๐ŸŽฏ CRM Automation

Your Odoo CRM โ€” Self-Managing Sales Pipeline

Leads flow in from every channel, get auto-assigned, follow-ups are sent on time, and your Odoo CRM pipeline stays updated โ€” all without your team touching it manually.

๐Ÿ“… Book Free Demo See Features โ†“
Odoo CRM Pipeline โ€” Live View ๐Ÿค– Auto-Updating
New 3
Rajesh M.Manufacturing ยท Rajkot
WhatsApp
โšก Auto-created 2m ago
Priya S.Trading ยท Surat
Email
Qualified 2
Amit K.Auto Dealer ยท Ahmedabad
๐Ÿ”ฅ Hot
๐Ÿ”” Follow-up sent
Proposal 1
Sunita P.Logistics ยท Rajkot
Demo Scheduled
Won 4
Mehta Exportsโ‚น2.4L
โœ“ Closed
Rajkot Motorsโ‚น1.8L
โœ“ Closed

Leads From Every Channel โ†’ One Odoo CRM

No matter where your lead comes from โ€” WhatsApp, email, website, social โ€” it flows automatically into your Odoo CRM, tagged with source and context.

๐Ÿ’ฌ

WhatsApp

Every inquiry auto-captured as a lead with full conversation context

๐Ÿ“ง

Email Inbox

Inquiry emails become CRM leads automatically โ€” no manual entry

๐ŸŒ

Website Forms

Contact form submissions trigger instant lead creation in Odoo CRM

๐Ÿ“ฑ

Social Media

Instagram, Facebook DMs routed into your pipeline via n8n

Every Part of Your CRM, Automated

From lead capture to deal closure โ€” every stage of your Odoo CRM pipeline can be automated with the right triggers and rules.

๐ŸŽฏ

Auto Lead Capture

Leads from WhatsApp, email, website, and social are automatically created in Odoo CRM with source, intent, and customer data โ€” zero manual input.

๐Ÿ‘ค

Smart Lead Assignment

Based on industry, location, or deal size, leads are automatically assigned to the right salesperson in your Odoo โ€” no manual allocation meetings.

๐Ÿ””

Automated Follow-Up Sequences

Set a follow-up sequence once. The system sends WhatsApp / email follow-ups at the right time โ€” Day 1, Day 3, Day 7 โ€” automatically, to every lead.

๐Ÿ“Š

Pipeline Stage Auto-Update

When a lead replies, books a meeting, or opens a proposal, Odoo CRM stages update automatically. Your pipeline always reflects reality.

โฐ

Deadline & Reminder Alerts

Stale leads, overdue follow-ups, and upcoming meeting reminders โ€” your team gets notified via WhatsApp or Slack before anything falls through the cracks.

๐Ÿ“ˆ

Live CRM Dashboard

See every lead's status โ€” new, contacted, quoted, won, or lost โ€” in your Odoo dashboard. Updated in real time from all channels automatically.

The Problems We Eliminate

These are the three silent killers of Indian SME sales teams โ€” and automation fixes all three.

๐Ÿ˜ฐ

Leads Slipping Away

A prospect messages on WhatsApp at 8 PM. No one replies until morning. By then, they've already called your competitor. Every delayed response costs real money.

๐Ÿ“‹

Team Buried in Manual Work

Your salespeople spend hours copying leads into spreadsheets, sending follow-up messages, and updating pipelines โ€” instead of selling.

๐Ÿ”

No Visibility into Pipeline

You have no clear picture of how many leads came in, which ones went cold, or what your team is actually working on. Running blind is expensive.

Ready for a Self-Managing CRM?

Book a free 30-minute call. We'll show you how your Odoo CRM can run itself โ€” and identify your biggest automation opportunity.

๐Ÿ“… Book Free Demo ๐Ÿ’ฌ WhatsApp

Live Support

Need help? Inquire Now