Sales Pipeline

Sales Pipeline

Odoo CRM

Visualize and manage your entire sales process with Odoo Pipeline.

The Odoo Sales Pipeline gives you a drag-and-drop Kanban view of every open opportunity, organized into sales stages you define, with real-time reporting on where deals are stuck or moving. Simplify-ERP configures your stages and, where useful, sets up separate pipelines for different teams or product lines, so each group sees only the deals relevant to them.

Odoo module
CRM
Setup effort
Low to medium
Best for
Sales teams of any size
Integrates with
Contacts, Quotations, Reporting

Use cases

Sales lead at a 40-person wholesaler

Situation
Deals are currently tracked in a shared spreadsheet that gets out of date within days, so the sales lead cannot tell which opportunities need attention.
How we solve it
Simplify-ERP replaces the spreadsheet with an Odoo pipeline configured to the wholesaler's actual sales stages, so the lead can see the whole pipeline at a glance and spot stalled deals immediately.

Regional sales director at a manufacturing group

Situation
New business and existing-account renewals are managed by different teams but mixed together in one list, making it hard to report on either separately.
How we solve it
Simplify-ERP sets up two separate pipelines, one for new business and one for renewals, so each team works its own board and the director can report on both independently.

FAQ

Frequently asked questions

Can I customize the sales stages?

Yes, stages are fully configurable, so you can rename, add, or remove them to match how your team actually sells, rather than being locked into a fixed process.

Can I have more than one pipeline?

Yes, Odoo supports multiple pipelines, so different teams, such as new business and renewals, can each work their own view of stages without mixing up deals.

How do I move a deal to the next stage?

You drag the opportunity card from one column to the next, and Odoo logs the stage change in the deal history for future reference.

Can I see how deals are performing overall?

Yes, the pipeline includes reporting views that show where deals sit by stage, how long they typically take to move through each stage, and where the pipeline is getting stuck.

Visual Pipeline

Drag & drop Kanban view of your opportunities.

Stage Management

Define your own sales stages.

Pipeline Analysis

Real-time insights into your sales performance.

Multiple Pipelines

Separate pipelines for different teams.

Optimize Your Pipeline

Start with an effective sales pipeline.