built around your pipeline

A CRM shaped around how you sell.

Odoo CRM out of the box is a good pipeline. We adapt stages, routing, scoring and hand-offs to your sales process — and connect it to Sales so a won deal becomes a quotation without re-entry.

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what's included

From first contact to signed quotation.

We adapt the pipeline, the way leads arrive and get assigned, the follow-ups and the reports — then wire it into Sales so nothing is typed twice.

Pipelines and stages

Stages per sales team or product line, with the required fields and checklists each stage needs to move forward.

Lead capture and routing

Website forms, email aliases, WhatsApp and social leads created automatically and assigned by your rules.

Assignment and activities

Round-robin or rule-based assignment, plus scheduled activities so no opportunity goes quiet.

Scoring and prioritisation

Priority by fit and engagement, so the team works the opportunities most likely to close.

Quotation hand-off

A won opportunity opens a quotation with the customer, products and pricelist already set — no re-entry.

Forecasting and reports

Pipeline value, conversion by source and stage, and forecast against target — all on live data.

how we build it

Your process first, then the configuration.

We start from how you actually sell, build the pipeline to match, test it with your team, and support it after go-live.

Map the pipeline

We walk through your recent deals: the stages, who owns each one, what has to be true to advance, and where leads come from.

Build and connect

We configure stages, routing and scoring, wire up lead capture, and link the pipeline to Sales for the quotation hand-off.

Train the team

Sales runs its own pipeline on real data, learns the activities and reports, and keeps written steps.

Go live and refine

We switch it on, watch the first opportunities move through with you, and adjust stages, rules and reports as the team settles in.

what you get

A pipeline your team actually uses.

Configured around your process, connected to Sales, and reporting on live data — so the forecast reflects reality, not a spreadsheet exported last week.

Pipeline stages per team or product line, with required fields.
Lead capture from web forms, email aliases, WhatsApp and social.
Assignment rules — round-robin or by territory, product or value.
Scheduled activities so every opportunity has a next step.
Lead scoring by fit and engagement to focus the team.
A won opportunity that opens the quotation with no re-entry.
One customer record from first lead to paid invoice.
Customer portal for quotations, orders and invoices.
Forecasting and team reports on live data, not exports.
Optional AI-drafted follow-ups and enriched contacts, reviewed before sending — see AI Integration.
Role-based training and written steps your team keeps.
A support plan for changes as your process evolves.

questions we hear

Before you decide.

Isn't Odoo CRM fine out of the box?

It's a solid pipeline as-is. The value is in matching it to how you actually sell — your stages, your routing, your fields — and connecting it to Sales so nothing gets re-keyed.

Where do leads come from?

Website forms, email aliases, WhatsApp and social can all create leads automatically. We set up capture for the channels you use and route each lead by your rules.

How are leads assigned?

By whatever rule fits — round-robin, territory, product or deal value. Scheduled activities then make sure every opportunity has an owner and a next step.

What happens when a deal is won?

The won opportunity opens a quotation with the customer, products and pricelist already filled in. From there it flows into Sales, Inventory and Accounting on the same record.

Can we use AI in the pipeline?

Yes, optionally. Odoo can draft follow-ups and enrich contacts for your team to review before anything is sent. See AI Integration.

How is this priced?

It depends on your pipeline, lead sources and integrations, so it's scoped and quoted. Walk us through your last ten deals and we'll come back with a plan — pricing is on quotation.

related services

next step

Walk us through your last ten deals.

That's usually enough to design the pipeline. Tell us how you sell and we'll show you the setup.

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