Odoo CRM · Multi-Company Configuration
Multi-Company CRM Stage
Manager
Stop sharing CRM pipeline stages across all companies. Let each entity in your Odoo instance define exactly the stages that match its own sales process, independently.
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Shared CRM Stages in a Multi-Company Odoo Setup
Odoo's CRM module is powerful out of the box, but it has one well-known limitation when you run multiple companies on a single Odoo instance: pipeline stages are global. Every stage you create in CRM Configuration → Stages is visible and shared across every company in your setup.
For a business operating a single entity this is fine. But the moment you add a second company, whether it’s a subsidiary, a regional division, a franchise branch, or a separate brand, the stage management problem starts immediately. Your sales team in Company A sees stages designed for Company B’s process. Kanban views get cluttered with irrelevant stages. Reporting becomes noisy. Sales managers lose confidence in what they’re looking at.
This is one of the most commonly searched pain points in Odoo multi-company CRM configuration, and it’s exactly the problem this module was built to solve.
Without this module
All companies share one global stage list. Company 1, 2, 3, and 4 all see the same pipeline, even stages irrelevant to their process.
New Lead
Qualified
Franchise Onboarding
Demo Scheduled
Proposal Sent
Contract Review
Site Visit
Won
With this module
Each company manages its own pipeline independently. Company-specific stages only appear for the right team.
New Lead
Qualified
Proposition
Won
Company 1 stages ↑
Inquiry
Site Visit
Quote
Closed
Company 2 stages ↑
Key Features
Company-Scoped Pipeline Stages
Each CRM stage can be assigned to a specific company. Stages only appear in the pipeline view for users logged into that company.
Clean Data Separation
Stage data is isolated per entity. No cross-contamination of CRM workflow between subsidiaries, brands, or divisions.
Fully Configurable Per Company
Create, edit, reorder, and delete stages independently for each company without affecting any other entity's pipeline.
Correct Kanban View
The CRM Kanban pipeline view reflects only the active company's stages, no clutter, no confusion for your sales team.
Group by Company Filter
From CRM Configuration, use Group By Company to see all stages across entities in one organised master view.
Zero Configuration Required
Install the module, assign a company to each stage, and you're done. No complex setup, no technical knowledge needed.
Once the module is installed, each company in your Odoo instance can define an entirely different sales pipeline. Here's an example of how four different companies on a single Odoo instance might structure their CRM stages
Company 1 — B2B SaaS
- New
- Qualified
- Demo Scheduled
- Proposal Sent
- Won
Company 2 — Real Estate
- Inquiry
- Site Visit
- Negotiation
- Closed
Company 3 — Retail/Franchise
- Application
- Background Check
- Onboarding
- Active
Company 4 — Manufacturing
- RFQ Received
- Technical Review
- Quotation
- PO Confirmed
Each company's sales team sees only their own pipeline. Switching companies in Odoo switches the pipeline view automatically, no filters required, no manual workarounds.
Think of it like separate WhatsApp groups for each team. Everyone in Company 1 sees their own conversation and stages; nobody from Company 3 accidentally sees or moves Company 1’s leads through the wrong pipeline.
This module solves a structural gap that affects any business running more than one company on the same Odoo database. Here are the most common real-world scenarios
1 of 7
Holding companies and subsidiaries
Where each subsidiary has a different business model and therefore a different sales process, but all share one Odoo instance to keep IT costs down.
2 of 7
Multi-region businesses
That have set up separate Odoo companies for each geography (e.g. India, UAE, UK) and need local sales workflows without cross-company stage pollution.
3 of 7
Franchise operators
Managing a franchisor company and multiple franchisee entities on one ERP, each with a unique lead-to-close process that must be tracked independently.
4 of 7
Multi-brand organisations
Where Brand A is a premium product with a long sales cycle and Brand B is a transactional product with a short one, requiring completely different pipeline stage logic.
5 of 7
Odoo implementation partners and resellers
Running their own internal CRM alongside a demonstration or sandbox company, needing to keep client demos separate from live sales data.
6 of 7
Healthcare and professional services groups
Operating multiple speciality clinics or service verticals under one holding company, each with a different patient or client acquisition workflow.
7 of 7
Engineering and construction firms
With separate legal entities for projects, products, and services, all needing distinct pipeline stages without complicating the shared ERP instance.
Setting Up Company-Specific CRM Stages
Install the Module
Download crm_stages_multicompany from the Odoo Apps Store, copy it to your custom addons directory, enable Developer Mode, update your apps list, and install.
Verify Your Companies Are Set Up
Go to Settings → Companies and confirm all your company entities exist in the instance. Each company that needs its own CRM pipeline must be listed here.
