Medialogue, Odoo CRM Integrator — Centralize the management of your customers, prospects, and sales.
Are you looking for an effective CRM for your business in Quebec? At Medialogue, a web agency and Odoo CRM integrator in Quebec, we configure and deploy the Odoo CRM module to centralize the management of your customers, prospects, and sales opportunities. Your CRM is no longer an isolated tool: it becomes part of your management ecosystem, connected to your website, your online store, your invoicing, and your accounting.
Whether you are located in Montreal, Laval, Quebec City, Sherbrooke, Gatineau, or elsewhere in Quebec, our team manages your Odoo CRM project from A to Z — in French, with clear support at every stage.
Get an Odoo CRM That Works for You, Not Just an Address Book
Most Quebec businesses manage their customers and prospects using a combination of tools that don’t communicate with each other. Contacts are stored in an Excel file, follow-up emails are in Gmail or Outlook, quotes are in another software system, and calls are recorded on scraps of paper or in scattered notes. Each tool operates on its own, and your teams waste time manually connecting the dots between them.
Odoo CRM solves this problem at its core. Your CRM is built within the same platform as your business management system. When a prospect fills out a form on your website, they are automatically added to your CRM. When you send a quote, it is recorded in the customer’s history. If you close a sale, the invoice is generated and follow-up is automated. All your information is in one place.
According to data from the Government of Quebec, businesses that use a CRM see an average 29% increase in sales and a 34% improvement in the productivity of their sales teams. A CRM that communicates with your other tools is no longer a luxury; it is a condition for staying competitive.
Why choose Odoo CRM over HubSpot, Salesforce, Pipedrive, or Zoho?
Odoo CRM is the customer relationship management module integrated into the Odoo platform. Unlike HubSpot, Salesforce, Pipedrive, or Zoho, CRM solutions that require paid integrations to connect to your accounting or website, Odoo CRM is part of a complete ecosystem from the start.
Here’s What This Changes for Your Business
Your CRM and business management in the same tool:
With HubSpot or Salesforce, you manage your prospects in one place and your invoicing in another. With Odoo, everything is in one place: your contacts, opportunities, quotes, invoices, emails, and calls. One dashboard. One login. No manual synchronization.
Leads that arrive automatically:
Every contact form on your Odoo website automatically creates a new lead in your CRM. Every newsletter subscription, quote request, and incoming call can be recorded automatically. No more manually re-entering contact information.
Structured sales follow-up:
Odoo CRM allows you to track every sales opportunity from prospecting to closing. You always know where each potential customer stands in your sales pipeline. Follow-ups are scheduled, calls are recorded, and emails are tracked.
Quotes connected to your accounting:
Create a quote directly from a sales opportunity. Once accepted, the quote becomes an order and an invoice, with no re-entry required. The invoice is automatically recorded in your Odoo accounting system.
A complete customer history:
Every customer has a complete history in Odoo CRM: their calls, emails, quotes, orders, invoices, complaints, and notes. Your teams have a 360-degree view of each customer before contacting them.
Real-time performance reports:
Odoo CRM includes real-time dashboards and reports: number of leads, conversion rates, revenue by sales representative, average sales cycle length, and more. Concrete data to help you manage your sales activity.
Why Choose Medialogue to Configure Your Odoo CRM?
Medialogue is a Quebec-based web agency specializing in Odoo CRM deployment. We don’t just install the module and leave you to figure things out on your own. Medialogue configures your CRM according to your actual sales processes, connects it to your website and invoicing system, and trains your teams so they can use it effectively on a daily basis.
Our team works in French with businesses of all sizes: small businesses, growing SMEs, service companies, retailers, and distributors. Every project is unique. Every CRM is configured to fit your business reality, not to look like the previous one.
Does This Situation Sound Familiar?
- Are you losing prospects because you aren’t following up?
- Do you not know how many sales opportunities are currently in your pipeline?
- Are your quotes stored in software separate from your customer contacts?
- Do you not know who called which customer and when?
- Do you lack an overview of your sales team’s activity?
