How to manage deals in a CRM?

Managing deals in CRM means recording every customer contact in the system. The manager enters information about the potential customer, records tasks (calls, meetings), and deal steps. As work on the deal progresses, the status changes: from 'in negotiation' to 'closed successfully' or 'lost'. Thus, the team sees the stage of each deal, and the manager can analyze work effectiveness.

In Odoo CRM, this process is highly automated. You configure the sales funnel stages according to your business processes, and the system automatically moves deals, assigns tasks to managers, and highlights 'stuck' deals. All actions are logged, giving the manager complete process transparency. To set up effective deal management in your company, contact the Odoo integrator — OS-MENA. We will help you automate your sales.