The contact database has a pivotal role within any business, it will manage your up sell, cross sell and renewals of existing customers, track what customers are buying and what they want. It will allow you to gain an insight to your customers? needs every step of the way.
Your sales funnel, the way you like it
Boost sales productivity, improve win rates, grow revenue
Odoo CRM will track your opportunities pipeline with the revolutionary kanban view. Work inside your sales funnel and get instant visual information about next actions, new messages, top opportunities and expected revenues.
Real-time management information
Personal objectives, team targets, leader boards
Assign clear goals to users to align them with the companies objectives, compare revenues with forecasts and budgets in real time and set targets and promote sales personnel on the leader board based upon performance.
Lead management made easy
Create leads automatically from incoming emails. Analyse leads efficiency and compare performance by campaigns, channels or sales teams.
Find duplicates, merge leads and assign them to the right salesperson in one operation. Spend less time on administration and more time on qualifying leads.
Organise your opportunities
A clean user interface with everything on one screen
Get your opportunities organised to stay focused on the best deals. Manage all your customer interactions such as emails, phone calls, internal notes, meetings and quotations from one place. Follow opportunities and get notifications upon specific events: deal won or lost, stage changed and new customer demand.
Lead automation and marketing campaigns
Drive performance by automating tasks
Use the marketing campaigns to automate lead acquisition, follow ups and promotions. Define automated actions (e.g. ask a salesperson to call, send an email, ...) based on triggers (no activity for 20 days, answered a promotional email, etc.) Optimise campaigns from lead to close, on every channel. Make smarter decisions about where to invest and show the impact of your marketing activities on the company bottom line.
Email integration and automation
Work with the email applications you already use every day. Whether you uses Microsoft Outlook or Gmail, no one needs to change the way they work, so everyone stays productive. Route, sort and filter incoming emails automatically. Odoo CRM handles incoming emails and re-routes them to the right opportunities or sales team. New leads are created on the fly and the relevant salesperson is notified automatically.
Integrated calendar on your mobile devices
Schedule your meetings and phone calls using the integrated calendar. You can see your agenda and your colleagues' in one view. As a manager, it's easy to see what your team is busy with.
Social network integration
Bring social intelligence to your sales process. Gain insights by using social media sites like LinkedIn to find prospects easily. Load the data automatically into the Odoo address book.
Reporting and dashboards
Get access to the right information to make smart decisions
Odoo dashboards are easy to create, it will give your business the insights you need to make smarter decisions. Design custom dashboards to get a picture of your business at a glance. Dig deeper with real-time reporting.
Customise your sales cycle
It fits your sales approach
Customise your sales cycle by configuring sales stages that perfectly fit your sales approach. Control statistics to get accurate forecasts and improve your sales performance at every stage of the sales process.