- Do you want to automate your follow-ups but don’t know where to start?
- Do you want a simple CRM in French, not an overly complicated system?
If any of these situations sound familiar, an Odoo CRM configured by Medialogue is exactly what you need.
What Our Odoo CRM Configuration Service Includes
Odoo CRM configuration by Medialogue includes:
- Kickoff meeting to understand your sales processes and needs
- Analysis of your current sales cycle: prospecting, qualification, quotes, closing, follow-up
- Configuration of your sales pipeline: stages, probabilities, and durations
- Import of your existing contacts, prospects, and customers
- Configuration of lead capture forms on your website
- Implementation of lead assignment rules for your sales representatives
- Configuration of activities and automated follow-ups
- Customization of fields and views according to your needs
- Creation of your quote templates and standard email templates
- Configuration of dashboards and performance reports
- Training for your sales teams on the day-to-day use of the CRM
- Customized documentation adapted to your processes
- Go-live and follow-up during the following weeks
Odoo CRM: What the Platform Offers in Practice
Before presenting our configuration process at Medialogue, here is what the Odoo CRM module includes, without additional plugins or hidden fees.
Here’s what the Odoo CRM module includes for businesses in Quebec:
Comprehensive lead and opportunity management
Odoo CRM allows you to manage your entire sales pipeline: inbound leads, qualification, opportunities, quotations, negotiation, signing, and post-sales follow-up. Each opportunity has its own record with a history of interactions.
Visual sales pipeline
The Odoo CRM sales pipeline is visual and intuitive. You can see all your opportunities—along with their stage, value, and probability of closing—at a glance. Simply drag and drop an opportunity from one stage to another to update its status.
Activity and follow-up management
Schedule calls, meetings, emails, and follow-ups for every opportunity. Odoo CRM automatically reminds you of upcoming activities. No more missed follow-ups.
Native email integration
Send emails directly from Odoo CRM. Every email sent is logged in the contact or opportunity history, giving you a complete record of your communications.
Quote Management
Create professional quotes directly from an opportunity. Quotes are saved in the customer’s history. Once accepted, they automatically convert into orders and invoices.
Dashboards and reports
Odoo CRM includes real-time dashboards and reports: sales pipeline, revenue forecasts, sales rep performance, conversion analysis, average sales cycle duration, etc.
Call management
Log past and future calls directly in the CRM. Each call is linked to a contact and an opportunity. Track the complete history of your phone conversations.
Integration with the website and forms
Contact forms, quote requests, and sign-ups on your Odoo website automatically create leads in your CRM. No manual re-entry.
Sales team management
Manage multiple sales teams, assign leads to specific representatives, and track each team’s performance separately.
Our Odoo CRM setup process at Medialogue
Here is how Medialogue manages your Odoo CRM project, from the initial meeting to the go-live.
Step 1 — Kick-off meeting
We always start by listening to you. We want to understand how you sell today—your processes, current tools, pain points, and goals. This meeting can take place in person or via video conference, in French.
Step 2 — Analysis and proposal
We analyze your current sales cycle, customer types, acquisition channels, and reporting needs. We then present a clear proposal outlining the pipeline configuration, features, timeline, and pricing—with no surprises.
Step 3 — Pipeline configuration
We configure your sales pipeline in Odoo CRM: the stages of your sales cycle, closing probabilities, and durations for each stage. We customize fields and views to meet your needs.
Step 4 — Data import
We import your existing contacts, prospects, and customers from Excel, Gmail, Outlook, or your current CRM. We clean and structure the data so it is ready for use in Odoo.
Step 5 — Configuring automations
We set up automated follow-ups, lead assignments, activity reminders, and email templates. Your CRM works for you, even when you aren’t looking at it.
Step 6 — Integration with your website
We connect your Odoo website to your CRM: contact forms, quote requests, event registrations, and document downloads automatically create leads.
Step 7 — Training and going live
We train your sales teams on the day-to-day use of the CRM: logging activities, tracking opportunities, sending quotes, and viewing reports. We then launch the CRM and remain available in the weeks that follow.
