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SALES & CRM

Build a sales process that follows up before people forget.

GreenMethod connects leads, activities, quotations and customer handover into one visible sales flow. Your team knows what happens next, managers know what is moving, and opportunities are less likely to disappear because somebody forgot to follow up.

CRM flow with pipeline, follow-up, quotation and delivery handoff
WHY IT MATTERS

Sales problems rarely start with a missing CRM.

They start when leads are spread across inboxes, spreadsheets and personal reminders. Follow-ups happen inconsistently, quotations are difficult to track, and management only discovers stalled opportunities when the month is already over.

WHAT GREENMETHOD CHANGES

One sales flow, from first conversation to delivery.

GreenMethod configures Odoo around the way your team actually sells, then adds automation and controls only where standard workflows need help.

CAPABILITIES

What the sales system covers.

01

Follow-up Control

Automated reminders and planned activities keep opportunities moving after the first conversation.

02

Quotation Flow

Move from customer need to quotation, approval and handover with better visibility.

03

Sales Visibility

Give managers clear views of pipeline value, next actions and customer status.

04

CRM Notifications

Surface changes and important updates without forcing salespeople to continuously monitor records.

05

Customer Handover

Connect confirmed sales to projects, operations or delivery without repeating the same data.

06

Portal Experience

Give customers a controlled place to view documents, actions and relevant commercial information.

WORKFLOW

Lead to delivery, with each next step visible.

LeadQualifyFollow UpQuoteApproveConfirmDeliverReview
OUTCOMES

Sales becomes easier to manage when the next step is visible.

  • Fewer forgotten opportunities
  • Faster quotation follow-up
  • Cleaner customer handovers
  • More reliable pipeline reporting
  • Less spreadsheet administration
GreenMethod CRM workflow interface visual
NEXT STEP

Ready to make the system fit the way your business actually works?

Tell us what is currently difficult, manual or unclear. We will help you identify what Odoo already solves, what should be simplified and where GreenMethod should extend the system.