Odoo CRM Customization- A Complete Guide

Customer relationship management (CRM) is a key aspect of running overall business operations. Statista report states that the CRM software industry is expected to grow by $124.5 million (+55.69%) in Czechia, reaching $348.02 million. In Switzerland, it is projected to increase by $493.8 million (+48.8%), reaching $1.5 billion by 2029.

This growth highlights the increasing demand for flexible and efficient CRM solutions that can be tailored to specific business needs. 

Odoo CRM is a powerful platform for enhancing customer relationships, but its true potential lies in customization. Businesses seek Odoo CRM customization to adapt the software to their unique processes, address specific challenges, and gain a competitive edge. Customization involves adding new or altering existing features for effective day-to-day customer relationship management. 

Whether you are looking to customize Odoo CRM pipeline management, lead management, or analyze performance, this comprehensive guide will provide the necessary insights on mastering Odoo CRM effectively.

What is Odoo CRM Customization?

Odoo CRM customization involves adjusting or adding features to the system to better suit your business needs. By customizing Odoo CRM, you can align it with your specific processes, making it easier to manage leads, track opportunities, and streamline sales workflows.

This ensures that the CRM supports your unique business operations, helping improve efficiency, enhance customer relationships, and ultimately boost sales performance.

Example: Odoo CRM customization of a digital marketing agency

A digital marketing agency works with multiple clients across various industries, each with distinct goals and requirements. With Odoo CRM, they customized the system to track the entire lifecycle of a campaign—from “strategy approval” to “creative review” to “campaign launch.” 

By adding custom stages, the agency’s sales and project teams collaborate seamlessly, ensuring no task is overlooked. The Odoo CRM customization for this agency not only improves team efficiency but also enhances client satisfaction and sales efficiency.

How to Customize Odoo CRM for Your Business

Odoo CRM offers a comprehensive suite of tools to manage sales processes. By customizing Odoo modules (CRM), you organize your business operations, such as sales pipeline, manage lost opportunities, and merge similar leads to keep the data accurate and clean. It also supports organizing multiple sales teams and uses predictive scoring to assign leads. 

Odoo CRM customization can be divided into five key areas:

1. Organize the pipeline
2. Acquire leads
3. Assign and track leads
4. Analyze performance
5. Optimize your day-to-day work

Now, let’s dive deeper into each of these customization options to explore how they can improve your sales process.

1. Odoo CRM pipeline customization

Pipeline customization is crucial for tailoring the sales process to correspond to your business workflow. By customizing the Odoo pipeline, you create stages that reflect your unique sales cycle and ensure the management of leads/opportunities.

Odoo CRM pipeline customization focuses on three key components to effectively tailor your sales process. 

• Managing lost opportunities 
• Customizing multiple sales teams
• Merging leads and opportunities

These features enable you to refine your workflow, ensuring better lead management, team collaboration, and an organized approach to tracking and converting opportunities. By customizing these aspects, you can create a CRM pipeline that truly aligns with your business’s unique sales cycle.

1.1. Manage lost opportunities

To effectively organize the pipeline, it’s essential to identify and track lost opportunities. As we know, only some opportunities lead to a successful sale. Specifying the reasons for the lost deals gives us valuable insights. It helps refine our approach and enhances our chances of achieving future opportunities.

Steps to mark a lead as lost in Odoo CRM

Step 1: Open your Odoo CRM and choose the lead you want to mark as lost.

Step 2: Once you determine the lead that you want to mark as lost, click on it, and the lead details will display, as shown in the image below.

Step 3: Now, tap on the lost option from the lead details header.

Step 4: After that, it will display a pop-up to enter the lost reason. By default, it will display a few reasons (Too expensive, we don’t have people/skills, not enough stock). Here, you can search for more options for lost reasons and allow you to write your own. Also, enter the closing note for the lead and then tap on the mark as lost button.

Once you’ve followed the steps to mark a lead as lost in Odoo CRM, the lead will be updated with the selected lost reason and closing note. This action helps you track why opportunities were not converted, providing valuable insights for improving future sales strategies and lead management.

