The Real Customer Centric CRM
Track Leads, Close Opportunities and get Accurate Forecasts.
Odoo CRM provides integration with Sales, Purchases, Inventory and Invoicing Modules
Odoo CRM Features
Modern user Interface
A very meaningful and effective user interface with all the features and information availability on single Screen. A dashboard to have all the analytical details accessible over a single click
Reduced Data Entry
Save effort and cost by having the leads automatically fetched from your social media accounts. Odoo provides a customizable leads import feature and data entered once into system can be used for Quotations, RFQ's Sales and Invoices
Mobile Compatibility
Sell, Monitor your Team and Approve your Quotes anywhere. The mobile compatible interface allows the business leaders to have a complete visibility on the performance and activities of the sales team
De-Duplication
Eradicate the redundancy by identifying the duplicate leads. Odoo De-duplication feature helps to merge the duplicate leads making sure that the duplicate lead is assigned to owner of the original lead
Dynamic Assignment
Odoo provides a dynamic lead assignment wizard that helps in easy assignment and re-assignment of leads . The wizard can be easily customized to fit your business requirements.
Customized Stages
Define the stages for your sales process. Odoo provides multiple and flexible stage configuration where you can clearly set up the stages for your leads and pipeline management.
Odoo also provides to add different business rules and business logic to track the information flow from one stage to other stage
Activities and Call management
Avoid missing the follow-ups on the opportunities by using Odoo Activities and Call Management. Odoo gives a clear view of Date wise Calls, Emails and other follow-up Actions there by reducing the chances of missing a sale
Schedule Meetings
Schedule your Meetings directly from Odoo and get reminders based on your configuration. You can set up call reminders and also sync the calendar with your android and iOS Mobile phone calendar
Dashboards & Analytics
Odoo provides a flexibility to have predefined dashboard and user defined Dashboard and Alerts. Performance and KPI dashboards can be defined for as part of the implementation.
Users can also define their own dashboard using the Dashboards module
Email Digests
Odoo has predefined templates for Email digests and also supports the CRM gamification.
The management receive email digests everyday around the activities performed by each team in the CRM
Integrations
The CRM module can be integrated with Sales, Purchases, Projects and Accounts Modules. Third Party integrations like Facebook, Instagram, Zapier, Chat API are also available.
The ease of integration makes Odoo CRM as the number one CRM for medium and Small Scale Businesses
Custom Alerts
Odoo CRM has predefined alerts and notifications for lead assignment. Custom alerts can be defined on any triggers based on the user requirements
The Alerts help uses to get notified and avoid missing any scheduled task or work item thus improving the business performance and customer satisfaction