5 Hidden Features in Odoo CRM You Probably Didn’t Know

You’ve set up Odoo CRM, moved leads through your pipeline, and celebrated your first big deal. But did you know Odoo hides some ultra‑useful tools beneath the surface? These “secret weapons” can turbocharge your sales process and save you hours every week.

Let’s unlock five hidden features in Odoo CRM—complete with version notes—so you can squeeze every drop of power from your CRM.

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1. Lead Scoring Automation 

What it does:
Automatically grades your leads based on criteria like industry, company size, or source. High‑score leads get top priority in your pipeline.

How to enable:

1. Go to CRM > Configuration > Lead Scoring
   
2. Create rules (e.g., +10 points for “Webinar Attendee”)
   
3. Odoo tags leads with scores in the form view
   

Version Note: Native in Odoo Enterprise 16 and later. In Odoo 15 Community, you can recreate with Studio automation.

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2. Smart Activity Suggestions 

What it does:
Odoo predicts and suggests your next action—call, email, or meeting—based on past activity patterns.

How to enable:

1. In CRM, click the “Smart Suggestions” icon on a lead form
   
2. Review and accept the recommended next activity
   
3. Let Odoo handle follow‑up scheduling
   

Version Note: Available in Odoo Enterprise 15 and enhanced in 16 & 17. Requires the Marketing Automation app.

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3. Dynamic Pipeline Stages 

What it does:
Adjust your Kanban stages with drag‑and‑drop rules—move a deal automatically from “Prospect” to “Demo” when a proposal email is sent.

How to set up:

1. Go to CRM > Configuration > Pipelines
   
2. Under each stage, open “Automation”
   
3. Define triggers (e.g., Email template “Proposal” sent)
   

Version Note: Basic triggers in Odoo 14; advanced multi‑trigger workflows in Odoo Enterprise 16+.

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4. Mass Actions in List View 

What it does:
Select multiple leads in the list view and apply actions—like assign owner, change stages, or archive—in one click.

How to use:

1. Switch to List View in CRM leads
   
2. Check the boxes next to leads
   
3. Click Action (top menu) and choose your operation
   

Version Note: Works in Odoo Community 13+ and Enterprise. A real time‑saver when cleaning up old leads.

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5. Embedded SQL Reports 

What it does:
Create powerful custom sales reports directly in Odoo using SQL queries—no external BI tool needed.

How to enable:

1. Install the “Studio Reports” module
   
2. Go to Settings > Technical > Reports
   
3. Create a new “SQL Report”, write your query, and add it to dashboards
   

Version Note: Introduced in Odoo Enterprise 17. Community users can leverage the Community Edition of the Studio module.

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Final Thoughts

These hidden features—lead scoring, smart activities, dynamic pipelines, mass actions, and embedded SQL reports—are game‑changers once you uncover them. They help you:

• Prioritize the hottest leads 
  
• Automate mundane follow‑ups 
  
• Keep your pipeline moving 
  
• Tackle bulk updates in seconds 
  
• Get deep insights without extra tools 
  

Ready to power‑up your Odoo CRM? At Odiware, we specialize in:

• 🔧 Advanced Odoo CRM configuration
  
• 🚀 Workflow automation & Studio customizations
  
• 📊 Custom reports & dashboards
  

Let’s unlock Odoo’s full potential together!
📧 sales@odiware.com | 🌐 www.odiware.com | 📞 +91 86608 65440