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CRM

Odoo CRM

One pipeline for every lead from WhatsApp, your website, Snapchat and Google ads, in Arabic and English, built for how Saudi sales teams actually sell.

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CRM
Capabilities

What this module handles

In most Saudi companies the pipeline lives in WhatsApp chats, Instagram DMs and a shared Excel sheet, so leads go cold, nobody knows which ad produced the deal and the sales manager sees the numbers only at month end. Odoo CRM captures leads from every channel into stages your team moves by drag and drop, keeps calls, messages and activities on the customer record, and hands the opportunity to a quotation in one click, which is the setup Naqlah, Odoo Gold Partner in Saudi Arabia, builds for sales-led businesses.

  • Pipeline by stage with expected revenue, probability and close date visible per opportunity and per team
  • Lead capture from website forms, email aliases, Google and Meta lead forms and WhatsApp connectors
  • Scheduled activities, calls and reminders on every lead, so follow-up does not depend on memory
  • Lead scoring and automatic assignment by city, branch, product line or salesperson workload
  • Quotation created from the opportunity with the contact, pricelist and VAT details already filled
  • Dashboards per team and salesperson showing conversion, lost reasons and activity volume in real time
  • Duplicate merging and contact enrichment, so one customer stays one record across branches
  • WhatsApp and VoIP conversations logged on the opportunity through supported integrations
Saudi ready

Built for how business runs in Saudi Arabia

The whole team works in Arabic or English with right-to-left layouts on desktop and the mobile app, so a field rep in Dammam and a manager in Riyadh see the same pipeline. Each contact carries consent and source fields that support PDPL practice: how the lead was collected, what they agreed to receive and when, which matters now that enforcement is active and promotional messaging needs documented consent. Won opportunities hand off to ZATCA-ready quotations in Odoo Sales, and Salla or Zid customers sync into the same contact base through the Naqlah Salla app for segmentation and win-back campaigns.

WhatsApp inside the pipeline
WhatsApp is the primary sales channel in Saudi Arabia, so conversations are logged on the opportunity through supported WhatsApp Business connectors. The rep replies from the record and the manager sees the thread without asking for screenshots.

Consent on record
Marketing consent, lead source and campaign are captured on every contact at intake. When a customer asks what they agreed to, or SDAIA asks how a list was built, the answer is on the record.

Branch and territory routing
Leads are assigned automatically by city, branch, product line or language, so a Jeddah inquiry does not wait for a Riyadh rep. Duplicates across branches are merged into one customer history.

How it connects

How does a WhatsApp inquiry become a closed deal in Odoo CRM?

1. Lead created from the channel it arrived on
A website form, WhatsApp message, Snapchat or Google lead form or an Etimad tender creates the lead with its source and campaign attached, through the integrations Naqlah connects.

2. Assigned, scored and scheduled
Assignment rules route the lead by territory or product, scoring ranks it, and the rep gets a call or visit activity with a deadline.

3. Quotation sent and signed online
The rep creates the quotation from the opportunity in one click, and the customer signs through the portal in Arabic or English.

4. Won, with the full history kept
The opportunity is marked won, the order and invoice follow in Sales and Accounting, and every message, call and document stays on the customer record for the next sale.

Implementation

What Naqlah configures in your implementation

  1. Lead sources and attribution. We map every channel you sell through, WhatsApp, website, Snapchat, TikTok, Google, referrals and Etimad, with source and campaign fields and UTM capture on web forms.
  2. Stages and lost reasons per team. Pipelines designed around your real sales cycle, whether that is a two-call retail sale or a six-month B2G tender, with lost reasons you can act on.
  3. Assignment rules by territory or branch. Leads routed by city, product line, language or workload, with duplicate detection across branches.
  4. Channel connections. Website and Webflow forms, WhatsApp Business connectors, VoIP and call center logging, Salla or Zid customer sync.
  5. Activity types, consent fields and SLAs. Standard follow-up activities, response-time targets, and the consent and purpose fields your PDPL practice needs.
  6. Dashboards and training. Manager dashboards for conversion and activity, and reps trained on the Arabic mobile app so the pipeline is updated from the field.

Timelines depend on scope and the channels being connected, and Naqlah gives you a clear roadmap in the first consultation.

Who it is for

Companies that get the most from this module

  • Real estate developers and brokers. High-value leads from Snapchat and property portals that need fast assignment, visit scheduling and a record of every call.
  • B2B services and agencies. Consulting, IT and training firms running long cycles with proposals, follow-ups and Etimad tenders in one pipeline.
  • Clinics, schools and training centers. Inquiry volume from WhatsApp and ads that must be answered quickly and tracked to enrollment or booking.
  • Distributors with field sales. Reps visiting retailers across cities, logging visits on mobile and quoting from the opportunity.
  • eCommerce and D2C brands. Salla or Zid customers segmented for retention and win-back, and wholesale inquiries routed to a B2B pipeline.
Before and after

WhatsApp, notebooks and Excel vs Odoo CRM

AreaBeforeWith Odoo via Naqlah
Lead intakeWhatsApp chats, DMs and notebooks per repOne pipeline with every lead and its source
Follow-upDepends on the rep rememberingScheduled activities with deadlines and reminders
AttributionNo idea which ad or channel produced the saleSource and campaign on every lead, reported by conversion
QuotationRetyped in another tool after the callOne click from the opportunity, customer data carried over
VisibilityWeekly report compiled by the managerLive dashboard by team, rep and stage
Customer historyScattered across phones and inboxesOne record with messages, calls, orders and invoices
FAQ

Module questions, answered

Everything else, we cover in a free 30-minute consultation.

Does Odoo CRM support Arabic and right-to-left layouts?
Can Odoo CRM connect to WhatsApp Business in Saudi Arabia?
How does Odoo CRM help with PDPL consent?
Can we capture leads from Snapchat, TikTok and Google ads?
What is the difference between Odoo CRM and Zoho or HubSpot for a Saudi company?
Can Odoo CRM track Etimad tenders?
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Ready to run your business on one system?

Free consultation. Meet the team and get a clear roadmap in one call.

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