A Sales & CRM System Built for New Zealand Businesses
Win more deals, shorten your sales cycle, and keep every customer relationship in one place — fully integrated with the rest of your operations.
What is a Sales & CRM system?
A Sales and CRM system is the single source of truth for your customers and your pipeline. It captures every lead, tracks each opportunity through your sales stages, stores your full customer history, and turns won deals into quotations and sales orders without re-keying a thing.
For a growing New Zealand business it does three jobs at once: it shows your sales team what to do next, gives managers an accurate revenue forecast, and keeps a connected record of every customer interaction — from first enquiry to repeat order.
Everything your sales team needs, in one place
Lead & opportunity tracking
Capture leads from your website, email, and trade enquiries, qualify them, and move them through a visual pipeline so nothing slips through the cracks.
Visual sales pipeline
A drag-and-drop Kanban view of every deal by stage, with expected revenue, probability, and the next activity at a glance.
Quotations & sales orders
Turn a won opportunity into a professional, GST-ready quotation in seconds, then convert it to a sales order and invoice without double entry.
Activities & follow-ups
Schedule calls, meetings, and reminders against each contact so your team always knows the next step and never forgets a follow-up.
Reporting & forecasting
Live dashboards for pipeline value, win rates, and salesperson performance, plus a revenue forecast you can actually trust.
Email & marketing integration
Log emails automatically, send targeted campaigns, and feed new leads straight into the pipeline from your website and marketing.
Why New Zealand businesses move to a proper CRM
Spreadsheets and inboxes work until they don't. As your team and customer base grow, a dedicated Sales and CRM system pays for itself.
- Close more deals — every salesperson gets a clear, prioritised view of their pipeline.
- Stop losing leads with automatic capture and structured follow-up reminders.
- Forecast accurately so you can plan stock, staffing, and cash flow with confidence.
- Shorten the sales cycle with faster quoting and fewer manual handoffs.
- Keep customer knowledge in the business, not in one person's inbox.
- Work from anywhere in New Zealand on mobile, tablet, or desktop.
Why Odoo Sales & CRM
Most CRM tools stop at the deal. Odoo connects your sales pipeline to the rest of your business, so a won opportunity flows straight into quotations, sales orders, inventory, invoicing, and reporting — without a single re-key. Explore the Odoo overview, see how it connects to Odoo Inventory, or review our pricing.
- One integrated suite across CRM, Sales, Inventory, and Accounting.
- Built for New Zealand with GST and NZD out of the box.
- Scales with you from a handful of users to hundreds.
- Implemented locally by WMSSoft, an Odoo partner supporting NZ businesses.
Built for the way New Zealand businesses sell
Service
Track enquiries, quote jobs, and manage repeat clients across every engagement.
Distribution
Manage B2B accounts, pricelists, and large quotes with the pipeline tied to live stock.
Manufacturing
Quote configurable products and tie orders directly to production and inventory.
Retail
Join up online, in-store, and wholesale channels around one customer record.
Implemented and supported in New Zealand
Software alone doesn't transform a sales team — implementation does. WMSSoft NZ configures Odoo Sales and CRM around your actual sales process, migrates your existing contacts and pipeline, trains your team, and supports you after go-live. As an Odoo partner with deep experience across service, distribution, manufacturing, and retail, we get you live faster and with fewer surprises.
Sales & CRM system questions, answered
See your sales pipeline come to life
Book a demo and we'll show you Odoo Sales & CRM working for a business like yours.
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