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Growth · Odoo module

CRM

Leads, opportunities, activities, and a pipeline that actually closes.

197 features (fields & capabilities counted in the Odoo app family)

Odoo app: CRM. Versions we cover: Odoo 15 → 19.

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What this module does

CRM tracks leads and opportunities from first contact to won or lost. Teams assign stages, schedule activities, score leads, and hand winners to Sales. UTM and marketing links show where demand comes from.

On your database

We train on your Odoo

We train on your stages, teams, and real opportunities. Biladi reshapes the pipeline so it matches how you sell — not a generic funnel.

Key flows we open

  • Lead capture → qualify → opportunity
  • Stage pipeline with activities and next actions
  • Won deal → quotation in Sales
  • Lost reasons and coaching loops
  • Team assignment and forecast views

Who we train

  • Sales hunters and account managers on pipeline hygiene.
  • Marketing on lead sources and handoff quality.
  • Owners on forecast that is not wishful thinking.

Other modules

Same discipline: explain the app, train employees and owners, on your live database.

Finance Accounting Customer invoices, vendor bills, banks, tax, and period close in one ledger.
Supply Purchase From request for quotation to purchase order, receipt, and vendor bill.
Revenue Sales Quotations, orders, delivery promises, and invoicing in one commercial flow.
Operations Inventory Receipts, internal transfers, deliveries, and valuation that Finance can trust.
People HR & People Employee master data, time off, expenses, and payroll where you run it.
Plant Manufacturing Bills of materials, manufacturing orders, work centers, and shop-floor execution.
Delivery Project Projects, tasks, milestones, timesheets, and delivery profitability.
Retail Point of Sale Fast checkout for shops and restaurants, synced with stock and accounting.
Service Helpdesk Customer tickets, SLAs, priorities, and a service team that closes loops.
Digital Website Public pages, forms, SEO, and a site that lives inside the same Odoo as CRM.
Digital eCommerce Online catalog, cart, checkout, and orders that sync with stock and accounting.
Documents Sign Send documents for electronic signature and keep the signed PDF in Odoo.
Assets Fleet Vehicles, drivers, contracts, fuel, and service costs in one place.
Assets Maintenance Equipment, preventive plans, and corrective requests for plants and facilities.
People Planning Shift and resource schedules for people who work by the hour or by site.
Productivity Documents Collect, organize, share, and automate files next to the business record.
Plant Quality Quality control points on receipts, operations, and finished goods.

Ready to train on your Odoo?

Tell us your version (15–19), modules, and team size. Or ask about the 100 GB domain email pool at $499/year. We create a CRM lead and come back with a clear plan.

Create a training request Email · 100 GB · $499/year