Odoo CRM: Features, Pricing and Setup For Australia

Odoo CRM is a customer relationship management system embedded in the broader Odoo ERP suite, designed to help businesses capture leads, manage pipelines, and automate the customer journey across touchpoints. More than just a customer management tool, it functions as a modular, fully integrated solution, enabling real-time collaboration across departments such as Sales, Accounting, and Marketing.

For Australian SMEs facing fragmented tools and rising operational costs, Odoo CRM delivers unified sales workflows, automation, and data visibility from a single platform.

This blog breaks down how Odoo CRM’s features, pricing models, and implementation options are structured, helping local businesses evaluate its suitability based on size, budget, and sales maturity.

What Are Odoo CRM's Key Features?

Odoo CRM acts as both a sales enablement tool and a pipeline automation platform, offering modular ERP-level functionality that rivals systems like Salesforce, Zoho CRM, or HubSpot - but at a significantly lower TCO (total cost of ownership), making it an ideal choice for Australian SMEs in manufacturing, services, and B2B.

Odoo CRM provides a modular, AI-driven platform that consolidates lead tracking, customer communication, opportunity analysis, and reporting - all integrated within the full Odoo ERP ecosystem. Described in the illustration below are the 12 most business-critical features relevant for Australian teams across industries:

1. Lead Acquisition & Pipeline Management

Odoo 18’s expected revenue automation

Odoo 18’s CRM introduces an automatic expected revenue update. When a quote is confirmed, the system adjusts the opportunity’s expected revenue in real time. This removes the need for manual updates and enhances sales forecasting accuracy—an essential feature for sales teams managing fluctuating deal values or complex B2B negotiations.

Intuitive & mobile-friendly CRM

With a redesigned UI and responsive mobile layout, Odoo CRM enables on-the-go lead management, drag-and-drop stage editing, and fast search filters. This is a major advantage for field sales teams in remote or regional parts of Australia, including the construction, mining, and agriculture sectors.

Inbound lead capture & multi-channel integration

The system connects with email, VoIP, website forms, live chat, and even event registrations to capture leads from various digital touchpoints. In an increasingly fragmented customer journey, this feature ensures that sales reps can act promptly, which is especially useful for businesses operating across time zones like Western Australia (WA) and New South Wales (NSW).

Automated lead management

Odoo CRM automates the lead nurturing process through segmentation, behavioural triggers, and personalised workflows. Businesses can configure automated email campaigns, deduplicate leads, and enrich records using minimal input (e.g., just an email or phone number). Predictive lead scoring uses AI to evaluate the likelihood of conversion, enabling teams to prioritise high-value prospects without manual triage.

“For many of our clients, predictive lead scoring has been a game-changer. It helps them prioritise high-value leads without the need for a dedicated data analyst.” - From Havi Expert Team

Advanced sales pipeline & opportunity tracking

With a visual Kanban pipeline, sales teams can create and manage opportunity stages aligned with their specific sales processes. Each opportunity can be enriched with tags, expected revenue, lost reasons, meeting schedules, and full communication history. This granular tracking provides actionable insights for managers and helps standardise sales processes across teams, which is critical for compliance-heavy or multi-region Australian businesses.

Odoo CRM also functions as a sales enablement system - offering capabilities seen in tools like Salesforce or HubSpot, but with simpler configuration and lower total cost of ownership for Australian SMEs. Learn how Odoo CRM integrates with these platforms in our guides on Odoo Salesforce and Odoo HubSpot integration.

2. Automation & Predictive Sales Tools

Automation for smarter selling

Odoo CRM incorporates smart automation tools to boost sales productivity. Automated lead scoring, task prioritisation, and follow-up reminders guide reps toward the most promising opportunities. Integration with VoIP allows click-to-call, automatic call logging, and real-time activity suggestions - all from a unified dashboard - reducing context-switching and manual errors.

Multi-channel communication & VoIP integration

Sales teams can engage leads via live chat, email, and phone - all within the CRM. Emails are automatically routed and logged under the corresponding contact, while missed call pop-ups and dial queues help ensure no lead goes unattended. This omnichannel capability is especially useful for businesses servicing national customers across different time zones and communication preferences.

3. Communication & Team Coordination

Customisable lead assignment & sales team management

Lead assignment rules allow teams to automatically allocate leads based on region, product, or quota. Sales reps can belong to multiple teams and receive alerts for key accounts or high-priority opportunities. This level of control supports team-based selling structures and is particularly relevant in sectors like real estate, technology, and financial services.

Customer 360° view & relationship management

Odoo CRM offers a unified customer view by aggregating data from sales, support, email, website visits, quotes, and invoices. This holistic visibility empowers businesses to build long-term relationships, personalise outreach, and ensure continuity across departments, enhancing both customer satisfaction and retention.

4. Marketing, Reporting & Integration

Integrated marketing & campaign tracking

Marketing performance is trackable directly in Odoo CRM using UTM tags, A/B tests, and built-in form analytics. Odoo’s integration with Email Marketing enables full campaign workflows - from segmentation to automation - without external tools. It also integrates with Google Ads and Mailchimp for multichannel attribution. This seamless loop between marketing and sales drives better ROI visibility.

