Odoo CRM tracks leads and opportunities through a pipeline you can see at a glance, and hands a won deal straight to quotation, invoicing, and stock without leaving the system. Nexio resells it, implements it, integrates it, and supports it afterwards.
Opportunities are cards in columns, one column per stage, dragged from one to the next as they progress. Each column totals its expected revenue, so the state of the quarter is visible without running anything.
Stages are yours to define per sales team rather than a fixed lifecycle to work around, and lost deals are recorded with a reason, which is what turns a pipeline into something you can learn from.
Each opportunity carries its emails, calls, meetings, notes, and scheduled next actions on the record itself. Incoming email is filed against the deal automatically rather than living in one person’s inbox.
When a salesperson is away or leaves, the account history stays with the company. That is the difference between a CRM and a shared spreadsheet.
A quotation is generated from the opportunity with the customer, products, and pricing already filled in, sent for online signature and payment, and turned into an order without rekeying.
That order then reaches invoicing and, if you run the Inventory app, the delivery. The handover from selling to fulfilling is where CRM and ERP usually part company, and here it is one system.
Pipeline analysis groups and filters the same opportunity records the sales team works in daily, by stage, salesperson, source, or expected close. Nobody assembles the forecast by hand, so it is current by default and hard to quietly massage.
Lead sources are tracked through to won revenue, which answers what marketing actually returned rather than what it cost.
Odoo CRM is an app in the same suite as Accounting, Sales, Inventory, and Email Marketing, on the same customer record. A customer’s quotations, invoices, deliveries, and support history are one search rather than four systems and an integration project.
It is also the cheapest sensible way to start with Odoo: a company can run CRM alone, then add the ERP apps later without moving its customer data anywhere.
Nexio resells Odoo and delivers it: setting up the pipeline and stages around how your sales team actually sells, migrating existing customer and lead data, connecting email and telephony, integrating the systems you keep, training your staff, and supporting it afterwards.
Tell us about your current setup and goals, and our team will put together a tailored proposal.
