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 Sales teams

from good to great


Odoo CRM is the true customer-centric tool for your sales needs. Track leads, get accurate forecasts, and focus on what matters: closing opportunities.


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Keep opportunities within view

Your pipeline at a glance.
Each opportunity is listed as a card with all the essential information; and each stage gives an overview of your expected revenues.

Efficient organization
The Kanban view organizes opportunities by stage. Drag and drop them on the pipeline to move them from a stage.


 


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Never miss out on a follow-up


Schedule calls, meetings, mailings, or quotations, and Odoo automatically plans the next activity based on your sales script.




Effortless communication

means no miscommunication


Communication is key. Incoming emails are automatically added to your pipeline, and all contact with your team and customers is made from a single place, ensuring easy access to information at all times.


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Reimburse or reinvoice in a flash


Who should really be paid? Some expenses should be paid for by the client, and others by the business. Specify expenses that should be reimbursed to the employee or reinvoiced to a customer.
Sales orders are automatically updated once expenses to reinvoice are approved. Employees are reimbursed with just a few clicks, no need to go into the accounting app!


Integrates with



Email



Live chat



sms


VoIP



Attractive quotations

in two clicks


Create professional-looking quotations in no time with a user-friendly interface. Select your products from the catalog and let Odoo handle the rest.


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Turn reporting data into money


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.



All the features




 

Enable automation

Automate lead creation, team assignment, scheduled activities, and focus on what really matters.

AI lead scoring

Too many leads? Our AI scores leads to ensure you always work on the right priorities.





Reduce manual entry

Send quotes in just a few clicks, manage your pipeline by drag-and-dropping, and more.



Manage leads

Create, acquire, import, nurture, score, etc. Manage all aspects of your leads in a single place.



Sell Faster

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Modern User Interface

An intuitive user interface with smart filters gives a better overview of all your sales activities. Use tips and best practices to configure and deploy your CRM.






Mobile

Use your CRM on the go with Odoo's mobile-friendly interface.

Inbound leads

Get leads automatically created from emails, VoIP calls, social media reactions, website visitors, event attendees, support tickets, etc.





No more encoding

Send quotes in just a few clicks, manage your pipeline with drag and drop, etc.





Set up activities

Your planned calls are queued, ensuring a seamless switch from one task to the next.


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Check status

Have a clear overview of all expenses, grouped by employee, time period, status, and more.

Leads 



Leads Nurturing

Create campaigns to automatically send emails tailored to the lead segment and activities of the lead. Get several marketing modules to boost leads acquisition from your website: Search Engine Optimization tool, form builders, a/b testing tool, etc


Predictive lead scoring

Odoo computes the probability of success according to several criteria such as past performance.


GeoIP

Detect countries, states and cities of leads automatically from your visitor IP address.



Live chat

Activate Odoo Live Chat on your website to talk to your visitors and convert them into leads. Define rules for key countries or pages. Chatbot sends predefined messages automatically.



Deduplication

Get proposition of leads to merge when converting a lead into an opportunity. Create contacts automatically based on leads.


Assignation Rules

Define your own rules to assign leads to the right sales team or sales person based on quotas and segments.



URL trackers

Track the source of the leads using UTM trackers in all your marketing campaigns.



Lead mining

Generate new leads directly into your Odoo database.


Lead enrichment

Enrich contacts' information based solely on an email address or a phone number.


Opportunities


Activities and calls management

Effectively manage activities and calls by organizing their order and scheduling them for each opportunity, while promptly logging and analyzing them in the opportunity's chat. Additionally, monitor and record your team's activities to ensure efficient workflow management.



Pipeline management

Get a clear overview of the opportunity pipeline. Work faster with the drag & drop interface. Set up specific stages for each sales team.Analyze lost reasons on your opportunities to improve your sales effectiveness.


Customize stages

Customize your pipeline by adding a description on stages.



Schedule Meetings

Schedule meetings from the opportunity of customer. Sync with mobile phones and Google calendar.



Plan Next Actions

Plan next actions and schedule your daily work based on most important opportunities and tasks.



360° Visibility

Get all information right into the opportunity: pages visited on your website, mails, meetings, next actions, preceeding orders, etc.

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Log Calls

Log calls in the chatter or trigger VoIP calls in just a few clicks. Odoo proposes to automatically reschedule the next action after the call.


 Customers


Address Book

Get a clear address book shared amongst your sales persons.

Customer Preferences

Set customer preferences easily: language, delivery methods, financial data, etc.


  Efficient Communication


Multi-Address

Have multiple addresses and contacts for a single company.


Full History

Get the full history of activities attached to any customer: opportunities, orders, invoices, total due, etc.



Emails Templates

Create template of emails for most common communications with your customers or opportunities.


Email Gateways

Get all your email communications automatically attached to the right opportunity. Create new leads automatically based on incoming emails.



VoIP

Create a dial queue on customers or opportunities, call from the browser automatically or manually. Log calls automatically, open the customer form, automate next actions, etc. Reschedule or send email for failed calls. An auto pop-up is generated for receiving calls. Integrated with Asterisk v13.2 VOIP server.


Custom Alerts

Follow key opportunities in just a click and get alerts based on relevant activities.


Multi team

A salesperson can be in multiple teams

  Efficient Communication


Dashboard

Use predefined dashboards or build your own with the advanced reporting engine. Share filters with the team.


Opportunities Analysis

Analyse your opportunities pipeline with advanced filters, grouping, drill down, etc.


Cohort Analysis

Keep track of the evolution of your KPI's over time and detect trends.


Leads Analysis

Get statistics about your sources of leads to evaluate the ROI of your marketing campaigns.


CRM Dashboard

Visualize your sales teams KPI's at a glance.



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