Customer Relationship Managment

The real customer-centric CRM. 

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.