Sales teams
from good to great
Odoo CRM is a powerful tool designed to streamline your sales process. From lead tracking to accurate forecasting, it helps you focus on closing deals effectively.
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.
Integrates with
Attractive quotations
in two clicks
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 done right
Sell Faster
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.
Inbound leads
Get leads automatically created from emails, VoIP calls, social media reactions, website visitors, event attendees, support tickets, etc.
Set up activities
Your planned calls are queued, ensuring a seamless switch from one task to the next.
Mobile
Use your CRM on the go with Odoo's mobile-friendly interface.
No more encoding
Send quotes in just a few clicks, manage your pipeline with drag and drop, etc.
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.
GeoIP
Detect countries, states and cities of leads automatically from your visitor IP address.
Assignation Rules
Define your own rules to assign leads to the right sales team or sales person based on quotas and segments.
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.
Predictive lead scoring
Odoo computes the probability of success according to several criteria such as past performance.
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.
URL trackers
Track the source of the leads using UTM trackers in all your marketing campaigns.
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.
Customize stages
Customize your pipeline by adding a description on stages.
Plan Next Actions
Plan next actions and schedule your daily work based on most important opportunities and tasks.
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.
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.
Schedule Meetings
Schedule meetings from the opportunity of customer. Sync with mobile phones and Google calendar.
360° Visibility
Get all information
right into the opportunity: pages visited on your website, mails,
meetings, next actions, preceeding orders, etc.
Customers
Address Book
Get a clear address book shared amongst your sales persons.
Multi-Address
Have multiple addresses and contacts for a single company.
Customer Preferences
Set customer preferences easily: language, delivery methods, financial data, etc.
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.
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.
Multi team
A salesperson can be in multiple teams
Email Gateways
Get all your email communications automatically attached to the right opportunity. Create new leads automatically based on incoming emails.
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.
Cohort Analysis
Keep track of the evolution of your KPI's over time and detect trends.
CRM Dashboard
Visualize your sales teams KPI's at a glance.
Opportunities Analysis
Analyse your opportunities pipeline with advanced filters, grouping, drill down, etc.
Leads Analysis
Get statistics about your sources of leads to evaluate the ROI of your marketing campaigns.
