Visual pipeline
Organize opportunities by stage, salesperson, and team, with expected revenue and closing dates.
Odoo CRM
Odoo CRM
Keep opportunities moving with a shared pipeline and clear next actions for every salesperson.
Solution overview
A closer look at Odoo CRM.
Activity planning
Schedule calls, meetings, and follow-ups against the opportunity so the next step is visible.
Lead management
Capture enquiries, assign leads, and review potential duplicates before qualification.
Sales insight
Analyze your pipeline and forecasts and connect qualified opportunities to quotations.
A connected workflow
How it works in your business.
An enquiry becomes an opportunity, the salesperson schedules follow-up, and a quotation carries the conversation into Sales.
Explore official Odoo featuresMore module information
Track leads, opportunities, forecasts, meetings, and next activities.
Your local technology partner
What Digi Data offers.
Digi Data configures sales teams, pipeline stages, activity plans, lead capture, and reporting, and scopes migration of your customer and opportunity records.
Explore all Odoo ERP solutions-
Discovery & implementation planning
We map your business processes, identify the applications you need, and define an achievable scope.
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Configuration & data migration
We configure your workflows and prepare agreed customer, supplier, product, inventory, and accounting data for migration.
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Training, go-live & ongoing support
We guide your team through testing and adoption, with implementation and support responsibilities agreed for your project.
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Integrations & customization
Where standard functionality does not cover your requirements, we scope integrations and customization separately.
Start a useful conversation
Tell us what you need.
Your current environment
Share the systems, users, locations, and existing products relevant to this solution.
Your business priorities
Tell us what needs to improve, your intended timeline, and any operational constraints.
Your next step
Call our team to discuss suitability, arrange a demonstration where relevant, or prepare a scoped quotation.