×
Odoo CRM Service

One CRM, connected
to your whole ERP

Odoo CRM is a comprehensive and flexible customer relationship management solution designed to help businesses capture, manage, and convert leads while maintaining complete visibility across the sales pipeline. What differentiates Odoo CRM is its seamless connection with the broader Odoo ERP ecosystem, enabling sales teams to work closely with finance, inventory, and operations in real time.

Get a free consultation
ERP-native
CRM-to-revenue Flow
Custom
Sales Pipelines
Role-based
Dashboards
Scalable
With Your Sales Team
Platform overview

Sales-to-revenue, on one connected platform

Customer data flows effortlessly from lead generation to invoicing and delivery, instead of stopping at the CRM boundary.

This creates a unified sales-to-revenue workflow where customer data flows effortlessly from lead generation to invoicing and delivery. Appsavio implements Odoo CRM to reflect real sales behavior, improve user adoption, and build a predictable, scalable revenue engine — rather than configuring a generic CRM and hoping your team adapts to it.

We build centralized lead, contact, and opportunity management on custom sales pipelines aligned with your actual business stages, backed by automated follow-ups and task assignments. Because Odoo CRM connects natively to the wider Odoo ERP, every deal stays linked to accounting, inventory, and delivery — so sales, finance, and operations are finally working from the same data instead of three disconnected systems.

Centralized lead management

Leads, contacts, and opportunities in one place

Custom sales pipelines

Stages aligned with how your business actually sells

Automated follow-ups

Reminders and task assignments that don't rely on memory

ERP-connected workflows

CRM linked directly to accounting and inventory

Role-based dashboards

Tailored views for reps, managers, and leadership

Lead-to-delivery visibility

One thread from first contact to invoice and shipment

How it works

From first contact to invoice, on one thread

Every deal carries through the sales cycle and into finance and operations without a handoff gap.

Capture leadsAll channels, one inbox
Manage the pipelineCustom deal stages
Automate follow-upsTasks & reminders
Sync to ERPAccounting & inventory
Invoice & deliverClosed-loop revenue
Problems & solutions

The exact pain points we eliminate

Most growing sales teams struggle with the same issues. Here's what Odoo CRM, configured by Appsavio, fixes directly.

Problems we solve
  • Leads coming from multiple channels without centralized tracking
  • Missed or delayed follow-ups due to manual processes
  • Limited visibility into deal stages, pipeline health, and forecasts
  • Poor alignment between sales, finance, and operations teams
  • CRM data disconnected from billing and delivery workflows
Our solution
  • Centralized lead, contact, and opportunity management
  • Custom sales pipelines aligned with actual business stages
  • Automated follow-ups, reminders, and task assignments
  • ERP-connected workflows linking CRM with accounting and inventory
  • Role-based dashboards for sales reps, managers, and leadership
ERP connection

The same data, from quote to delivery

Appsavio links Odoo CRM directly into the wider ERP, so a closed deal doesn't have to be re-entered anywhere else.

From won deal to invoice, automatically

When a deal closes in CRM, the same record flows into accounting and inventory — generating the invoice and reserving stock without anyone re-typing customer or order details into a second system.

CRM ↔ Accounting CRM ↔ Inventory Role-based dashboards Forecast accuracy
Business impact

Measurable outcomes for your sales team

Higher conversion ratios

More leads convert when follow-ups and routing happen automatically

Faster, more consistent cycles

Deals move through the pipeline without manual bottlenecks

Accurate forecasting

Pipeline and revenue forecasts grounded in real ERP data

Improved collaboration

Less reliance on spreadsheets and manual cross-team tracking

Integrations

Odoo CRM connects across your whole ERP

Accounting

Native Odoo invoicing

Inventory

Stock reservation on close

Delivery

Fulfillment status sync

Email & calendar

Logged interactions

Spreadsheets

Legacy data migration

Other CRMs

Validated, cleaned migration

External APIs

Custom connectors

Mobile apps

iOS & Android access

Appsavio's edge

We take a sales-process-first CRM design approach, with deep expertise across CRM and ERP ecosystems and advanced customization and automation capability. Our focus stays on adoption, scalability, and long-term value — not just a working configuration on launch day, but a CRM your team actually keeps using as it scales.

Sales-process-first design CRM & ERP expertise Advanced automation Data migration Built for adoption
Frequently asked questions

Everything you need to know

Yes. Multi-stage pipelines, custom workflows, and deal probability tracking support complex B2B and B2C sales cycles, so the CRM adapts to how your sales process actually works rather than forcing a simplified version of it.
Absolutely. Pipelines, stages, automations, and reports are fully customizable, so Appsavio configures the system around your specific sales stages rather than asking your team to adapt to a generic template.
Yes. Appsavio handles secure data migration with validation and cleanup, so your leads, contacts, and opportunity history move over accurately instead of carrying forward old errors and duplicates.
Yes. CRM is tightly connected with accounting, inventory, and delivery, so a closed deal flows straight into invoicing and fulfillment without anyone re-entering the same customer or order details in a second system.
Yes. It scales smoothly with users, data volume, and process complexity, so the same system that works for a small sales team continues to support more reps, more deals, and more complex pipelines as you grow.
Teams typically see higher lead-to-conversion ratios, faster and more consistent sales cycles, and more accurate pipeline and revenue forecasting — along with improved collaboration across sales, finance, and operations.
We take a sales-process-first design approach backed by deep expertise across both CRM and ERP ecosystems, with a strong focus on adoption, scalability, and long-term value rather than just a technically correct configuration.

Ready to connect sales to revenue?

Book a free 30-minute consultation and see what Odoo CRM can do for your team — no pressure, no obligation.

Get a free consultation