Odoo CRM & Sales implementation
Every opportunity in one pipeline, with quotes generated from the system and the full conversation history per customer.
What it covers
- Stage-based sales pipeline with probability and expected value
- Opportunities created automatically from website forms
- Quotations with templates, product variants and approved discounts
- Quote to order to invoice, with no retyping
- Full history of conversations and documents per customer
- Targets and reports by salesperson, product and source
What a standard implementation includes
- Sales stages configured to your real process
- Quotation templates in your brand identity
- Pricing policy, price lists and discount rules with approval
- Import of the existing customer base and open opportunities
- Website forms connected to the sales pipeline
- Training for the sales team and the manager
Indicative price for implementing this module, excluding VAT, when delivered alongside the rest of the system. Odoo licences are paid separately, direct to the vendor.
What increases the scope
- Product configurator with multiple variants and options
- Contract-negotiated pricing per customer
- Automatically calculated sales commission
- Integration with telephony or a marketing platform
Specific to the Romanian market
A quotation generated in Odoo can become an order and then an invoice submitted to e-Factura with no retyping at any step. For companies selling to public institutions we also configure the fields required for public-sector invoicing, where format and identification data are checked more strictly.
Frequently asked questions
How long does the CRM and Sales module take?+
Two to three weeks for configuration, quotation templates, customer import and training, from €2,900. That extends if you need a product configurator or contract-negotiated pricing.
Can website forms feed the CRM directly?+
Yes, it is part of the standard scope. Every quote request or contact form creates an opportunity in the pipeline with the source recorded, so you can see monthly which channels produce requests that turn into orders.