Sales

Odoo CRM

Community + Enterprise

Track leads and close opportunities

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Odoo Ready Partner
★★★★★4.9 on Clutch
Calgary, in-house team
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What it does

What Odoo CRM does

Odoo CRM gives your sales team one place to track every lead from first contact to closed deal. New enquiries come in from a web form, an email, an imported list, or a rep typing them in. Each one becomes a card on a board that shows what's open, what's stuck, and what's likely to close this month. The app handles both one-time deals and recurring revenue, so a $5,000 install and a $400/month subscription can sit on the same forecast.

One thing to know up front. A new lead and a qualified deal are the same card. Qualifying it doesn't copy anything into a fresh record, it just moves the card to the next column on the board. Nothing gets lost in the handoff because there is no handoff. You can test Odoo CRM free on the Odoo trial; pricing kicks in only if you install more than one Odoo app.

For Odoo's own product overview, see Odoo's product listing.

How it works

The day-to-day flow

A new lead lands in Odoo CRM from your website form, an inbox tied to a sales team, an imported spreadsheet, or a rep typing it in. Once a day (or on whatever schedule you set), Odoo can hand out the unassigned leads to your reps automatically. You set a monthly average capacity per rep (Odoo prorates that into a per-run quota), and a rule per team that decides which leads each team is eligible to receive. The enterprise team only sees enterprise-shaped leads. The small-business team only sees small-business-shaped leads.

A rep opens a lead, qualifies it on a quick call, and clicks Convert. That doesn't make a second record. It flips the same card from the Leads list onto the deal board. All the email history, notes, call logs, and attachments stay attached because nothing actually moved. Each sales team runs its own columns on the board, so inside sales and field sales don't have to share stages they don't need.

Every column has a setting for how long a deal can sit there before it goes stale. If a card stays put past that point without any update, Odoo flags it on the board so the rep knows to chase it or move it. Forecast numbers come from two places. Reps can set the close odds by hand, or Odoo can learn from your team's past wins and losses on similar deals and update the percent-to-close on every open card. The probability recomputes the moment a deal changes stage or team, and a daily background job rebuilds the underlying frequency table so the predictions stay current as more deals close. Either way, the forecast graph reflects what's really happening this week, not last quarter's guess.

Calibre configures Odoo CRM for Alberta businesses: step by step, in writing.

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In this module

What's inside Odoo CRM

One Deal Card from Lead to Close
A lead and a qualified opportunity are the same card. Qualifying it moves it to the next column instead of creating a new entry, so email history, notes, and attachments stay put. Nothing gets retyped and nothing falls through the cracks.
Automatic Lead Assignment
On a schedule you choose (default once a day), Odoo can sort new unassigned leads and drop them onto your reps. You set a monthly average capacity per rep so nobody gets buried, and a rule per team (for example, only Western Canada deals over $10,000) so the right leads go to the right people.
Automatic Win-Probability Scoring
Odoo looks at your team's past wins and losses across sources, countries, languages, and tags, then updates the percent-to-close on every open deal when its stage or team changes. A daily background job rebuilds the underlying win-rate table so the predictions stay current as more deals close. Reps can override the number by hand when they know something the math doesn't.
A Separate Pipeline per Sales Team
Inside sales, field sales, and partnerships can each run their own columns on the board without stepping on each other. A stage can belong to one team or several, so shared steps stay shared and team-specific steps stay private.
Stale Deal Alerts on Every Stage
Each column has its own number of days a deal is allowed to sit there. Past that point, without any update to the deal, the card gets flagged on the board so the rep notices it instead of letting it quietly die in the middle of the pipeline.
One-Time and Recurring Revenue on One Deal
A deal can carry both a one-time amount and a recurring monthly or annual amount tied to a plan you set up. The forecast graph shows both, so a $5,000 setup fee plus $400 a month doesn't have to live in two different tools.
Win/Loss Reporting by Lost Reason
Marking a deal as Lost prompts you to pick a reason from a short list you control, like price, timing, or chose a competitor. A built-in report then shows which reasons burned the most pipeline value over the last quarter, so you can see what's actually costing you deals.
Duplicate Lead Detection
When a rep opens a lead, Odoo checks for any other lead or deal sharing the same email, phone, or contact, and shows a count at the top of the page. Reps know on sight whether this is a fresh prospect or the third time the same person has reached out.
Calendar Sync for Meetings
Booking a meeting on a deal puts it straight onto the rep's calendar and links the calendar invite back to the deal. Rescheduling from the deal updates the invite, so the rep never has to book the same meeting twice in two different tools.
Campaign-to-Revenue Attribution
Every lead carries source, medium, and campaign tags from the moment it comes in. A campaign view shows how many leads each campaign sourced and links straight back into the matching deals, so you can see which campaign produced closed revenue, not just clicks.
Built for

Is Odoo CRM right for your team?

