CRM
A CRM your sales team actually uses — pipeline, quotes and forecasting in one flow
Capture every lead, qualify it consistently, quote from live pricing and forecast with numbers your board can trust — connected to ERP so a won deal becomes an order automatically.
100%
Lead capture across web, WhatsApp and calls
+22%
Typical win-rate lift from disciplined qualification
-50%
Time to produce a compliant quotation
Weekly
Forecast accuracy reviewed against the pipeline
Definition
What CRM means here
A CRM (Customer Relationship Management) platform is the single record of every prospect and customer interaction — leads, activities, quotations, pipeline stages and renewals — used to make revenue predictable rather than anecdotal.
Who it is for
You will recognise your situation here
- B2B sales teams tracking pipeline in spreadsheets or WhatsApp
- Companies with long, multi-stakeholder sales cycles and formal quotations
- Businesses whose lead sources are unmeasured, so marketing spend is guesswork
- Teams needing CRM and ERP to share one customer and pricing master
Modules
What the platform includes
Modules are activated in phases — you never pay for or train on capability you are not ready to use.
Lead capture & routing
Web forms, WhatsApp, calls and campaigns unified with automatic assignment rules.
Pipeline management
Configurable stages, qualification criteria, activity discipline and stalled-deal alerts.
Quotation & pricing
Product catalogues, price lists, approval workflows and PDF or portal quotations.
AI lead scoring
Model-driven prioritisation using firmographics, engagement and historical win data.
Customer success
Renewals, AMC contracts, tickets and account health tracking.
Forecast & analytics
Weighted pipeline, cohort conversion, source ROI and rep performance dashboards.
Integrations
Connects to the systems you already run
Rollout plan
How the platform goes live
Indicative phasing for a single entity; groups and multi-site operations roll out on the same template.
- 01
Sales process design · 1-2 weeks
Stage definitions, qualification criteria, data model and reporting needs.
- 02
Core CRM build · 3-5 weeks
Pipeline, contacts, activities, permissions and mobile access.
- 03
Quotation & integrations · 3-4 weeks
Pricing engine, approvals, WhatsApp, email and ERP handoff.
- 04
Intelligence layer · 2-3 weeks
Lead scoring, dashboards, forecast models and alerts.
- 05
Adoption & tuning · Ongoing
Coaching, data hygiene rules and iterative refinement.
Comparison
Odoo CRM vs custom CRM vs SaaS CRM
| Dimension | Odoo CRM | Custom CRM | SaaS CRM |
|---|---|---|---|
| Setup time | 3-6 weeks | 8-14 weeks | 1-3 weeks |
| ERP integration depth | Native | Built to spec | Connector-dependent |
| Per-user cost at scale | Low | None beyond hosting | Grows with headcount |
| Process flexibility | High | Unlimited | Constrained by vendor |
What you gain
- Every lead is captured, owned and measurable by source
- Quotations become fast, consistent and correctly priced
- Forecasts are based on activity evidence, not optimism
- One customer master shared with ERP and support
Trade-offs to plan for
- Value depends on daily rep discipline — adoption must be managed
- Historical data is often messy and needs deduplication
- Over-configuring stages early slows the team; start lean
Decision guide
Where should you start?
Match your situation to the recommended first phase.
| If this sounds like you | We recommend |
|---|---|
| You already run Odoo ERP | Odoo CRM for native quote-to-order flow |
| Complex configure-price-quote needs | Custom CRM with a rules-based pricing engine |
| Small team, standard process, immediate need | SaaS CRM configured well, integrated to ERP |
| High lead volume, low conversion | AI lead scoring and routing before adding headcount |
Delivery
How we deliver CRM
Industries running this platform
FAQ
CRM questions, answered
Related solutions
Platforms that pair well with this
ERP
A single system of record for finance, purchase, sales, stock and projects — with multi-entity, multi-currency and country-specific compliance built in from day one.
Business Automation
Workflow engines, document intelligence and AI agents that take repetitive back-office work — approvals, data entry, reconciliations, reporting — off your team's desk.
Custom SaaS
From validated MVP to scalable multi-tenant platform — tenancy, subscription billing, roles, analytics and cloud operations engineered for growth, not just launch.
Ready to scope your CRM rollout?
Share your current systems and volumes. We will return a phased plan, timeline and indicative investment — under NDA.