Demo: Build an Odoo Sales Pipeline in 3 Minutes

Table of Contents

1. 00:00 – What does a blank Odoo dashboard look like?
2. 00:30 – Adding your first lead to the system
3. 01:00 – Converting a lead into an Opportunity
4. 01:30 – Dragging deals across pipeline stages
   1. 02:00 – Setting automatic follow-up reminders
   2. 02:30 – Viewing the pipeline value report
5. Key Takeaways & Next Steps

💡 According to Odoo, SMB businesses can set up their first CRM pipeline and record a lead in under 5 minutes — no IT team or external consultant required.

STEP 1 — 00:00

What does a blank Odoo dashboard look like?

When you first log in to Odoo, you are greeted by a clean overview dashboard with a horizontal menu bar at the top — each tile representing a module: CRM, Sales, Inventory, Accounting, etc. No data is pre-loaded; everything starts from zero so you can shape it around your actual business processes. This is precisely the moment that surprises many SMBs: the Odoo demo looks far cleaner and more intuitive than what they imagined ERP software would look like.

STEP 2 — 00:30 & 01:00

Add a Lead & Convert to Opportunity in Odoo

00:30 – Adding your first lead

Go to the CRM → Leads module and click the blue ‘New’ button in the top-left corner. A simple form appears: prospect name, company, phone number, ema

Adding your first lead

il, and lead source (website, referral, cold call…). Building your Odoo pipeline starts right here — fill in the form, hit Save, and the lead appears instantly in the list, ready to be actioned.

01:00 – Converting a lead into an Opportunity

Open the lead you just created and click ‘Convert to Opportunity’ — Odoo automatically asks which salesperson and team to assign it to, and what the expected revenue is. Once confirmed, the deal moves into the pipeline Kanban view and sits in the first stage (typically ‘New’ or ‘Qualified’). This is the moment the Odoo demo most clearly shows the difference: no re-entering data, no copy-pasting between a spreadsheet and the CRM.

STEP 3 — 01:30 & 02:00

Drag deals across pipeline stages & set automatic follow-ups

01:30 – Dragging deals across stages

The Kanban view of the Odoo pipeline displays columns by stage: New → Qualified → Proposition → Won. You simply drag and drop a deal card from one column to another as the deal progresses — Odoo automatically records the timestamp and the person who made the change. If you want to customize stage names to match your company’s own process (for example: ‘Meeting → Quote → Negotiation → Closed’), just edit them directly in the interface with no backend intervention required.

02:00 – Setting automatic follow-up reminders

Open a deal, scroll down to the Activities tab, and click ‘Schedule Activity’. Select the activity type (call, email, meeting), the reminder date and time, and add a note on what needs to be discussed. Odoo will automatically push a notification to the salesperson at exactly the right time — no separate reminder app needed, no sticky notes. This is the feature that Salesforce calls ‘activity management’ and charges for in higher-tier plans, while Odoo includes it out of the box even in the Community edition.

STEP 4 — 02:30

View the pipeline value report — real numbers at your fingertips

Go to CRM → Reporting → Pipeline Analysis: Odoo instantly renders a bar chart or pivot table showing total deal value by stage, by salesperson, or by time period. You can filter by team, by month, or drill down into individual deals with just 1 click — no need to export to Excel, no waiting for the end-of-week report. According to Gartner, businesses using real-time sales analytics achieve quota attainment rates 28% higher than those relying on manual reporting.

SUMMARY

Key Takeaways

Want to see an Odoo demo with real data from your industry?

Comment your industry below — Sonix will prepare a tailored Odoo pipeline demo using real-world data that closely mirrors your actual sales process.

No cost. No commitment. Just 30 minutes to see what Odoo looks like in your industry.

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