Odoo CRM Module
Streamline Customer Relationships and Accelerate Sales with Odoo CRM
TekGenio helps sales-driven businesses implement and customize Odoo CRM to fit their unique pipeline structure and buyer journey. From lead capture to closing deals, we enable smarter, faster, and more measurable sales operations — powered by automation and real-time insights.
Common Sales Challenges We Help Solve
Disorganized Lead Management
Sales teams lose track of leads across email threads and spreadsheets. Odoo CRM consolidates lead data from all sources and prioritizes them based on scoring rules.
Lack of Pipeline Visibility
Without a centralized sales pipeline, deals fall through the cracks. Odoo's visual Kanban board lets teams track progress at every stage: from prospecting to closing.
Missed Follow-Ups and Manual Outreach
Manual reminders and scattered communication delay responses. We automate activity scheduling, follow-ups, and email outreach to keep reps focused on closing.
Limited Access to Performance Metrics
Sales managers need real-time KPIs to make timely decisions. Odoo CRM dashboards provide conversion rates, lead sources, rep performance, and forecasts on demand.
Key Features of Odoo CRM
Lead Management & Scoring
Capture leads from multiple sources like websites, emails, trade shows and prioritize them using custom scoring logic based on activity, source, or demographic fit
Pipeline Visualization
Use drag-and-drop Kanban boards to manage opportunities visually. Customize stages and workflows by product line, region, or sales team.
Email & Activity Automation
Automate follow-ups, schedule calls or demos, and trigger workflows based on deal stage changes or inactivity all from within the CRM.
Integrated Reporting & Dashboards
Access real-time sales KPIs like win rates, deal velocity, revenue targets, and campaign ROI. Build custom reports to match your internal review process.
How It Can Impact Your Business
TekGenio's Odoo CRM implementations help businesses accelerate lead conversion, standardize pipeline workflows, and empower sales managers with actionable insights.
Shorten your sales cycle through automation
Improve pipeline visibility and forecast accuracy
Increase team productivity with centralized activity tracking
Reduce lead leakage with better segmentation and follow-up
Who is This Ideal For?
B2B & B2C sales teams across manufacturing, services, and retail
Businesses looking to replace spreadsheet-based or siloed CRM systems
Sales managers seeking visibility across reps, regions, and deals
Organizations integrating CRM with email, marketing, or helpdesk systems
Ready to Transform Your Enterprise with Smarter Systems?
Whether you're optimizing operations with Odoo ERP, handling legacy SAP environments, or exploring new AI-enabled solutions — TekGenio is here to guide your digital journey from start to success.
Schedule a Free Consultation