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How Does Odoo Enhance Opportunity Management and Client Engagement in CRM?

Gone are the days of siloed operations and static customer interactions. 

Recent trends in the manufacturing industry emphasize the rise of smart factories, sustainability and the integration of AI and cloud computing. These trends underscore the need for systems that can adapt to rapid changes and manage complex operations efficiently.

Today’s savvy customers demand personalized experiences, real-time visibility and seamless communication throughout the buying journey.

To thrive in this evolving landscape, manufacturers need a robust CRM solution that not only manages opportunities but fosters genuine client engagement. The manufacturing industry is rapidly evolving, and with it, the need for effective CRM systems has never been more critical. 

Odoo 17 emerges as a powerful tool in this transformation, particularly in enhancing opportunity management and client engagement.

This blog explores how Odoo 17 revolutionizes these aspects, making it easier for businesses to do more in less time, ultimately driving more revenue.


1) Constant Communication with Prospects and Clients

Odoo 17 fosters continuous communication between businesses and their prospects or future clients. This constant interaction is key to understanding client needs and responding promptly, thereby nurturing a strong partnership.

2) Partner and Client Collaboration

The integration of effective communication and collaboration tools in Odoo 17 can boost productivity by 20-30%. This is achieved by creating a seamless communication channel between the account manager and the partner, ensuring that all parties are on the same page.


1) Real-Time Data Accuracy : Syncing data between two CRMs, such as a partner’s CRM and Odoo 17, ensures that all stakeholders have access to the most current and accurate information. This real-time data accuracy is crucial for making informed decisions and maintaining a consistent understanding across different teams.

2) Enhanced Collaboration : When data is synchronized between Odoo 17 and a partner’s CRM, it fosters a collaborative environment. Teams can work together more effectively, as they have access to shared insights and information, leading to more cohesive and aligned strategies.

3) Operational Continuity and Error Reduction : Consistent data across CRMs reduces the likelihood of errors that can occur due to outdated or mismatched information. Additionally, in scenarios where the primary contact is unavailable, others can seamlessly take over, ensuring continuity in client management and operations.


The Challenge of Delayed Quotations

A significant challenge in CRM is the time taken to send quotations, which can lead to losing customers. Odoo 17 addresses this issue with a streamlined, efficient process.


1) Creation of Opportunities in Odoo’s CRM : The process initiates with the Project Manager creating an opportunity in Odoo’s CRM. This is done by inputting the necessary details and tagging the Partner’s Lead Generator Email, which serves as a trigger for the next steps in the synchronization process.

2) Lead Generation Functionality : Upon the creation of the opportunity by the Project Manager, Odoo’s lead generation functionality automatically replicates this opportunity in the partner’s CRM. This replication ensures that both systems have consistent and up-to-date information about the opportunity.

3) Effective Communication : For maintaining bi-directional communication, it’s essential for the partner to create contact entries in their CRM and respond using the designated CatchAll email. This method ensures that all communications are centralized and tracked within both CRM systems.

4) Sales Team and Email Integration : The partner is advised to set up a sales team within their CRM system, assigning a specific email address, such as This email becomes the focal point for managing leads and opportunities, ensuring streamlined communication and tracking.

5) Opportunity Creation and Tagging : The Project Manager, after creating an opportunity in Odoo’s CRM, needs to tag relevant contacts. These tags, including @LeadsPartnerContact and @SalesPersonPartner, are crucial for notifying the partner’s team and facilitating the synchronization of information.

6) Updating and Communication : Once the opportunity is created and tagged, the partner is responsible for updating the customer contact information in their CRM. They continue the communication process by tagging the account manager and the catchall email, ensuring that all parties are informed and engaged in the opportunity’s progress.


By effectively connecting with the CRM, businesses can save up to 4 hours of work each week, delivering communications more effectively.


  1. Proactive Opportunity Creation: In Odoo 17, it’s essential that the Project Manager takes the initiative to create opportunities. This proactive approach ensures that all relevant information is captured right at the start of the process.
  2. Accurate Tagging for Synchronization: When creating opportunities, tagging the correct sales team and personnel in the partner’s CRM is crucial. This ensures that the opportunity is correctly replicated and managed in the partner’s system.
  3. Continuous Communication and Updates: Regular communication and updates between the two CRMs are vital. This includes replacing client contact information and tagging the appropriate contacts for ongoing discussions, which helps in maintaining an up-to-date and accurate sales pipeline.


For new partners, the first recommendation is to implement Odoo for their operations. Understanding these processes firsthand ensures that any mistakes are rectified in-house before impacting clients.

Odoo 17 stands as a transformative tool in the manufacturing industry for opportunity management and client engagement. Its ability to streamline processes, enhance communication, and ensure data accuracy makes it an indispensable asset for businesses aiming to thrive in 2024 and beyond. 

Stay tuned to our website and blogs for more insights on Odoo 17.

Pragmatic Techsoft offers a specialized Manufacturing Module in Odoo 17, designed to streamline production processes, enhance efficiency, and reduce operational costs.

Contact our Odoo experts for customized solutions that transform your manufacturing operations.


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