Odoo is a cloud-based customer relationship management platform that unifies your leads, pipeline, communications, and reporting into a single, connected workspace. Designed for businesses of all sizes across Australia, it replaces the chaos of spreadsheets and disconnected tools with structured, automated, and measurable sales processes — helping your team close more deals with less effort, every single day. Trusted by more than 200 Australian businesses, Odoo CRM software in Australia is the platform of choice for sales teams who need enterprise-grade capabilities without the enterprise price tag. From fast-growing startups to multi-division national organisations, Envertis configures and deploys the system to match your exact workflows — so your team is productive from day one.
From the first website enquiry to the signed contract, Odoo CRM manages every stage of your sales journey in one place, automatically capturing leads, tracking interactions, generating quotations, and forecasting revenue without switching between tools.
Unlike standalone CRM tools that require expensive third-party connectors, Odoo ERP integrates natively with Odoo Accounting, Inventory, Manufacturing, Projects, and eCommerce — giving every department a single source of truth for the customer.
As a certified Odoo partner in Australia, Envertis has deployed Odoo across hundreds of Australian businesses — from startups and SMBs through to enterprise organisations. With local teams in Sydney, Melbourne, and Brisbane, we deliver implementation, training, and ongoing support that understands how Australian businesses actually operate.
Whether you are managing a five-person sales team or a national operation with multiple divisions, CRM software grows with your ambitions. Envertis offers Odoo customisation services that match your specific industry workflows, sales methodology, and reporting requirements — so your team achieves results from day one.
One surefire way to reduce revenue is to coordinate customer connections across spreadsheets, inboxes, and other platforms. Your complete sales process can be consolidated into a single platform with CRM software, providing your team with the data, automation, and insights they need to follow up more frequently and convert leads more quickly.
Envertis is a certified Odoo partner in Australia that offers customised Odoo CRM setup services aligned with the workflows of both enterprise teams and Australian SMBs. Odoo CRM software in Australia gives growing businesses the competitive edge they need — without the enterprise price tag.
No centralised tracking means hot opportunities go cold — and revenue walks out the door silently.
Your sales reps are spending time on admin instead of closing deals and building relationships.
No one knows where deals stand right now. Forecasting is guesswork, not strategy.
Reminders live in personal inboxes. When reps are busy, follow-ups simply don’t happen.
Spreadsheets, email, and accounting are all separate, creating data gaps and costly errors.
From lead capture to closed deal — the complete Odoo CRM system built for Australian businesses of every size, fully integrated across the full Odoo ERP ecosystem. Below are the core capabilities included in every Envertis deployment.
Drag-and-drop Kanban views with live revenue at every stage. The Odoo CRM sales pipeline management software makes bottlenecks visible and deals moveable with a single click — no spreadsheet required.
Automatically organize, prioritize, and assign leads to the right sales representatives for faster conversion.
Automate reminders, emails, and sales activities to ensure no opportunity is ever missed.
Create professional quotations instantly with accurate pricing and customer information.
Track performance metrics and forecast revenue growth with powerful visual dashboards.
Manage your CRM and sales activities anytime, anywhere using fully responsive mobile access.
Gain actionable insights with advanced analytics, sales tracking, and performance monitoring tools.
From lead capture to closed deal — the complete Odoo CRM system built for Australian businesses of every size, fully integrated across the full Odoo ERP ecosystem. Below are the core capabilities included in every Envertis deployment.
Drag-and-drop Kanban views with live revenue at every stage. The Odoo CRM sales pipeline management software makes bottlenecks visible and deals moveable with a single click — no spreadsheet required.
The Odoo CRM lead management system auto-captures leads from your website, email, live chat, and phone. Leads are scored, enriched, and routed to the right rep — automatically.
Schedule calls, meetings, emails, and SMS reminders automatically. Every customer interaction — VoIP, live chat, or email — is logged to the right opportunity in real time.
Convert a won opportunity into a polished professional quotation in two clicks. Pull products from your catalogue, apply pricing rules, and send for e-signature — all inside CRM.
Live dashboards, performance insights, and accurate revenue forecasts. The Odoo CRM solution gives leadership the pipeline data they need to make confident decisions.
Fully accessible on iOS and Android. Your sales team manages leads, logs calls, updates pipeline stages, and sends quotations whether in the Sydney CBD or remote job site.
Effective Odoo CRM integration with ERP systems means connecting every touchpoint your customers use. Envertis configures your CRM to capture leads from any channel and route them into a single, structured pipeline — with full native integration across the Odoo ecosystem.
Invoices auto-generated on deal close; direct pipeline-to-books link
Won deals convert to projects instantly; no manual sales-to-delivery handover
Live stock checks inside quotations; prevents overselling
Email campaigns linked to CRM leads; revenue tracked per campaign
Quotations trigger production orders automatically
Website enquiries flow directly into CRM; online orders create customer records
The Odoo CRM system is not just a tool — it is a revenue engine that removes friction, increases visibility, and compounds sales results over time. Here is what your business gains from day one of implementation.
Envertis never delivers a generic rollout. A subsequent Odoo CRM implementation can be customised to your business's specific user experiences, KPIs, and processes. Several Australian companies use CRM software in the following ways to expand:
Handle B2B sales cycles with multi-step quoting, dealer pipeline management, and tight integration with inventory and production scheduling. Sales and operations stay aligned in real time.
Combine Shopify or WooCommerce data with your CRM to create unified customer profiles, targeted upsell campaigns, and seamless order-to-invoice workflows.
Manage patient or client enquiries, schedule appointments, track referral sources, and ensure every touchpoint is documented for compliance and continuity.
Track property enquiries, manage agent pipelines, automate inspection follow-ups, and connect CRM data directly to project management and invoicing.
CRM for small and medium businesses provides growing teams with enterprise-grade sales infrastructure at a fraction of the cost.
The right CRM doesn't just organise your sales — it accelerates them. See what Odoo can do for your business. Connect with Odoo CRM software today!
Our certified Odoo consultants will walk you through a live demonstration tailored to your industry and business goals. No commitment required.
Envertis follows a structured delivery methodology that minimises risk, accelerates adoption, and ensures your Odoo CRM implementation services deliver measurable ROI from day one. Every project follows the same five-step framework, customised to your business size, industry, and technical requirements.
We audit your current sales workflows, tools, and data to define the exact configuration your business needs to succeed.
We build your CRM environment – pipeline stages, automation rules, email templates, and integrations – tailored precisely to your team.
Your existing contacts, deals, and history are migrated cleanly, so your team starts on day one with full context and confidence.
Hands-on training for every user role — from reps to managers — so adoption is immediate, confident, and organisation-wide.
Post go-live, our team remains on hand for support, system refinements, and module expansion as your business continues to scale.
Get free consultation and let us know your project idea to turn it into an amazing digital product.
Copyright © 2026 Envertis (A division of Vision & Solutions Pty Ltd). All rights reserved.