Sales
Odoo CRM
Lead and opportunity pipeline with activity scheduling, forecasting, and won/lost analysis.
What it handles
- Lead capture and qualification
- Kanban opportunity pipeline by stage
- Scheduled activities and next-step discipline
- Forecasting by expected revenue and close date
- Lost-reason tracking and pipeline reporting
Odoo documentation 19.4content/applications/sales/crm
Worth knowing before you commit
Leads are a separate optional stage ahead of opportunities. Turning that on changes the shape of your pipeline reporting, so decide before you migrate data rather than after.
The official documentation
Odoo documentation 19.4content/applications/sales/crm (corpus 19.4)