Odoo CRM
Odoo CRM is the ideal platform for your sales team. By tracking leads, providing accurate forecasts, and emphasizing closing opportunities, it ensures your success in the market..
Odoo CRM App
customer relationship management (CRM) CRM helps businesses build a relationship with their customers that, in turn, creates loyalty and customer retention. Since customer loyalty and revenue are both qualities that affect a company's revenue, CRM is a management strategy that results in increased profits for a business. At its core, a CRM tool creates a simple user interface for a collection of data that helps businesses recognize and communicate with customers in a scalable way.
Odoo CRM Features
Enable automation
Automate lead creation, team assignment, scheduled activities, and focus on what really matters.
Reduce manual entry
Send quotes in just a few clicks, manage your pipeline by drag-and-dropping, and more.
Schedule Meetings
Schedule meetings from the opportunity of customer. Sync with mobile phones and Google calendar.
AI lead scoring
Too many leads? Our AI scores leads to ensure you always work on the right priorities.
Manage leads
Create, acquire, import, nurture, score, etc. Manage all aspects of your leads in a single place.
Leads Analysis
Get statistics about your sources of leads to evaluate the ROI of your marketing campaigns.
Intuitive CRM Dashboard
The dashboard provides a comprehensive and flexible platform to monitor and manage your customer-related operations, empowering your team to make informed decisions and deliver exceptional service.
Some key features include:
- Utilization of visual and configuration tools to ensure operational readiness.
- Ability to view data in various formats such as Kanban boards, lists, graphs, activity feeds, and pivot tables.
- Customizable lead stages to suit your business needs.
- Direct scheduling of activities and tasks for enhanced productivity.
Comprehensive Activity Scheduling Capabilities
The CRM dashboard offers a robust activity scheduling tool, empowering you to seamlessly plan and manage tasks related to your leads. Key features include:
- Schedule a wide range of activities such as meetings, calls, emails, and more directly from the dashboard.
- Visualize scheduled activities in a convenient calendar view, providing a clear overview of your team's schedule.
- Effortlessly assign tasks and coordinate with your colleagues to ensure efficient lead follow-up and customer engagement.
Integrates with:
Live chat
SMS
VoIP
Generating Leads from Multiple Sources
Boost your business opportunities by capturing leads from diverse channels:
- Generate leads directly from your website and eCommerce platforms
- Capture leads from incoming customer emails
- Generate high-quality leads through marketing campaigns and promotional initiatives
Streamlined Sales Operations Management
The Attractive CRM Dashboard offers a dedicated sales management module, providing a centralized and comprehensive view of your customer relationship management activities.
- Dedicated menu and dashboard interface to monitor and manage sales-related CRM operations
- Larger screen view to easily access and analyze opportunities and pipeline details
- Mobile-optimized interface for on-the-go sales team access and updates
- Dedicated window to access and manage comprehensive customer address and contact details
- Consolidated view of all customer-related information, including communication history and past transactions
Reporting and Analytics
Odoo CRM platform empowers you with robust reporting and analytics capabilities
Gain deep insights into your customer relationship management operations
Report Generation Features:
- Generate advanced analytics and comprehensive reports on critical CRM aspects
- Leads management
- Pipeline performance
- Customer activities
- Partner relationships
- Access a range of default reporting templates
Odoo CRM Integrated with other Modules
Sales
Convert opportunities into quotes in just a few clicks. Get a complete overview of the customer history.
Website & E-commerce
With the integration with the website , the CRM will be able to generate leads from website visitors.
Inventory
Get product availabilities information right into the quotation. Trigger delivery orders and check delivery status from the order.
