Managing leads efficiently is one of the most essential parts of running a successful business. With the Odoo All-in-One CRM Lead app, businesses can manage every step of their sales journey from generating leads to converting them into loyal customers.
This guide explains all the powerful features included in this Odoo application in a simple and easy-to-understand way.
1. Lead & Pipeline Sequence Number
Every lead and pipeline automatically gets a unique sequence number, making it easier to track and manage them without confusion. You no longer need to create or look for lead IDs manually. Odoo handles it all for you.
2. Import CRM Leads Through CSV or Excel
Import multiple leads directly from CSV or Excel files. This is particularly useful for companies managing leads that come from websites, trade fairs, or marketing campaigns. In a few clicks, you upload all your data within Odoo CRM and start off right away.
3. CRM Lead Portal
The CRM Lead Portal allows customers or sales teams to access CRM leads directly from the website. This portal provides real-time visibility and helps both internal users and clients keep track of their inquiries, follow-ups, and progress.
4. CRM Lead Workflow
This feature allows you to define and customize lead stages based on your business process, such as New, Qualified, Quotation Sent, Won, or Lost. You can drag and drop leads across different stages with ease, ensuring clarity on the stage at which every opportunity stands.
5. CRM Lead Attachments
Managing documents like PDFs, images, or text files becomes effortless. The app allows you to attach and view essential files directly on CRM Leads, Pipelines, or Opportunities. This ensures your sales team has access to all related files in one place.
6. CRM Stage History Tracker
The Stage History Tracker automatically logs every change made to the lead stage. It also shows how long a lead stayed in a particular stage. This helps you identify where deals are getting delayed and make improvements in your process.
7. CRM - Automatically Stop Followers
Usually, in Odoo, the user who creates a lead automatically becomes a follower. This app allows you to stop automatically adding users as followers, reducing unnecessary notifications and keeping your inbox clean.
8. Create RFQs from CRM Leads
With this feature, you can create multiple Requests for Quotations (RFQs) directly from a CRM Lead. It saves time and ensures that your sales and purchase departments stay connected during the quotation process.
9. CRM Mass Update Stage
You can now update the stage of multiple CRM pipelines at once. Select the leads, choose the desired stage, and apply the update. It's a massive time-saver for large sales teams managing hundreds of leads daily.
10. Archive or Active Leads
You can easily archive or unarchive leads and opportunities whenever needed. This keeps your CRM clean and helps you focus on active deals while preserving records for reference or analysis.
11. Add Checklist on CRM Leads/Opportunities
Add checklists to your leads or opportunities to ensure that no critical step is missed — such as verifying customer details, confirming requirements, or scheduling meetings. This makes your process more organized and professional.
12. CRM WhatsApp Integration
Communicate faster with your customers through WhatsApp integration. You can send messages directly from leads or pipelines using WhatsApp Web or Mobile. It's a simple way to stay connected with clients without switching between apps.
13. Lead Notification to the Customer
The app can automatically send an email notification to the customer when a new lead is created. It also displays a Lead Number on the lead form, which makes it easier for the company and the customer to identify the lead.
14. Quick Edit for CRM Leads
Save time with Quick Edit, which allows you to make instant changes to lead information without opening each record separately. It's perfect for fast-paced sales environments where quick updates are essential.
15. Auto Email on Lead Stage Movement
This feature automatically sends emails when a lead moves to a specific stage, such as when a quotation is sent or a deal is won. You can use custom email templates to keep your communication consistent and professional.
16. CRM Product Quotation
Generate and manage customer-specific quotations directly from CRM leads. The app supports dynamic pricing, brilliant quotation handling, and merging of multiple quotation lines — all from the CRM module itself.
17. Auto Assign CRM Lead
Distribute leads automatically to the right salespersons or teams based on rules or filters. The app ensures fair and timely assignment and sends notifications to the assigned team members for immediate action.
18. CRM Lead Transfer
If a salesperson changes or a lead needs to be reassigned, you can transfer multiple leads or opportunities from one salesperson to another. The transfer can be filtered by date, type, or other conditions to make management simple.
Conclusion
The All-in-One CRM Lead App in Odoo by Devintellecs is a complete solution for managing your leads, pipelines, and customer interactions in one place. It combines automation, communication, and flexibility to help your sales team work smarter and faster.
With valuable features like WhatsApp messaging, automatic emails, stage tracking, and easy lead importing, this app saves time and ensures that no opportunity is missed. Whether you're a small business or a growing company, it helps make your CRM process more organized and efficient.
You can find this app on the Odoo App Store, a perfect choice for businesses that want to convert more leads and close deals with confidence.
