CRM & REVENUE OPERATIONS

Accelerate Sales Velocity & Customer Lifetime Value

Transform scattered inquiries, missed follow-ups, and stalled proposals into an automated, high-velocity revenue engine. Unify multi-channel lead ingestion, visual Kanban deal stages, WhatsApp, VoIP telephony, and instant quotations into one enterprise platform.

Omnichannel Ingestion

Visual Kanban Pipelines

Automated CPQ & E-Sign

Explore 11 CRM Features Schedule CRM Consultation

360D CRM

Lead Ingestion & Ads

Pipeline Kanban

VoIP & Telephony

Smart CPQ & Quotes

E-Sign & Contracts

WhatsApp & SMS Sync

Helpdesk & Customer 360

Integrates with:

Live chat

SMS

VoIP

Connected CRM & Revenue Ecosystem

Unified Odoo Sales Architecture for End-to-End Customer Lifecycle

Lead Capture & Ads

Acquisition

Pipeline Kanban

Deal Stages

Quotation & CPQ

Smart Pricing

E-Signatures

Contracts

WhatsApp & SMS

2-Way Messaging

Email Marketing

Sequences

Appointment Booking

Meetings

Customer Helpdesk

Retention

Invoicing & Orders

Billing

Customer 360

Account Intel

Revenue Analytics

Intelligence

Planning & Quota

Forecasting

Lead Capture & Ads

Acquisition

Pipeline Kanban

Deal Stages

Quotation & CPQ

Smart Pricing

E-Signatures

Contracts

WhatsApp & SMS

2-Way Messaging

Email Marketing

Sequences

Appointment Booking

Meetings

Customer Helpdesk

Retention

Invoicing & Orders

Billing

Customer 360

Account Intel

Revenue Analytics

Intelligence

Planning & Quota

Forecasting

Lead Capture & Ads

Acquisition

Pipeline Kanban

Deal Stages

Quotation & CPQ

Smart Pricing

E-Signatures

Contracts

WhatsApp & SMS

2-Way Messaging

Email Marketing

Sequences

Appointment Booking

Meetings

Customer Helpdesk

Retention

Invoicing & Orders

Billing

Customer 360

Account Intel

Revenue Analytics

Intelligence

Planning & Quota

Forecasting

Never miss out on a follow-up

Schedule calls, meetings, mailings, or quotations in a few clicks in the contact management software. Odoo automatically plans the next activity based on your sales script.

3 days

2 days

3 days

20 days

2 days

First call

Schedule a demo

Make a quotation

Follow-up quote

1st reminder

2nd reminder

Primary Sales Pipeline

First callWait 3 days

Schedule demoWait 2 days

Make a quoteWait 3 days

Follow-up quoteClosed Won

Automated Script Email Reminders

1st reminderAfter 20 days

2nd reminderAfter 2 days

Operational Transformation

From Lost Inquiries to 360° Customer Intelligence

Eliminate communication blind spots, delayed quotes, and dropped follow-ups with automated lead routing and real-time deal stage visibility.

Lead Capture & Response

Before

Scattered Facebook comments, lost emails, untracked spreadsheets, and hours of delay before responding.

With 360D CRM

Instant omnichannel lead ingestion, automated lead scoring, and 60-second rep notification with WhatsApp alerts.

Sales Pipeline Visibility

Before

Blind spots in deal stages, stale proposals forgotten in inboxes, and inaccurate gut-feel closing forecasts.

With 360D CRM

Visual drag-and-drop Kanban funnels, automated stage probability weighting, and real-time revenue forecasts.

Customer Context & History

Before

Siloed communication, reps unaware of customer support tickets or unpaid invoices, lost continuity during handover.

With 360D CRM

Unified 360° profile showing complete email threads, call recordings, quotations, orders, and payment health.

Quotation & Closing Speed

Before

Manual Word/Excel quote creation prone to math errors, printed contracts, and weeks wasted chasing ink signatures.

With 360D CRM

Dynamic 1-click CPQ quotations, interactive web proposals, and instant legally-binding digital e-signatures.

Comprehensive Feature Coverage

11 Core Pillars of High-Velocity Sales & CRM

From multi-channel lead acquisition to post-sales service, every customer touchpoint is unified into one real-time enterprise database.

