Odoo CRM reports and sales dashboard · Nextdoo, Official Odoo Partner
Three pains that disappear
The problem
You lose leads in Excel spreadsheets
How we solve it
Visual Kanban pipeline where each opportunity progresses through stages. Nothing is missed.
The problem
You don't know where your business comes from
How we solve it
Native UTM tracking, channel attribution, and integration with Email/Social Marketing.
The problem
Unrealistic forecasting at the end of the month
How we solve it
Probability by stage, closing dates, reasons for loss: real data for reliable forecasting.
Real Odoo CRM
Real Odoo screenshot. This is what your team will see every day.
How businesses like yours use it
Real case
Multi-channel sales team
Salespeople who receive leads from the web, trade fairs, cold calls, and recommendations. The CRM unifies the origin, assigns by rules (sector/territory), and measures conversion by channel. Native UTM: you know which campaign generates business.
Real case
B2B with long cycle
Industrial or software sales with a 3 to 9-month close. Configurable stages, scheduled activities with reminders and loss reasons with tags. Realistic forecast based on the probability of each stage.
Real case
Key account commerce
Shops with a mix of professional and private customers. Pipeline for B2B, tags for segmentation. Order history accessible from the opportunity itself: the salesperson knows what you bought before.
What's included
Opportunity kanban
Drag leads between stages. Team view per salesperson. Filters by tag and priority.
Automatic activities
Reminders to call, send an email or meet. Bi-directional integration with Gmail/Outlook.
UTM campaigns
Origin and campaign captured when creating the lead from web forms. Full attribution.
Team forecast
Close forecast by stage, salesperson and period. Reports with loss reasons.
Telephony integration
One-click calling, automatic call logging, recordings, transcription.
Multi-team
Sales teams with permissions, automatic assignment by rules, shared leads.
Four phases. Zero surprises.
We understand your current operations, the systems you use, the teams involved and your priorities. Outcome: a written, closed scope and a milestone plan.
We configure the module in your Odoo: fields, views, automations and integrations with neighbouring modules. We iterate with you in a week.
If you come from another system, we migrate your data in a test environment. We validate balances, reconciliations, and records point by point before go-live.
Your team learns in practical sessions with your real data. After go-live, you move to monthly support with an SLA and development hours.
Questions frequently asked questions about Odoo CRM
How do I migrate my current CRM to Odoo?
As an Official Odoo Enterprise Partner, we migrate your current CRM (HubSpot, Salesforce, Pipedrive, Bitrix24, Zoho CRM and others) to Odoo Enterprise: we export contacts, opportunities, activities, and notes to CSV. Field mapping, validation in a test environment, and loading. You retain the entire history.
Does Odoo CRM integrate with WhatsApp?
Yes, via the official Odoo WhatsApp app. Messages and conversations are linked to the lead/opportunity. It supports WhatsApp Business templates.
Can I connect my Gmail with Odoo CRM?
Yes, bidirectional OAuth connection. Sent/received emails are linked to the CRM contact. No need to re-enter anything manually.
How many users can I have in the CRM?
No technical limit. Odoo licences are purchased per internal user (€/month). Client portal users are always free.
Integrates with the rest of your Odoo
No duplicate data. No broken synchronisations.
Complementary modules
Slide to see more → or tap on any
Why manage your CRM with Odoo
Odoo CRM gathers all your sales opportunities in one place: where each customer comes from, what stage they are at, and what needs to be done next. The sales team stops losing opportunities in spreadsheets or scattered emails and works with a visual pipeline that shows the real state of the business.
Being integrated with Sales, Invoicing and Inventory, when an opportunity is won, it converts into a quotation and order without re-entering the data. This continuity saves hours every week and avoids errors between departments.
For an SME in retail or services, having the CRM within the same system as the rest of the business means faster decisions and reliable sales forecasts. At Nextdoo we configure it around your sales process, and not the other way around.
Related resources and links
Official information: Official Odoo documentation.
One Odoo, all modules connected
Each module fits with the rest. Explore the other parts of Odoo and the sectors where we implement them.