What Is Odoo CRM?

Odoo CRM is a powerful open-source ERP/CRM with a wide range of company apps and a simple lead tracking system. It offers a feature-rich and robust online interface that is extremely configurable to meet your specific business needs. You may also get it from GitHub or download the source code. It's the Odoo platform's Customer Relationship Management module. It lets you see all of your leads/opportunities in one place, manage them as they progress through the stages, and analyze your performance.

Salespeople demand an easy approach to track their prospects in today's marketing and sales climate, and they want all of the information in one location. Managers also demand access to the sales pipeline and the actions taken by their salespeople. The Odoo CRM software benefits both salesmen and managers by increasing their efficiency and providing them with easy-to-segment, well-visualized data. As a result, it is considered one of the top open-source applications.

Odoo CRM Demo

What Do We Serve?

1. Application Consultation For Odoo CRM Open Source Software

AssistNix provides complete Odoo CRM consulting services, including development, modification, installation, integration, content management systems, and maintenance. We have vast experience in Odoo CRM software development and large-scale open-source web development for our clients all around the world. We've built some of the most stable, secure, high-performance, and dynamic online apps using the open-source platform.

2. Odoo CRM On Premises Installation And Configuration.

We also offer Odoo CRM installation and configuration services at AssistNix. Let's begin with the most fundamental server configuration. You simply need to specify the domain name you wish to utilize. Users can also log in using their existing credentials if the server is connected to an existing UCS or Active Directory domain.

3. Issues Fixes On Self Hosted Servers.

If you're having issues with your self-hosted servers, don't fret; AssistNix can assist you. Our team of knowledgeable and experienced experts can efficiently handle all of your concerns and provide you with the best solutions for all of your self-hosted server problems. We ensure that your application runs without a hitch.

4. Odoo CRM Application SaaS Hosting.

We provide application hosting services for mission-critical applications at AssistNix, which include 24/7 monitoring, ongoing application maintenance, and business continuity services. We support a high level of service delivery in the areas of availability, dependability, security, scalability, and compliance. Our team will ensure that you receive the best app hosting service possible.

5. Odoo CRM User Guide & Application Use.

AssistNix's professionals also create outstanding Odoo CRM application user guides so that our users can rapidly learn how to use the app and have a positive experience. Our user guide includes simple language, photos, a focus on the problem, a logical hierarchy and flow, a table of contents, searchable material, accessible content, excellent design, real user comments, and links to extra resources.

Key Features Of Odoo CRM

List Key Features 

· Banking Integration
· Asset Management
· Accounting
· Budgeting
· Attendance Management
· Case Management
· Cloud Computing
· Contact Manager
· Banking Integration
· Email Integration
· Document Management
· CRM and Sales Report
· CRM analytics

Odoo CRM Installation

To install Odoo in Ubuntu, you must first upgrade the server before creating an Odoo user. Install PostgreSQL server and create a PostgreSQL user in Odoo. Then install Odoo and create a Log directory.

To install Odoo on a Windows PC, you must first obtain the Odoo version that is appropriate for your system. After you've downloaded it, you'll need to choose a language, grant copyright rights, then install it using the custom option. Configure the PostgreSQL connection details now. After you've configured PostgreSQL, you'll need to specify a Destination Folder. Then select Install from the drop-down menu.

To install Odoo in CentOS 8, first update the system and install the EPEL repository, then install Python 3 and other dependencies, and finally install and set up PostgreSQL. In CentOS 8, you'll also need to install the Wkhtmltopdf Tool. Finally, under CentOS 8, you can install and set up Odoo.

How To Install Odoo CRM on Ubuntu

Step 1: Update Ubuntu system

Start by updating your Ubuntu Linux.

sudo apt-get update
sudo apt-get upgrade -y

A reboot is necessary after an upgrade.

sudo reboot

Step 2: Install PostgreSQL Database

Odoo recommends using PostgreSQL database server for data storage, install PostgreSQL database server on Ubuntu:

To install the default version available in Ubuntu repositories. run:

 sudo apt install postgresql postgresql-client 

Step 3: Install wkhtmltopdf

wkhtmltopdf is required for printing reports as it does the conversion of html to pdf. The version of wkhtmltopdf available in Ubuntu repositories does not support headers and footers so it is not used as a direct dependency.

