Odoo 19 CRM is a powerful and intuitive solution designed to manage the entire sales process, from the first customer interaction to final deal closure. It helps businesses capture leads from multiple sources such as websites, emails, lead mining, and marketing campaigns, ensuring no opportunity is overlooked. With a fully visual and customizable sales pipeline, sales teams can easily track opportunities, monitor deal stages, and prioritize high-value prospects using predictive lead scoring. The module supports efficient lead assignment and multi-sales-team management, enabling a single salesperson to work across multiple teams with clear performance visibility. Odoo 19 CRM centralizes all customer interactions—including emails, calls, meetings, and activities—providing a complete customer history in one place. Built-in activity scheduling, reminders, and automated follow-ups keep sales teams organized and proactive. Advanced reporting and real-time analytics deliver valuable insights into pipeline health, expected revenue, forecasts, and overall sales performance. Features like unattended leads, lost opportunity analysis, and quality lead reports help improve conversion rates. Seamless integration with Sales, Invoicing, Marketing Automation, and Accounting ensures smooth cross-department workflows, driving consistent growth and stronger customer relationships.
Key Moments
00:00 - 3:03 - Introduction
3:03 - 6:42 - Contents
6:42 - 13:30 - CRM Dashboard and all features in the dashboard
13:20 - 19:50 - Manual lead generation
19:50 - 23:08 - Lead generation from incoming mails
23:08 - 26:15 Lead creation from website
26:15 - 28:15 Lead creation from livechat
28:15 - 30:23 - Recurring revenue
30:23 - 33:25 - Multiteams
33:25 - 34:45 - Predictive lead scoring
34:45 - 43:31 - Rule-based lead assignment
43:31 - 48:35 - CRM commissions
48:35 - 56:11 - Activities and activity plans
56:11 - 58:51 - Stages configurations
58:51 - last - CRM Reports
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