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Automated CRM, Rental & Subscriptions System Odoo 18&19 AI
Role Play
Rating: 4.4 out of 5(20 ratings)
9,209 students

Automated CRM, Rental & Subscriptions System Odoo 18&19 AI

Transform Sales, Customers, Rentals & Subscriptions with Odoo 18&19, Zoho CRM & Microsoft Dynamics 365 AI Systems
Created byMasters Academy
Last updated 6/2026
English

What you'll learn

  • CRM Foundations & Lead Lifecycle in Odoo 19
  • Sales Pipeline Optimization & Customer Intelligence in Odoo 19
  • Odoo CRM - Keep opportunities within view
  • How To Leverage Your CRM for Better Sales Pipeline Analysis
  • Win/Loss Analysis and Optimization: How To Get It Right ‎
  • How to Manage a Sales Team & Team Members in Odoo CRM ‎
  • ODOO CRM/How to use leads/opportunities
  • Odoo CRM ODOO CRM/Generate leads/opportunities ‎
  • What is lead enrichment? And how can automation elevate your lead enrichment process?‎
  • Leads. Opportunities. Quotes. | Odoo CRM Software ‎
  • Assign leads with predictive lead scoring – Odoo
  • CRM Activity Management - Calls, Tasks, Events
  • Sales Reporting & Forecasting | CRM Solutions
  • Using CRM to Manage Subscriptions ‎
  • Subscription Management Software - CRM SaaS ‎
  • How to Improve Your CRM Renewal Rates ‎
  • Upsell Subscriptions _ Odoo Subscription
  • How to Create CRM Reports for Your Sales Team ‎
  • Schedule and Manage Alerts in Dynamics ODOO CRM ‎
  • CRM Rental Management ‎
  • CRM Development Planning and Strategies ‎
  • Mastering Customer Relationship Management- CASE STUDY-1‎
  • Mastering Customer Relationship Management- CASE STUDY-2
  • Maximize Your Business Potential with Zoho CRM!
  • Step-by-Step Mastery of Microsoft Dynamics 365: Expert Guide

Course content

9 sections38 lectures7h 20m total length
  • Understanding the CRM Dashboard Interface in Odoo 1923:01
  • Core Principles of Customer Relationship Management in Odoo 198:25
  • Capturing and Organizing Leads Effectively in Odoo 19 CRM14:16
  • Converting Leads into Opportunities: Step-by-Step Workflow in Odoo 197:00
  • Scheduling and Managing Sales Activities for Better Follow-Up in Odoo 197:00
  • Quick Setup of Contacts and Business Partners in Odoo 19 CRM10:57

Requirements

  • No CRM marketing experience required.
  • No prerequisites. You also DON'T NEED to have a ODOO CRM account prior to this course (we will create a free account )

Description

Transform the Way You Manage Sales, Customers, Rentals, and Subscriptions with Odoo, Zoho CRM, and Microsoft Dynamics 365

Boost Team Productivity with CRM-Driven Management

Stop relying on disconnected tools and manual processes. This course is designed to help business owners, sales professionals, CRM administrators, and IT consultants build a fully automated, AI-driven system for managing customer relationships, rental operations, and subscription-based business models using Odoo 18 & 19.

You will also gain practical, real-world expertise in industry-leading platforms like Zoho CRM and Microsoft Dynamics 365, giving you the competitive edge needed to scale sales performance, eliminate inefficiencies, and increase predictable revenue.

This is not a theory-based course. Every lesson is built around real business workflows, practical configurations, and proven CRM strategies used in modern companies.

Why This Course Will Transform Your Business

Most CRM systems fail not because of software limitations, but because they are poorly configured and underutilized.

In this course, you will learn how to turn CRM into a revenue engine that actively drives growth instead of just storing data.

You will discover how to:

  • Build a fully automated CRM pipeline from lead generation to closing deals

  • Eliminate manual sales tracking and replace it with intelligent workflows

  • Manage rentals, subscriptions, renewals, and upsells in one unified system

  • Improve forecasting accuracy and sales performance visibility

  • Apply AI-driven insights to make faster and smarter business decisions

  • Align sales teams with structured, performance-driven CRM processes

What You Will Master Inside the Course

Odoo CRM Mastery: Pipeline Intelligence & Sales Control

  • Build and structure a high-performance sales pipeline

  • Track opportunities with full visibility and control

  • Perform win/loss analysis to improve conversion rates

  • Manage sales teams and activity performance in real time

Lead Generation, Scoring & Opportunity Automation

  • Generate, enrich, and qualify leads automatically

  • Apply predictive lead scoring for smarter prioritization

  • Convert leads into opportunities with structured workflows

  • Automate assignment, follow-ups, and sales actions

Sales Activities, Forecasting & Subscription Systems

  • Control all CRM activities: calls, tasks, meetings, and follow-ups

  • Build accurate sales forecasting models

  • Manage subscription-based and SaaS business models

  • Track recurring revenue and customer lifecycle value

Renewals, Upsells, Rentals & Strategic CRM Growth

  • Increase customer retention through renewal optimization

  • Identify and execute upselling opportunities

  • Manage rental workflows inside CRM systems

  • Build advanced CRM reporting and performance dashboards

Expand Your CRM Expertise Across Leading Platforms

Master Zoho CRM for Business Growth

Learn how to structure, automate, and scale CRM operations using advanced Zoho CRM capabilities for modern businesses.

Master Microsoft Dynamics 365 for Enterprise CRM

Understand how large organizations manage complex customer systems, enterprise sales pipelines, and strategic CRM operations.

CRM Case Studies: Real Business Implementation

  • End-to-end CRM transformation from manual to automated systems

  • Real-world sales pipeline optimization examples

  • Subscription and rental business model implementation

  • AI-driven CRM decision-making in action

Who This Course Is For

  • Entrepreneurs and business owners who want predictable revenue systems

  • Sales managers looking to improve team performance and control pipelines

  • CRM administrators and IT professionals implementing enterprise solutions

  • Consultants who want to offer high-value CRM implementation services

  • Anyone serious about mastering modern CRM, automation, and AI-driven sales systems

By the End of This Course, You Will Be Able To

Build and manage a fully automated CRM ecosystem that integrates sales, rentals, and subscriptions into one powerful system. You will confidently use Odoo, Zoho CRM, and Microsoft Dynamics 365 to scale business operations, increase revenue, and eliminate operational chaos.

This is the difference between using CRM as a tool and using CRM as a growth engine.

Enroll Today and Build a Smarter Sales System

If you're ready to move beyond basic CRM usage and build a fully automated, AI-powered business system, this course will guide you step by step from setup to advanced mastery.

Who this course is for:

  • Marketing professionals
  • Professionals who want to increase their knowledge and skills in ODOO CRM Analytics
  • Mid level or more experienced marketers (e.g. Snr CRM Mgrs / Heads of CRM / Marketing Directors / CMOs) whose CRM programs are not working as well as they would like / are under pressure to maximize results and want to put more insight and structure around their programs, but don’t know where to start.
  • Anyone considering using ODOO CRM for their business
  • Professionals and entrepreneurs looking to enhance their understanding of how the customer works and thinks
  • Beginners / Students / Junior Marketers / Mid level Marketers who want to learn fast how some of the worlds biggest brands drive the best results from CRM marketing and be able to apply the approaches quickly in their business context