CRM

Track leads, close opportunities, and get accurate forecasts.

Features:

• Mobile. Sell on the road with Odoo's mobile user interface.
• Leads Nurturing
• Activities and calls management. Organize a sequence of activities per opportunity. Schedule activities. Log every activity immediately in the opportunity's chatter with predefined actions. Track, log, and analyze the activities of your team.
• Pipeline management. Get a clear overview of the opportunity pipeline. Work faster with the drag-and-drop interface. Set up specific stages for each sales team.
• Customize stages. Customize your pipeline by adding descriptions on stages.
• Schedule Meetings. Schedule meetings from the opportunity of the customer.
• Plan Next Actions. Plan your next actions and schedule your daily work based on the most important opportunities and tasks.
• Lost reasons. Analyze lost reasons for your opportunities to improve your sales effectiveness.
• Address Book. Get a clear address book shared amongst your salespersons.
• Multi-Address. Have multiple addresses and contacts for a single company.
• Customer Preferences. Set customer preferences easily: language, delivery methods, financial data, etc.
• Full History. Get the full history of activities attached to any customer: opportunities, orders, invoices, total due, etc.
• Efficient Communication. Create a template of emails for the most common communications with your customers or opportunities.
• Dashboard. Use predefined dashboards or build your own with the advanced reporting engine. Share filters with the team.
• Opportunities Analysis. Analyze your opportunities pipeline with advanced filters, grouping, drill down, etc.
• Leads Analysis.
• Sales Integrations. Convert opportunities into quotes in just a few clicks. Get a complete overview of the customer history.
• Inventory Integrations. Get product availability information right into the quotation. Trigger delivery orders and check the delivery status of the order.