CRM with Odoo

Build Stronger Relationships. Close More Deals. Grow Faster.

Transform how your business manages leads, sales opportunities, and customer interactions with Odoo CRM - your all-in-one customer relationship platform. From initial inquiry to long-term customer loyalty, Odoo helps you drive success with minimal effort and maximum automation.

Talk to Our CRM Experts   Explore the ITIS AG

CRM with Odoo

Build Stronger Relationships. Close More Deals. Grow Faster.

Transform how your business manages leads, sales opportunities, and customer interactions with Odoo CRM - your all-in-one customer relationship platform. From initial inquiry to long-term customer loyalty, Odoo helps you drive success with minimal effort and maximum automation.

   Talk to Our CRM Experts    

Explore the ITIS AG

Smarter Sales. Less Admin. More Revenue.

Odoo CRM empowers your sales team with modern tools for lead management, sales automation, email integration, and reporting - all within one intuitive dashboard. No more missed follow-ups, scattered notes, or time-consuming manual updates.

Your team focuses on closing deals. Odoo handles the rest in the background.

Smarter Sales. Less Admin. More Revenue.

Odoo CRM empowers your sales team with modern tools for lead management, sales automation, email integration, and reporting - all within one intuitive dashboard. No more missed follow-ups, scattered notes, or time-consuming manual updates.

Your team focuses on closing deals. Odoo handles the rest in the background.

Visual Pipeline Management with Kanban View

Track every opportunity visually with Odoo’s drag-and-drop Kanban board. Move deals through custom stages, assign owners, and update activities in seconds.
Key Features:

 Intuitive visual deal pipeline
 Forecast expected revenue
 Prioritize high-value opportunities
 Add notes, calls, meetings & quotes

Visual Pipeline Management with Kanban View

Track every opportunity visually with Odoo’s drag-and-drop Kanban board. Move deals through custom stages, assign owners, and update activities in seconds.
Key Features:

 Intuitive visual deal pipeline
 Forecast expected revenue
 Prioritize high-value opportunities
 Add notes, calls, meetings & quotes

Lead Generation + Social Media Integration

Fuel your pipeline with quality leads from emails and social media.

 Automatically create leads from incoming emails
 Integrate LinkedIn & import contacts
 Centralize communication across all channels
 Detect duplicates, assign leads smartly

Already using Gmail or Outlook? Great. Odoo connects seamlessly!

Lead Generation + Social Media Integration

Fuel your pipeline with quality leads from emails and social media.

 Automatically create leads from incoming emails
 Integrate LinkedIn & import contacts
 Centralize communication across all channels
 Detect duplicates, assign leads smartly

Already using Gmail or Outlook? Great. Odoo connects seamlessly!

Stay on Track with a Shared Sales Calendar

Odoo’s common agenda lets your team plan meetings, calls, and tasks in one place. View who’s working on
what, coordinate schedules, and never miss a follow-up.

Sales Manager Benefits:
 Real-time visibility of team activities
 Efficient resource planning
 Quick updates via integrated notifications


Stay on Track with a Shared Sales Calendar

Odoo’s common agenda lets your team plan meetings, calls, and tasks in one place. View who’s working on
what, coordinate schedules, and never miss a follow-up.

Sales Manager Benefits:
 Real-time visibility of team activities
 Efficient resource planning
 Quick updates via integrated notifications


Email Integration That Works With Your Tools

Whether you use Outlook, Gmail, or another provider, Odoo connects smoothly:

 Auto-forward leads to sales reps
 Filter and sort emails
 Trigger campaigns based on inactivity
 Stay in your familiar email environment

Odoo CRM = Less admin, more selling.

Email Integration That Works With Your Tools

Whether you use Outlook, Gmail, or another provider, Odoo connects smoothly:

 Auto-forward leads to sales reps
 Filter and sort emails
 Trigger campaigns based on inactivity
 Stay in your familiar email environment

Odoo CRM = Less admin, more selling.

Tailored Campaigns with Lead Automation

Create marketing campaigns that nurture leads and trigger sales:

 Assign follow-ups after X days of inactivity
 Schedule call reminders for sales reps
 Auto-send emails after certain actions
 Measure campaign performance in real-time

Your sales processes become self-moving.


Tailored Campaigns with Lead Automation

Create marketing campaigns that nurture leads and trigger sales:

 Assign follow-ups after X days of inactivity
 Schedule call reminders for sales reps
 Auto-send emails after certain actions
 Measure campaign performance in real-time

Your sales processes become self-moving.


