CRM Features  

 

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, working even if you don't have an internet connection.





Reduce data entry

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

 


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, SEA,                       form builders, etc.


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.

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. 

 




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, preceding                       orders, etc.

Lost reasons

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

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

 

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.


Emails Templates

Create template of emails for most common communications with your customers or opportunities.





Custom Alerts

Follow key opportunities in just a click and get alerts based on relevant activities.




Email Gateways

Get all your email communications automatically attached to the right opportunity. Create new leads automatically                         based on incoming emails.


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.




Leads Analysis

Get statistics about your sources of leads to evaluate the ROI of your marketing campaigns.



Contact us for a free demo. We have solutions to help "Grow your business"

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