Odoo CRM: Boost Your Sales Performance
✔️ Had to
✔️ Invoices
✔️ Projects SAV
✔️ Reminders
✔️ Nurturing sequences
✔️ Notifications
✔️ Visual pipeline
✔️ Automatic scoring
✔️ Intelligent prioritization
Key Features of Odoo CRM
Visual sales pipeline
Intuitive Kanban view with drag-and-drop functionality. Stages that are 100% customizable to your sales cycle.
Complete history of interactions
Automation of Reminders
Automatic follow-up emails, scheduled tasks, and alerts on inactive leads. Never miss an opportunity again.
Integrated quote management
Create, send, and get your quotes signed online. Automatic conversion to an invoice after acceptance.
Automatic scoring and qualification
Odoo's AI automatically identifies and prioritizes the prospects most likely to convert.
Email & calendar synchronization
Native Outlook/Gmail connection. All your emails and appointments automatically saved in the CRM.
Reporting & forecasts
Real-time dashboards: conversion rates, projected revenue, performance by sales representative.
Our Odoo CRM Deployment Methodology
Analysis of Your Sales Cycle
Audit of your current process: lead sources, sales stages, volumes, and sales priorities.
Custom Pipeline Definition
Create your sales stages, qualification rules, and customized automations.
Odoo CRM configuration
Configuration of user profiles, access rights, customized views, and monitoring KPIs.
Email Automation & Integration
Implementation of automations: reminders, alerts, tasks, and Outlook/Gmail synchronization.
Data Migration
Import your existing data: prospects, customers, communication history, and segments.
Training & Support
Practical training for your teams: daily use, best practices, and KPI management.
Continuous Optimization
Post-deployment monitoring: pipeline adjustments, new automations, and developments.
A Simple, Visual, and 100% Adaptable Sales Pipeline
With Odoo CRM, your sales representatives benefit from:
- A pipeline clear organized by sales stages
- One Intuitive drag-and-drop interface (Kanban)
- The automatic prioritization opportunities hot
- Alerts automatic on the inactive prospects since X days
- A 360° view of the customer in a single click (history, estimates, invoices)
The Concrete Benefits of Odoo CRM
2 hours/day
lost by salespeople with a poorly structured CRM.
Automate Your Follow-ups and Save 2 Hours Per Day
With Odoo CRM automations, your salespeople can focus on selling:
- Automatic reminders depending on the deadline unanswered
- Personalized emails triggered according to pipeline stage
- Follow-up tasks created automatically for each opportunity
- Automatic scoring for identify hot prospects
- Real-time notifications on the significant actions
🔍 Audit my Sales Process for Free →
Technologies used
Manage your leads and sales pipeline with an integrated Odoo CRM solution.
Frequently Asked Questions – Odoo
Here are some frequently asked questions about Odoo, the open source ERP we deploy.
Even so is a suite of business management applications open source : CRM, sales, purchasing, inventory, accounting, HR, production, e-commerce, and much more. With over 7 million users It is the most popular open source ERP system in the world. Its modern interface and modularity make it a credible alternative to traditional ERP systems, at a much lower cost.
Odoo Community is the version free and open sourceIt includes the basic features of each module. Odoo Enterprise is the paid version (€25/user/month) which adds: advanced features (full accounting, MRP, quality), the official support Odoo, thecloud hosting, and the updates guarantees. For SMEs, Enterprise is often recommended.
Even so is used in all sectors: trading and distribution, industry and production, services, e-commerce, associations. Its flexibility allows it to be adapted to a wide variety of professions. sector modules exist (real estate, catering, etc.). PRO’AUDIT has references in many sectors and can show you cases similar to yours.
Yes, Even so is highly customizable. Three levels of customization: configuration (without code, via the interface), Odoo Studio (creation of fields, views, automations without code), and development (custom modules in Python). Our team of certified Odoo developers performs customizations that comply with standards to remain maintainable.
The training is key to adoption. We train your teams by module and by profile (sales, purchasing, accounting). The training courses are practical, based on your data and processes. They generally last 1 to 3 days by profile. We also provide user guides customized and a support post- formation.
Develop the skills of your teams
Cybersecurity & User Best Practices
Collaborative tools & digital organization
ERP, CRM, DMS & automation
Cloud, infrastructure & telephony
GDPR Compliance & Data Security
🎓 Discover our Training Courses →
Train your teams on essential IT challenges.
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Switch to Odoo CRM and Boost Your Sales
Pro’Audit deploys Odoo CRM in 4 weeks. Training included, unlimited support. Free, personalized demo using your data.