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.
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.
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
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.
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
Reporting and forecasting
Sales metrics are automatically tracked for comprehensive reports and accurate forecasts.
Shipping integrations
Partner with local and global shipping couriers to deliver your products.
Invoicing
Multiple invoicing options: down payment, pro-forma, based on delivered or ordered quantities, based on time and materials, and based on project milestones.
Upselling
Add optional products to quotations to seamlessly upsell to customers. Customers can add optional products to their own quotations using the online customer portal.
Amazon integration
Integrate Odoo Sales with major online marketplaces, eliminating the need for manual entry while getting your products to more people.
Customer communications
Send emails and schedule meetings with customers directly from Odoo. All communications are automatically recorded and easily found in the same logical place.
Efficient Selling
Modern User Interface
All the information you need, where you need it with a fast and intuitive user interface designed for salespeople.
Mobile Capabilities
Use Odoo's mobile interface to sell on the road.
Reduced Data Entry
Send quotes in just a few clicks. Convert quotes to sales orders and invoices from the same screen. Use the integrated CRM app to manage your sales pipeline from qualification to closing.
Sales Warnings
Get warnings before sending quotations to specific customers or for specific products.
Professional Quotations
Quotation Builder
Create a polished quote in seconds. Use predefined products, price lists, and templates to instantly apply the right prices to quotations.
Quotation Template
Design custom quotation templates in just a few clicks and reuse them to save time.
Pro Forma Invoicing
Send pro forma invoices to your customers.
Upselling
Quotations are optimized to help your company sell more by proposing additional products and other extra options, applying discounts and closing triggers, and more.
Electronic Signature
Sell faster with electronic signatures, allowing your customers to review and sign their quotations online.
Variant Grid Entry
Add product variants to your sales orders using a grid, or matrix, displaying all the possible combinations of a product's attributes (e.g. sizes, colors).
Order and Contract Management
Sales Orders
Convert quotations into sales orders in one click, or let your customers do it themselves with online quotes and Odoo eSign. Save time with the ability to modify sales orders, sell product kits, and ship partial orders.
Manage Invoicing from Sales Orders
Invoice based on ordered or delivered quantities, or based on time and materials. Manage payment terms by customer or by invoice. Easily track and follow up on invoice aging.
Customer Portal
Provide customers with access to an online portal to view their quotes and sales orders, and to track the status of their deliveries in real-time. Customers can modify their orders and confirm them with an electronic signature or online payment.
Order-Specific Routes
Apply special shipping and restocking routes from order lines, such as “dropship” and “replenish on order.”
Contracts
Track each phase of a contract, including invoicing, renewal, and upselling. Manage recurring revenue contracts with the fully integrated Odoo Subscriptions app, including memberships or service contracts, contract renewal alerts, and contract options, as well as track recurring revenue via the MRR dashboard.
Incoterms®
Configure Odoo Sales to automatically display Incoterms directly on the invoice.
Electronic Signature
Use Odoo eSign to easily get signatures on NDAs, contracts, or any PDF document.
Streamlined Communication
Schedule Activities
Follow key quotations and business opportunities in just a click, and get alerts about relevant activities. Schedule activities directly from business opportunities, and get reminders when the activities need to be performed.
Email Gateways
See all of your email communications automatically attached to the associated customer order, allowing you to trace back discussions and negotiate more efficiently.
Onboarding Emails
Create email templates for specific products to provide relevant information to buyers upon their purchase, such as instructions and service reminders.
Inter-Company Rules
Automatically mirror sales and purchase orders in a multi-company setup.
Product and Price Control
Product Variants
Customize products with multiple attributes and variants, such as size, color, and finish.
Discounts
Apply discounts on any quotation line item and choose if the discount should be visible or hidden to the customer.
Product Types
Manage any type of product including storable products, services, consumables, delivery charges, and electronic products.
Third-Party Shipper
Compute shipping costs automatically, print shipping labels, and track your shipments. Odoo integrates with UPS, DHL, FedEx, USPS, Bpost, Easypost, and local postal services.
Shipping Cost
Compute shipping costs based on multiple variables such as weight, volume, quantity, margin, and delivery address.
Coupons and Promotions
Create custom coupons and promotional codes, and allow your customers to activate discounts at purchase.
Loyalty Program
Design a loyalty program for your customers to join and earn points that can be used on future orders.
Gift Cards and eWallet
Allow customers to purchase gift cards for preconfigured custom amounts and use them to purchase items from your shop. Allow customers to use an eWallet to store money on your website for online payments.
Product Configurator
Easily add specific product variants to a quotation or cart using Odoo's product configurator display.
Units of Measure
Sell products in multiple units of measure and let Odoo manage the conversion.
Pricelists
Compute the correct price based on customer conditions, such as region and price tier, or based on order conditions, such as quantity and time. Add pricelists to individual products depending on each customer's segment.
Intuitive Reporting
Trackable KPIs
Easily monitor a KPI dashboard for important information such as total amount invoiced, sales per country/salesperson/sales team, churn, MRR, lifetime value, CAC ratio, and upgrades/downgrades.
Next Activities
Get a full overview of all your sales activities, next actions, and performance data.
Order and Invoicing Analysis
Choose whether your statistics are based on orders, invoices, or both. Group sales data by categories such as product type, salesperson, country, and sales team.
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