--- title: Продажби и CRM lang: en canonical: https://polimex.co/odoo-erp/modules/sales-and-crm type: page generator: website_llm_pro/19.0.1.8.5 modified: '2026-10-01T09:04:24.832453' alternates: en: https://polimex.co/en/odoo-erp/modules/sales-and-crm.md --- # Продажби и CRM ![Odoo Sales and CRM](/crm/static/description/icon.png) # Sales and CRM. From inquiry to invoice in one system. CRM (a system for managing customers and deals) is the place where nothing gets lost: **every inquiry, call and quote is recorded and has a next step.** The quote becomes an order, and the order becomes an invoice, without retyping. [Free Consultation](#contact-form)[Explore the modules](/en/odoo-erp/modules.md) Official Odoo Partner·7+ years of experience with Odoo·180+ developed modules [![](/web/image/website.polimex_shot_sales_and_crm)](/web/content/website.polimex_hero_sales_and_crm_video) Today's Pain Points ## Three Problems That Disappear 01 ##### Inquiries without a response The email sinks, the call is forgotten, the customer goes to a competitor. **In CRM, every inquiry becomes a card with an owner and a deadline.** 02 ##### Sales live in the salesperson's head If the salesperson goes on vacation, deals stall. **Here, each customer's history is in the system**, not in a notebook. 03 ##### Nobody knows what's coming How much will we sell this month? With a pipeline (the sales funnel - all deals by stage) and forecasts, **the answer is on the screen**, not "about this much". Step by Step ## The Deal's Journey Inquiry Opportunity Quote Order Invoice Every step creates the next one with one click. Data is entered once - at the inquiry - and carried over automatically. The invoice goes straight to accounting. A Real Screen ## Here's What It Looks Like in Odoo ![Sales Pipeline in Odoo](/web/image/website.polimex_gal_sales_crm_1) Opportunities by stage - New, Qualified, Negotiation, Won - with expected revenue in euros. ![Quotations and Orders in Odoo](/web/image/website.polimex_gal_sales_crm_2) Quotations and sales orders - from quotation to confirmed order, with amounts in euros. In Odoo ## What Does Odoo Include Out of the Box? ![CRM](/web/image/website.polimex_appicon_crm) ###### CRM Leads (new inquiries) and opportunities on a Kanban board (a board with columns by stage). Prioritization by probability, assignment among salespeople, reminders for the next step. [See in Odoo](https://www.odoo.com/r/785x) ![Sales](/web/image/website.polimex_appicon_sale) ###### Sales Professional quotations in a few clicks. A notification when the customer opens the quotation. An approved quotation becomes an order automatically. [See in Odoo](https://www.odoo.com/r/vwaj) ![Subscriptions](/web/image/website.polimex_appicon_sale_subscription) ###### SubscriptionsEnterprise Recurring services and contracts with automatic invoicing and renewal reminders. [See in Odoo](https://www.odoo.com/r/nFo) ![Electronic Signature](/web/image/website.polimex_appicon_sign) ###### Electronic SignatureEnterprise The customer signs the quotation online - no printer, no scanner and no "I'll send it back next week". [See in Odoo](https://www.odoo.com/r/r1n) ![Point of Sale and Store](/web/image/website.polimex_appicon_point_of_sale) ###### Point of Sale and Store On-site sales - store, stand, site. The register is connected to the warehouse and accounting, and stock is updated in real time. [See in Odoo](https://www.odoo.com/app/point-of-sale) ![Rental](/web/image/website.polimex_appicon_sale_renting) ###### RentalEnterprise Equipment, machinery or space for rent - with schedules, contracts and automatic invoicing of the periods. [See in Odoo](https://www.odoo.com/r/ijG) The "See in Odoo" links lead to the official Odoo website. Applications labeled "Enterprise" are in the paid version of Odoo - [see the difference](/en/odoo-erp/community-vs-enterprise.md). Developed by Polimex ## What Polimex Adds Extensions developed for the way Bulgarian companies sell. Included in Polimex hosting. ###### Data from the Commercial Register Enter the EIK - the company's name, address and VAT number are filled in automatically. No invoicing errors, no manual retyping. ###### Calls in CRM Telephony (VoIP - calls over the internet) is connected to the system: calls are recorded on the customer's card. The salesperson sees the whole history - emails, quotations and calls - in one place. ###### Messenger Communication Inquiries from Telegram enter CRM as leads instead of staying on the salesperson's phone. Viber is our module, and WhatsApp is in Odoo Enterprise - we configure it. Included in Polimex hosting. Who It's For ## Where Does It Have the Fastest Effect? [###### Distribution and Wholesale Many customers, many quotations; the portal and automatic orders take on the volume. Explore the industry](/en/industries/trade-distribution.md) [###### Services and Projects From a won deal straight to a project and invoicing by milestone. Explore the industry](/en/industries/professional-services.md) [###### Manufacturing The quotation calculates deadlines and cost price from real data, not from assumptions. Explore the industry](/en/industries/manufacturing.md) ## Frequently Asked Questions Can I send quotations from my phone? Yes. Odoo works in a browser and has a mobile app - a quotation is created, sent and tracked from the phone. Does it sync with Outlook and Gmail? Yes. Emails with the customer are automatically attached to their card in CRM, and the calendar syncs in both directions. Can the forms on my website create inquiries in CRM directly? Yes - every inquiry submitted from the website becomes a lead with a source and an owner. This is exactly how this website works. Will the system make me change my sales process? No. The pipeline stages are configured to match your real process. The system describes how you sell; it doesn't dictate to you. How many salespeople do I need for it to be worthwhile? The benefit is not in the number of people, but in the fact that no inquiry is lost and the history stays in the company. ## How many inquiries did you lose last month? If you don't know the answer - that's exactly what CRM is for. At the free consultation, we show what your sales process looks like in Odoo. Call Us [+359 2 920 8666](tel:+35929208666) Monday - Friday, 08:30 - 17:30 - Official Odoo Partner - 7+ years of experience with Odoo - 180+ developed modules ### Request a Free Consultation We will get back to you within one business day. No obligation. Subject Sales Team Name \* Phone \* Email Company or Organization Number of Employees- select -1 - 1010 - 5050 - 250over 250 Current software you use Briefly, what do you need [Free Consultation](#) #### Thank you! We have received your request. We will contact you within one business day.