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How to Use Odoo CRM to Manage Investment Leads and Track Market Sentiment?

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This question has been flagged
opportunitiesdevelopmentcontributionfunctionfinance
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Siguel Bosta

I wanted to share a personal experience using Odoo CRM in a somewhat non-traditional way—tracking investment leads and market sentiment.

I work in digital marketing and SEO, but I also actively track financial markets. I started using Odoo CRM to manage conversations and insights from various online forums and investor contacts. By customizing a few stages and tagging leads based on market sentiment (bullish, bearish, neutral), I created a lightweight system to monitor which sectors are drawing attention and how opinions are shifting over time.

I’m also experimenting with integrating a financial news API into Odoo Notes to log sentiment changes automatically.

Has anyone else tried using Odoo this way or integrated external financial data into Odoo CRM or Notes? Would love to hear how others might be blending business tools with personal finance or investment tracking.

Thanks! <a href="https://frasesparabio.com.br/frases-mistas/" target="_blank">motivational quotes for daily use</a>

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