Odoo

Odoo Sales and CRM

Turn leads into orders in the same system that holds your stock and invoices: pipeline, quotations and sales orders in Odoo, set up around how you sell.

Official Odoo partner
Ready Partner
Official Odoo partner
Odoo experts
20+
Odoo experts
Legacy data migrations
120+
Legacy data migrations

Why Sell with Odoo and Brazen Group

A sales team reviews a pipeline board of deal cards on a large screen

From lead to invoice

Leads, quotes, orders, deliveries and invoices in one connected flow.

Real stock on every quote

Sellers see what is available and when it can ship.

Official Odoo Ready Partner

With 20+ Odoo experts, including consultants certified on Odoo 18.

Salesforce too, if you need it

Already on Salesforce? We connect it to Odoo instead of replacing it.

CRM pipeline

Track every lead and opportunity through stages that match how you sell.

See Odoo implementation

Capabilities

  • Leads and opportunities in a pipeline
  • Activities, follow-ups and reminders
  • Lead scoring and assignment
  • Email and calendar integration

Controls

  • Access rights by team
  • Required fields at each stage

Quotations and pricing

Send accurate quotes fast, with your pricelists, discounts and terms built in.

See Odoo customization

Capabilities

  • Quotation templates and online signing
  • Pricelists, discounts and currencies
  • Optional products and upsells
  • Approval for discounts beyond policy

Controls

  • Pricing rules set in one place
  • Discount approvals tracked

Sales orders to delivery

Confirmed quotes become orders, deliveries and invoices without re-keying.

See Odoo Inventory

Capabilities

  • Sales orders from confirmed quotes
  • Delivery and stock reservation
  • Invoicing on order or on delivery
  • Subscriptions and recurring orders

Controls

  • One record from quote to invoice
  • Stock checked before confirmation

Sales reporting and AI

See pipeline, bookings and margins without building a spreadsheet.

Read: AI Voice Reports for Odoo

Capabilities

  • Pipeline and forecast reports
  • Sales by product, customer and rep
  • Margins on every order
  • AI Voice Reports powered by Claude

Controls

  • Built on your existing Odoo permissions
  • Scoped with you before it goes live

Connected Odoo Apps

One database, so every app sees the same orders, stock and costs.

  • CRM
  • Sales
  • Inventory
  • Invoicing
  • Subscriptions
  • Email Marketing
  • eCommerce
  • Helpdesk

Connected with

Salesforce

Keep Salesforce for sales and use Odoo as the ERP, connected both ways.

Odoo Accounting

Invoices post straight to accounting.

Claude

Ask about pipeline and sales with AI Voice Reports.

Odoo Projects We’ve Delivered

Real Odoo work, from migrations to bespoke platforms.

QuickBooks to Odoo Enterprise

Controlled Key Systems: QuickBooks to Odoo Enterprise Migration

  • Validated migration of QuickBooks financial and inventory history with no disruption to operations
  • Every customer request now becomes a trackable Helpdesk ticket
  • One automated workflow from first contact to payment, with no re-keying
  • Faster sign-off and billing with e-signatures and automated tax calculation via Avalara
Read the case study

Membership platform · Odoo

“By implementing a hybrid model that blended low-code/no-code agility with modern custom solutions, they delivered a platform that is scalable, secure, and high-performance.”
Justin Streater, Chief Marketing Officer, Island Innovators

Clients we work with

  • Controlled Key SystemsOdoo
  • Island InnovatorsOdoo

See Odoo Running on Your Processes

Tell us how your team sells today, from first contact to invoice. We’ll show you how it would work in Odoo.

  • A walkthrough built around your sales process
  • An honest view of scope, phases and timeline
  • Answers from certified Odoo consultants

Share your details and we'll get back to you about your Salesforce, AI, or ERP goals.

Odoo Sales and CRM FAQ

Should we use Odoo CRM or Salesforce?

If you want sales in the same system as stock, invoicing and accounting, Odoo CRM keeps it simple. If you need Salesforce’s depth for large sales and service teams, keep Salesforce and connect it to Odoo. We implement both, so we’ll tell you honestly which fits.

Can Odoo show stock on quotes?

Yes. Because sales and inventory share one database, sellers see what is available and when it can ship.

Can you migrate our CRM data?

Yes. We move contacts, companies, opportunities and history into Odoo and validate them before cut-over.

How long does it take?

It depends on your sales process, integrations and how much data you are moving. We agree the scope and timeline after a short discovery.

Ready to Sell from One System?

Request a Demo