CRM | Stenas Digital

Start Everything from

Odoo CRM

Create opportunities, track leads, and manage your sales team,
Assist you to understand your customers thoroughly before moving on to the sales and accounting.

Talk with Us

Start Everything from

Odoo CRM

Create opportunities, track leads, and manage your sales team,
Assist you to understand your customers thoroughly before moving on to the sales and accounting.

Talk with Us

CRM & Lead Management

Leads can be created manually by sales teams or automatically generated from website contact forms, marketing campaigns, email inquiries, and other channels.

Build a Complete Customer Profile

Successful sales start with understanding your customers.

Odoo contact and Odoo CRM allows businesses to store customer information, contact details, communication records, purchasing history, quotations, invoices, and other important interactions in a single location. Sales teams can quickly access relevant information before contacting a customer, helping them provide more personalized recommendations and better service.

Having access to a complete customer profile allows sales teams to better understand customer needs, preferences, and buying behavior before every interaction. Instead of relying on spreadsheets, emails, or personal notes, teams can access the information they need from a single source, helping them deliver more relevant recommendations and build stronger customer relationships.

Visual Sales Pipeline Management

Kanban view allows teams to manage opportunities through customizable sales stages by drag and drop

Sale teams can manage opportunities through customizable sales stages. Each opportunity record can store important information such as expected revenue, probability of closing, expected closing date, assigned salesperson, customer details, scheduled activities, and communication history. This allows users to review the current status of a deal without switching between multiple systems or documents.

Sales managers can identify deals that have remained in the same stage for an extended period, opportunities without upcoming activities, or high-value deals that require additional attention.

Next, you will be introduced to our setup wizard, which is designed to guide you through the basic configuration of the platform. The wizard will help you configure essential settings such as language, time zone, and notifications.

A complete history of customer interactions

Schedule calls, meetings, demonstrations, and follow-up activitie

Activities can be scheduled directly within the CRM, allowing teams to set reminders for follow-up calls, meetings, product demonstrations, or proposal submissions. This helps maintain consistent communication throughout the sales cycle.

By assigning activities to specific team members with clear deadlines, managers can monitor progress and ensure sales opportunities continue moving forward. This structured approach helps sales teams stay organized, improves accountability, and reduces the risk of losing potential customers due to missed follow-ups or delayed responses.

Sales Forecasting & AI Insights

Monitor expected revenue and use AI-assisted analysis to support forecasting and decision-making.

Forecasting capabilities based on the opportunities currently in the pipeline. Businesses can analyze expected revenue by period, monitor sales trends, and compare forecasted results with actual performance. Combined with AI-assisted opportunity analysis, sales teams can better assess deal probability, prioritize follow-up activities, and identify potential risks within the pipeline.

This enables managers to allocate resources more effectively, identify gaps in the sales process, and make planning decisions based on current opportunities rather than assumptions.