Odoo CRM Tutorial for Beginners (2025) | How to use Odoo CRM to Track & Manage Leads (#1 CRM app)

Struggling to keep track of your leads, follow-ups, and clients? In this video, I guide you through using Odoo CRM to manage your customer relationships, track your sales funnel, and build a system that works, especially if you're a small business owner or entrepreneur. Whether you're new to Odoo CRM, looking for a free CRM tool, or want a better way to organise your business, this Odoo CRM tutorial is for you.

Discover how Odoo's CRM and customer management system work together to streamline efficient business processes. We also highlight how saving a contact in Odoo's database management system automatically syncs across features like invoicing and email marketing. Discover how streamlining processes with Odoo can improve your business intelligence.

Learn how to automate your sales process, manage contacts, and turn more leads into paying customers. Perfect for anyone exploring CRM for small businesses, Odoo in Kenya, or practical business automation tools.

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👉 This Odoo CRM tutorial is perfect if you're exploring CRM for a small business, lead tracking software, or want to implement the same business automation tools top brands use, without spending a fortune.

♡ What's in this video:

00:00 In the video...
00:29 Intro
00:57 What is Odoo, and what do they do?
01:46 Introduction to Odoo CRM
02:21 What is CRM & why you need one!
03:41 How to get started on Odoo
07:27 How to create & assign a new lead
08:52 Scheduling follow-ups and activities in Odoo
11:05 Understanding the sales pipeline (Leads to Won)
12:37 Customising CRM pipeline stages for your business
13:28 Why you should automate your CRM process
14:11 How to mark and find your Lost leads in Odoo CRM
14:38 Overview of the Odoo CRM dashboard
16:15 Q & A session!
16:20 Can you send an email (message) directly to your opportunity on the Odoo CRM app?
17:27 Can I track feedback from all my opportunities?
18:05 If I link my Odoo CRM to Odoo email marketing, do I pay an additional fee?
18:20 What is the purpose of a log note?
19:03 Odoo Bot in action
20:36 Does Odoo have an app?
21:06 How to set up and onboard your business on Odoo efficiently
22:07 2 ways to onboard your business on Odoo
24:50 The best strategy for SME's wanting to digitize their business using Odoo
27:18 8 tips for self-implementation on Odoo
27:48 What is the investment for Odoo-assisted implementation?
28:28 How do I know the best Implementation package for my business?
30:15 When should I consider a project estimator?
31:12 Final tips on getting started with Odoo CRM
31:54 Are there instalment pricing options?
32:42 Outro. (See you in Episode 4!)

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♡ Resources Mentioned:
Daniel Yadessa (Business Advisor) - [email protected]

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