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.

The Odoo CRM technical capability set from Simplify-ERP spans eleven feature areas: contact and lead management, pipeline tracking, email integration, document handling, GDPR-compliant e-commerce, quote generation, sales automation, forecasting, website tracking, API access, and ticketing. Sub-pages detail lead management, pipeline, contact management, sales teams, and online sales integration.

Capability set
CRM feature layer
Integration protocols
API, XML-RPC, JSON-RPC
Sub-pages
Lead mgmt, pipeline, contacts, teams
Compliance
GDPR-compliant e-commerce

Use cases

Integration developer connecting a legacy quoting tool to Odoo

Situation
He needs to push generated quotes from a legacy system into CRM opportunities without asking sales reps to manually copy data between two tools.
How we solve it
The CRM exposes API and JSON-RPC access, so he writes a script that creates and updates opportunity records directly, keeping the legacy tool and CRM in sync without manual copying.

RevOps manager standardizing sales team structure across regions

Situation
Each regional sales team currently tracks its own pipeline in a different tool, making it hard to compare performance or reassign a deal across teams.
How we solve it
Using the sales-team organization and pipeline-tracking capabilities inside one CRM, he sets up one structure with per-team visibility, so deals can be reassigned and compared on a common pipeline view.

FAQ

Frequently asked questions

What integration protocols does Odoo CRM expose for developers?

It exposes a standard API alongside XML-RPC and JSON-RPC interfaces, so external systems can read and write CRM records programmatically, which is the foundation for the custom connectors Simplify-ERP builds for clients.

What sub-modules make up the full CRM capability set?

Beyond the core pipeline, the capability set breaks into dedicated areas for lead management, visual pipeline tracking, contact management, sales team organization, and online sales integration with e-commerce channels, each documented as its own sub-page.

How does website visitor tracking feed into the CRM?

Website visitor tracking and analytics are part of the CRM feature set, recording page views tied to identifiable visitors so a sales rep can see browsing activity alongside the lead record before making contact.

Is document management part of the CRM feature set?

Yes, a centralized document management system is listed among the CRM capabilities, keeping quotes, contracts, and correspondence attached to the relevant contact or opportunity record.

How does this page differ from /crm?

Both cover the same Odoo CRM module rendered by the same component. /crm frames CRM around business outcomes for a sales leader. This page enumerates the technical capability set and links to sub-pages for someone evaluating specific 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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