Powerful analytics & reporting

Custom dashboards and real-time reports track essential metrics like conversion rates, team performance, and campaign effectiveness. Sales managers can analyse trends through cohort analysis or pipeline velocity tools, equipping them to make informed decisions in highly competitive Australian industries where margins are often tight.

Seamless ERP integration

As part of the broader Odoo ERP suite, the CRM module integrates effortlessly with apps like Odoo Sales, Accounting, Subscriptions, Live Chat, and Helpdesk. This integration removes silos, ensuring customer data flows smoothly between departments. For example, confirming a quote in CRM can trigger delivery and invoicing actions, streamlining operations and enhancing internal collaboration.

Whether you're a startup needing a free CRM with automation or a mid-sized business seeking full ERP-level visibility, Odoo CRM offers flexible features for every stage of business growth. Next, we explore the pricing structure tailored to Australian businesses, including both licensing tiers and implementation costs.

How Much Does Odoo CRM Cost In Australia?

Odoo CRM for Australia is free through the Community Edition and the One-App plan of the Enterprise Edition, while full-featured Enterprise plans start from AUD 34.40/user/month. Both Odoo Community and Enterprise editions offer access to the CRM module, but the feature set, integration capability, and support levels vary significantly.

1. Odoo Community Edition - Free and Open Source

The Community Edition includes the core CRM functionality at no cost. The screenshot below shows Odoo CRM as an option in the Community version:

This version supports basic tasks such as:

• Lead and opportunity tracking
• Sales pipeline management
• Manual activity scheduling

It’s ideal for startups or small teams with limited CRM complexity or integration needs. However, it lacks advanced tools such as predictive lead scoring, automated workflows, and real-time analytics - functions critical for businesses managing higher volumes or requiring interdepartmental coordination.

2. Odoo Enterprise Edition - Paid and Feature-Rich

In Odoo Enterprise, CRM is included in the One-App Free Plan, meaning businesses can use Odoo CRM as a standalone module at no cost if no other paid modules are added. However, once additional apps like Sales, Invoicing, or Marketing Automation are selected, pricing shifts to a modular, user-based model.

The following illustration shows a breakdown of the current Odoo Enterprise pricing tiers for Australia:

As of current benchmarks:

• Standard Plan: It starts at approximately AUD 34.40/user/month and includes cloud hosting, upgrades, and technical support.
• Custom Plan: This plan is tailored for businesses needing API access, custom developments, or multi-company support. Pricing is dependent on requirements.

Odoo pricing can vary based on your operation's location and development support level. For the most accurate quote in AUD, book a pricing consultation with our Odoo expert team.

3. Odoo CRM Implementation Cost in Australia

Beyond licensing, businesses should consider the total cost of ownership (TCO) of Odoo, which typically includes the following:

• Hosting: Cloud vs on-premise deployment
• Implementation & Customisation: Configuring stages, dashboards, workflows
• Integration: With third-party tools or other Odoo modules
• Training & Support: Onboarding users and ensuring long-term system usability

For Australian organisations, factors like data residency, industry-specific compliance, and GST rules may also influence the implementation scope and cost. Working with an experienced Odoo Partner in Australia ensures the CRM is configured in line with your sales processes and regulatory standards.

Once pricing is clarified, the next step is practical: how to install and configure Odoo CRM for your team. In the next section, we walk through each setup phase - from installation to custom pipelines - ensuring your system is ready for real sales success.

How Do I Install And Use Odoo CRM?

To use Odoo CRM, log in to your Odoo ERP platform, install the CRM module from the Apps dashboard, configure key workflows, and customise the sales pipeline. Below is a clear, step-by-step guide to getting Odoo CRM live and fully operational for your team.

Step 1: Install the Odoo CRM Module

Begin by logging in to your Odoo ERP instance.

Navigate to the Apps section on your Odoo dashboard, as instructed in the following screenshot:

• Search for CRM using the search bar.
• If it’s not already installed, click Install.
• Once installed, the CRM module will become accessible directly from your main dashboard.

Step 2: Initial Configuration

Initial configuration is essential for aligning the CRM with your sales structure.

• Go to CRM > Configuration > Settings (as described in the picture below)

• Enable core features like Lead/Opportunity management, Lead scoring, or Live Chat.
• Click Save once your selections are final.
• Then navigate to Configuration > Sales Team to define your teams - including names, assigned users, and performance tracking settings.
• Once done, click Save to apply your settings.

Step 3: Customise Your Sales Pipeline

Tailoring the pipeline stages to your sales process is crucial for tracking progress and forecasting.

• Go to CRM > Sales > My Pipeline
• Click + Stage to add stages like “Demo Scheduled” or “Proposal Sent.” See the image below for a visualisation of this action:

• Assign each stage a Sequence number to control its order.
• Use drag-and-drop to reorder stages visually for intuitive progress tracking.

“We often advise clients to map their current offline or spreadsheet-based sales stages directly into the CRM pipeline — it's a simple way to drive adoption without overwhelming teams.” — Havi’s Expert Team

To see pipeline configuration in action, we recommend watching:

For professional help with workflow mapping, book a session with our Odoo consultants for pipeline optimisation strategies.

