Manage your customers with this powerful module. It will allow your company to stay competitive and streamline your sales and marketing activities. The sales tool can help you stay in contact with your customers, monitor sales targets and can track lost orders and identify why.
Sales management made easy
From quotes to invoices, in just a few clicks
Drive your sales operations from quotes to invoices with all the information you need easily accessible. Keep track of long term contracts, automate invoicing and notify your sales team of new opportunites.
Create professional quotations
Create quotations in a matter of seconds. Send quotes in PDF format by email. Track quotations and convert them to sales orders in one click. Spend the extra time focusing on selling, not administration.
The information you need, where you need it
Don't lose time looking for customers, products or contracts related information; they are all conveniently accessible when creating quotations. Get access to stock availabilities in different locations, to customer's specific prices, to the history of previous offers for your client, etc.
Your address book
So many features, so easy to use
Load customer data from LinkedIn, assign tags to your prospects, manage relationships between contacts and store all customer's preferences including pricing, billing conditions, addresses and payment terms.
Fully integrated invoicing
All the invoicing methods you need
Whether you invoice based on time and materials, on delivery orders or fixed price; whichever method you have for your business Odoo can support it. Get repeat invoices produced automatically and expenses easily.
Keep track of your contracts
Reduce wasted paper and record all your contracts within the system. Invoices are generated automatically based on your contract conditions. Your account managers get alerts before contracts have to be renewed.
Communicate efficiently with customers
The chatter feature enables you to communicate faster and more efficiently with your customers. This takes place directly on a quotation or sale order from within Odoo or via email. Get all the negotiations and discussions attached to the right document and relevant managers notified on specific events.
Activate features on demand
By default, sales order are very simple, limited to a small number of features. Don't be confused by features you don't need. But you can activate options to fit your specific need: multi-warehouses, multi unit of measures, manage customer specific prices with pricelists, control margins on quotations, use different addresses for shipping and billing.
Built-in customer relationship management
Convert opportunities into quotations in just one click
Activate the CRM application to manage your sales, attract leads, log calls, schedule meetings and launch marketing campaigns.
Have a clear pricing strategy
Use pricelists to record special conditions for a specific customer or to define prices for specific customers. Define promotions and have them applied automatically to all your sales teams.
Reporting and dashboards
Access the right information to make smart decisions
Design custom dashboards to get a picture of your business at a glance. Dig deeper with real-time reports that anyone can create and share.
Align sales on clear targets
Real-time management information
Define clear targets and commission plans. Get real time statistics on the performance of individual sales or teams. Motivate your teams with challenges, rewards and leader boards.