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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...

1

Visual pipeline 

Draggable kanban board with configurable stages. Each opportunity has an owner, value, and next action.

2

Lead capture

Website forms, marketing emails, live chat, and calls fall into the pipeline assigned to the correct salesperson.

3

360° history

Emails, calls, notes, and files are all in the client's record. Nobody starts a conversation from scratch.

4

Activities and alerts

Each opportunity includes a next action and deadline. If it expires, it's displayed in red.

5

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.

6

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.

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Website

Forms and live chat connected directly to the CRM. Every visit to your site can be a tracked lead.

View module →


Email Marketing

Campaigns targeting CRM segments with response metrics. Warm leads enter the pipeline already nurtured.

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Accounting

The business cycle closes with the invoice issued from Odoo — with all the customer data already captured.

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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. .