Step 4: Manage and Assign Leads

To manage leads effectively:

• Go to CRM > Reporting > Leads (in List view) and click New. The image below shows the details of these actions:

• Input lead details, including contact, company, assigned sales rep, and expected conversion probability.
• You can assign leads manually or automate using rules based on geography, quotas, or source.
• To convert a qualified lead to an opportunity, open the lead and click Convert to Opportunity.

Step 5: Manage Sales Opportunities

Opportunities represent qualified sales in your pipeline.

• Navigate to CRM > Sales > My Pipeline
• Click on any opportunity card to update the status, expected revenue, probability, and activities. See the following screenshot for a closer look:

• Use the Activities tab to schedule follow-ups, meetings, and calls, helping reps stay on track and responsive.

Step 6: Use Reporting & Analytics

To evaluate performance:

• Access CRM > Reporting to view pipeline trends, forecasts, and conversion metrics. The following screenshot shows an example of inserting the Leads Analysis report in a spreadsheet from Odoo CRM:

• Select from filters like Team, Date Range, or Lead Source.

This empowers sales managers to take data-informed actions and course-correct early.

Step 7: Continuous Optimisation & Integration

Continuous improvement is key. Regularly analyse how leads move through stages, adjust pipelines, and gather feedback from your sales team. Use these insights to refine assignment rules, triggers, and custom stages.

For deeper functionality, integrate Odoo CRM with other Odoo apps such as Sales, Live Chat, Email Marketing, or Subscription, enabling cross-functional visibility and a seamless customer journey. The image below shows other Odoo applications that can be integrated with Odoo CRM:

By following these steps, Australian businesses can fully deploy Odoo CRM as a centralised, intelligent sales tool.

Once Odoo CRM is installed and configured, the question shifts from technical setup to practical impact: Does it deliver measurable results in real-world use? This next section explores how Odoo CRM performs in real-life business scenarios - grounded in user feedback, verified reviews, and a proven Australian case study.

How Does Odoo CRM Perform In Real Life?

Odoo CRM delivers strong real-world results for businesses that require flexibility, scalability, and integration with broader ERP systems. Based on third-party reviews and industry case studies, Odoo CRM has consistently proven effective for SMEs and mid-sized enterprises in Australia and beyond.

To assess real-world performance, we review:

• Current user reviews (pros and cons), and
• A successful implementation by an Australian company

1. What do users say about the pros & cons of Odoo CRM?

Odoo CRM is praised for its affordability, modular flexibility, and end-to-end sales management, but users also flag its initial complexity, occasional bugs, and reliance on technical support. In the table below, we have generated and filtered the most significant pros and cons of of Odoo CRM from its current users:

These insights are drawn from reviews on G2 and TrustRadius, where the majority of users represent industries such as technology, retail, manufacturing, and professional services. Roles typically span sales, operations, and IT - emphasising Odoo’s cross-functional appeal.

Overall, companies with internal technical expertise or access to Odoo consultants are best positioned to benefit from the platform’s flexibility. But for less technical teams or those seeking quick setup with minimal effort, Odoo may require more investment.

2. How does Odoo CRM help an Australian company?

One of our clients, AAF Australia - the country’s largest independent aluminium finisher - implemented Odoo CRM to replace its spreadsheets and fragmented communication systems.

Previously, the business struggled with manual, error-prone systems like spreadsheets for quotations and customer communications. This led to inefficiencies in sales, support, and operations.

To streamline its operations, Odoo CRM became the perfect fit, offering a unified platform that improved communication and process automation. With Odoo, AAF could automate quotations, reducing manual work and errors while speeding up their quote-generation process.

Key features like the automated quoting system and the “unread message indicator” in Odoo CRM allowed AAF to improve response times to customer inquiries and maintain better control over sales processes. The integration with other Odoo apps, like Sales and Operations, has further optimised workflows, ensuring a smooth transition from customer inquiry to order fulfillment.

This use case highlights a common pattern we see among Australian manufacturers - teams often move from manual quoting to automated CRM systems, resulting in faster sales cycles and fewer operational silos.

As a result, AAF has seen improved efficiency, faster quoting, and enhanced customer satisfaction.

3. How do I experience the Odoo CRM live demo?

To explore Odoo CRM in action, you can request a live demo tailored to your industry and use case. This session allows you to explore features like pipeline management, automation, live chat, and analytics firsthand. Our team at Havi Technology offers personalised walkthroughs that demonstrate real scenarios - from lead capture to deal closure - based on your business needs.

In conclusion, Odoo CRM equips Australian businesses with a centralised, customisable platform for managing leads, pipelines, and customer relationships efficiently. This guide has unpacked its key features, pricing options, setup process, and real-world performance. To see how Odoo CRM fits your business, book a free consultation with Havi Technology - a Certified Odoo Partner in Australia with 10+ years of CRM and ERP implementation experience across more than 10 industries.

References:

• G2. Odoo CRM
• Trustradius. Odoo CRM