Odoo Webinar: From CRM to Sales — Managing Your Entire Sales Cycle in One System
Most businesses don’t struggle to generate leads. They struggle to manage what happens after. Leads sit in different places. Follow-ups get missed. Quotations go back and forth. And accounting lives in a separate system.
In this session, we’ll walk through how Odoo connects the entire sales journey — from the first lead to final payment — into one structured flow.
What You’ll Learn
- How leads are captured, qualified, and converted into opportunities
- How to manage your pipeline with clear visibility across all deals
- How Odoo ensures follow-ups never get missed with built-in activity tracking
- How all communication (emails, notes, calls) is tracked in one place
- How to create and send quotations directly from opportunities
- How quotations convert into sales orders without re-entering data
- How invoicing and payments are handled seamlessly within the same system
- How to track receivables and automate payment follow-ups
- How to use reporting and forecasting to understand performance
Why This Matters
Instead of managing sales across multiple tools and disconnected processes, Odoo brings everything into one system where data flows automatically and nothing gets lost.
This means:
- Better visibility
- Fewer errors
- Faster execution
- More predictable revenue
This session is ideal for teams looking to streamline their sales process and bring structure to how deals move from lead to payment.
Most businesses don’t struggle to generate leads.
They struggle to manage what happens after.
Leads sit in different places.
Follow-ups get missed.
Quotations go back and forth.
And accounting lives in a separate system.
In this session, we’ll walk through how Odoo connects the entire sales journey — from the first lead to final payment — into one structured flow.
What You’ll Learn
- How leads are captured, qualified, and converted into opportunities
- How to manage your pipeline with clear visibility across all deals
- How Odoo ensures follow-ups never get missed with built-in activity tracking
- How all communication (emails, notes, calls) is tracked in one place
- How to create and send quotations directly from opportunities
- How quotations convert into sales orders without re-entering data
- How invoicing and payments are handled seamlessly within the same system
- How to track receivables and automate payment follow-ups
- How to use reporting and forecasting to understand performance
Why This Matters
Instead of managing sales across multiple tools and disconnected processes, Odoo brings everything into one system where data flows automatically and nothing gets lost.
This means:
- Better visibility
- Fewer errors
- Faster execution
- More predictable revenue
This session is ideal for teams looking to streamline their sales process and bring structure to how deals move from lead to payment.