CRM & Sales

CRM for Sales Teams

Who Need Automation

We help companies with chaotically grown customer management achieve structure through modern CRM tools and AI-automation.

Odoo CRM, offered by Simplify-ERP, is sales automation software that manages contacts, leads, and pipeline in one system connected to email, quotes, and the company website. Because it runs on the same Odoo database as the rest of the ERP, sales teams see order history and support tickets alongside every contact without switching tools.

Module
Odoo CRM
Core objects
Contacts, leads, pipeline
Integration
Email, quotes, website
Access
Mobile-ready contacts

Use cases

Sales director at a regional industrial supplier

Situation
Leads come in through email, a contact form, and phone calls, and reps track them in personal spreadsheets, so deals fall through when a rep is out sick.
How we solve it
Odoo CRM centralizes every lead into one pipeline visible to the whole team, so a colleague can pick up a deal and see the full email and quote history without asking the original rep.

Account manager handling both online and offline orders

Situation
She manages repeat B2B customers who also order through the web shop, but the two channels report to different systems, so she never has a single view of an account.
How we solve it
With the CRM online-sales integration, e-commerce orders and direct sales activity appear on the same customer record, giving her one view of every interaction regardless of channel.

FAQ

Frequently asked questions

What can I actually do with Odoo CRM day to day?

You manage contacts with mobile access, track leads through a visual pipeline, send and receive email from within the CRM, generate quotes and proposals, and get sales forecasts based on the deals in progress. Repetitive tasks like follow-up reminders can be automated.

Does Odoo CRM support B2B and B2C selling?

Yes. It includes GDPR-compliant e-commerce capabilities for both B2B and B2C selling, and website visitor tracking so you can see which pages a prospect viewed before reaching out.

Can Odoo CRM connect to other systems via an API?

Yes. Odoo exposes API, XML-RPC, and JSON-RPC integration, which lets other applications read and write CRM data, and Simplify-ERP builds custom connectors on top of this when a customer needs one.

Does CRM include customer support ticketing?

Yes, an integrated ticketing system is part of the CRM feature set, so support requests from an existing customer sit next to their sales and contact history instead of in a separate helpdesk tool.

How is this page different from the technology/crm page?

Both describe the same Odoo CRM module rendered by the same page component. This page is written for a business decision-maker asking what CRM does for the sales team. technology/crm lists the underlying capability set for someone evaluating the feature depth.

CRM Features Overview

Contact Management

Contact management with mobile access

Lead Management

Lead management and pipeline tracking

Email Integration

Unified communication through email integration

Document Management

Centralized document management system

E-Commerce

GDPR-compliant B2B/B2C capabilities

Quotes & Proposals

Professional quote and proposal management

Workflow Automation

Automate repetitive sales tasks

Sales Forecasting

Accurate sales predictions

Visitor Tracking

Website visitor tracking and analytics

API Integration

API/XML-RPC/JSON-RPC integration

Customer Service

Integrated ticketing system

Website Integration

Website Integration

  • Drag-and-drop page builder
  • Zero-code website construction
  • Form-based lead generation
  • Blog functionality
  • Newsletter integration
  • Multi-language support
  • Google Maps integration
  • Optional integrated webshop

Website Builder Preview

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