Odoo CRM: more closed opportunities, fewer spreadsheets
Visual pipeline with AI, revenue forecasting and zero spreadsheets
Visual Kanban pipeline, AI powered lead prioritization, real time revenue forecasting and quotes in a few clicks. Email, WhatsApp, chat, SMS and telephony integrated into the customer history, with no system switching, no rework.
Sales Official Odoo module
Why Odoo CRM?
Real results our clients achieve.
Real time revenue forecasting
Each stage of the funnel shows the expected revenue based on probability and history. Dashboards ready for the board, with no closing spreadsheets at month end.
AI prioritizes the right leads
Automatic lead scoring highlights who has the best chance of closing. The team focuses on who brings results, not on who arrived first.
Automatic activities and assignment
The next call, email, meeting and quote are scheduled automatically. Lead distribution by team, territory or business rule.
Everything connected to the ERP
A lead becomes an opportunity, an opportunity becomes a quote, a quote becomes an order and an invoice, in a single flow. The customer is registered once, with full history in every area.
Features
What's included in this module.
Visual Kanban Pipeline
Drag opportunities between customizable stages. View by team, salesperson, segment or product. Saved filters and ready made dashboards with no IT involvement.
AI Lead Scoring
Automatic scoring by engagement, profile and history. Hot leads rise to the top of the salesperson's queue.
Automatic Lead Distribution
Round robin, by territory, by account or by custom rule. Leads do not sit in the inbox, they are assigned the second they arrive.
Fixed Probability by Stage
Set the default probability for each stage of the funnel. More predictable forecasts and metrics that are comparable across salespeople.
Multiple Teams per Stage
The same stage can have different criteria for different teams (B2B, B2C, key accounts). A single funnel for the board's view, specific rules on the ground.
Win and Loss Reasons
Record why you won and why you lost. Reports show competitors, objections and patterns, direct input for marketing and product.
Quote Directly From the Opportunity
Product lines can already be attached to the lead. When it becomes an opportunity, the quote comes out ready, with no need to re-enter the order.
Conversion to Project and Task
A won opportunity can automatically trigger a project, initial tasks and onboarding. Sales and operations on the same track.
Call and Service History
Call outcome, predefined summaries, next step scheduled. Claims with type, deadline and owner linked to the customer.
Email, WhatsApp, Chat, SMS and VoIP
Native conversation across every channel inside the customer record. Every message stays in the history, handoffs happen with no loss of context.
Industry and Segmentation by Lead
Classify leads by segment, size and region. Marketing campaigns and reports automatically segmented.
Reports and Analytics
Funnel, conversion rate by stage, average sales cycle, revenue by salesperson, loss reasons. Dashboards configurable by the sales team itself.
Native integrations
Odoo CRM connects natively with other Odoo modules, no external integration.
Why implement with KMEE
KMEE implements Odoo CRM combining the vendor's native product with mature market extensions for automatic lead distribution, multiple teams per stage, fixed probability, win/loss reasons, sequential opportunity codes and direct conversion to project. We connect the CRM to the Brazilian fiscal localization, to finance and to WhatsApp Business, a reference in Odoo in Brazil since 2012.
About KMEEWho it's for
Scenarios where this module delivers the most value.
B2B Sales and Consulting
Long cycles with multiple contacts per account, custom proposals and accurate revenue forecasting for the board.
Inside Sales and SDR
Lead queues with automatic distribution, activity cadence, per salesperson activity metrics and ramp up for new SDRs.
E-commerce and Omnichannel Retail
Leads from the website, WhatsApp, chat and marketplace land in the same funnel. Automatic assignment by store or region.
Post Sale and Key Accounts
Active customer portfolio, upsell/cross-sell opportunities, claims with SLA and a unified relationship history.
Frequently Asked Questions
How long does it take to deploy the CRM?
A CRM focused deployment (base import, funnel definition, assignment rules, email and WhatsApp integration and training) usually runs between 4 and 8 weeks, depending on the volume of legacy data and the number of teams involved.
Is it possible to migrate data from another CRM?
Yes. We migrate contacts, accounts, open opportunities, activity history and emails from Salesforce, HubSpot, Pipedrive, RD Station and spreadsheets. KMEE handles the field mapping and the data cleanup.
Does the CRM integrate with WhatsApp and telephony?
Yes. WhatsApp Business messages and VoIP calls stay in the opportunity and customer history. Outcome, summary and next step are logged in a few clicks.
Can I get reliable revenue forecasting?
Yes. Fixed probability by stage, mandatory loss reasons and funnel dashboards make the forecast comparable across salespeople and auditable by the board.
Does the CRM already come with the Brazilian NF-e?
The CRM itself does not issue invoices, it turns into a quote in Odoo Sales, which triggers finance and the NF-e via the Brazilian fiscal localization maintained by KMEE. Everything in the same database, with no external integration.
Industries that use it
Complete solutions for your industry.
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