Steps to retrieve/restore lost opportunities

Step 1: If you need to retrieve your lost opportunities, open the Odoo CRM module and navigate to the pipeline dashboard. Here, from the dashboard search bar, click on the drop-down icon and select the lost option.

Step 2: Once you complete the above step, you will see all the lost opportunities on the dashboard. Filter and click the lost opportunity that you want to restore.

Step 3: The opportunity details will now be displayed. Click the restore button just above the opportunity header.

Step 4: You can view the lost opportunity in your pipeline dashboard.

By following the steps to restore lost opportunities in Odoo CRM, the opportunity will be returned to your active pipeline. This gives you a chance to re-engage and potentially convert previously lost leads.

Steps to create/edit lost reasons

Step 1: Whether you want to create or edit lost reasons, navigate to your Odoo CRM system, click on the configuration, and select lost reasons. It will display all the lost reasons added to your Odoo CRM platform.

Step 2: Double-click on the lost reason that you want to edit and change the description according to your needs. After entering your reason, simply tap the save button. 

(If you need to delete, merge, archive, unarchive, and export, check the checkbox and click on the action button to do so.)

Step 3: To add a new lost reason, click on the new button. This will add one more row to your description. Add the reason and tap the save button to make the changes.

By following the steps to create or edit lost reasons in Odoo CRM, you can easily update or add new reasons based on your business needs. It ensures your CRM accurately reflects the various factors behind lost opportunities, helping to improve sales strategies and insights.

1.2 Customization of multiple sales teams

The Odoo CRM module provides an option to customize your sales teams. Change several sales teams, channels, or departments according to your business operations.

Steps to create a new sales team

Step 1: Open your Odoo CRM. Navigate to configuration and click on the sales teams.

Step 2: The entire sales team will be added to your CRM module. However, click on the new button to add the sales team.

Step 3: After that, enter the details, such as the sales team’s name, team leader, email alias, and so on, as per your needs. It will automatically create a new sales team. Find the newly added sales team in the sales team custom dashboards.

After completing the steps to create a new sales team in Odoo CRM, the team will be added to your system. You can now assign tasks, and monitor performance, and the newly created sales team will be available in your custom dashboard for seamless management.

Steps to add team members to the sales team

Step 1: Open your Odoo CRM software. Navigate to the configuration option and then to the sales teams. After that, click the sales team to which you want to add team members.

Step 2: The sales team details will be displayed. Tap on the add button and enter a team member, or choose an existing team member from the drop-down. Here, select the maximum number of leads to assign to that member. After that, click on the save and close button.

By following the steps to add team members to a sales team in Odoo CRM, the selected members will be successfully added to the team. You can now assign leads and manage their tasks, with the new team members visible in the sales team details for efficient tracking.

Steps to view the sales team dashboard

Step 1: Navigate to your Odoo CRM, click on the sales from the CRM header, and select the teams. It will display all the sales teams available in your CRM.

Step 2: To view the details of each tile, click on the three dots on the right side of the tile. This will show details like leads, opportunities, sales orders, and invoices for each tile. 

By following the steps, you can quickly view the sales team dashboard in Odoo CRM. Clicking the three dots on each tile shows key details like leads, opportunities, and sales orders, allowing for easy team performance tracking.

1.3 Customization of merging leads and opportunities

Merging leads and opportunities keeps the pipeline organized and prevents customers from being contacted by more than one salesperson. Odoo automatically detects similar opportunities and leads within the CRM software. Let’s explore how-

Steps to identify opportunities and leads

Step 1: Open your CRM platform to view the pipeline. Here, select any lead or opportunity that you want to identify.

Step 2: You will be redirected to the lead/opportunity detail window. Here, find the smart button for a similar lead. The button will show the number of similar leads available. 

Step 3: Now click on the similar lead button to navigate to those leads.

You can quickly identify related opportunities and leads in Odoo CRM by using the smart button. It shows the number of similar leads, allowing you to easily navigate and manage them.

Steps to merge similar leads and opportunities

Step 1: Follow the process of identifying similar leads. Now, change the kanban view to the list view by clicking on the symbol from the top-right corner under the profile section.

Step 2: After that, check the checkbox for similar leads and click on the action button.

Step 3: Here, select the merge option under the action button.