Open CRM Stage Configuration
In Developer Mode, navigate to CRM → Configuration → Pipeline Stages. You'll see the full list of existing stages. Use the "Group by Company" filter to see how stages are currently assigned.
Assign a Company to Each Existing Stage
Open each stage and use the new Company field (added by this module) to assign it to the correct company. Stages without a company assignment remain shared, useful for stages all companies use, like Won.
Create New Company-Specific Stages
Click New, fill in the stage name and sequence, then select the target company from the Company dropdown. Save. That stage is now exclusive to that company's pipeline.
Switch Companies and Verify Pipeline Views
Use the company switcher in the top-right corner of Odoo to log into each company. Open CRM → Pipeline and confirm the Kanban view only shows that company's stages.
Train Your Sales Teams
Each team only needs to know their own pipeline. No more asking "which stages apply to us?", the view is already filtered automatically by active company.
A Real Multi-Company CRM Problem Solved
The Scenario
Imagine a group holding three businesses on one Odoo 18 instance: a B2B software company, a property management company, and a retail franchise operation. In standard Odoo CRM, all three share a single flat list of pipeline stages. The software company’s “Technical Discovery” stage confuses the property team. The franchise’s “Territory Assessment” stage clutters the software team’s Kanban board. Sales reporting is unreliable because leads from different companies move through mismatched stages.
After Installing This Module
The administrator assigns each stage to its company. The software company’s CRM Kanban shows: New Lead → Qualified → Technical Discovery → Demo → Proposal → Won. The property company sees: Enquiry → Site Visit → Valuation → Offer → Exchange → Completed. The franchise team works through: Application → Background Check → Territory Assessment → Onboarding → Active Franchisee. Each team has a clean, relevant pipeline. CRM reports now make sense per company. Sales managers have full confidence in their pipeline metrics.
Compatibility
- Odoo.sh
- On-Premise
- Community Edition
- Enterprise Edition
Module Dependencies
Calendar
CRM
Discuss
Invoicing
Contacts
- No third-party libraries
- No external APIs
- no additional SaaS subscriptions
Installation
- Copy the module folder to your custom addons path
- activate Developer Mode under Settings
- search for "Multi-Company CRM Stage Manager", and install
- click Update Apps List
No post-install configuration wizard is required — the company field is added to the stage form immediately.
Technical Name
The module’s technical identifier is crm_stages_multicompany. It adds a company-many2one field to the CRM stage model and filters the pipeline view based on the current company context — a lightweight, targeted enhancement with no performance overhead.
It might seem surprising that a 68-line module can make such a significant difference to how a multi-company Odoo setup works. But the core issue, shared global stages, is a deeply structural problem that causes daily friction for anyone managing two or more companies in one Odoo instance.
Building this from scratch requires understanding Odoo's CRM stage model, the company context system, the ir.rule domain filtering, and the Kanban view inheritance mechanism. That's typically a full day's work for an experienced Odoo developer, followed by testing and iteration. At $13.78 for a proven, tested, and published module that installs in minutes, the value case is clear.
The module is published and maintained by Ahex Technologies, a Hyderabad-based Odoo Apps publisher with a portfolio of focused, clean, and lightweight Odoo modules.
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Ready to Give Each Company Its Own CRM Pipeline?
Stop letting shared global stages confuse your sales teams. Install the Multi-Company CRM Stage Manager and give every company on your Odoo instance a clean, independent pipeline.
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Related to Implementation
No. The module adds a company field to the stage model — it does not alter or migrate any existing leads, opportunities, or stage assignments. Your existing data is completely unaffected. You simply assign companies to stages going forward.
Stages without a company assignment remain global and visible across all companies, just like standard Odoo behaviour. This is useful for universal stages like “Won” that all companies share. You have full control over which stages are scoped and which remain global.
The current implementation assigns each stage to one specific company or leaves it global. If two companies need a stage with the same name, the recommended approach is to create separate stage records for each — this also keeps pipelines fully independent and reportable per company.
Yes. Since Odoo CRM reporting is already company-aware (filtered by the active company), the pipeline stage filter works naturally alongside it. Company-specific stages mean company-specific reporting is now accurate and meaningful.
Developer Mode is only needed during the initial stage configuration (to access CRM → Configuration → Pipeline Stages). Day-to-day CRM users — sales executives, SDRs, account managers — use the pipeline normally without needing Developer Mode enabled.
Yes. This module is a standalone enhancement to the CRM stage model and is designed to be compatible with other standard CRM modules and most third-party CRM extensions available on the Odoo Apps Store.
The module is built for and tested on Odoo 18.0. It is available on both Odoo Online (SaaS), Odoo.sh cloud hosting, and on-premise self-hosted Odoo 18 installations.
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