For D2C brands, managing customer relationships effectively is the difference between sustainable growth and stagnation. Odoo's CRM Pipeline provides a visual, structured approach to tracking leads and opportunities through your sales funnel.

Understanding the CRM Pipeline

The CRM Pipeline in Odoo represents your sales opportunities organized by stages. Each column corresponds to a phase in your sales cycle, giving you instant visibility into where deals stand.

For D2C brands, this might include stages like:

New: Fresh leads from website inquiries, social media, or marketing campaigns
Qualified: Leads verified as genuine potential customers
Proposition: Customers who've received quotes or proposals
Negotiation: Active discussions on terms or customization
Won: Successfully converted customers

Key Pipeline Features

1. Opportunity Cards

Each opportunity appears as a card showing essential information at a glance:

Opportunity Name: Description of the potential deal
Expected Revenue: Potential value of the opportunity
Customer Name: The contact or company
Tags: Categories like "Wholesale," "Subscription," or "Custom Order"
Priority Rating: Star ratings to highlight hot leads

2. Drag-and-Drop Management

Move opportunities between stages simply by dragging cards. As a lead progresses from initial contact to closed deal, you can visually track their journey through your sales process.

3. Activity Scheduling

Never miss a follow-up by scheduling activities directly on opportunities: phone calls, email follow-ups, meetings, quote preparation, and sample shipments.

Marking Opportunities Won or Lost

When a deal closes successfully, mark it as Won. The opportunity moves to your Won stage, and you can immediately create a sales quotation.

When marking an opportunity as Lost, Odoo prompts you to select a reason: Price too high, Competitor won, No response, Not the right fit, or Budget constraints. Tracking lost reasons helps you identify patterns and improve your sales approach.

Multiple Views for Different Needs

Kanban View

Visual card-based view for drag-and-drop management

List View

Tabular format for bulk actions and detailed data

Calendar View

See opportunities by expected closing date

Graph View

Visual charts for sales trend analysis

D2C Pipeline Best Practices

Define clear stage criteria: Document what qualifies a lead to move to each stage
Set realistic expected revenues: Accurate forecasting depends on honest estimates
Use tags consistently: Create a tagging system your whole team follows
Schedule activities immediately: Every opportunity should have a next action
Review lost reasons monthly: Look for patterns to improve conversion

Ready to optimize your sales pipeline? Braincuber's CRM specialists can help you configure Odoo CRM for your D2C sales process.

Accelerate Your D2C Sales Growth

Join brands that have improved conversion rates with optimized CRM pipelines.

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