Contact Management

Odoo CRM

Manage all your business contacts centrally with Odoo.

Odoo Contact Management is the central address book behind Odoo CRM, storing every company and person in a linked hierarchy along with a complete history of calls, emails, and meetings. Simplify-ERP sets up the contact structure and tagging conventions so your team always works from one accurate record instead of duplicate spreadsheets.

Odoo module: CRM Contacts
Setup effort: Low to medium
Best for: Sales, support & marketing
Integrates with: CRM, Helpdesk, Website, Accounting

Use cases

Office admin at a 20-person architecture firm

Situation: Client contact details live in three different spreadsheets maintained by different people, so phone numbers and addresses are often out of date.
How we solve it: Simplify-ERP migrates all contacts into one Odoo database with a defined company-and-person hierarchy, so there is a single place to update a phone number or address for everyone to see.

Marketing specialist at a regional distributor

Situation: The team wants to send a targeted update to customers in one specific industry but has no reliable way to filter the existing contact list.
How we solve it: Simplify-ERP sets up industry tags on contact records, so the specialist can filter by tag and build an accurate, targeted list in minutes instead of manually reviewing entries.

FAQ

Frequently asked questions

Can I see all activity for a contact in one place?

Yes, each contact record shows a chronological history of emails, calls, meetings, and notes logged by anyone on your team, so context is not lost between colleagues.

How are companies and individual people related?

Odoo links individual contacts to their parent company record, so you can see all the people at an organization and their roles from the company page.

Can I segment contacts for targeted outreach?

Yes, tags let you group contacts by criteria such as industry, region, or interest, and those tags can drive filtered lists for campaigns or reports.

Is the contact database shared across departments?

Yes, the same contact record is used by CRM, support, invoicing, and other Odoo apps, so information about a company stays consistent no matter which team is looking at it.

Central Contacts

Manage all contact data in one place.

Companies & Contacts

Hierarchical contact structure.

Activity History

Complete history of all interactions.

Tags & Segmentation

Categorize your contacts.

Manage Contacts Better

Experience professional contact management.