CRM2 min read
Odoo 20 Sales and CRM: Commissions, Leads and Quotes
Odoo 20 sales and CRM changes: lead rotation modes, Dun and Bradstreet lead data, upsells from leads, commissions, quotation sections and discount codes.
ERP platform · Odoo
Odoo CRM that hands off cleanly to operations
The value of Odoo CRM is less about pipeline features — most CRMs have similar ones — and more about what happens when a deal is won. The quotation becomes a sales order that reserves stock, schedules delivery or production, and creates the invoice, all without anybody copying data between systems.
Overview
The short version
We configure Odoo CRM around your sales process: how leads arrive, how they are qualified and assigned, what stages mean, and what information operations needs before a quote can be accepted.
ERP Builders is an independent Odoo services company and is not affiliated with or endorsed by Odoo S.A. “Odoo” is a trademark of Odoo S.A.
01
What we set up
The CRM configuration is driven by how your team actually sells.
Lead capture
Website forms, email aliases, imported lists and integrations, with deduplication and assignment rules.
Pipeline design
Stages with clear entry criteria, required fields per stage, and expected revenue that finance can use.
Activities and follow-up
Activity plans per stage so the next step is always scheduled, plus email templates for common touchpoints.
Quoting
Quotation templates, optional products, pricelists, discounts with approval limits and online signature and payment.
Reporting
Pipeline, win rate, cycle time and activity reports, with dashboards per salesperson and team.
02
Odoo CRM or a separate CRM?
Teams with mature Salesforce or HubSpot setups — heavy marketing automation, complex territory management, established reporting — often keep them and integrate with Odoo for orders, products and invoicing. Teams starting fresh, or whose CRM use is mostly pipeline and quoting, usually do better with Odoo CRM and one less integration.
Related
Related Odoo services and topics
Insights
Related reading
CRM2 min read
Odoo CRM: Setting Up a Sales Pipeline That Gets Used
How to set up Odoo CRM so sales teams actually use it: pipeline stages, lead capture, scoring, activities, quotations and the handoff from CRM to sales orders and delivery.
Odoo2 min read
Odoo 20 POS and eCommerce: What Retailers Get
Odoo 20 for retailers: POS self-ordering, multiple currencies, employee access levels, label printing, plus eCommerce cross-sells, review requests and AI editing.
FAQ
Frequently asked questions
Can Odoo CRM replace HubSpot?
For pipeline management, quoting and basic email marketing, often yes. For advanced marketing automation, attribution and content tools, HubSpot is stronger, and an integration may be the better answer.
Can we capture leads from our website?
Yes, through Odoo's own website forms, email aliases, or an integration that posts form submissions from another site into Odoo CRM.
Comparisons
Weighing Odoo against alternatives?
Odoo vs SAPIntegrated, extensible suite for SMB and mid-market versus the deepest enterprise ERP ecosystem on the market.Odoo vs Dynamics 365An all-in-one suite versus Microsoft's ERP ecosystem with deep Office, Teams and Power Platform integration.Odoo vs NetSuiteFlexible, lower-cost suite versus a mature cloud-only ERP with strong financials and multi-entity support.
Next step
Want sales and operations on one system?
We will map your sales process into Odoo and show what the handoff looks like.