Smart sales solutions for teams that scale
Sell more with instant quotations and turn leads into opportunities with powerful CRM insights. Deliver faster responses, seamless follow-ups, and clearer sales forecasts, all from one unified platform.
CRM
Sales
POS
Subscriptions
Rental
CRM
The CRM app helps sales teams manage leads and opportunities from first contact to conversion. With a visual pipeline, built-in lead scoring, and activity scheduling, it streamlines follow-ups and improves conversion. Integrated with Sales, Website, and Marketing apps, it centralises your sales process for better visibility and results.
Key Features
Reduce manual entry
Send quotes in just a few clicks, manage your pipeline by drag-and-dropping, and more.
Enable automation
Automate lead creation, team assignment, scheduled activities, and focus on what really matters.
Manage leads
Create, acquire, import, nurture, score, etc. Manage all aspects of your leads in a single place.
Customise stages
Customise your pipeline by adding a description on stages.
CRM Dashboard
Visualize your sales teams KPI's at a glance.
Leads Analysis
Get statistics about your sources of leads to evaluate the ROI of your marketing campaigns.
CRM Use Cases
Michael, a business development manager, receives a lead through the company’s website contact form—automatically captured in Odoo CRM and assigned to him based on predefined rules. He reviews the lead, schedules a follow-up call using the built-in activity planner, and after the conversation, converts the lead into an opportunity.
Meanwhile, Lisa, a sales rep running an email campaign through Odoo Email Marketing, watches as several recipients click through and submit interest forms. These leads flow straight into her CRM pipeline with lead scores based on engagement. She uses the Kanban view to prioritise the hottest opportunities and logs meetings directly from her calendar.
Sales
The Odoo Sales app streamlines the entire sales process, from creating polished quotations to managing confirmed sales orders and issuing customer invoices. Seamlessly integrated with CRM, it allows sales reps to generate quotes directly from opportunities. Pricing is flexible and powerful, with support for dynamic price lists, discounts, and promotional programs such as coupons or optional product upselling.
Key Features
Reporting and forecasting
Sales metrics are automatically tracked for comprehensive reports and accurate forecasts.
Shipping integrations
Partner with local and global shipping couriers to deliver your products.
Invoicing
Multiple invoicing options: down payment, pro-forma, based on delivered or ordered quantities, based on time and materials, and based on project milestones.
Invoices are automatically created in the database whenever online payments are confirmed.
Upselling
Add optional products to quotations to seamlessly upsell to customers. Customers can add optional products to their own quotations using the online customer portal.
Amazon integration
Integrate Odoo Sales with major online marketplaces, eliminating the need for manual entry while getting your products to more people.
Customer communications
Send emails and schedule meetings with customers directly from Odoo. All communications are automatically recorded and easily found in the same logical place.
Sales Use Cases
Emma, a sales representative at a software company, receives a new opportunity from the CRM and quickly generates a tailored quotation using the Odoo Sales app’s quote builder. She includes optional add-ons and service tiers to encourage up-selling, and shares the quote via a secure online link. Her client reviews it, signs electronically, and pays the initial invoice on the spot using the integrated payment gateway.
The sales order is automatically confirmed, and Emma tracks the progress in real time as the system generates the invoice and notifies the Accounting team. The client has also signed up for a yearly support package, which is handled seamlessly through the Subscriptions app, ensuring recurring billing and a smooth customer experience.
Point of Sale
The Odoo Point of Sale (POS) app is a versatile solution for retail and restaurant environments, offering a fast, touchscreen-friendly interface that works both online and offline. Designed for use on tablets or desktop terminals, it supports barcode scanning, multiple payment methods, and easy product selection, making it ideal for busy retail counters and hospitality settings. For restaurants, the POS Restaurant sub-module adds table management, floor plans, and order splitting.
Key Features
Compatible with any device
Swift setup on any tablet, desktop, laptop, smartphone, kiosks, and more.