Step 4: Now, it will display a merge pop-up where you need to assign a salesperson and sales team for the same and tap the merge button. Doing so will merge similar leads.

By following the above steps, similar leads and opportunities will be merged into one. After assigning a salesperson and sales team, the leads are combined, streamlining your CRM for better management. 

2. Odoo CRM customization for acquiring leads

Businesses customize their lead acquisition process, allowing them to tailor the system to their specific business operations and making lead management more effective and efficient.

Let’s take a deep dive into it and see how to customize this lead management.

Odoo CRM offers several powerful customization options to make the lead acquisition process more effective and efficient. These include-

• Customizing the conversion of leads into opportunities
• Tailoring the system to generate new leads and opportunities
• Streamlining the creation and sending of quotations
• Refining the lead mining process

By focusing on these, businesses can optimize their lead management, ensuring that every step—from capturing leads to closing deals—is perfectly aligned with their unique operations.

2.1 Customization of converting leads into opportunities

Leads serve as a preliminary stage before an opportunity is created, allowing extra time for evaluation before assigning a potential opportunity to a salesperson. Follow the below steps for configuration.

Step 1: Open your Odoo CRM software. Navigate to configuration and then select settings.

Step 2: Now, check the leads checkbox and tap on the update possibilities button. After that, click on the save button in the left corner header of your CRM dashboard.

Step 3: After performing the above step, a lead menu will be added to the header of your CRM.

Here’s how to do so— CRM>Configuration>Sales Teams>Select Team>Uncheck Lead Checkbox.

By following these steps, you’ve successfully configured the lead management feature in Odoo CRM, allowing for a more structured evaluation process before converting leads into opportunities. This setup ensures that your team has adequate time for assessment, streamlining your sales process and enhancing lead management efficiency.

Steps to convert lead into an opportunity

Step 1: Open your Odoo CRM and navigate to the leads menu.

Step 2: Here, you will find all the leads available in your CRM. Now, select the lead that you want to convert into an opportunity.

Step 3: You can see the detailed view of the selected lead. Now, from the left corner of lead details, click on the convert to opportunity button.

Step 4: After that, a pop-up will appear where you can choose to convert to an opportunity or merge with existing opportunities. Also, assign the salesperson, sales team, and customer type. At last, click on the create opportunity button.

By following these simple steps, you easily convert a lead into an opportunity in Odoo CRM. This process ensures that promising leads are moved to the next stage of your sales pipeline, giving your team the ability to focus on high-potential deals.

2.2. Odoo CRM customization for generating leads/opportunities

Businesses generate leads in two ways—email aliased and website contact forms.
The best part of Odoo CRM is it automatically creates leads/opportunities whenever a user sends a message or fills out the website form.

Steps to customize email aliases

Step 1: Visit your Odoo CRM and navigate to configuration>sales teams.

Step 2: Now, select the sales team for which you need to configure the email aliases. Enter the email address and other required details where you want to receive the leads. It will automatically fetch and save by the Odoo CRM.

You can easily customize email aliases in Odoo CRM by following the above step. It allows you to streamline lead management and ensure that incoming leads are directed to the right sales team.

Steps to generate leads by website contact form

Step 1: Open the Odoo platform and navigate to the website app from the all-app interface.

Step 2: Now, click on the customize option and choose the contact form.

Step 3: You can turn on/off the toggle to activate and deactivate the contact form.

Step 4: Here, assign the sales team and salesperson for the website form lead. Simply visit the website and then click on the configuration menu.

Step 5: Select the settings>communication option. It will display a pop-up to enter the sales team and salesperson.

You can seamlessly generate leads from your website’s contact form directly into Odoo CRM by following the above steps. This feature ensures every form submission is captured as a lead, helping you stay on top of new opportunities.

2.3 Customization of sending quotations

Once a lead is converted into an opportunity, the first thing that you need to do is share the quotation for the same. The Odoo CRM platform allows you to share the quotation in no time. 

Open the details of the opportunity for which you need to share the quotation. Once the details page is displayed, click on the create new quotation button. It will open up the pop-up of quotation. Enter the required details and tap confirm to create a quotation. Here, send the quotation by email to the client/customer.