Ready to get your Odoo CRM?
Our Approach: A CRM Partner, Not Just an Installer
At Medialogue, going live with your CRM is the beginning of the relationship, not the end. We remain available to help you evolve your CRM, add new features, and connect new Odoo modules as your business grows.
We listen before making a proposal
Every sales cycle is different because every company is different. We take the time to understand how you sell before recommending anything.
We configure it for your teams, not to impress ourselves
A complex CRM that no one uses is pointless. We configure your CRM to be simple and intuitive, ensuring your teams adopt it naturally.
We train you to work independently
You shouldn’t need to call us to add a lead, create a quote, or view a report. We show you how it’s done and make sure you’re comfortable before we leave.
We remain available after the launch.
Have questions after going live? Need to add a new client type? Want to customize a report? We’re here to provide quick answers and help you evolve your CRM.
Ready to Configure Your Odoo CRM?
Whether you’re starting from Excel, migrating from HubSpot or Salesforce, or looking to connect your CRM to your website and invoicing, Medialogue is the partner you need to configure your Odoo CRM in Quebec.
Contact us today for a free, no-obligation consultation!
We’ll look at your situation together, answer your questions, and propose a solution tailored to your business size, objectives, and budget.
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We primarily serve the following regions:
Montreal, Laval, Quebec City, Sherbrooke, Gatineau, the South Shore and North Shore of Montreal, as well as throughout Quebec.
Odoo CRM vs. Other Solutions: Make the Right Choice
When you choose a CRM, you’re also choosing how you will manage your sales and customers for years to come. Here’s how Odoo compares to the most common alternatives in Quebec.
Odoo CRM vs. HubSpot
HubSpot is an excellent marketing CRM, but its advanced sales and accounting integration features come at a high cost. Odoo CRM offers all the basic and advanced features without HubSpot’s hidden costs.
Odoo CRM vs Salesforce
Salesforce is the most powerful CRM on the market, but it is also the most complex and expensive. For a Quebec SME, it is often overkill and difficult to adopt. Odoo CRM offers comparable power at a fraction of the cost and complexity.
Odoo CRM vs Pipedrive
Pipedrive is a simple, visual CRM, but it does not natively integrate with your accounting, website, or inventory. Odoo CRM does all of that on a single platform.
Odoo CRM vs Zoho
Zoho is an affordable alternative, but its interface is less intuitive and its ecosystem less integrated than Odoo’s. And unlike Odoo, Zoho is not open source.
Odoo CRM vs. an Excel spreadsheet
An Excel spreadsheet is the most widely used “CRM” in small businesses. It is free and flexible, but it doesn’t generate follow-up reminders, track interactions, produce automated reports, or integrate with anything. The moment you lose a sale because you forgot to follow up, a real CRM has already paid for itself.
Frequently Asked Questions about Odoo CRM
Is Odoo CRM difficult to use on a daily basis?
No, that is one of the major advantages of Odoo CRM. The interface is simple, visual, and intuitive. Your sales team can log calls, track opportunities, and view reports in just a few clicks. No technical knowledge is required for day-to-day use. We provide training at the start so you feel comfortable from the very first week.
Can an Odoo CRM replace my current Excel file?
Yes, and that is actually the most common scenario. If you currently manage your prospects and customers using an Excel spreadsheet, Odoo CRM will transform the way you sell—with automated follow-ups, a complete history, real-time reports, and integrated quotes. You’ll never look back.
How long does it take to set up an Odoo CRM?
A standard Odoo CRM setup typically takes 2 to 4 weeks. A more complex configuration involving specific integrations, multiple sales processes, or large-scale data imports requires between 4 and 6 weeks. Each project has its own timeline, defined at the proposal stage.
Can Odoo CRM integrate with my website?
Yes, and that is one of Odoo’s strengths. Contact forms, quote requests, newsletter sign-ups, and downloads on your Odoo website automatically create leads in your CRM. No manual re-entry.
Can you create quotes directly from the Odoo CRM?