Integrated payments
Cash, checks, and credit card payment methods are available, and add other payment methods in a flash..
Offline payments
Payments made offline are automatically synchronised when you are reconnected.
Split bills & tips
Flexible payment management to keep your clients as well as staff satisfied.
Kitchen printing
Send the order instructions to the bar and kitchen printers according to the product category.
Customer loyalty
Keep track of returning customers and reward them with points, discounts, and more..
Point of Sale Use Cases
Anna runs a boutique clothing store and uses the Odoo POS app on a tablet at the counter. When a customer purchases several items, Anna quickly scans the barcodes, applies a loyalty discount, and completes the sale using a mix of card and gift voucher payments—all within the user-friendly interface.
The moment the transaction is processed, her inventory is automatically updated, ensuring stock levels stay accurate. At the end of the day, her sales figures flow directly into Odoo Accounting, saving time on reconciliations. She also uses the built-in reporting tools to track best-selling items and customer buying patterns, helping her tailor future promotions and restocking decisions.
Subscriptions
The Odoo Subscription app is designed to streamline the management of recurring revenue streams such as service contracts, memberships, or subscription-based products. Businesses can configure subscription templates to define billing frequency—monthly, quarterly, yearly—and offer flexible options like free trials, upgrades, or downgrades with prorated billing. The app also provides powerful analytics through a dedicated dashboard, offering insights into key metrics such as Monthly Recurring Revenue (MRR), churn rate, and retention cohorts.
Key Features
Simple features to manage subscriptions automatically.
Concentrate on services and relationships while Odoo's automated features handle your recurring sales and subscriptions. Quickly provide clear contracts and flawless, automated invoices; take care of taxes with no stress; and deal with payments - all done automatically according to your settings.
User-friendly portal
Give your customer access to a user-friendly portal with all their data and contract options at a glance.
Automatic payments
Save time by setting payments to automatic. Invoices are automatically issued for successful management.
Subscription Use Cases
Claire runs a digital marketing agency offering monthly service packages for SEO and social media management. She uses the Odoo Subscription app to manage client contracts, setting up subscription products with predefined templates for billing cycles and service levels. When a new client signs up, Claire sends a quotation via the Sales app, which converts into a live subscription upon acceptance.
Monthly invoices are generated automatically and sent to clients, while the dashboard gives her visibility into key KPIs like Monthly Recurring Revenue and churn. When a client decides to upgrade their plan mid-cycle, the system automatically prorates the billing, ensuring seamless transitions between service tiers. Claire can focus on delivering value to clients while Odoo handles the admin behind the scenes.
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Rental
The Odoo Rental app offers a complete solution for businesses that rent out products, combining scheduling, inventory management, and billing into a streamlined workflow. Built as an extension of the Sales app, rental orders function like sales orders but are tailored with start and return dates instead of simple deliveries. The app ensures efficient planning by checking for scheduling conflicts to avoid double-booking items, and it supports scenarios such as partial returns, rental extensions, and damage tracking.
Key Features
Unavailable days
Select days where pickups and returns cannot be scheduled.
Minimal rental time
Set employee schedules and manage resources the right way.
Invoicing in a flash
Turn orders to invoices in just a few clicks.
Delay costs
Apply default penalty costs for late returns.
Default padding time
Schedule time between product availability.
Easy quotations
Create and send quotations with rental pricing.
Rental Use Cases
Samantha runs an events company that rents out lighting, audio equipment, and staging gear for weddings and corporate functions. Using the Odoo Rental app, she creates rental orders with clear pickup and return dates for each item, ensuring availability is accurately managed.
When a client books gear for an upcoming weekend event, the system checks for any scheduling conflicts and reserves the items automatically. After the event, some equipment is returned a day late, so Samantha adjusts the rental order and generates an updated invoice that reflects the extended rental period. Inventory updates in real time, so her team always knows what’s available for future bookings.