The recommended version of wkhtmltopdf to install is 0.12.5 and is available on the wkhtmltopdf download page, in the archive section.

Step 4: Install oddo

# sudo wget -O - https://nightly.odoo.com/odoo.key | sudo apt-key add -
# sudo echo "deb http://nightly.odoo.com/13.0/nightly/deb/ ./" | sudo tee -a /etc/apt/sources.list.d/odoo.list
# sudo apt-get update && apt-get install odoo
# systemctl status odoo
# systemctl is-enabled odoo

Step 5:  Install and Configure Nginx as a Reverse Proxy for Odoo

# sudo apt install nginx 
# systemctl status nginx
# systemctl is-enabled nginx

Step 6: Create an Nginx server block for Odoo in the file /etc/nginx/conf.d/odoo.conf as shown.

# sudo vi /etc/nginx/conf.d/odoo.conf

server
{
listen      80;
server_name odoo.tecmint.lan; access_log /var/log/nginx/odoo_access.log; error_log /var/log/nginx/odoo_error.log; proxy_buffers 16 64k; proxy_buffer_size 128k; location /
{ proxy_pass http://127.0.0.1:8069; proxy_redirect off; proxy_set_header X-Real-IP $remote_addr; proxy_set_header X-Forwarded-For $proxy_add_x_forwarded_for; proxy_set_header Host $http_host;
}
location ~* /web/static/ { proxy_cache_valid 200 60m; proxy_buffering on; expires 864000; proxy_pass http://127.0.0.1:8069; } gzip on; gzip_min_length 1000; }
        
# sudo nginx -t      

Restart the Nginx service to effect the recent changes.

# sudo systemctl restart nginx

Eenable UFW firewall

# sudo ufw allow http
# sudo ufw allow https
# sudo ufw reload

Accessing Odoo Web Administration Interface

http://odoo.example.com

Create database connection

Oddo Login page

💡
“80% of tradeshow leads are never followed up.”
– Center for Exhibition Industry Research (CEIR)

How To Install Odoo CRM In Centos

Update the System and Install EPEL Repository

# sudo dnf update
# sudo dnf install epel-release

Install Python3 and Other Dependencies

# sudo dnf install python36 python36-devel git gcc wget nodejs libxslt-devel bzip2-devel openldap-devel libjpeg-devel freetype-devel

Install and Configure PostgreSQL

# sudo dnf install postgresql-server postgresql-contrib
# sudo postgresql-setup initdb
# sudo systemctl restart postgresql
# sudo systemctl enable postgresql
# sudo systemctl status postgresql

Install the Wkhtmltopdf Tool

# sudo dnf install 

Install and Configure Odoo in CentOS

# sudo useradd -m -U -r -s /bin/bash odoo -d /opt/odoo
# sudo su - odoo
# git clone https://www.github.com/odoo/odoo --depth 1 --branch 13.0 /opt/odoo/odoo13 

Clone the virtual environment as shown.

# cd /opt/odoo
# python3 -m venv odoo13-venv
# source odoo13-venv/bin/activate

Iinstall python modules

# pip3 install -r odoo13/requirements.txt
# deactivate && exit

Create directodry for custom addons

# sudo mkdir /opt/odoo/odoo13-custom-addons
# sudo chown -R odoo:odoo /opt/odoo/odoo13-custom-addons

Create custom log directory

# sudo mkdir /var/log/odoo13
# sudo touch /var/log/odoo13/odoo.log
# sudo chown -R odoo:odoo /var/log/odoo13/

Create custom confihuration file

# sudo vim /etc/odoo.conf

Paste the following configuration and save the file.