With these simple steps, you can effortlessly create and send quotations to your clients, ensuring a smooth transition from the opportunity to the proposal. This quick and efficient process helps keep your sales cycle moving and ensures timely follow-ups with potential customers.

2.4 Customization of lead mining

So, the customization of lead mining helps businesses generate new leads directly from their Odoo database. It uses various metrics for lead mining, such as company size, country, and industry. The configuration process for lead mining is–

Step 1: Open the Odoo CRM software and click on the configuration menu.

Step 2: Select the settings option from the dropdown and check the lead mining checkbox to activate the settings.

Once the lead mining setting is activated, a new button (generate leads) will be added to your pipeline dashboard.

Once lead mining is activated, the “generate leads” button will appear on your pipeline dashboard, allowing you to effortlessly capture and expand your lead pool. This feature enhances your ability to identify and target high-potential leads, streamlining your lead-generation process.

Steps to generate leads from the Odoo CRM dashboard

Step 1: Click on the generate lead button from the pipeline dashboard.

Step 2: A new pop-up will appear using the name. (Need help reaching your target?)

(Fill in the required details, such as countries, states, industries, sales team, and salesperson.)

Once you’ve filled in the required details and clicked to generate leads, Odoo CRM will automatically add them to your pipeline. Just remember, each lead requires one credit, which can be easily purchased from the CRM dashboard.

3. Customization of assigning and tracking leads

The Odoo CRM follows standard procedures to automatically assign and track leads/opportunities to the sales team and salesperson. It is based on the probability score of a lead that has a higher chance of converting into an opportunity. By using this ultimate feature, businesses focus on the lead that has a higher chance of being converted. The probability that the Odoo CRM follows is known as predictive lead scoring.

The customization of assigning and tracking leads in Odoo CRM offers multiple powerful options to tailor the system to your specific needs. These include-

• Customizing predictive lead scoring 
• Configuring rule-based assignments 
• Customizing unattended lead reports 
• Enhancing marketing attribution reports

By fine-tuning these features, businesses can improve lead management, increase conversion rates, and streamline their sales processes.

3.1 Steps to customize predictive lead scoring

Step 1: Launch your Odoo CRM module and navigate to configuration>settings.

Step 2: Find the update possibilities and click. A pop-up will appear, allowing you to add or remove the fields to generate the predictive lead scoring. After that, click the update button to save the configuration.

By following these simple steps, you easily customize the predictive lead scoring in Odoo CRM to better align with your business needs. Adjusting the fields used to calculate lead probability ensures that your sales team can focus on the leads with the highest potential, streamlining your sales process and improving conversion rates.

3.2 Steps to configure rule-based assignment

Step 1: Open your CRM module. Click on the configuration>settings.

Step 2: Navigate to the rule-based assignment checkbox and check it. Here, choose the feature of running either manually or repeatedly.

By configuring rule-based assignments, you can automate lead distribution in Odoo CRM, ensuring leads are assigned to the right team based on predefined rules. Whether manually triggered or automated, this customization streamlines your workflow, boosts efficiency, and ensures no lead is missed.

3.3 Customization of unattended lead reports

Unattended leads are those with scheduled activities that are due or overdue. Odoo tracks these activities and sends reminders to assigned users. A report of unattended leads helps sales managers identify opportunities needing urgent attention, ensuring teams address tasks promptly and maintain proactive sales practices.

Steps to create unattended lead reports

Step 1: Open the CRM app and navigate to the reporting section, then select pipeline to view the dashboard.

Step 2: Click into the search… bar at the top and remove all preset filters, except for the (Created on) filter if it’s relevant to your report.

Step 3: Click on the drop-down icon next to the search… bar to access the Filters menu.

Step 4: Choose add custom filter to create a filter that displays leads with activities that are overdue or due on the current date.

• Add a filter to exclude leads that do not have an assigned salesperson to focus on active leads.
• Optionally, include a filter to show leads assigned to specific sales teams if you’re narrowing the scope of the report.

Step 5: Apply the custom filters to compile the unattended leads report, highlighting leads that need prompt action.

