Sales teams today face a common challenge — too many tools, too much manual work, and not enough time to focus on customers. Odoo 19 changes that. With a redesigned sales and CRM experience powered by automation and AI, the new version helps you move from lead to quote faster, communicate smarter, and keep customers coming back for more.
1. Capturing Leads Effortlessly
Scenario: You’ve just returned from a trade show with a pile of business cards.
Instead of typing them one by one, Odoo 19 automatically scans business cards and creates leads using built-in AI-powered OCR. The system instantly fills in names, emails, phone numbers, and company details, saving valuable time.
Once the lead is created, Odoo’s AI probability calculator analyzes your data to estimate the likelihood of conversion and identify which factors improve your chances.
Result: No more manual data entry or guesswork — just smart lead prioritization from day one.
2. Managing Leads and Communication
Scenario: You’re following up with multiple prospects at once.
Odoo 19 makes it simple to stay connected. A new Chatter improvement allows you to reply directly to CC’d emails inside the platform, keeping every message tied to the correct lead or opportunity.
Visa komunikācija tiek saglabāta kontekstā, tāpēc nekas netiek pazaudēts starp e-pastu pavedieniem un CRM datiem. Pārdošanas vadītāji jebkurā brīdī redz pilnu darījuma vēsturi vienuviet.
3. Creating Quotes with the New Quote Builder
Scenario: Your client is ready for a proposal.
The redesigned Quote Builder lets you craft professional quotes in minutes, complete with:
- Sections and subsections for a clear structure.
- Optional or hidden prices when needed.
- Automatic shipping cost calculation for transparency.
- Down payment collection directly through the portal for instant confirmation.
You can also use quotation templates for recurring offers, saving time while maintaining brand consistency.
Result: Faster, cleaner, and more flexible quotes that help you close deals sooner.
4. Building Customer Loyalty
Scenario: The sale is complete — now it’s time to keep that customer engaged.
Odoo 19 introduces a tiered loyalty system with multi-level rewards, enabling businesses to design discount tiers and reward returning buyers. Loyalty points and rewards sync automatically across online and in-store sales, giving your customers a consistent, rewarding experience.
Result: Stronger retention and increased lifetime value — all managed inside Odoo.
Summary: Smarter Sales, Happier Teams
Odoo 19 revolutionizes the sales and CRM experience with AI-driven automation, redesigned tools, and an intuitive workflow that simplifies every stage of the customer journey. The system enables teams to capture leads instantly by scanning business cards, assess conversion chances with AI-powered probability scoring, and maintain seamless communication through improved Chatter features.
The new Quote Builder allows users to craft structured, professional proposals in minutes — with flexible pricing options, automatic shipping calculations, and instant client confirmation through the customer portal. Once deals are closed, Odoo 19’s tiered loyalty system strengthens retention by rewarding returning buyers with multi-level benefits.
Altogether, these updates empower sales teams to work faster, collaborate more effectively, and deliver exceptional customer experiences — all from one connected platform.
💡 Ready to see Odoo 19 in action?
Let’s explore how the latest features can simplify your sales cycle and help your team sell smarter — not harder.