Gain more business with the customer-centric CRM
Customer relationship management is a vital part of any business nowadays where companies are trying new marketing methodologies and promotions to bring in more and more customers. The customer relationship management tools in the companies will do exactly that helping your executives to be more attentive in business opportunity generation sourcing in leads from various areas of business. Moreover, these customer relationship management tools have become integral parts of many businesses where most of their business opportunities are sourced from it. Odoo CRM, a dedicated management module, offers you the intuitive management of the customer relationships operations of your company.
Attractive CRM Dashboard
Use of visual & configuration tools for operational readiness
- Viewable in Kanban, lists, graph, activity, pivot & more
- Custom stages on leads
- Direct activity scheduling
Real-time Overview
Reporting on CRM provides a complete operational overview
- Dedicated reports on pipeline, leads, & activities
- Custom and default filtering group by options
- Eye-catching reports with rightful insight
Well-defined activity scheduler
You will be able to schedule activities on leads using the scheduling tool
- Scheduled activities with the calendar view
- Schedule meetings, calls, emails, and many more
What makes Odoo CRM the best?
The dedicated infrastructure along with the operational capabilities that the CRM module of Odoo brings into the business operations is the prime reason that the Odoo CRM is the best and intuitive tool of operations.
Generate leads from various sources
With the capability to generate leads from various sources allowing you to boost your business opportunities.
- Generate leads from websites, and eCommerce platforms
- Generate leads from incoming emails.
- Lead generation from marketing campaigns, and promotional programs
Advanced functional tools on leads
Tools for the management of leads and added advantage on opportunity generation
- Lead mining
- Lead generation
- Lead enrichment
- Follow-up on leads where you can schedule activities
- Deduplication
- Lead importing
Custom pipeline operation
The pipeline of the CRM module can be well crafted to suit your operations of customer relationship management
- Create custom stages of the leads
- Activity scheduling option under each lead
- Illustration on scheduled activities
- Illustration on scheduled activities
- Follow-ups on opportunities
- The 360-degree view on all CRM operations
A dedicated window for sales management
The Odoo CRM holds a dedicated menu on the dashboard to describe the sales operations related to the CRM activities.
- Larger screen view on opportunities
- Mobile view on sales operations with CRM
- Dedicated customer address and information window
- Manage CRM operations based on sales teams
Efficient communication to be connected with customers
Communication is a vital aspect of lead generation and opportunity generations for the operations of a business
- Email templates
- Customer alerts
- Live chat and discuss module
- Log chatter under each quotation
Analytical reports
Odoo platform helps you to generate advanced analytics as well as quantitative reports on customer relationship management operations
- Generate reports on leads, pipeline operations, activities, and partnerships
- Default as well as customizable filtering options
- Illustrative reports
Integration with advanced modules of Odoo
The Odoo functions with dedicated modules which will be helpful for you in performing various operations of the company functioning with these designated application-specific modules.
Sales
Directly generate sales orders from the CRM leads. a time-saving and user-friendly tool for the sales teams of your company.
Marketing Applications
The integration with the marketing campaign is described in the marketing module. In addition, the integration with the email and SMS marketing tool leads to follow-up aspects.
Website & E-commerce
With the integration with the website as well as the e-commerce operations, the CRM will be able to generate leads from website visitors.
Point Of Sale(POS)
The CRM module’s lead generation will be possible from the retail operations with the POS integration.