Outgrowing the entry-level tools

SMBs whose data lives in QuickBooks, HubSpot Free, or Excel spreadsheets that were set up when the business was smaller. The team now spends hours building reports by hand and reconciling between tools every month-end.

Switching from per-seat CRMs

Sales teams paying $49 to $175 per user per month on Salesforce, HubSpot, or Pipedrive. The CFO wants the per-seat bill cut without losing the pipeline view.

Operations across multiple tools

Retail, manufacturing, mechanical, or professional services businesses with 10 to 200 employees running on a patchwork of point tools. The team wants one database for the whole company instead of Zapier holding it together.

At a glance Community + Enterprise Cloud, Odoo.sh, or self-host iOS + Android app 15-day free trial CSV migration from current tool Odoo Ready Partner support
Bundle

Apps people often run with Odoo CRM

When a deal is marked Won in Odoo CRM, the rep clicks New Quotation and Sales drafts a quote prefilled with the customer, the salesperson, the campaign, the source, the team, and the tags from the deal. Line items pre-populate only when a quotation template is selected on the quote itself; otherwise the rep adds them by hand. Reps book follow-up meetings from the deal card and the meeting lands on their Calendar with the contact attached. Internal comments and call notes live on the deal record itself, so a rep handoff brings the full thread. Every lead, contact, and company is the same record everywhere else in Odoo, so adding an email or a phone number on one page updates it everywhere. Recurring-revenue deals show MRR and ARR on the CRM forecast; the matching subscription is created later, when a quote with a subscription plan is confirmed (Enterprise Subscriptions app).

Odoo SalesFrom quotations to invoices
Odoo CalendarSchedule employees' meetings
Odoo SubscriptionsGenerate recurring invoices and manage renewals
Odoo DiscussChat, mail gateway and private channels
Odoo ContactsCentralize your address book
Comparison

Odoo CRM vs the alternatives

List-price comparison against the crm tools Calibre most commonly migrates customers off. The deciding factor is usually integration, not the line-item price. Odoo CRM sits on the same database as every other Odoo app you install, so the data flows between modules without separate bridges.

Tool Per month (annual plan) What you get
Odoo CRM CA$35.20/user/mo All Odoo apps included, free 15-day trial
Salesforce Pro Suite US$100/user/mo CRM only
HubSpot Sales Hub Pro US$90/user/mo CRM only
Pipedrive Premium US$59/user/mo CRM only
Zoho CRM Professional US$23/user/mo CRM only

Annual-commitment rate where published; monthly list rate otherwise. Sourced from vendor pricing pages, 2026-05. Plans and regions vary. Full cost calculator on the Odoo overview page.

Pricing

What Odoo CRM costs

One App Free
CA$0
forever
  • One app, unlimited users
  • Multi-company allowed
  • Odoo Online hosting
  • Dependent apps included free
If Odoo CRM is the only Odoo app you install
Most teams pick this
Standard
CA$35.20
/user/month, billed yearly
  • Every Odoo app included
  • Odoo Online hosting
  • Free 15-day trial
  • iOS + Android mobile app
Start free trial →
Charged monthly: CA$44/user. Yearly billing saves 20%.
Custom
CA$55
/user/month, billed yearly
  • Everything in Standard
  • Studio (no-code customizer)
  • Multi-company management
  • Hosting: Online, Odoo.sh, or on-premise
  • External API access
Choose this when you need custom layouts or multi-company management.
Calibre Implementation
Quote
phase-by-phase, in writing
  • Scoping, configuration, training
  • Data migration from your current tool
  • Named engineer through go-live and support
Book the call →
Free 45-minute scoping call. Quote in writing before any code ships.

Pricing source: Odoo's published Standard and Custom plans as of 2026-05. Calibre quotes in CAD; conversion from Odoo's local pricing in your region may vary.

