How Does Techbot Use Odoo 18 CRM to Boost Sales and Manage Leads?

Moossa M. Alavi

Moossa M. Alavi is the Founder & CEO of Techbot ERP and Altamyz Advertising. He is a certified Odoo consultant with more than 27 years of experience in business, advertising, and ERP software. Moossa started his career in the UAE in 1997 with a well-known group in Abu Dhabi. Over the years, he built his own companies to help other businesses work better using technology. Moossa helps with customized ERP implementation for various industries, including manufacturing, insurance, supercar rental, and logistics, through Techbot ERP. He resolves these issues with Odoo ERP and supports businesses in growing with the right assets and guidance. Moossa has received many awards for his work, including the Arabian Best of Best Award and the Industry Leader Award from BNI UAE. He is also a BNI Ambassador and mentors other business owners. He believes in giving back to the community and helping others grow, following the “Givers Gain” principle.

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What You Will Learn from the Webinar

Ready to take your business to the next level? Implementing an ERP system is one of the best ways to improve how your business runs and increase efficiency. Odoo ERP is a powerful tool that can completely transform your operations, but to get the most out of it, the setup process needs to be done right. If you are thinking about starting an Odoo ERP implementation in the UAE or are already on your way, this blog will walk you through the key steps for a smooth, effective, and successful transition.
At Techbot, we are your trusted Odoo partner, providing expert consultation, implementation, Odoo ERP training, and ongoing support. In this blog, we will share the top 10 tips to ensure that your Odoo ERP implementation is done correctly the first time, helping your business reach its full potential. Our practical advice will make your move to Odoo as easy and efficient as possible.

In the webinar, Techbot’s team walks you through the new features of Odoo 18, especially how the CRM module helps your business track leads, manage sales teams, and make data-driven decisions.

The webinar starts with a short introduction about Techbot and its mission to simplify business operations with transparency, excellence, and teamwork. Then, it explains why using a centralized ERP system like Odoo is a smart way to reduce manual work, improve productivity, and increase profits.

Easy Lead Management

One of the key parts of the session is a live demo of the CRM system. You will see how you can collect leads from websites, emails, phone calls, or social media, all in one place.

You’ll also learn how your sales team can:

Track all customer communications
Add notes and follow-up tasks
Send custom emails or ready-made templates
Use tags and custom fields to manage and filter leads

With these tools, your team can save time, avoid missed leads, and work more efficiently.

Manage Sales Teams with Ease

Techbot also explains how Odoo helps you organize your sales team better. You can set up team structures, assign managers, and even prepare your team for the sales module, which includes tracking sales targets and proposals.

This setup helps you measure performance, boost teamwork, and keep everyone focused on the same goals.

Better Reports, Smarter Decisions

The CRM in Odoo 18 also comes with powerful reporting and dashboards. You can view real-time data about your leads and team performance. The system gives you options like:

Pipeline views
Lead source analysis
Team and individual performance
Expected revenue tracking

You can also save your favorite report formats for quick access anytime. These insights help you make faster, smarter business decisions.

Techbot’s Support Makes the Difference

During the Q&A session, many attendees asked about customization, data migration, and support. Techbot explained how they handle:

Custom ERP setups based on your business needs
Smooth data migration from older systems
Project management and multi-company support
Local support from their team in Dubai

If you are running a bakery or car rental business, Techbot even offers industry-specific modules built on Odoo, designed to match your unique needs.

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Why Choose Odoo with Techbot?

Here’s why businesses in the UAE and beyond are choosing Techbot with Odoo 18:

Odoo is open-source, modular, and built on Python, which means it’s flexible and cost-effective
It works for any business size—from startups to large groups with multiple companies
Cloud-based and scalable for future growth
Powerful CRM, sales, and reporting tools all in one platform
Expert local support ensures help is just a call away

This video and page will give you a clear understanding of how Odoo 18 CRM works and how Techbot can help you implement it in your business. If you want to simplify your sales process, track leads better, and get more from your team, this is a great place to start.

Explore the video above, and feel free to reach out to Techbot to schedule a demo.