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Hit Your Sales Targets With Odoo's CRM

ODOO CRM &

MARKETING 

AUTOMATION

Odoo CRM is the module in Odoo that helps businesses manage leads, opportunities, sales pipelines, communication, and customer relationships.

Odoo Marketing Automation is a module designed to help automate marketing workflows — sending emails, triggering actions based on customer behavior, nurturing leads, segmenting contacts etc. It integrates with CRM (and with other Odoo apps) so that marketing and sales can work together more seamlessly.

Odoo CRM Features

  • Leads can come automatically from emails, web forms, social media, live chat, event registrations etc. 
  • Helps prioritize leads based on behaviour, demographics, past performance. 
  • Visual Kanban / drag-and-drop pipelines
  • Customizable stages.
  • Tracking opportunities.
  • Calls, meetings, follow up tasks tied to leads or opportunities.
  • Email automation with templates and connections with popular mail gateways
  • Integration with VoIP / call logging & live chat 
  • Address books, multiple addresses per company, full history of interactions/opportunities/invoices etc.
  • Dashboards, lead source analytics, opportunity analysis, forecasting, cohort analysis.
  • Connects seamlessly with Odoo's Sales, Inventory, Email Marketing, POS, Website etc.




Odoo Marketing Automation Features

  • Visually create workflows that have triggers (email open, click, behavior), actions, delays, branches (“if this / then that”) etc.
  • Dynamic segmentation of contacts based on demographic & behavioral attributes; people enter workflows when they meet criteria.
  • Email, SMS, website interactions, etc
  • For email content, designing steps in workflows.
  • Leads can come automatically from emails, web forms, social media, live chat, event registrations etc. 
  • Leads can come automatically from emails, web forms, social media, live chat, event registrations etc. 
  • Helps prioritize leads based on behaviour, demographics, past performance. 
  • Visual Kanban / drag-and-drop pipelines
  • Customizable stages.
  • Tracking opportunities.
Maximum Productivity with Odoo's Marketing Automation

Benefits of Using Odoo CRM with Marketing Automation

  • Improved efficiency
    • Automation reduces repetitive manual work — e.g. sending follow-ups, qualifying leads, updating records. Saves time and reduces the chance of “leads slipping through the cracks.”
  • Better lead conversion & nurturing
    • Leads can be nurtured automatically (via email/SMS/other channels) with relevant content based on their behavior or stage. High potential leads are identified via scoring so the sales team can focus efforts where they matter most.
  • More consistent & personalized communication
    • Because workflows are rule-based, you can ensure that people get the right message at the right time. Segmentation and behavioral triggers help tailor communications.
  • Unified data & visibility
    • With CRM + Marketing Automation integrated, all team(s) (sales, marketing, support etc) can see what's happening: lead sources, campaign performance, customer interactions, purchase history etc. This helps align efforts and avoid duplication or miscommunication.
  • Better decision making via analytics
    • The dashboards, reports, cohort analyses etc give insight into what's working and what isn’t, helping you refine campaigns, understand bottlenecks in sales pipelines, forecast better, and allocate resources (time, budget) more effectively.
  • Scalability
    • As the business grows, you can automate more, have more complex workflows, more contacts, etc, without having to proportionately increase staff.
  • Cost savings and ROI
    • Less manual labor, fewer missed opportunities, better targeting (so marketing spend is more efficient) all contribute to better return on your investments in marketing/sales.