CRM & sales workflow

Bring sales activity into one connected process.

An Odoo implementation supporting sales activity, pipeline visibility and reporting.

Delivered with Brain Station 23

Illustrative sales pipeline review using a tablet and printed charts

Business context

CRM & sales workflow

Sales teams need a shared view of leads, activities and targets to decide what should happen next.

The solution

An Odoo CRM set up around how the sales team actually works — leads, planned activities, targets and the reporting that shows where the pipeline stands.

What the software does.

01

Lead and opportunity tracking

Leads and opportunities live in one place, with the history and ownership a salesperson needs before picking up the phone.

02

Activity planning and pipeline reporting

Planned activities sit beside the pipeline, so the team can see what is committed and what is being neglected.

03

Multi-currency targets and achievement reporting

Targets are tracked across currencies, with reporting that compares actual performance against them.

Delivery context

Experience behind
the implementation.

Odoo · Python · PostgreSQL

The technology listed reflects the original implementation — new engagements are scoped around what you need today.

Explore related capabilities

A useful place to start

Tell us what your team
still does by hand.

Describe one process that takes too long. We’ll tell you honestly whether software, an integration or AI is the right answer — and what it would take to build.

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