CRM is the most important tool required by all size companies. The Customer Relationship Management (CRM) software acknowledge an assembling to manage its relations with the customer in a structured manner. A CRM platform helps companies target different audiences, set scores, and alerts based on an individual lead or customer’s activity, proactively work with contacts and maintain relationships. 

The CRM module in the ERP systems would also grant users to classify product lines to help figure out sales projections.

Odoo CRM is a small part of a larger highly unified concerted of ERP applications at your disposal.

CRM module includes the Various benefits below:

  • CRM Reports/Sales pipeline
  • Clarified collaboration
  • Lead Management
  • Handle all communication and intercommunication with prospects
  • Automate data entry
  • Sales forecasting 
  • Be reminded to follow up with prospects
  • Employee tracking
  • Organize contact data
  • Make administrative tasks efficient
  • Segment customers
  • Scale your sales processes over time
  • Ensure team communication is facilitated


Firstly, you need to configure CRM module in your database.

image 10

 Multi teams feature

The multiple teams feature is amazing since it allows a single user to be a part of multiple teams. The CRM settings allow the configuration for this feature. It is an efficient addition that allows rule-based lead assignment.

image 13

To send Email and SMS

You will be able to directly send Emails and SMS to bulk of users from the pipeline of the CRM module.

image 11

Supplier Currency

In the Customer Form, Supplier Currency is now added in the Sales and Purchase tab. Along the help of this option now the currency considered will be used rather of the default currency for purchases from the current partner.

image 12

Forecast Report

Now you can create the sales forecast by dragging and dropping events between months. The deadline will automatically be updated to the last day of that month.

image 13

Rule Based Assignment

After click on the Rule Based Assignment checkbox, you can periodically assign leads based on rules
All sales teams will use this setting by default unless specified otherwise.

image 14

Leave a Reply

Your email address will not be published. Required fields are marked *