These steps allow you to create customized unattended lead reports in Odoo CRM, helping you track overdue leads, unassigned opportunities, and focus on areas that need immediate attention.

Steps to create a quality leads report

Step 1: Go to the CRM app, then reporting > pipeline.

Step 2: Remove any active filters, except “created on” if needed.

Step 3: Click the drop-down icon by the search… bar and select add custom filter.

Step 4: Set Up Filters:-

• Date Range: Define a start date or range for lead creation.
• Sales Team (optional): Add a filter for specific teams if needed.
• Exclude Unassigned Leads: Filter out leads without a salesperson.
• Include Archived Leads (optional): Activate the archived toggle for comprehensive results.

Step 5: Apply rules that align with your organization’s definition of a quality lead, like source, stage, or contact information.

Step 6: Ensure the option to match all rules is selected and click add to generate the report.

Follow the above steps to create a quality leads report in Odoo CRM, tailored to your specific criteria like date range, sales team, and lead status. This ensures you focus on leads that meet your business’s definition of quality for more effective sales efforts.

3.4 Customization of marketing attribution reports

Use the Odoo CRM app to create a marketing attribution report that helps you track where your leads come from and understand the effectiveness of your marketing efforts. This report groups leads by source and analyzes metrics like lead generation, attribution, and conversion rates to measure the overall impact of your marketing strategies.

Steps to create and analyze leads reports

Step 1: Go to CRM app > Reporting > Leads.

Step 2: Change to the list view for better grouping if needed.

Step 3: Add filters and group by:

• Use filters (e.g., Active, Won) to narrow results.
• Apply group by parameters (e.g., Source, City/Country) for the organization.

Step 4: Add UTM parameters. Use medium, source, and campaign for tracking marketing effectiveness.

Step 5: Export reports:

• For quick exports, use the list view and select export all for a .xlsx file.
• For detailed export options, choose Insert list in the spreadsheet for integration with Odoo documents.

By following the listed steps, you can create and analyze leads reports in Odoo CRM, using filters, grouping, and UTM parameters to gain valuable insights. Exporting the data further helps in tracking performance and integrating it with your documents for a comprehensive view of your leads.

Customization of lead distribution reports

Step 1: Go to CRM app > Reporting > Pipeline.

Step 2: Set up filters:

• Remove default filters from the search bar.
• Click the down caret icon next to the search bar to access the add custom filter.
• Add essential filters like created on, sales team, and contact method (Phone or Email).

Step 3: Set contact and active status:

• Include filters for phone or email is set to avoid low-quality leads.
• Add an active filter to capture all leads, regardless of status.

Step 4: Group results:

• Click group by and select salesperson to organize leads by assigned sales members.

Step 5: Save and view:

Click confirm to apply filters.

View results in graph or list view.

Save the filter in favorites for future use.

Step 6: Filter for quality leads:

• Add filters like referred-by, source, tags, and notes for more targeted data.

With these customizations, you can refine lead distribution reports in Odoo CRM, using filters and grouping options such as sales team, contact method, and lead status. This approach enhances your ability to target and manage high-quality leads, streamlining your sales process and improving overall efficiency.

4. Customization of analyzing performance

Odoo CRM offers a feature to analyze your pipeline efficiency in terms of performance. By using this feature, businesses came to know about the win/loss ratio of their pipeline.

Odoo CRM offers two customization options to effectively analyze and optimize pipeline performance. 

• Pipeline analysis 
• Forecast reports 

These customizations include defining specific steps for pipeline analysis and customizing the forecast report, allowing businesses to track key metrics like win/loss ratio and forecast accuracy. By adapting these features to their unique sales processes, companies can refine their strategies and improve overall sales efficiency.

4.1 Steps for pipeline analysis

Step 1: Accessing pipeline analysis

• Open the CRM app.
• Click reporting and select pipeline.

Step 2: Navigating the page. A bar graph displaying leads from the past year appears by default. Key elements include:

• Actions: Access options for knowledge, dashboard, and spreadsheet integrations.
• Search bar: Add filters/groups by typing or using the drop-down.
• View options: Switch between graph, pivot, cohort, and list views.

