Lead & Opportunity Tracking

Never Lose a Lead Again

Manage all your incoming leads and opportunities in a structured, centralized CRM. Perfect for SMEs, sales teams, retail, B2B, service providers, and enterprises.

Features:

• Lead capture from website, chat, WhatsApp, email, and manual entry

• Auto-assign leads to sales team (round-robin, specific rules)

• Track lead sources: ads, website, referrals, campaigns

• Convert qualified leads into opportunities with one click

• Activities & reminders (calls, meetings, follow-ups)

Benefits:

• Reduce lost leads

• Improve response times

• Better visibility on sales performance

Quotations → Sales Orders

Professional Quotations, Faster Closing

Odoo Sales allows your team to generate professional quotations instantly and convert them into Sales Orders with a single click.

Features:

• Create custom quotation templates

• Add product bundles, pricing rules, and discounts

• Customer e-signature for instant approval

• Convert quote → sales order automatically

• Integrated with Inventory for stock reservations

• Integrated with Accounting to generate invoices

Benefits:

• Faster sales cycle

• Reduced manual work

• Fewer quotation errors

• Customer-friendly experience

Customer 360° View

Know Your Customers Better with Customer 360

View every interaction, invoice, sales history, support ticket, delivery, and communication — all in one central customer dashboard.

What’s included in Customer 360:

• Full communication history (emails, notes, calls)

• Quotation & sales order history

• Payment status & credit limits

• Delivery order history

• Invoice & e-Invoice status

• Support/helpdesk tickets

• Website behavior (if Odoo Website is used)

Benefits:

• Better customer service

• Faster decision-making

• A complete picture for sales reps & managers

Sales Pipeline Dashboards

Real-Time Sales Dashboards & KPIs

Odoo’s dashboards give your sales team the insights they need — from opportunity stages to team performance, conversions, revenue forecasts, and more.

Dashboards You Get:

• Pipeline status by stages

• Sales team performance

• Conversion rate (Lead → Opportunity → Won)

• Monthly revenue forecast

• Lost reason analysis

• Activity tracking & follow-up compliance

Built-in Reports:

• Sales by product

• Sales by salesperson

• Sales by region or category

• Top customers

• Aging quotations & expiring quotes

Benefits:

• Data-driven decision making

• Better forecasting for inventory & cash flow

• Motivates sales teams with clear KPIs