Our custom-built frontend solution enables portal users to seamlessly manage leads, track activities, handle opportunities, generate quotations, and confirm sales orders — all through a secure, intuitive interface. No backend complexity, no extra training — just pure productivity with the full power of Odoo CRM + Sales, redesigned for simplicity.
Run CRM & Sales in Odoo With Portal User
At Upstackers Technologies, we understand that not every team member needs full backend access to Odoo. Many users especially those in sales and lead management — just need to work with CRM and Sales workflows. So why give them complex backend access when there’s a better way?
Introducing our custom Frontend CRM + Sales Module a powerful solution that enables your team to perform all essential CRM and Sales operations as portal users, without ever touching the backend.
A Quick Glimpse of the Workflow in Action
Common Challenges Sales Teams Encounter in Odoo
In many companies, sales teams need to handle tasks like creating leads, tracking activities and opportunities, and generating quotations and sales orders. However, granting each salesperson full backend access to Odoo can lead to increased complexity, potential security risks, and unnecessary training overhead. Most sales roles require only focused access to CRM and sales functions, making full backend permissions excessive and inefficient.
1.Create and manage leads
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2.Track activities and opportunities
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3.Generate quotations and sales orders
But giving backend access to every salesperson increases complexity, reduces security, and isn’t always necessary.
Our Solution: Frontend CRM + Sales via Portal Access
We developed a robust, user-friendly frontend module that gives portal users the power to manage the entire CRM and Sales process — with the same smooth experience as the Odoo backend.
Key Features:
Lead Management
Quick Lead Entry and Smart Assignment
Create new leads through a simple and clean portal interface — no backend access required.Automatically assign leads based on sales zones, campaigns, or custom rules set by the admin.
Frontend Lead View
Track all your leads in one place with filterable lists and status indicators — directly from the portal.
Activity Tracking
Follow-up Scheduling
Plan and assign follow-up activities like calls, emails, or meetings for each lead or opportunity
Real-time Updates
Instantly track every interaction made by your sales team and stay aligned on next steps.
Opportunity Pipeline
Kanban Visualization
Drag and drop opportunities across sales stages with an intuitive frontend board.
Stage Customization
Customize pipeline stages to reflect your unique sales workflow.
Quote to Order
Generate Quotations
Create quotations from opportunities in just a few clicks.
Order Conversion
Seamlessly confirm quotations and convert them into sales orders — all from the frontend.
User Access Control
Role-Based Visibility
Ensure each user only sees or edits what they are authorized for.
Secure Workflow
Reduce backend access risks while maintaining full CRM + Sales functionality.
Business Impact: Cost-Effective, Scalable & Secure
By shifting sales and CRM operations to this frontend solution:
Companies avoid paying for unnecessary user subscriptions
The sales team can work faster, with fewer distractions
Admins maintain tight control over who can access and modify what
Frontend performance mirrors backend, so there’s zero learning curve
Ready to Simplify CRM & Sales Access?
Let us show you how this module can empower your sales team while keeping your backend clean and secure.