CRM

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    Sell Faster

    Modern User Interface

    An intuitive user interface designed for sales. A Dashboard for a better overview of the sales activities. Useful tips and best practices to configure and deploy your CRM.

    Mobile

    Sell on the road with Odoo's mobile user interface.

    Reduce data entry

    Get leads automatically created from emails, VoIP calls. Send quotes in just a few clicks, manage your pipeline with drag & drop, etc.

    Large screen view

    Optimized view for large screens, with the opportunity form on the left and a scrollable chatter on the right.


    Leads

    Leads Nurturing

    Create campaigns to automatically send emails tailored to the lead segment and activities of the lead.

    Lead Scoring

    Score your leads based on explicit and implicit criteria (on pages viewed, localisation, time). Define different actions based on lead score and team assignation rules. Decide which total score deserves to be converted into an opportunity.

    Import Leads

    Easily import prospects files with Odoo's column matching tool.

    Online Acquisition

    Get more than 30 marketing apps to boost leads acquisition from your website: Search Engine Optimization tool, form builders, etc.

    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.

    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.

    Call-to-actions

    Optimize leads acquisition with Odoo's five call-to-actions and the a/b testing tool.

    URL Trackers

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


    Opportunities

    Activities and calls management

    Organize sequence of activities per opportunity. Schedule activities. Log every activity immediately in the opportunity's chatter with predefined actions. Track, log and analyse the activities of your team.

    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. Possibility to create sub-stages to better organize the processes. Automatic archiving of lost opportunities. Manual archiving of other opportunities. Lost is no longer a stage but a separate field, enabling more powerful analysis of pipeline - e.g. Lost ratio per stage.

    Customize stages

    Customize your pipeline by adding 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.

    Log Calls

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

    Lost reasons

    Analyze lost reasons on your opportunities to improve your sales effectiveness.

    Revised configuration options

    Activate leads if needed.


    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.

    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.


    Efficient Communication

    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.


    Reporting

    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.