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Sales & CRM

One pipeline, lead to paid

Capture every lead, move it through a clear pipeline and turn it into a paid invoice, without anything falling between sales and finance. Built on Odoo.

Talk to an Odoo expert See the pipeline
New 3
Al Faisal GroupDiscovery callHot
Najd TradingInbound form
Qualified 2
Rua Real EstateDemo bookedProposal
Tamkeen Co.Negotiation
Won 2
Saraya HoldingOrder confirmedInvoiced
What it is

Odoo CRM and Sales working as one. Every lead, conversation, quote and order lives in a single system, so your team always knows what to do next and nothing slips through the cracks.

Who it's for

Teams that live by their pipeline

  • Sales teams juggling leads across WhatsApp, email and spreadsheets.
  • Managers who need an accurate forecast, not a gut feeling.
  • Businesses losing deals to slow follow-up and lost context.
  • Companies where sales and finance work off different numbers.
Challenges it solves

No more leaky funnel

  • Leads forgotten because nobody owned the follow-up.
  • Quotes built by hand, with errors and slow turnaround.
  • No visibility into what will actually close this month.
  • A gap between a won deal and a sent invoice.
What Upward provides

Sales, organised

Odoo CRM

Visual pipeline

Drag-and-drop stages so every rep knows the next action on every deal.

Instant quotations

Professional, accurate quotes in minutes, sent and tracked online.

Customer 360

Every email, call, order and invoice for a customer in one place.

Sales automation

Automatic follow-ups, reminders and assignments so nothing is missed.

Forecasts & reports

Real pipeline value and win rates, so you can plan with confidence.

Finance handoff

A won deal becomes a sales order and invoice with no re-keying.

Lead to cash

One connected journey

Every stage flows into the next, on the same platform, with no gaps and no re-entry.

1

Lead

Captured from web, WhatsApp or campaigns.

2

Opportunity

Qualified and placed in the pipeline.

3

Quotation

Sent, tracked and approved online.

4

Sales order

Confirmed and ready to fulfil.

5

Invoice

Raised automatically, ZATCA-ready.

6

Paid

Payment matched, deal closed.

How implementation works

Set up to sell

Design your pipeline

We map your sales stages, teams and rules to match how you actually sell.

Import & connect

We bring in your contacts and connect web forms, email and channels.

Automate follow-up

We set the reminders and templates that keep every deal moving.

Train & launch

Your reps learn the system, then we go live and support adoption.

Expected outcomes

What changes

Fewer lost deals

Every lead owned and followed up, none forgotten.

Faster quotes

Accurate quotations out in minutes, not days.

Real forecasts

Pipeline value you can actually plan around.

Clean handoff

Won deals become orders and invoices instantly.

Turn more leads into revenue

Let us design a sales pipeline that fits your team and connects straight through to finance.

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