Creating & Managing Rental Requests from Leads in Odoo 18

Rental businesses often struggle with disjointed workflows: leads come in from the website, sales teams work in CRM, and inventory managers track equipment separately. Odoo 18 bridges this gap by integrating CRM and Rental apps seamlessly.

In this guide, we’ll build an end-to-end workflow for an Event Equipment Rental company. We'll show you how to capture a lead from a website form requesting a "Stage Sound System," nurture it in the CRM pipeline, and convert it directly into a confirmed Rental Order.

Step 1: Configure a "Rentable" Product

Before we can rent anything, we need a product configured correctly. Let's set up our "Stage Sound System".

Step 2: Capture the Lead from Website

You don't need custom code to get a lead form. Odoo's website builder handles this natively.

1. Go to the Website app and click Edit.
2. Drag the Form snippet onto your "Rental Inquiry" page.
3. Click on the form, then choose Action: Create an Opportunity.
4. Customize fields to include:
   • Your Name
   • Event Date (Custom Date Field)
   • Equipment Needed (Text Area)

Step 3: Convert Lead to Rental Order

Once a customer submits the form, it appears in your CRM pipeline. Here is where the magic happens.

Conclusion

By effectively linking your diverse apps—Website, CRM, and Rental—you create a seamless pipeline that minimizes data entry and maximizes conversion. Your sales team never leaves the CRM to check stock, and your warehouse team gets accurate reservation dates immediately upon sale confirmation.