CRM in Odoo is one of the strongest modules. Kanban-based pipeline, automated activities, integration with email and phone, and everything connected to quotes and invoicing. What costs thousands per month in Salesforce is included free in Odoo CE.
Pipeline
Visual Kanban board with stages: New, Qualified, Quote Sent, Negotiation, Won, Lost. Drag and drop leads between stages. Each lead has expected revenue, probability, and expected close date. Pipeline forecast gives you a real-time view of future revenue.
Leads vs opportunities
Odoo distinguishes between leads (unqualified contacts) and opportunities (qualified deals). Leads can come from web forms, email, or manual entry. Qualify them and convert to opportunities with one click. Or merge duplicates automatically.
Activities
Schedule tasks tied to a lead: call back, send quote, book meeting. Odoo reminds you. Log call notes directly on the lead. The entire history is collected in one place, not scattered across different tools.
Email integration
Catchall alias: all email to leads@your-domain.com automatically creates a lead. Replies to the conversation are logged on the lead. It eliminates manual entry of contacts from email.
Quotes
From the CRM lead: "Create Quote". Odoo generates a quote document with products, prices, discounts, and terms. The customer can sign digitally (Enterprise) or you create a PDF. An approved quote converts to a sales order with one click.
CRM in Odoo isn't as customizable as Salesforce, and the reporting tools are simpler. But for the vast majority of SME companies, it's more than sufficient.