory & Manufacturing
Real-time stock allocation: Odoo CRM checks inventory levels when closing deals to prevent overselling.
Make-to-order integration: If a product is not in stock, Odoo CRM triggers a production order or purchase order automatically.
Dropshipping & supplier management: Odoo CRM helps coordinate third-party logistics when a sale requires external fulfilment.
Return & warranty processing: Odoo CRM links customers to their purchase records, simplifying return and warranty claims.
Accounting & Invoicing
Multi-company & multi-currency handling: Odoo CRM integrates with different accounting entities so that international transactions are processed correctly.
Deferred revenue & subscription management: Odoo CRM tracks ongoing contracts, linking them with recurring invoices.
Commission & payment tracking: Odoo CRM records sales team performance and automates commission calculations.
Automated payment reminders: Odoo CRM flags overdue payments and syncs with accounting to trigger reminders.
Project & Field Service
Quote-to-project automation: When a deal is closed in Odoo CRM, a project or service task is automatically created.
Contract & SLA management: Odoo CRM tracks service agreements, linking them with renewal reminders and SLA compliance tracking.
Timesheet & Expense integration: Odoo CRM ensures that sales contracts and project expenses stay linked for accurate invoicing.
Route & scheduling optimisation: Odoo CRM helps dispatch teams plan field service visits based on customer location and urgency.
We can tailor Odoo CRM for your business
Odoo’s flexibility means businesses can adapt it to their workflows, but the right setup is essential for efficiency. We help companies:
- Integrate Odoo CRM with external tools by connecting third-party software where needed.
- Optimise sales and automation processes to reduce manual work with customised workflows.
- Scale the entire CRM setup to guarantee that Odoo grows with your business.
Want to implement Odoo CRM for your business?
Odoo CRM is designed to be flexible, but getting the setup right is key to making the most of its features. Whether you need custom integrations, process automation, or a full system setup, we can help. Talk to our experts to find the right Odoo setup for your business!