Odoo CRM reports and sales dashboard · Nextdoo, Odoo Silver Partner
Three pain points that disappear
Problem
You lose leads in Excel spreadsheets
How we solve it
Visual kanban pipeline where every opportunity moves through stages. Nothing falls through the cracks.
Problem
You don't know where your business comes from
How we solve it
Native UTM tracking, channel attribution, integration with Email/Social Marketing.
Problem
Unrealistic forecast at month-end
How we solve it
Probability by stage, closing dates, lost reasons — real data for reliable forecasting.
Real Odoo CRM
Official Odoo screenshot. This is what your team will see every day.
How companies like yours use it
Use case
Multi-channel sales team
Sales reps receiving leads from the web, trade shows, cold calls and referrals. CRM unifies the source, assigns by rules (sector/territory) and measures conversion by channel. Native UTM: you know which campaign generates business.
Use case
B2B with long cycle
Industrial or software sales with a 3-9 month close. Configurable stages, scheduled activities with reminders, lost reasons with tags. Realistic forecast based on stage probability.
Use case
Retail with key accounts
Stores with a mix of professional and retail customers. Pipeline for B2B, tags to segment. Order history accessible right from the opportunity — the sales rep knows what you bought before.
What's included
Opportunity kanban
Drag leads between stages. Team view by sales rep. Filters by tag and priority.
Automatic activities
Reminders to call, send an email or meet. Two-way Gmail/Outlook integration.
UTM campaigns
Source and campaign captured when the lead is created from web forms. Full attribution.
Forecast by team
Closing forecast by stage, sales rep and period. Reporting with lost reasons.
Telephony integration
Click-to-call, automatic call logging, recordings, transcription.
Multi-team
Sales teams with permissions, automatic rule-based assignment, lead sharing.
Four phases. Zero surprises.
We understand your current operations, the systems in use, the teams involved and your priorities. Outcome: a scope locked in writing and a milestone plan.
We configure the module in your Odoo instance: fields, views, automations, integrations with neighboring modules. We iterate with you within a week.
If you're coming from another system, we migrate your data in staging. We validate balances, reconciliations and records point by point before go-live.
Your team learns in hands-on sessions with your real data. After go-live, you move into monthly support with an SLA and development hours.
Frequently asked questions about Odoo CRM
How do I migrate my current CRM to Odoo?
As an official Odoo Enterprise Partner, we bring your current CRM (HubSpot, Salesforce, Pipedrive, Bitrix24, Zoho CRM and others) into Odoo Enterprise: we export contacts, opportunities, activities and notes to CSV. Field mapping, staging validation and loading. You keep the full history.
Does Odoo CRM integrate with WhatsApp?
Yes, through the official Odoo WhatsApp app. Messages and conversations are linked to the lead/opportunity. WhatsApp Business templates supported.
Can I connect my Gmail with Odoo CRM?
Yes, two-way OAuth connection. Sent/received emails are linked to the CRM contact. No manual re-entry.
How many users can I have in CRM?
No technical limit. Odoo licenses are purchased per internal user (€/month). Customer portal users are always free.
Integrates with the rest of your Odoo
No duplicated data. No broken syncs.
Modules that complement each other
Swipe to see more → or click any of them
Why manage your CRM with Odoo
Odoo CRM brings all your sales opportunities together in one place: where each customer comes from, what stage they're at and what needs to happen 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.
Because it's integrated with Sales, Invoicing and Inventory, when an opportunity is won it turns into a quotation and order without re-keying the data. That continuity is what saves hours every week and prevents errors between departments.
For a retail or services SME, having the CRM inside 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, not the other way around.
Related resources and links
Official information: Official Odoo documentation.