Step 3: Customizing your view. In the graph view, change display types (Bar, Line, Pie) and toggle sorting options. In the pivot view, expand groupings and download tables as excel files.

Step 4: Adding filters and groups

• To refine the analysis, use the down arrow next to the search bar to access filters and grouping options. For custom filters, select parameters from the drop-down menus.

Step 5: Change the default measurement (count of leads) by clicking the measures button to choose metrics like days to close or expected revenue.

Step 6: Generate reports such as win/loss by filtering leads marked as won or lost.

• Navigate to the pipeline analysis page.
• Group by stage.
• Add filters for active status.

Step 7: Customizing reports. Enhance reports with additional filters for specific timeframes or groupings by salesperson or source.

Step 8: Saving and sharing reports.

• To save a report, click the down arrow next to the search bar.
• Under favorites, choose save current search.
• Name the report and set sharing preferences.

Follow the above steps to effortlessly analyze and optimize your sales pipeline in Odoo CRM. Whether you’re refining data with custom filters, changing measurement metrics, or generating detailed reports, this powerful tool provides everything you need to drive smarter decisions. 

4.2 Steps of customizing forecast report

The Forecast report in the CRM app allows users to visualize upcoming opportunities and estimate potential sales. Opportunities are organized by their expected closing date and can be easily adjusted.

Step 1: Accessing the forecast report.

• Navigate to CRM > Reporting > Forecast.

Step 2: Navigating the report.

• The default view shows opportunities for the current user’s pipeline expected to close within four months, along with those without a set closing date, displayed in a Kanban format.

Step 3: Adjusting expected closing dates

• Opportunities can be moved between months by dragging and dropping their Kanban cards. The expected closing field updates automatically to reflect changes.

Step 4: Changing the time frame.

• Click the down arrow next to the search bar to adjust the time frame by selecting a different grouping period.

Step 5: Each month’s column displays the prorated revenue calculated as follows:

• Prorated Revenue = Expected Revenue × Probability
• The revenue updates automatically as opportunities are moved between columns.

Step 6: Switch to different views (Graph, Pivot, List) by clicking the corresponding icons at the top of the report:

• Graph view: Click the area chart icon to see a graphical representation.
• Pivot view: For more in-depth analysis, allowing for multiple measures.
• List view: Displays data in a simple list format.

Customize your Odoo CRM forecast report to track sales, adjust closing dates, and switch views for better insights by following the above steps. Stay on top of your pipeline and make data-driven decisions with ease.

5. Optimizing your day-to-day work

Customizing Odoo’s day-to-day CRM work helps enhance and motivate the sales teams and salespersons. It allows the sales team to stay engaged and focused by scheduling tasks, follow-ups, and next steps that improve overall productivity.

Optimizing your day-to-day CRM work in Odoo has several powerful customization options available that can greatly enhance productivity and motivate your sales teams. These include-

• Configuring the enrichment of contacts
• Customizing rewards and motivation systems 
• Creating tailored activity types 
• Enriching leads 

Each of these customizations plays a key role in helping your sales team stay focused and productive while driving better results.

5.1 Configuration of enriching contacts with corporate data

Step 1: Open your Odoo CRM and click the configuration menu>settings.

Step 2: Select the general setting from the left-corner settings interface and navigate to the contact option.

Step 3: Now, check the partner autocomplete checkbox and tap the save button.

Easily enrich your Odoo CRM contacts with corporate data by enabling the partner autocomplete feature. This simple configuration helps streamline data entry and ensures your contacts are always up-to-date.

Enrich contacts with corporate data

Whenever a user types the new company name, Odoo provides a drop-down of potential matches. If the user selects any one of the potential matches, it is populated with corporate data, as shown in the image below.

5.2 Customization of rewards and motivation for salespersons

Step 1: Open your Odoo app and navigate to apps in your dashboard.

Step 2: Search for the gamification module and install it.

Step 3: After installation, navigate to the settings option from the Odoo dashboard.

Step 4: Now, click on the gamification menu, which will display a dropdown to create a challenge, goal, and badges. (Here, create the challenge, goal, and badge for the salesperson according to your business operation needs.)

