CRM with Odoo: Smarter Customer Management for Modern Businesses

22nd April, 2025
Managing customer relationships isn't just about keeping contacts - it's about tracking every conversation, lead, and opportunity. 



This week, Kevin discussed how Odoo CRM helps businesses understand it all. 


What is Odoo CRM?

CRM stands for 'Customer Relationship Management' - a platform that tracks your interactions with new and existing clients. Odoo's CRM is designed to fit any sales process, from mass marketing campaigns to a handful of key business deals. 


Tracking Leads and Opportunities

Not every contact is at the same stage in your sales funnel:


​Leads

Early prospects - those initial people responding and showing interest in your marketing. 


​​​Opportunities

​​​Those further along the buyer journey who you have more info on and have a greater chance of closing a deal with. 


Odoo CRM allows you to make the decision on handling both or to focus on one, so you can focus your time where it counts. 


Full Integration with Your Business

It's not just an address book; fully integrated with other Odoo modules, this CRM component gives you a complete overview of every customer: 

​​​- Purchase history at a glance

​​- Connect through email marketing campaigns

​- Centralised communication records


Handling everything on one unified platform means less time chasing information and more time building relationships. 


Modern Communication Tools & AI Features

Reach your customers via email, SMS, live chat, WhatsApp - even through your phone system. Plus, Odoo is rolling out new updates with AI features to help you: 

​- Write more polished emails to customers

​- Lead score so your team can prioritise the best prospects for your business


Why Odoo CRM?

With Odoo's CRM module, you're not just managing contacts - you're building stronger relationships, saving time, and making smarter business decisions backed by real data and facts. 


Interested? Get in touch with us to learn more about what we can do for your team today. 


- Alanna Chen