Odoo CRM

Configure Lead Mining for specific industries.

Set up assignment rules based on Geo-IP data.

Auto-assign leads to regional reps via Round Robin.

Rep receives instant push notification on Odoo Mobile.

Link CRM opportunities to the Subscription module.

Set trigger for 30 days before contract end.

Automated activity creation for Account Manager.

Send pre-populated renewal quote via Odoo Sign.

Connect official Odoo connectors for Facebook/Instagram.

Integrate website live chat with lead creation.

Configure email aliases (sales@company.com) to create leads.

Consolidate all threads into a single pipeline view.

Enable AI Lead Scoring in settings.

Input key success parameters (industry, size, budget).

AI ranks leads from 1-100.

Filter pipeline to show only high-probability leads first.

Rep uses Odoo Mobile to check-in at client location.

Log notes via voice-to-text directly in the CRM record.

Attach photos of on-site requirements to the lead.

Schedule follow-up task synced with Google/Outlook calendar.

Link CRM with Manufacturing (MRP) module.

Sales rep checks real-time production capacity in CRM.

Generate quote with accurate lead times based on MRP data.

Sale confirmation triggers automatic Work Order in factory.

Use UTM trackers on all digital marketing links.

Odoo captures UTM data on lead creation.

Run 'Campaign Report' to see revenue generated per source.

Adjust budget based on lead-to-close conversion rates.