CRM

CRM

Discover how to create leads, opportunities and maximize conversions with Odoo CRM

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Last Update	02/05/2025
Completion Time	1 hour 14 minutes
Members	56

- Leads and opportunities
  
  Preview
- Make calls directly with Odoo to manage your leads and opportunities: VoIP (V18)
  
  New
- Opportunity pipeline
  
  Preview
- Sales teams
  
  Preview
- Automate sending emails when a lead is created via form
  
  Preview
- Enrichment of the Leads
  
  Preview
- Predictive Lead Scoring
  
  Preview
- Create recurring activities in your CRM V17
  
  Preview
- Automatic assignment of leads entering the CRM (V17)
  
  Preview
- Automatic tag assignment on CRM leads (V17)
  
  Preview
- Set goals for your salespeople (V17)
  
  Preview
- Calculate my sellers' conversion rates using spreadsheets (V17)
  
  Preview
- Manage your partners' commission plans
  
  Preview
- Leadonsurvey: Create a lead when submitting a survey
  
  Preview
- New CRM V18: update on expected recipes
  
  Preview
- Creating a business after creating a runway as an opportunity
  
  Preview
- Automatic sending of emails from the CRM
- Export time spent step by step in CRM