Lead Capture & Scoring

Automated Multi-Channel Ingestion & Predictive Scoring

Active

Opportunity & Pipeline Kanban

Visual Deal Stages & Win Probability

Inspect

Smart Quotation & CPQ

Instant Quotes with Dynamic Pricing & Discounts

Inspect

E-Signature & Contracts

Frictionless Legally-Binding Deal Closure

Inspect

WhatsApp & SMS Automation

Direct 2-Way Messaging & Instant Customer Alerts

Inspect

VoIP Telephony & PBX Sync

1-Click Dialing & Call Recording Intelligence

Inspect

Email Campaigns & Nurturing

Targeted Marketing Drip & Engagement Tracking

Inspect

Meeting & Appointment Booking

Self-Service Customer Booking & Google/Outlook Sync

Inspect

Customer 360° Profile

Unified Interaction History & Account Intelligence

Inspect

Helpdesk & Post-Sales Service

SLA Tracking, Ticket Routing & Customer Satisfaction

Inspect

Revenue Intelligence & Analytics

Predictive Win Rates & Real-Time Executive Dashboards

Inspect

FEATURE DEEP DIVE

Lead Capture & Scoring

< 60s Lead Response Time

Capture inbound inquiries instantly across website forms, Meta Ads, Google Ads, LinkedIn, emails, and phone calls. Automatically enrich prospect profiles and prioritize hot leads with rules-based predictive scoring.

Core Odoo Capabilities

Omnichannel lead capture from web forms, landing pages, and APIs

Predictive lead scoring based on demographic data and digital activity

Automated round-robin and territory-based sales rep lead routing

Duplicate lead detection, merging, and spam filtration

360D Proprietary Customizations

Direct Meta Lead Ads & LinkedIn Form webhook synchronization

Custom business rules for regional lead distribution and escalation

Instant WhatsApp & SMS notification triggers to on-duty sales reps

Need custom sales workflows?Request Consultation

360D Proprietary Engineering

Custom CRM Engineering & Omnichannel Integrations

Beyond standard Odoo CRM, we bridge Meta WhatsApp Cloud APIs, build WebRTC softphone telephony connectors, automate ad lead ingestion, and architect executive Power BI dashboards.

Meta WhatsApp & Local SMS Gateways

Enterprise bridges for official Meta Cloud WhatsApp API, 2-way conversational CRM chat, and localized SMS notification gateways.

Meta API

Node.js

SSLCommerz

VoIP PBX & Softphone Integration

Direct WebRTC and SIP trunk connections linking Asterisk, 3CX, and cloud PBX systems with 1-click in-CRM dialing and call recording.

Python

Node.js

PostgreSQL

Lead Generation & Ad Webhooks

Real-time ingestion pipelines for Meta Lead Ads, Google Ads Webhooks, LinkedIn Lead Gen, and custom Next.js web application forms.

Next.js

TypeScript

Firebase

Sales Intelligence & Power BI

Direct-query enterprise data modeling connecting Odoo sales pipelines to Microsoft Power BI for predictive pipeline and quota dashboards.

Power BI

PostgreSQL

Python

Certified Tech Stacks & Enterprise Connectors

Python

Meta Cloud API

Next.js

PostgreSQL

Power BI

Node.js

TypeScript

Firebase

SSLCommerz

bKash

Shopify Sync

WooCommerce

Python

Meta Cloud API

Next.js

PostgreSQL

Power BI

Node.js

TypeScript

Firebase

SSLCommerz

bKash

Shopify Sync

WooCommerce

Python

Meta Cloud API

Next.js

PostgreSQL

Power BI

Node.js

TypeScript

Firebase

SSLCommerz

bKash

Shopify Sync

WooCommerce

Engagement Approach

A proven 4-stage delivery methodology engineered for zero sales downtime, guiding your business from initial pipeline diagnosis to sustained revenue acceleration.

Sales Audit & Funnel Mapping

Comprehensive diagnostic of your lead sources, sales cycle stages, pricing approval rules, and rep performance KPIs.

CRM Configuration & Channels

Configuring multi-stage Kanban pipelines, connecting Meta Ads, VoIP telephony, WhatsApp APIs, and quotation templates.

Sales Enablement & Playbooks

Hands-on rep training workshops, mobile app onboarding, quote generation rehearsals, and manager dashboard coaching.

Hypercare & Revenue Optimization

Dedicated 24/7 technical support, monthly pipeline bottleneck analysis, custom KPI refinements, and ongoing scaling.

Let's Build Together

Ready to accelerate your sales pipeline with Odoo CRM?

Let's design an automated revenue engine tailored to your team's sales cycles, customer touchpoints, and growth targets.

11 Core ModulesEmail, Live Chat, SMS & VoIPCustom CPQ WorkflowsSales Team Enablement24/7 SLA Support

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