Questions

Common questions about Odoo CRM

Is Odoo CRM free?
You can test Odoo CRM free on the Odoo 15-day trial. Beyond the trial, Odoo's one-app-free rule means it runs free for unlimited users, forever, but only if it is the only Odoo app you install. If CRM is the only Odoo app you install, you pay nothing, no matter how many reps you have. The moment you add a second app (Sales, Invoicing, Marketing, anything else), the whole setup moves to the paid plan, which is around CA$35.20 per user per month billed annually for the full suite. The free CRM covers the full feature set including leads, the deal board, automated lead assignment, predictive win-probability scoring, lost-reason reporting, and team chatter. Marketing automation, the polished mobile app, and Studio (the no-code customizer) come with the paid Enterprise tier.
What's the difference between Odoo CRM in Community and Enterprise?
The data model and the feature set are nearly identical. The deal cards, leads, stages, teams, automated lead assignment, predictive win-probability scoring, lost reasons, and pipeline reporting all work in both editions. Enterprise adds the polish layer: the mobile app, the Studio app for changing layouts without code, marketing automation tied to deals, and Odoo's own SLA and managed updates. Community is the free open-source version; Enterprise is the paid subscription. Most growing teams move to Enterprise for the mobile app and the operational support, not for new CRM functionality.
Can we move our existing leads, contacts, and deals into Odoo?
Yes. Odoo imports from CSV files, which every major CRM can export. The work isn't the upload itself, it's mapping the fields between your old system and Odoo (your old Stage might be Odoo's Pipeline Stage, your custom fields might not have a one-to-one match, email history may need a separate import path). Calibre handles the mapping during the rollout and keeps your old CRM live as a read-only reference for the first month so nothing gets lost in the move.
Does Odoo CRM connect with my email and calendar?
Yes, both. Gmail and Outlook both connect for two-way email sync, so messages sent or received with a contact show up on the deal timeline automatically. Calendar invites flow between Odoo and Google Calendar or Outlook Calendar, so meetings booked on a deal land on the rep's personal calendar without retyping. Click-to-call from a deal and automatic call logging are available on the Enterprise tier through Odoo's VoIP app.
Is there a mobile app for Odoo CRM?
Yes, on iOS and Android. The mobile app covers the full pipeline view, the lead and deal detail screens, activity logging, voice memos on a deal (so a rep coming out of a meeting can dictate notes), and an offline mode for spotty coverage that syncs the moment a signal comes back. The mobile app is part of the Enterprise tier; Community users get the responsive web version, which works on a phone but isn't as polished.
Are leads and deals separate entries in Odoo CRM?
No, and this is the single biggest thing that surprises people coming from other CRMs. A lead and a qualified deal are the same card, just sitting in different columns. When you qualify a lead, you don't copy it into a fresh deal. You move the same card forward. All the email history, notes, and attachments stay with it because nothing actually got copied. If your team doesn't need a separate qualifying step at all, you can turn the Leads section off in Settings and have everything land straight on the deal board.
Can Odoo CRM automatically hand out new leads to reps?
Yes. Once a day Odoo can take all the unassigned leads and distribute them to reps automatically. For each rep you set a daily cap so nobody gets overloaded. For each team you set a rule that decides which leads they're allowed to receive, like region or deal size. You can also trigger a handout on demand from the team page, which is handy right after a webinar or a big list import when a batch of leads lands all at once.

Working with Calibre

How long does a Calibre implementation typically take?
Single-module rollouts on an existing Odoo setup run 2-6 weeks depending on data migration scope. Greenfield Odoo with a multi-module rollout runs 4-16 weeks. Calibre commits to a written, phase-by-phase timeline after the free scoping call before any code is written.
How much does a Calibre implementation cost?
Cost depends on module scope, user count, custom work, and migration complexity. Calibre's posture is a written fixed-phase quote after the scoping call rather than an hourly engagement, so the cost is committed in writing before the first commit.
What happens to our data if we ever want to leave Odoo?
Everything exports. CSV, XML, or a full PostgreSQL database dump, yours on day one. Migrating off Odoo has been done before and it's not a one-way door.
Speak to an Implementation Specialist

Talk to Calibre about Odoo CRM.

Written, phase-by-phase quote before any code is written. Odoo Ready Partner, Calgary. In-house team, no offshore handoffs.

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What you get

  • Free 45-minute scoping call with an Odoo-certified engineer
  • Module-by-module fit/gap assessment
  • Written, phase-by-phase quote
  • Named engineer for implementation and support
  • Data-export commitment in writing