Odoo CRM That Fits Your Sales Process
Odoo CRM tracks leads, opportunities and activities, and connects directly to quotations, orders and invoicing in the wider Odoo suite.
Xirgosoft configures Odoo CRM around your pipeline, imports your data and links it with email, telephony and messaging.
The result is a CRM your sales team actually uses, connected to the rest of your operations.
Odoo CRM That Sales Teams Will Use
Odoo CRM manages leads, opportunities and sales activities in a visual pipeline, and it connects directly to quotations, orders and invoices in the wider Odoo suite. That link is its biggest advantage: when an opportunity is won, the quote, delivery and invoice follow from the same record.
We configure Odoo CRM around your actual sales process. That means defining pipeline stages and rules, lead sources and teams, assignment logic, activity types and follow-up reminders. Leads can be captured from website forms, email aliases and integrations, and we set up scheduled activities so nothing is forgotten. Reports and dashboards show pipeline value, conversion and team performance.
If you are moving from another CRM, we migrate contacts, companies, deals and notes with validation, so history is not lost. We can also connect email, telephony and messaging so conversations are logged against records. For existing Odoo users, we add CRM to your current setup and make sure it fits cleanly alongside Sales, Inventory and Accounting.
What We Deliver
Pipeline Configuration
Stages, teams and rules matching your process.
Lead Capture
Web forms, email and integrations feeding the CRM.
Quotations & Orders
Move from opportunity to quote to invoice in one flow.
Automation
Assignments, reminders and follow-up actions.
Email & Telephony
Log emails and calls against records.
Reports & Forecasts
Pipeline and revenue views for managers.
Key Benefits
Visual Pipeline
See every opportunity by stage and move deals with a simple drag and drop.
Connected to Sales and Invoicing
Turn opportunities into quotes, orders and invoices without re-entry.
Lead Capture
Collect leads from forms, email and integrations automatically.
Activity Management
Schedule calls, meetings and tasks so follow-ups are never missed.
Forecasting and Reports
Track expected revenue, conversion and team performance.
Part of One Suite
Share customer data with inventory, accounting and support in Odoo.
How It Works
Discovery & Scope
We map your processes, data and goals.
Design & Configure
We design the solution and configure it to fit.
Migrate & Integrate
We move your data and connect your other systems.
Train & Go Live
We train your team and support the launch.
Real-World Use Cases
B2B Sales Team
Track long deals with several contacts and stages.
Service Business
Turn enquiries into quotes and projects quickly.
Existing Odoo User
Add CRM to an Odoo setup you already run.
Common Challenges We Solve
Leads Falling Through the Cracks
We set assignment rules and automated activities so every enquiry has an owner and a next step.
Sales and Operations Disconnect
Because Odoo CRM links to orders and invoices, sales can see delivery and payment status.
Switching From Another CRM
We plan and test the migration so your pipeline and history arrive intact.
Low Adoption
We keep the interface simple, remove unused fields and train users on their daily tasks.
Why Choose Xirgosoft
- Implementation built around your real processes
- Data migration and integrations handled for you
- Training and documentation for your team
- Support after go-live
Our Process
- DiscoveryWe understand your business, workflows and goals.
- Planning & DesignWe define the solution, integrations and timeline.
- Build & IntegrateWe develop, configure, migrate data and test thoroughly.
- Launch & SupportWe go live, train your team and provide ongoing support.
Technologies & Platforms
Who This Is For
- B2B sales teams managing long deals
- Service companies converting enquiries into quotes quickly
- Existing Odoo users who want CRM in the same system
- Businesses leaving spreadsheets or basic CRM tools
- Teams that need sales and operations data together
What Is Included
- Pipeline and team configuration
- Lead capture and assignment rules
- Email and telephony integration options
- Data migration from your current CRM
- Reports and dashboards
- Training and support
Frequently Asked Questions
Can we move from another CRM to Odoo CRM?
Yes. We migrate contacts, companies, deals and notes with validation.
Does Odoo CRM link to invoicing?
Yes. Opportunities can become quotations, orders and invoices within Odoo.
Can we add WhatsApp or telephony?
Yes. We build integrations so conversations and calls are logged in Odoo.
Do you offer training?
Yes. We train your team and provide documentation.
Can Odoo CRM replace our current CRM?
Often yes. We compare features, then migrate your data and workflows. If your needs are very specialised, we will say so honestly.
Does Odoo CRM work with email?
Yes. Emails can be linked to leads and opportunities, and email aliases can create leads automatically.
Can we use Odoo CRM without the other apps?
Yes. CRM can be used on its own and you can add Sales, Inventory or Accounting later.
Can you add custom fields and automation?
Yes. We add custom fields, rules and automations to match your sales process.
Set up Odoo CRM for your team.
Talk to our experts today for a free consultation and quote.