[options]
; This is the password that allows database operations:
admin_passwd = strong_password
db_host = False
db_port = False
db_user = odoo
db_password = False
xmlrpc_port = 8069
; longpolling_port = 8072
logfile = /var/log/odoo13/odoo.log
logrotate = True
addons_path = /opt/odoo/odoo13/addons,/opt/odoo/odoo13-custom-addons

Create an Odoo Systemd Unit File

Create a systemd unit file for Odoo.

# sudo vim /etc/systemd/system/odoo13.service

Paste the following configuration and save the file.

[Unit]

Description=Odoo13

#Requires=postgresql-10.6.service
#After=network.target postgresql-10.6.service

[Service]

Type=simple

SyslogIdentifier=odoo13

PermissionsStartOnly=true

User=odoo

Group=odoo

ExecStart=/opt/odoo/odoo13-venv/bin/python3 /opt/odoo/odoo13/odoo-bin -c /etc/odoo.conf

StandardOutput=journal+console

[Install]

WantedBy=multi-user.target

# sudo systemctl daemon-reload
# sudo systemctl start odoo13
# sudo systemctl enable odoo13

To check status:

# sudo systemctl status odoo13

For Odoo to be accessible on a browser, open the port across the firewall.

# sudo firewall-cmd --add-port=8069/tcp --zone=public --permanent
# sudo firewall-cmd --reload

Install Nginx as Reverse Proxy for Odoo

# sudo dnf install nginx
# sudo vim /etc/nginx/conf.d/odoo13.conf

and paste the following configuration as shown.

upstream odoo {
server 127.0.0.1:8069;
}
server {
listen 80;
server_name server-IP;
access_log /var/log/nginx/odoo13.access.log;
error_log /var/log/nginx/odoo13.error.log;
location / {
proxy_set_header X-Forwarded-Host $host;
proxy_set_header X-Forwarded-For $proxy_add_x_forwarded_for;
proxy_set_header X-Forwarded-Proto $scheme;
proxy_set_header X-Real-IP $remote_addr;
proxy_redirect off;
proxy_pass http://odoo;
}
location ~* /web/static/ {
proxy_cache_valid 200 90m;
proxy_buffering on;
expires 864000;
proxy_pass http://odoo;
}
gzip_types text/css text/less text/plain text/xml application/xml application/json application/javascript;
gzip on;
}

Save and exit the configuration file.

Now start and enable Nginx webserver.

# sudo systemctl start nginx
# sudo systemctl enable nginx

Confirm that Nginx is running as shown.

# sudo systemctl status nginx

Finalizing Odoo Setup

Launch a web browser and visit your server’s IP as shown.

http://server-ip/

Create Database

Oddo login page

Step By Step Guide Of How To Use Odoo CRM By AssistNix

This AssistNix tutorial explains how to install and use the Odoo CRM tool.

Odoo CRM Lead Entry

You can manually enter leads into the Odoo CRM module either one at a time or in bulk. You can also automate lead input by linking the system with your website contact forms and/or VoIP phones.

Odoo CRM Lead/Opportunity Management

You can allocate a lead to a certain salesperson after it has been entered into the system. As the lead progresses through the sales process, the salesperson may simply drag and drop it from one stage to the next (for example, from New Lead -> Qualification -> Proposal -> Won Opportunity).

Lead Scoring

Lead Scoring With Odoo CRM, you can also rate leads based on your own criteria. You can use this to priorities your time and schedule certain actions based on the lead's quality. The number of stars in the image above represents the lead score.

Next Activities

To stay on track, make a list of your next actions, such as phone calls and meetings. You can email or call the customer directly from your system if you have e-mail and/or VoIP integration.

Send Quotes

Once opportunities have been qualified, send them quotations directly from Odoo CRM. Simply pick "New Quotation" from the drop-down menu, update the information, and send it through e-mail or print.

VoIP Integration

You can greatly boost efficiency by integrating your Odoo platform with VoIP systems like Asterisk or OnSIP. You can make outbound calls from Odoo and set up an automatic call queue to call a list of leads.

Odoo CRM Reports/Dashboards

Your salespeople and managers may easily examine crucial lead/opportunity KPIs in the form of graphs, charts, and more with Odoo CRM's bespoke dashboards. They can also produce reports and export data.

