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.
Solution · Customer
CRM that does not stop at 'closed won'
Most CRM implementations stop at the deal. Then someone retypes the order into the ERP, operations discovers missing information, and finance invoices from a third source.
Overview
Why this area matters
A CRM connected to the ERP carries customer, product and pricing data through from first contact to cash.
01Typical problems
Signs the current setup has run out of road
01
CRM-to-ERP handoff gaps
Orders retyped and details lost after a deal is won.
02
Pipeline nobody trusts
Stages without criteria and forecasts based on hope.
03
Follow-ups forgotten
No scheduled next step on open deals.
04
No operational context
Sales can't see stock, orders or overdue invoices.
02Capabilities
What a well-built setup includes
01
Lead capture
Forms, email, imports and integrations with deduplication.
02
Pipeline stages
Clear criteria, required fields and probabilities.
03
Activities
Scheduled next steps and activity plans.
04
Quotations
Templates, optional products, e-signature and online payment.
05
Customer 360
Orders, deliveries, invoices and tickets in one view.
06
Forecasting
Weighted pipeline and team targets.
03Workflow
How the process runs end to end
- 01
Capture
Leads arrive from forms, email or events.
- 02
Qualify
Assigned and qualified with criteria.
- 03
Quote
Quote created with real prices and availability.
- 04
Win
Quote becomes a sales order automatically.
- 05
Serve
Delivery, invoicing and support visible to sales.
04 — Technical notes
Design decisions worth getting right
If you keep an external CRM such as Salesforce or HubSpot, define data ownership carefully: CRM owns opportunities and contacts, ERP owns products, prices, orders and invoices.
Duplicate customer records are the most common CRM data problem. Matching rules and merge tools should be in place before importing historical data.
Where it applies
Industries, integrations and services
Odoo applications
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.
ERP2 min read
How to Calculate ERP ROI (With a Simple Worked Example)
A practical method for calculating ERP return on investment: which benefits to count, which to leave out, how to estimate costs honestly, and a worked example you can adapt.
FAQ
Frequently asked questions
Should we use the ERP's CRM or keep Salesforce/HubSpot?
It depends on how advanced your marketing and sales processes are. We assess both options; integration is a valid choice when the external CRM is deeply embedded.
Can quotes be signed online?
Yes, with online signature and payment on quotations.
Can we capture leads from our website?
Yes, through forms or integrations that create leads automatically.
Next step
Deals lost between sales and operations?
We will map a CRM-to-cash flow without re-keying.