100%
included in any Odoo license
1
platform for CRM, Sales, Marketing and Accounting
0
parallel spreadsheets required
360°
visibility of each customer in a single record
CRM in action
SALES PIPELINE
Draggable Kanban
Every opportunity has an owner, value, and next action. Your entire team sees the same dashboard in real time.
CUSTOMER RECORD
360° history un one view
Emails, calls, notes, files, and opportunities — everything that's happened with that client, without jumping between tabs
LEAD CAPTURE
From website to pipeline
Forms, live chat, and marketing emails go straight into the CRM, assigned to the correct salesperson.
AUTOMATION
Marketing that nurtures leads
Automated email sequences, segmentation, and workflows. Warm leads arrive in the pipeline already warmed up.
A complete system for your entire sales team
Odoo CRM is not just a Kanban board for opportunities. It's the platform where all your customer interactions—capture, follow-up, quoting, and closing—live and are visible to your entire team in real time.
Visual pipeline with configurable stages
Automatic capture from website, email, and calls
Complete history of each client
Quotes linked to inventory and prices
Reminders and activities by opportunity
Real-time reports and forecasts
Everything your sales team needs, already included...
Visual pipeline
Draggable kanban board with configurable stages. Each opportunity has an owner, value, and next action.
Lead capture
Website forms, marketing emails, live chat, and calls fall into the pipeline assigned to the correct salesperson.
360° history
Emails, calls, notes, and files are all in the client's record. Nobody starts a conversation from scratch.
Activities and alerts
Each opportunity includes a next action and deadline. If it expires, it's displayed in red.
Get a quote in one click
From the opportunity, you generate a quote with real-time prices and inventory. If you win, it becomes an order and invoice.
Reports and forecasts
Metrics by salesperson, product, and stage. Closing forecast with realistic probability.
CRM + WHATSAPP
Conversations where
your customer does respond
We connect your pipeline to Odoo's WhatsApp module. Each chat is recorded in the customer's record, assigned to the correct salesperson, without losing context.
Approved templates ready to send
Conversations recorded in the customer history
Automatic allocation by stage or team
CRM + MULTI-BRAND
A company,
multiple brands, one single CRM
If you manage multiple brands, we configure Odoo's Multi-Brand module so that each quote comes out with the correct identity — logo, tax information, terms — from the same pipeline.
Automatic quotes with brand identity
Consolidated or brand-specific reports
Separate or shared commercial teams
CUSTOM QUOTES
Documents that are seen
like your brand, not like Odoo
We design custom PDF templates: header with logo, footer with tax information, and attached product data sheets. Each quote is ready to send to the client without any modifications.
Header and footer with brand identity
The product's technical PDF is automatically attached
Terms and conditions by customer type
WHO IS IT FOR?
If your sales team lives by emails and paperwork, this is for you.
Commercial Directors
They need real visibility into the pipeline without having to request manual reports every Monday.
Inside sales teams
They handle website leads, calls, and referrals, and miss out on opportunities due to a lack of organization.
Growing companies
They went from 2 to 8 salespeople and the shared Excel spreadsheet can no longer handle it.
Those who already use Odoo
And they want to activate the CRM that already comes included without paying for additional licenses.
FREQUENTLY ASKED QUESTIONS
The most common questions we get before starting
01 Does the CRM have an extra cost or is it included in Odoo?
It's included with every Odoo license. If you already have Odoo, you don't pay extra to use it — you just need to configure it properly.
02 Can I migrate my current contact database?
Yes. We import contacts from Excel, other CRMs, or your email. The quality of the imported data depends on how you currently manage it.
03 Does it work with WhatsApp?
Yes. Odoo has native integration with WhatsApp Business, and we configured it so that conversations are recorded in the customer's profile and assigned to the correct salesperson.
04 Does it work if I manage several commercial brands?
Yes. We configured Odoo's Multi-brand module so that each quote comes out with the correct identity, maintaining a single CRM and a single pipeline.
05 Do quotes have to look like Odoo templates?
No. We design custom PDF templates with your brand identity — header, footer, attached technical specifications — so that quotes are ready to send to the client.
06 Does my team need technical training?
No. Odoo's CRM is designed for salespeople to use without technical training. As part of the implementation, we train your team to adopt it and ensure they don't abandon it after a month.
WE DON'T JUST IMPLEMENT ODOO
We build how your company operates
First we understand, then we propose technology
We don't arrive with a predefined solution. Before writing a single line of configuration, we analyze how your company actually operates—its processes, its bottlenecks, its unique characteristics. The technology comes later.
Friendly, practical and without unnecessary processes
No complicated methodologies that nobody understands. We support each company in a clear and adaptable way — with the right people, at the right time, making decisions together. .
Odoo connected, not isolated
We combine ERP implementation with true business integration. We develop connectors, automations, and proprietary solutions so that Odoo is not an island—but the center of a fully connected operation.
CRM connected to your entire operation
Sales
A successful opportunity becomes a quote, order, and invoice with one click — without rewriting products, prices, or terms.
Website
Forms and live chat connected directly to the CRM. Every visit to your site can be a tracked lead.
Email Marketing
Campaigns targeting CRM segments with response metrics. Warm leads enter the pipeline already nurtured.
Accounting
The business cycle closes with the invoice issued from Odoo — with all the customer data already captured.
OUR ECOSYSTEM
We build our own tools
Tell us how your plant operates
A Wayakna advisor will analyze your manufacturing type and propose the right Odoo stack — without compromises and without unnecessarily complex processes. .