FAQs For Odoo Applications

1. What kind of services does Assistnix provide?

We provide a comprehensive range of services at AssistNix, including Odoo CRM application consultancy, installation, configuration, hosting, and user guides. All of these services are provided at a very low cost by our knowledgeable personnel. We have a knowledgeable and experienced consulting staff that specializes in open-source software such as Odoo CRM application consulting. We'll also take care of any issues you're having with self-hosted servers. We also provide outstanding application hosting and provide application user guides. AssistNix is a fantastic organization that provides excellent Odoo CRM and open-source software assistance.

2. Are there Assistnix demos or trial versions available?

We provide a comprehensive range of services at AssistNix, including Odoo CRM application consultancy, installation, configuration, hosting, and user guides. All of these services are provided at a very low cost by our knowledgeable personnel. We have a knowledgeable and experienced consulting staff that specializes in open-source software such as Odoo CRM application consulting. We'll also take care of any issues you're having with self-hosted servers. We also provide outstanding application hosting and provide application user guides. AssistNix is a fantastic organization that provides excellent Odoo CRM and open-source software assistance.

3. How can I receive Assistnix support?

AssistNix ensures that our customers have easy access to our help in order to provide them with the best possible experience. Our clients can communicate with us in a variety of ways. You can contact us by phone, email, using the support portal, or using the support forums, depending on your membership. Whatever assistance you desire, our team will be there to help and support you completely. Any issue you're encountering can be reported, and we'll take care of it.

4. Pros Of Odoo CRM?

Odoo is a powerful open-source ERP/CRM with a wide range of company apps and a simple lead tracking system. It offers a feature-rich and robust online interface that is extremely configurable to meet your specific business needs. You may also get it from GitHub or download the source code. Odoo apps are seamlessly linked, allowing you to completely automate your business processes and realize the savings and benefits. Odoo's framework is one of a kind, with a modern and clean technological design. It enables us and our community developers to deliver excellent usability across all apps.

5. What are the main benefits of Odoo?

It improves customer relationship management, purchasing management, and your company's general efficiency. It also aids in the centralization of data and the transparency of workflows. Implementing Odoo ERP and integrating it with customer relationship management improves customer relationship operations in the trading firm. Business managers may priorities the follow-up of sales activity in the pipeline with Odoo ERP. Odoo collects critical inputs and insights into ongoing business activities to guarantee that trading operations and customer relationship management are transparent. Furthermore, it directs all business activities toward increasing sales and revenue. If you require Odoo CRM installation or configuration services, please contact AssistNix, who will gladly assist you.

6. Does Assistnix have Odoo CRM apps?

Assistnix is one of the largest contributors to Odoo apps, with over 600 apps spanning accounting, CRM, warehouse, E-commerce, and point-of-sale. You can be confident that AssistNix has Odoo apps. We have a team of skilled specialists who will ensure that you have the app you desire. If you have any questions or concerns about our Odoo apps, please contact our team or manager, who will gladly assist you. We understand that dealing with technical work might be challenging for you, therefore we make every effort to help you with solutions to any problems or misunderstandings you may have.

7. Do Assistnix Odoo CRM apps provide support?

Customer satisfaction is our primary focus at AssistNix. As a result, we make certain that our customers receive the best features available with each service. Yes, for any of our products or apps, we offer 65 days of free Odoo support. As a result, you won't have any issues or confusion while utilizing the Odoo apps. No matter what kind of assistance you require, we will provide it. You can count on our team to provide quick and efficient answers to any of your Odoo CRM app concerns. Contact us immediately to take advantage of all of our fantastic services at very reasonable prices.

8. Any assistance for the installation of apps in Odoo CRM?

Yes, we give complete installation assistance for the Odoo apps. On our website, AssistNix, there is a detailed section that explains how to install Odoo apps in various operating systems such as Ubuntu, CentOS, and even Windows. If you still have an issue, please contact our team, and they will do their best to help you. If you are unable to install the app on your own, our professional team will do so for you. We offer complete support for open source software such as Odoo, as well as the installation of their apps.

