Business needs · Sales
Odoo for sales teams: from first contact to signed order
Sales effectiveness rests on the quality of the relationship as much as on the precision of execution. Odoo gives your salespeople both in the same interface.
With Odoo for sales teams, the CRM, quotes, orders, subscriptions, electronic signature, online shop and till all work on the same customer record. The pipeline is clear, actions are scheduled, the proposal goes out in minutes and the customer signs online.
ANOR deploys these apps with consultants who sold before they advised. We configure Odoo's standard first, adapt it to your real sales cycle and train your teams on their own pipeline, not on a generic demonstration. When your sales cycle deserves a review before the tool, our organisation consulting starts with a review of your sales process.
An ERP for the sales department: concrete benefits for your salespeople
Clarity
A pipeline structured by stage and unified contact records: every exchange, every quote and every invoice in the same place.
Rhythm
Scheduled activities (call, email, meeting) that come up each morning, linked to the calendar and to mobile.
Conversion
Quotes in a few clicks, options, electronic signature and online payment from the customer portal.
Tracking
Conversion rate, won and lost deals, revenue per salesperson and per team, without a spreadsheet.
Odoo CRM for SMEs: see, qualify, act
Odoo's CRM presents your opportunities in a kanban view, by stage and by team. Each record carries the full history of exchanges: emails sent and received, logged calls, meetings, attached documents.
- Created in seconds: a lead is born from an incoming email, a website form or manual entry, with the key information already structured.
- Qualification with tooling: predictive lead scoring based on the history of your won and lost deals, then assignment rules per team and per salesperson according to your criteria (area, source, size).
- Scheduled activities: calls, emails and appointments planned, with reminders, calendar synchronisation and a mobile app.
- Lost reasons: every lost deal is qualified, so you can later analyse what makes you win.
Feeding the pipeline relies on Odoo's marketing apps: website forms, email campaigns and automated follow-up scenarios, with tracking of each lead's origin all the way to the sale. The detail is on the Odoo for marketing page.
Sales management: quotes, pricing and orders, from offer to signature
The Sales app turns an opportunity into a quote, then into an order and an invoice, with no re-keying. Quote templates, sections and optional lines speed up drafting. The final document can embed your presentation pages in PDF.
- Product catalogue: attributes and variants (dimensions, colours, options), variant entry grid on the quote, large catalogues kept under control.
- Pricing policy: price lists per customer, per volume, per period or per currency, discounts as a percentage or an amount, prices displayed or confidential according to your practices.
- Customer portal: the customer views quotes, orders, deliveries and invoices, asks questions in the discussion thread and accepts the offer online.
- Signature and payment: electronic signature of the quote from the portal, deposit or online payment. The Sign app also covers your contracts and amendments, with reusable templates.
- Commissions: commission plans per salesperson, calculated on invoices, to motivate the team on shared figures.
Subscriptions, online shop and point of sale: the same customer everywhere
Selling on a recurring basis, online or in store happens in the same customer database, with the same stock and the same accounting.
- Subscriptions: recurring contracts, automatic invoicing, renewals, upsells and tracking of recurring revenue and churn.
- eCommerce: B2C or B2B shop linked to price lists, stock and payment methods, with specific prices per logged-in customer.
- Point of Sale: touch-screen till, receipts, returns and cash closing, even offline, on the same catalogue.
- Loyalty: points programmes, gift cards, promotional codes and discounts shared between the shop, the till and quotes.
For a network of stores or a high-volume online shop, our retail and Odoo eCommerce pages detail the scope and the points to settle upfront.
Sales reporting: understand in order to improve
Odoo's analyses read your sales data directly. You identify the performance levers and you reproduce them.
- Pipeline analysis: amount per stage, conversion rate, average cycle length, won and lost deals with their reasons.
- Revenue per salesperson, per team, per region, per product or per channel, in pivot or chart view.
- Sales forecasts by expected closing month, at team level and for each salesperson.
- Dashboards per team and summaries for management, built on the integrated spreadsheet.
Emails exchanged with a customer are automatically attached to the relevant opportunity and order. The history of a deal is rebuilt in one click, even after a salesperson has left.
How ANOR deploys Odoo for your sales
1
Scoping the sales cycle
Your real stages, your qualification criteria, your pricing policy and your channels are described with the sales managers.
2
Configuring CRM and sales
Pipeline, teams, quote templates, price lists and customer portal configured within the standard, demonstrated on your data.
3
Migrating contacts and history
Customers, prospects, open deals and pricing terms migrated and cleaned before cutover.
4
Training and extension
Training salespeople on their own pipeline, then adding subscriptions, the shop or the till according to your priorities.
Odoo 20 AI for Sales
Odoo 20 adds AI agents to the Sales app, available in the Enterprise edition, to support the sales team. We check with you which uses bring a real gain before enabling them.
Frequently asked questions from sales management
Yes. An opportunity converts into a quote in one click, the quote becomes an order then an invoice and each document stays visible from the customer record. The pipeline and invoicing share the same data.
Yes. Odoo's predictive scoring relies on the criteria you choose (source, country, stage, email, phone) and on the history of your deals. Automatic assignment rules per team and per salesperson are defined with your own criteria.
The customer receives a link to their portal, views the quote, asks questions in the discussion thread, signs online and pays a deposit if you require one. Each step is time-stamped and traced.
Yes. Analyses are filtered and grouped by team, by salesperson, by sector or by product line. Dashboards are composed on the integrated spreadsheet and shared according to rights.
Yes. The mobile app gives access to the pipeline, activities and customer records. Emails sent from the usual mailbox attach to the opportunity and the calendar synchronises with common calendar tools.
The Odoo "Custom" licence costs €35.90 per user per month for the first year, then €44.90 from the second year. CRM, Sales, Subscriptions, Sign, eCommerce and Point of Sale are included. The integration cost depends on your scope: we quote it after a 30-minute conversation.
A tool where CRM, quotes, orders and invoicing share the same customer record. Odoo brings sales management and customer relationship together in one database, with a mobile app for salespeople on the road and dashboards for sales management.
Often, yes. A CRM configured on vague stages produces a pipeline nobody reads. Our complimentary situation audit maps your real sales cycle and our consultants tell you what belongs to configuration and what belongs to organisation.
The Odoo apps involved
Let's talk about your sales cycle
Thirty minutes with a consultant who has managed a customer portfolio. You leave with a target pipeline and a deployment order.