Powerful Dashboards & Real-Time Reports

Get instant access to sales performance, forecasts, KPIs, and rankings – in beautifully visual dashboards.
With Odoo CRM, you can:

 Monitor goals vs. actuals
 View campaign results instantly
 Share dashboards across teams
 Export detailed reports

Book a reporting demo 


Powerful Dashboards & Real-Time Reports

Get instant access to sales performance, forecasts, KPIs, and rankings – in beautifully visual dashboards.
With Odoo CRM, you can:

 Monitor goals vs. actuals
 View campaign results instantly
 Share dashboards across teams
 Export detailed reports

Book a reporting demo 


Customize Sales Stages for Your Workflow

No two sales processes are the same. With Odoo, adapt the CRM to your methods - not the other way around.

 Name your own stages (e.g., New Lead ​ Qualified ​ Proposal ​ Won)
 Add automation at each step
 Control permissions and notifications
 Sync with marketing campaigns

We’ll customize it for you

Customize Sales Stages for Your Workflow

No two sales processes are the same. With Odoo, adapt the CRM to your methods - not the other way around.

 Name your own stages (e.g., New Lead ​ Qualified ​ Proposal ​ Won)
 Add automation at each step
 Control permissions and notifications
 Sync with marketing campaigns

We’ll customize it for you

Gamify Your Sales Team​

Motivate your team and boost productivity with Odoo’s built-in gamification tools:

 Set individual and team targets
 Offer badges, leader boards, and rewards
 Track achievements and goals in real time
 Create healthy competition

Boost morale. Boost numbers.

Gamify Your Sales Team​

Motivate your team and boost productivity with Odoo’s built-in gamification tools:

 Set individual and team targets
 Offer badges, leaderboards, and rewards
 Track achievements and goals in real time
 Create healthy competition

Boost morale. Boost numbers.

Financial Incentives for CRM & ERP Digitization

Good news! If you’re implementing Odoo CRM as part of a larger ERP strategy, your business could be eligible for government funding.
The Bavarian Ministry of Economic Affairs supports digitalization projects.

We’ll guide you through:
 Checking eligibility
 Preparing documentation
 Submitting applications

Learn about ERP funding

Financial Incentives for CRM & ERP Digitization 

Good news! If you’re implementing Odoo CRM as part of a larger ERP strategy, your business could be eligible for government funding.
The Bavarian Ministry of Economic Affairs supports digitalization projects.

We’ll guide you through:
 Checking eligibility
 Preparing documentation
 Submitting applications

Learn about ERP funding

Don’t Stop at CRM - Explore the Full Power
of Odoo
 

Looking to scale your entire business digitally?
Combine Odoo CRM with:

Don’t Stop at CRM - Explore the Full Power of Odoo

Looking to scale your entire business digitally?
Combine Odoo CRM with:

Sales Automation

Marketing Automation

Accounting & Finance

Sales Automation

Marketing Automation

Accounting & Finance

Inventory & Logistics

E-Commerce & Website

Inventory & Logistics

E-Commerce & Website

Everything works together - out of the box.

Everything works together – out of the box.

Let’s Start Your CRM Transformation

Whether you’re just exploring CRM or ready to migrate from spreadsheets or outdated software, ITIS AG is your official Odoo Partner.
We’ll consult, configure, train, and support you through every step.
Based in Germany | 20+ years ERP expertise | 350+ successful projects

Request a Free Consultation   

Let’s Start Your CRM Transformation 

Whether you’re just exploring CRM or ready to migrate from spreadsheets or outdated software, ITIS AG is your official Odoo Partner.
We’ll consult, configure, train, and support you through every step.
Based in Germany | 25+ years ERP expertise | 350+ successful projects
 
   Request a Free Consultation   

FAQs - Your CRM Questions Answered

FAQs – Your CRM Questions Answered

Yes! Odoo CRM can work standalone or be integrated with other Odoo modules.

Very easy. We help with import, data cleanup, and training.

Absolutely. Click here to book your personalized demo

Yes! Odoo CRM can work standalone or be integrated with other Odoo modules.

Very easy. We help with import, data cleanup, and training.

Absolutely. Click here to book your personalized demo

Ready to Supercharge Your Sales?

Schedule Your Odoo CRM Demo Today   

Ready to Supercharge Your Sales?

Schedule Your Odoo CRM Demo Today