--- title: Продажби и CRM lang: en canonical: https://polimex.co/odoo-erp/modules/sales-and-crm type: page generator: website_llm_pro/19.0.1.7.2 modified: '2026-08-03T18:35:08.348774' 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 (customer and deal management system) is the place where nothing is lost: **every inquiry, call, and quote is recorded and has a next step.** In Odoo, the sale doesn't stop there - the quote becomes an order, the order becomes an invoice, the invoice is accounted for. No rewriting between programs. You see how much each deal costs and how far each salesperson has progressed. [Free consultation](#contact-form)[See 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) The pains today ## Three problems that disappear 01 ##### Unanswered inquiries The email sinks, the call is forgotten, the customer goes to a competitor. **In CRM, each 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 stop. **Here, the history of each customer is in the system**, not in the notebook. 03 ##### No one knows what’s coming How much will we sell this month? With pipeline and forecasts **the answer is on the screen**, not "around that much". Step by step ## The path of the deal Inquiry Opportunity Offer Order Invoice Each step creates the next with one click. Data is entered once - at the inquiry and is transferred automatically. The invoice goes straight to accounting. Real screen ## Here’s how it looks in Odoo ![Sales funnel in Odoo](/web/image/website.polimex_gal_sales_crm_1) Opportunities by stage - New, Qualified, Negotiation, Won - with expected revenue in euros. ![Offers and orders in Odoo](/web/image/website.polimex_gal_sales_crm_2) Sales offers and orders - from offer to confirmed order, with amounts in euros. In Odoo ## What does Odoo include by default? ![CRM](/web/image/website.polimex_appicon_crm) ###### CRM Leads and opportunities in Kanban board. Prioritization by probability, distribution 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 offers with a few clicks. Notification when the client opens the offer. The approved offer automatically becomes an order. [See in Odoo](https://www.odoo.com/r/vwaj) ![Subscriptions](/web/image/website.polimex_appicon_sale_subscription) ###### Subscriptions Recurring services and contracts with automatic billing and renewal reminders. [See in Odoo](https://www.odoo.com/r/nFo) ![Electronic signature](/web/image/website.polimex_appicon_sign) ###### Electronic signature The client signs the offer online - without a printer, scanner, and "I'll get it back to you next week". [See in Odoo](https://www.odoo.com/r/r1n) ![Cash register and store](/web/image/website.polimex_appicon_point_of_sale) ###### Cash register and store In-store sales - shop, booth, location. The cash register is connected to the warehouse and accounting, and inventory is updated in real time. [See in Odoo](https://www.odoo.com/app/point-of-sale) ![Rental](/web/image/website.polimex_appicon_sale_renting) ###### Rental Equipment, technology, or spaces for rent - with schedules, contracts, and automatic billing for the periods. [See in Odoo](https://www.odoo.com/r/ijG) The links "See in Odoo" lead to the official Odoo website. 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 UIC - the name, address, and VAT number of the company are filled in automatically. No errors in billing, no manual transcription. ###### Calls in CRM Telephony (VoIP - calls over the internet) is connected to the system: calls are recorded to the client's card. The merchant sees the entire history - emails, offers, and calls - in one place. ###### Messenger communication Inquiries from chat channels (Telegram, Viber, WhatsApp) enter the CRM as leads, rather than staying on the merchant's phone. Included in Polimex hosting. For whom ## Where does it have the fastest effect? [###### Trade and distribution Many customers, many offers; the portal and automatic orders handle the volume. See the industry](/en/industries/trade-distribution.md) [###### Services and projects From a won deal straight to project and invoicing by stages. See the industry](/en/industries/professional-services.md) [###### Manufacturing The offer calculates deadlines and costs based on real data, not assumptions. See the industry](/en/industries/manufacturing.md) ## Frequently asked questions Can I send offers from my phone? Yes. Odoo works in a browser and has a mobile app - the offer is created, sent, and tracked from the phone. Does it sync with Outlook and Gmail? Yes. Emails with the client are automatically attached to their card in the CRM, and the calendar syncs both ways. Can forms from my website create inquiries in the CRM directly? Yes - every inquiry sent from the site becomes a lead with a source and responsible person. This is exactly how this site works. Will the system make me change my sales process? No. The stages of the pipeline are set up according to your actual process. The system describes how you sell, it doesn't command you. How many salespeople do I need for it to be worth it? The benefit is not in the number of people, but in the fact that no inquiry is lost and the history remains within the company. ## How many inquiries did you lose last month? If you don't know the answer - that's exactly why you need a CRM. In 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 with a response within one business day. No obligation. Тема Sales Team Name \* Company \* Phone \* Email \* Number of employees- select -1 - 1010 - 5050 - 250over 250 Current software you are using Briefly what you need [Free consultation](#) #### Thank you! We have received your request. We will contact you within one business day.