If you’re using Odoo CRM, you’re already ahead of the game. To truly make the most of it, automating your sales workflow in Odoo CRM can save your team hours of manual work and drastically improve conversion rates.

Too often, businesses are manually assigning leads, tracking tasks on spreadsheets, or trying to remember who to follow up with. It works—until it doesn’t. That’s why automating your sales workflow in Odoo CRM is such a game changer. In this guide, I will break down how to do it, why it matters, and how to start simple and scale smart.

What Is a Sales Workflow in Odoo CRM?

A sales workflow in Odoo CRM is what your sales reps do—from getting a new lead to closing the sale. Odoo CRM follows each step in a pipeline, which can be defined by you, so it is easy to get an overview at a glance of where every opportunity is.

Your process can include:

  • Capturing leads from your website
  • Qualifying leads to opportunities
  • Assigning sales reps
  • Sending proposals
  • Following up and closing deals

If you automate, the steps are executed in sequence without you having to click on buttons by hand.

Why Automate Your Sales Workflow in Odoo CRM?

It is about more than just convenience CRM when you automate your sales workflow in Odoo CRM. It generates business value.

Benefits of Automation:

  • Rapid response to leads: Automate the task assignment and email the moment a lead enters your system.
  • Fewer missed follow-ups: Work is scheduled to be done as the lead travels further down the pipeline.
  • Smarter team workflows: Less admin time and more selling time.
  • Easier reporting: By way of continuous automation, your CRM data is richer and more insightful.

These benefits directly contribute to higher sales and better customer satisfaction for growing companies.

Key Tools to Automate Your Sales Workflow in Odoo CRM

Odoo CRM has several tools through which workflow automation is beneficial. Let us discuss how you can utilize them.

1. Automated Actions

Automated actions are automatic actions that run on the occurrence of a criterion—e.g., on the creation of a lead to the system or modified pipeline stage.

Examples:

  • Automatically route a lead to an agent by geography or industry.
  • Automatically schedule a follow-up call when an opportunity is created from a lead.
  • Alert a manager by email or Slack if a sale is more than $10K.

It’s in Settings > Technical > Automated Actions (you first need to enable developer mode).

2. Scheduled Activities

This puts your team on a schedule without reminders on the calendar or post-it notes.

Example Workflow:

  • Lead is in → System sends to sales rep.
  • Call lead task due tomorrow.
  • After the call → another task to send a proposal is scheduled.

Each such task is paired with each lead or opportunity and trails behind it as it goes through the pipe.

3. Auto-responses and Email Templates

Send professional email templates automatically at different stages of your sales workflow in Odoo CRM.

Ideas:

  • Welcome email on a new lead.
  • Deal proposal email when the deal is in “Proposal Sent” status.
  • 3 days quoting follow-up email.

This consistency also helps you build credibility with leads and does not leave your team in a position where they have to start everything from scratch.

4. Lead Scoring and Routing

Lead scoring allows you to assign points on job title, company size, or product interest. You can then route the leads automatically to their respective salespersons once you’ve scored them.

Example:

  • Lead from a key industry = 50 points.
  • Lead from large company size = +30.
  • And who had over 70? Assign to Senior rep.

This routing type takes your high flyers to top leads.

A Sample Sales Workflow in Odoo CRM

Here is a complete example of an automated sales process within Odoo CRM:

1. Lead Captured

Lead completes your site contact form.

→ Odoo generates a new lead.

→ Automated email is sent as an act of appreciation for showing interest.

2. Scoring and Assignment

Odoo assigns the lead with a high score for form information.

→ If the score is high, the lead is routed to a senior sales representative.

3. Follow-up Task Created

The call is scheduled for tomorrow.

→ Sales rep gets a task on the Odoo dashboard.

4. Lead Qualified to Opportunity

Rep qualifies the lead on call.

→ Lead is transitioned to opportunity.

→ Task to send proposal is created.

5. Proposal Sent

Opportunity stage “Proposal Sent.“

→ Automatically sends quote via email.

→ Automatically generates a 3-day follow-up task.

6. Deal Closed

When the opportunity is “Won”,

→ Automatically generates invoices.

→ Customer is routed to account management or onboarding.

Your company may need a different workflow, but the principles are the same.

Monitoring and Optimizing Your Workflow

Once you have automated your sales process in Odoo CRM, optimization comes next.

Odoo’s reporting tool gives you an insight into:

  • Conversion rates of lead-to-deal
  • Activity completion rates
  • Stage-to-stage time
  • Sales representative performance time

Optimize your steps based on these observations. For example, if you notice deals in proposal status, maybe it needs an auto-follow-up.

Conclusion

You don’t automate all at once. I recommend that you start with one or two most critical steps like auto-follow-ups or lead assignments before expanding.

The highest sales performers use Odoo CRM to monitor, but above all, to drive activity. By automating your sales process in Odoo CRM, you’ll achieve consistency, clarity, and additional time to focus on results and relationships.

Are you struggling to get automation working or need your existing workflow reviewed? Having an experienced Odoo consultant on your side can be a game-changer. They will assist in making it all work just for you – so automation works for your team, not against it.

Book a Consultation Call!