Building a Custom CRM System with Odoo

Manage your customers, leads, proposals and more – in a way that makes sense for your business.

Managing customer relationships is essential to every business, but every business does it differently. Not only do you need to keep track of progress through your unique customer lifecycle, but you also need to ensure you are optimising each lifecycle stage.

There’s a plethora of choice when it comes to finding CRM software for your business. But most of these pre-built systems can leave you feeling boxed in when managing your leads and customers.

Create Your Own Custom CRM System with Odoo

With the Odoo CRM software, you can build a custom CRM that suits your business. Forget tweaking your processes to fit the system; start tweaking the systems to fit you.

Building a customised CRM system from scratch can seem a bit daunting, which is why our Custom CRM Template is a good place to start. Using this template, you can manage your customers from start to finish through your sales pipeline.

Is it time to systematise your business and become more effective, increase your revenue and expand your customer base?

Customising the CRM template

  • Users and access
  • Emails
  • Workflows
  • Automation

User functions  - Salesperson functionalities

  • Log lead activity
  • Edit lead status
  • Schedule follow-up activities
  • Manage sales pipelines

Manager functionalities

  • Track sales team
  • Assign leads to salespeople
  • Schedule follow-up activities
  • Monitor progressions through sales pipelines