Pipeline dashboard
Odoo 's pipeline management is an intuitive tool that helps businesses improve their sales performance. With drag-and-drop functionality, extensive reporting capabilities, and automatic assignment, it's a user-friendly and efficient way to manage leads and opportunities.
Simple communication
Send and receive emails directly from Odoo to and from your contacts. Log phone calls and visit notes or inform team members by creating tasks.
Easy to create quotes
Odoo offers a user-friendly interface for creating quotes. With just a few clicks, you can create a professional quote containing all relevant information. Odoo automatically generates a PDF based on your preferences, ready to send to the customer.
Detailed customer information
Automate parameters at relationship level. Such as price agreements, payment terms, and tax position. This prevents errors during your sales or purchasing process.
Plan actions with the notifier
Plan actions like calls, quote creation, or sending emails for yourself or team members. The notifier reminds you of an activity so that Odoo never lets you lose track of your actions!
Quick insight into your data
Smart decisions are based on accurate and real-time data. Dig deeper into your sales metrics with revenue forecasts, team performance analysis, and custom dashboards.
Benefits of Odoo CRM
Odoo CRM offers a range of benefits that streamline your business processes and increase customer satisfaction:
Lead Management
Effectively manage leads from acquisition to conversion, with automatic assignment and follow-up.
Customer Interaction Tracking
Track all customer interactions, including emails, calls, and meetings, for a complete overview.
Sales Forecasting
Make accurate sales forecasts based on current data and trends.
Integrations
Seamless integration with other Odoo apps like Sales, Inventory, and Email Marketing for a holistic approach.
Automated Reports
Automatically generate detailed reports on your sales performance, customer behavior, and pipeline progress. This saves time and provides valuable insights for strategic decision-making.
Flexibility and Customizability
Odoo CRM can be tailored to the specific needs of your organization. Add modules, modify workflows, and personalize the interface to align perfectly with your processes.
Ready to start with CRM in Odoo?
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