Yes. It is one of the most frequently used features. You create a quotation directly from a sales opportunity. Once accepted, the quotation automatically becomes a sales order and an invoice, without the need for re-entry. The invoice is recorded in your Odoo accounting system.
Does Odoo CRM allow you to manage multiple sales teams?
Yes. Odoo CRM allows you to manage multiple sales teams, assign leads to specific representatives, and track the performance of each team separately. It is ideal for companies operating across multiple regions or business sectors.
Is Odoo CRM available in French?
Yes, absolutely. The Odoo CRM interface, reports, automated emails, and documents are all available in French. This is a requirement for the vast majority of our Quebec clients, and we configure it that way right from the start.
Can I import my existing contacts into Odoo CRM?
Yes. We import your contacts, prospects, and clients from Excel, Gmail, Outlook, HubSpot, Salesforce, or any other tool. The import includes names, contact details, interaction history, and notes. We clean and structure the data to make it actionable.
Do you offer training for our teams on Odoo CRM?
Yes, and it is an essential part of our service. Training is conducted in French, featuring practical exercises based on your actual data and sales processes. We train your teams on the day-to-day use of the CRM: logging activities, tracking opportunities, sending quotes, and reviewing reports.
Is Odoo CRM suitable for B2B and B2C businesses?
Yes. Odoo CRM handles both long B2B sales cycles and short B2C cycles. The sales pipeline is configurable to suit your customer base and sales method.
Our Testimonials
Odoo CRM configuration, Excel-to-CRM migration, sales automation, … in Quebec
Odoo CRM configuration for our service firm in Montreal
We used to manage our clients in Excel and track interactions in Gmail. We frequently lost leads because we forgot to follow up. Medialogue set up Odoo CRM with our sales pipeline, automated follow-ups, and complete client histories. Within two months, our sales increased by 20%, and we no longer lose any leads.
Caroline M. — Partner, professional services firm, Montreal
Odoo CRM configuration for our Gatineau-based communications agency
We needed a bilingual CRM for our French- and English-speaking clientele. Medialogue configured Odoo CRM in both languages, setting up our sales pipelines, custom reports, and email integrations. Our teams use it daily, and sales tracking is better than ever.
Sophie B. — Director, communications agency, Gatineau
Migrating from Excel to Odoo CRM for our Quebec-based SME
We had 800 contacts in Excel and couldn’t tell who was active, who was a prospect, and who was a client. Medialogue imported everything into Odoo CRM, cleaned up duplicates, and set up our sales pipeline. Today, we know exactly where each opportunity stands, and we never miss a follow-up.
Stéphane R. — Sales Director, Service SME, Quebec
Odoo CRM for our South Shore construction company
We manage construction projects and clients simultaneously. We needed a CRM to track leads, quotes, and active clients. Medialogue configured Odoo CRM with stages tailored to the construction industry: prospecting, quoting, negotiation, contract, project execution, and follow-up. Today, we track everything in a single tool and save time.
Daniel T. — Owner, residential construction, Longueuil
Sales automation with Odoo CRM for our Laval distributor
We had a complex sales cycle involving multiple stakeholders per client and numerous quotes. Medialogue configured Odoo CRM to track every contact, interaction, and quote. Follow-ups are automated, calls are scheduled, and invoicing is integrated. It has been a huge time-saver for our team.
Robert D. — Sales Director, B2B Distribution, Laval
Odoo CRM for our agri-food business in the Eastern Townships
We sell to grocery stores and restaurateurs across the province. The sales cycle is long, involving samples, negotiations, and contracts. Medialogue configured Odoo CRM to track every customer, call, and quote. Sales reports help us steer our sales strategy.
Isabelle R. — Co-founder, agri-food company, Sherbrooke
Need a Consultant, Partner, Integrator, Developer, … for an Implementation, Migration, Training, … on the Odoo Platform in Quebec?
Contact Us
Whatever your situation, it is unique. That’s why we take the time to talk with you and fully understand your business objectives. We have everything you need to integrate the Odoo platform in a way that reflects your values and professionalism.
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