Automate Your Sales with Sales Management App
Quickly generate and send polished Quotations and improve your turnaround time by automating the pricing and Quotation Creation
Sales Management 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. Date Once 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
Sales Warning
Configure and set warnings in the system, your team will get warnings before sending quotations to specific customers or for specific products. This feature helps to reduce the risks in accepting the sales order from specific customers
Quotations and Sales Orders
Convert quotations into sales orders in one click or, let your customers do it themselves with online quotes and eSign. Save time with the ability to modify sales orders, sell product kits, and ship partial orders.
Customer Portal
Provide customers with access to an online portal to view their quotes, sales orders, and track the status of delivery orders in real-time.
Manage Invoices from Sales
Invoice on ordered or delivered quantities, based on time and materials. Manage payment terms by customer or by invoice. Easily track and follow up on invoice aging.
Contracts
Track each phase of a contract such as invoicing, renewal, and upselling. Manage recurring invoices such as memberships or service contracts, contract renewal alerts, and contract options as well as track recurring revenue
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 Sales gamification.
The management receive email digests everyday around the activities performed by each team in the Odoo ERP system
Integrations
The Sales module is integrated with Purchases, Projects, Inventory and Accounts Modules.
The ease of integration makes Odoo ERP as the number one ERP for medium and Small Scale Businesses
Custom Alerts
Odoo ERP 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