Boost salesperson motivation by customizing rewards in Odoo CRM. Install the gamification module, create tailored challenges, goals, and badges, and watch your team stay engaged and driven to achieve better results.

5.3 Steps to create activity type for salespersons

Step 1: Launch your Odoo CRM. Navigate to configuration>activity types.

Step 2: The activity type you created will be found in your dashboard. Tap on the new button to create a new activity type.

Step 3: Fill in the activity type details, such as name, action, default users, model, default summary, icon, decoration type, and next activity. The activity will be automatically saved to your activity lists.

Use the above steps to create custom activity types in Odoo CRM to streamline tasks for your sales team. Simply define the activity details and have them automatically saved to your lists, ensuring better organization and efficient workflow management.

5.4 Customization of lead enrichment

Lead enrichment is an In-App Purchase (IAP) feature that uses credits. It is a service that offers business information for a contact attached to a lead.

Steps to configure lead enrichment

Step 1: Sign in to your Odoo CRM software.

Step 2: Click on the configuration menu and select settings.

Step 3: Scroll to the lead generation section and tick the lead enrichment checkbox.

Configure lead enrichment in Odoo CRM to enhance lead data automatically or manually. With automatic enrichment enabled, leads are updated every hour, saving you time and ensuring your sales team works with the most accurate information.

Steps to run the automatic lead enrichment

Step 1: Once the developer mode is activated, visit the settings app from the app dashboard.

Step 2: Click on the technical menu from the header menu bar and scroll to automation>scheduled actions.

Step 3: In the Search… bar, enter “CRM.” Select the result titled “CRM: enrich leads (IAP)” and make any required modifications.

Enable automatic lead enrichment in Odoo CRM by activating developer mode. Once set up, leads are automatically enriched through scheduled actions, ensuring your sales team always has up-to-date information for more efficient follow-ups.

Why is Odoo CRM Customization Essential for Businesses?

Customizing Odoo CRM allows businesses to tailor the system to unique business processes, ensuring that the software fits their specific business requirements. This leads to greater user adoption and improved business outcomes as the system becomes more aligned with the goals and objectives. For a comprehensive understanding of Odoo CRM, including its cost, pros, cons, features, and customer reviews, read a complete guide to Odoo CRM to make an informed decision about the platform’s suitability for your business.

Top 7 benefits of Odoo CRM customization

1. Improve team productivity and efficiency: Tailoring the CRM to fit your team’s workflow can help them work faster and more effectively.
2. Customize sales processes: Customization allows you to refine sales processes, removing bottlenecks and ensuring that leads move smoothly through the pipeline.
3. Effective customer relationship management: A customized CRM helps you keep track of interactions and preferences, leading to better communication and stronger relationships with customers.
4. Better data and insights: By tweaking data fields and reports, you can gain deeper insights into performance metrics that help you make informed decisions.
5. Personalize the user experience: Customizing the interface and features means that users can interact with the CRM in a way that feels natural to them, improving overall satisfaction.
6. Enhance data security and compliance: You can implement specific security measures tailored to your organization’s needs, ensuring sensitive customer information is well-protected.
7. Facilitate seamless integration: Customization helps Odoo CRM work smoothly with other tools and software your business uses, creating a more cohesive tech environment.

These are the common benefits that insist businesses think of Odoo as a preferred customer relationship management software. In case you are not sure about all the features, we have discussed the top Odoo CRM features in a separate blog.

Why Choose GrowSherpa for Odoo CRM Customization?

GrowSherpa stands out as a trusted partner for Odoo CRM customization, with 5+ years of experience in delivering tailored solutions for businesses. Our team of expert Odoo developers understands that each business is unique, which is why we specialize in customizing Odoo to perfectly align with your specific business requirements and operations.

With a successful track record of delivering 50+ projects and a 95% client satisfaction rate, we ensure seamless integration of Odoo CRM into your business, enhancing workflow efficiency and user adoption. Our expertise covers every aspect of Odoo CRM customization, from basic tweaks to complex integrations.

When you choose GrowSherpa, you’re investing in solutions that increase user adoption by 30% and support long-term growth. Our customized approach helps you streamline operations and achieve measurable business outcomes, ensuring your Odoo CRM works as an essential asset for your success.