Services / Odoo / Sales
Sales

From the first lead to the renewal, and the till in between.

Odoo's sales apps follow a customer all the way: leads on a pipeline in CRM, quotations and orders in Sales, recurring contracts in Subscriptions, the shop counter or restaurant floor in Point of Sale, and rentals with dates and returns. They share records with inventory and invoicing, so a signed quote does not have to be re-entered anywhere.

See the six apps →A worked example

CRM and Sales are separate apps in Odoo. CRM tracks opportunities; Sales turns them into quotations, orders and invoices.

Illustration of a CRM pipeline, simplified. Sample data.
What it does

Selling that leaves a clean trail.

Selling goes wrong in the gaps: a lead nobody followed up, a quote that never reached the warehouse, a renewal nobody noticed. Odoo's sales apps are built to close those gaps by keeping each step in one database.

01A pipeline you can read
Each opportunity is a card with its key details, grouped by stage in a Kanban view, with the expected revenue of each stage shown. Cards move as the deal does.
02Follow-ups that plan themselves
Calls, meetings, mailings and quotations are scheduled as activities, and the next one can be planned automatically from your sales script.
03Quotes in two clicks
Create a quotation from the product catalogue, from a template for your common orders, with the right prices and taxes for each customer.
04Customers act for themselves
A portal lets customers see their quotations, orders and deliveries, and pay or sign online.
05Recurring revenue, automated
Subscriptions handle renewals, invoices, taxes and payments, so the team spends its time on the customer relationship.
06Shop and restaurant, same database
Point of Sale runs the till, online and offline, and feeds the same stock, accounting and loyalty records as everything else.
Explore

Six sales apps, up close.

Pick an app to see what it covers and how its screen might look.

Leads and opportunities, on one pipeline

Find the leads worth your time and move them to a quote.

  • Each opportunity is a card with its key details, grouped by stage in a Kanban view, with each stage's expected revenue.
  • Schedule calls, meetings, mailings and quotations as activities; the next one is planned automatically from the sales script.
  • Incoming emails are added to the pipeline, so team and customer contact sits in one place.
  • Automation creates leads, assigns them to teams and schedules activities.
  • AI lead scoring ranks leads so the team works on the right priorities.
  • Revenue forecasts, team performance analysis and custom dashboards come from the same data.
What you’re looking at

A card is a deal

Drag a card from one stage to the next as the deal moves. The stage totals change with it, so the forecast is always the current pipeline.

Illustration of a screen, simplified. Sample data.
A worked example

One order, from a lead to a paid invoice.

A single order followed through the apps, built from what Odoo's pages say each app does. It is an illustration, not a promise of any particular configuration.

  1. Lead arrivesAn enquiry lands on the pipeline and is scored.
  2. Quote sentA quotation is made from the catalogue and sent to the customer.
  3. Customer signsThe customer signs or pays from the portal.
  4. Goods leaveThe confirmed order drives the delivery from stock.
  5. Invoice goes outThe invoice is created from the order and followed until paid.

Illustrative. A real project decides which of these steps are automatic and who approves each one.

Who uses it

The people on the sales side.

Odoo's pages describe these roles across the apps.

RoleWhat they do
SellersWork a pipeline, schedule follow-ups, send quotes and see customer emails in one place.
Sales managersRead forecasts and team performance, and watch which stages hold the revenue.
CustomersUse the portal to see quotations, orders and deliveries, and to pay or sign.
Shop and restaurant staffTake orders at the till or table, work from the preparation display and keep serving when the connection drops.
FinanceReceive invoices created from orders and read recurring-revenue dashboards.
WarehouseReceive confirmed orders as deliveries, without a second system.
Connects to

How it meets your other tools.

From the integrations Odoo's own pages name.

Connects toHow
Email, live chat, SMS and VoIPCRM lists these as ways contacts reach the team, with every message kept on the lead.
Amazon and other marketplacesThe Sales page says an Amazon connector links Odoo Sales to major online marketplaces.
Shipping couriersSales and Inventory integrate with local and global couriers. The pages do not name them.
eCommerce and WebsiteOnline orders, product variants and pricing are shared with the shop; Rental uses eCommerce for online booking.
Inventory and ManufacturingConfirmed orders drive deliveries and production, and product data is shared.
Accounting and InvoicingInvoices are created from orders, and Point of Sale and Subscriptions post to the same books.
WhatsAppInvoices, event tickets and point-of-sale receipts can be sent through WhatsApp.
Delivery platformsRestaurant POS takes orders from third-party delivery apps; Odoo's page captions name Uber Eats, DoorDash and Deliveroo.
AI

Where AI appears in selling.

Odoo describes AI inside these apps. It does not describe a long list of sales agents, and neither do we.

01Lead scoring
CRM and Sales score leads to narrow down which are worth the team's time.
02Questions in the restaurant
Restaurant POS says its AI can answer questions about tonight's bookings, monthly revenue and margin per product category.
03Credits
Odoo 20's release notes say all AI features now need credits, which are bought through in-app purchases.

See the Odoo AI page for agents, AI fields and the other tools.

© 2026 Mawkish Technologies. This guide, its diagrams and illustrations are protected by copyright. You’re welcome to learn from it and to quote it with credit and a link. Reproducing it, by hand or through AI, and publishing it as your own is not allowed. Read our copyright notice

Questions

Straight answers.

What is the difference between CRM and Sales?

CRM tracks leads and opportunities through a pipeline. Sales creates quotations, takes orders and drives delivery and invoicing. They are separate apps that share the same records, and CRM can create quotations from an opportunity.

Can customers sign and pay online?

Yes. Odoo's Sales page describes a customer portal where customers view quotations, orders and deliveries and can pay or sign online.

Does Point of Sale work without internet?

Odoo's pages say payments made offline sync automatically when the connection returns, and that the restaurant register can be used offline. Confirm the exact behaviour for your devices during design.

Is there a separate restaurant version?

Odoo describes Point of Sale for restaurants on its own page, with floor plans, kitchen displays and delivery-app orders, alongside the shop version.

Can I rent products out and take bookings online?

Yes. Rental handles pricing by hour, week, month or year and, with eCommerce, lets customers reserve dates and check out on your website.

Which payment terminals and couriers are supported?

Odoo's pages mention terminals and couriers but do not name them. We would list the ones you need at the start of a project and check them against Odoo's current documentation.

Checked against Odoo's own pages in November 2026.

Across Odoo

You are on Sales. Where next?

Each of the eight families has its own page, and you can visit them in any order. Choose one to go there.

You are currently viewing Sales

Also across Odoo

How the apps fit together

Talk to us

Talk it through with us.

Tell us what you want Odoo to do for you, and we will help you work out where to start.

  • Your goals and the systems involved
  • Which Odoo apps fit, and which can wait
  • A sensible first step

Odoo, its app names and its app icons belong to Odoo S.A. The icons are shown as Odoo publishes them on its brand-assets page. Other names are the property of their owners. Screens shown are our own illustrations with sample data, not Odoo screenshots. Product descriptions follow Odoo's own published material and may change; check odoo.com for current details.

At Mawkish, the Orlby Review is how we keep Odoo Sales work checked, owned and answered for, whoever does the build.

© 2026 Mawkish Technologies. This guide, its diagrams and illustrations are protected by copyright. You’re welcome to learn from it and to quote it with credit and a link. Reproducing it, by hand or through AI, and publishing it as your own is not allowed. Read our copyright notice