9. Can we test apps in Odoo CRM before we make the purchase?

Yes, you can test the app on our demo server just you have to send a Odoo demo request to us. For sending the demo request you will need to fill out a form and give us the required details. We understand that purchasing an app is a difficult decision. You might not find the app worth your money after the purchase. Therefore, at AssistNix we allow you to test apps in Odoo before making a purchase. When you send us the demo request we will provide you with the demo app that you can use to check whether the app will be a good purchase or not.

10. Can we schedule the demo to understand the functions of apps in Odoo CRM before we make the purchase?

Yes, you can schedule the demo to understand the functions of Odoo apps. We can appoint people who will assist you in this, and also clear your doubt about the app. This demo will help you make a quick decision on whether you should buy that particular app or not. We strive hard to give our customers the best services for their money. Therefore, we make sure that you thoroughly check and test the app before purchasing it. So in case if you think the app lacks the features that you need then your money won't be wasted. Send us a demo request at AssistNix and test the Odoo app.

11. How compatible are Assistnix Odoo CRM apps?

According to the Odoo app policy rules, all Assistnix Odoo apps are compatible with all Odoo standard apps and core modules. You can count on AssistNix to provide the best services at all times. We have established our values and adhere to them at all times. This enables us to keep moving forward and exceed your expectations. All of our knowledge and efforts boil down to these fundamental business values. While working on any company decision-making process, we believe in complete transparency. Every project is equally essential to us, and we give it our all, whether the client's request is large or small. As a result, whichever app you require will be very compatible.

12. Does Assistnix have an industry-centric solution in Odoo CRM?

As an Odoo Gold Partner, Assistnix has created many verticals in Odoo for various industries, including real estate management, hospital management, health care, tours and travel management, hotel management, auto repair and service industry, hire and equipment industry, spice manufacturing and production, pharmacy and pathology laboratory management, support/helpdesk management system (service industry), rental management, and many others. AssistNix offers the most industry-specific Odoo solutions. You will receive the most effective solutions to any of your Odoo-related issues.

13. Does Assistnix provide customization service?

Yes, AssistNix provides Odoo apps customization services, you can also do customization for our existing Odoo apps. We make sure that you get the best customization services for your Odoo apps. Our team of professional technicians will also help you with the customization of your Odoo apps making sure you have an incredibly great experience while working with us. So, if you need customization services for your existing Odoo app make sure to contact our team and they will guide you thoroughly about the whole process.

14. Assistnix ERP implementation Services?

Yes, AssistNix offers Odoo ERP implementation services all over the world. We've worked in Latin America, the United States, Europe, the Middle East, and Pan Asia. AssistNix has extensive experience in a variety of fields. We ensure that the ERP implementation services we give are of the highest quality. If you require implementation services, please contact us immediately. We will provide you with excellent ERP implementation services at very reasonable rates. We provide a complete Odoo ERP implementation solution for a wide range of enterprises. Information collecting, development, customization, data migration, data conversion training, and post-deployment support are all included in our services. So, contact us today to take advantage of all of AssistNix's services.

15. What is the Purpose of Assistnix?

Make technology accessible to everyone at a low cost, because everyone deserves a shot. AssistNix can help develop entrepreneurs and businessmen by doing so. The goal is to become an important part of the business, operating as a technical partner, rather than just a good service provider. Providing clients with solutions that can be game-changers. It's the most rewarding feeling in the world to put a grin on someone's face by using technology as magic.

16. How can we hire Assistnix Services?

You can hire Assistnix in a variety of ways. For example, you can hire an Odoo developer from us on a weekly or monthly basis. You can conduct an interview with them based on their knowledge and experience. You can also purchase hourly bundles that you can use as prepaid hours to use our Odoo services anytime you need them. We can arrange a meeting with our team, and they will give you a demonstration. We make certain that you can use our services without difficulty.

Odoo CRM - AssistNix
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