Odoo / Apps / Sales / CRM

Discover Seamless Odoo CRM Implementation Tailored to Your Needs  

 
Today, businesses are constantly seeking new ways to attract and retain customers. 
With Odoo CRM businesses gain a powerful ally in managing these relationships effectively.


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Top 6 Features of Odoo CRM

Businesses need a smarter way to manage their marketing efforts In today's competitive market. Odoo Marketing Automation, the all-in-one solution to streamline your marketing efforts is the answer you are looking for

  Pipeline Management 

Organise opportunities by stage and update their status with easy drag-and-drop functionality.

  Automated Follow-ups 

Schedule calls, meetings, or mailings, and Odoo plans the next activity based on your script.

  Seamless Communication 

Integrate emails, live chat, SMS, and VoIP to ensure all communications are centralised and accessible.

  Attractive Quotations 

Create professional quotations quickly using a user-friendly interface and product catalogue selection.

  Real-Time Analytics 

Access accurate, real-time data for revenue forecasts, performance analysis, and custom dashboards.

  Smart Lead Management 

Automate lead creation, assign leads, and use AI to score and prioritise the best opportunities.

Top Features of Odoo Marketing Automation

Revolutionise Your Sales Approach

Streamline your workflow and boost team productivity with a user-friendly CRM built for the modern salesperson.

Intuitive UI with smart filters for enhanced sales activity overview.

Manage your CRM anywhere, anytime with a mobile-friendly interface.

Generate leads effortlessly from emails, calls, social media, and more.

Send quotes swiftly, manage pipelines effortlessly with drag-and-drop.

Seamlessly queue planned calls for uninterrupted task flow.

Power Up Your Lead Generation

Stop letting leads slip through the cracks! Odoo CRM provides a comprehensive suite of tools designed to transform website visitors into engaged customers.

Tailor emails to lead segments and activities, leveraging various marketing modules.

Compute success probability based on past performance for informed decision-making.

Automatically identify leads' geographical locations from visitor IP addresses.

Convert website visitors into leads with live chat, deploying chatbots for automated responses.

Enhance contact information effortlessly, based on email addresses or phone numbers.

Elevate Your Opportunity Management

Transform your sales pipeline from chaos to clarity with a powerful and customizable CRM.

Organise and schedule activities and calls efficiently, with real-time analysis and monitoring.

Visualise and manage the opportunity pipeline seamlessly with drag-and-drop interface and customised stages.

Tailor your pipeline stages with descriptions to suit your sales process.

Easily schedule meetings from opportunities, syncing with mobile phones and Google Calendar.

Plan next actions and prioritise tasks based on crucial opportunities for effective daily workflow.

Forge Stronger Customer Connections  

Personalise experiences, streamline management and gain deep insights for more informed, efficient, and effective engagements.

Access a clear address book shared among salespersons for seamless collaboration.  

Easily set and manage customer preferences, including language and delivery methods.  

Manage multiple addresses and contacts for each company within a single interface.  

Access full activity history for each customer, including opportunities, orders, and invoices.  

Gain insights into financial data, total due amounts, and other relevant customer information for informed interactions.

Seamlessly Connect with your Customers and Opportunities  

Break down communication barriers and boost customer engagement with Odoo CRM's powerful communication suite.  

Create standardised email templates for common communications.  

Automatically attach email communications to relevant opportunities and create leads from incoming emails.  

Initiate calls directly from the browser, log calls automatically, and automate next actions for enhanced communication.  

Stay updated on key opportunities with customizable alerts based on relevant activities.  

Salespersons can belong to multiple teams for seamless collaboration. 

Harness Data Insights for Informed Decision-Making   

Odoo CRM's robust reporting empowers you to transform data into actionable insights, optimise performance, and drive strategic growth.  

Access predefined or build custom dashboards with advanced reporting tools.

Dive deep into your pipeline with advanced filters, grouping, and drill-down options.

Track KPI evolution over time and identify trends for informed decision-making.

Evaluate the ROI of marketing campaigns by analysing lead sources.

Visualise sales team KPIs for quick performance assessment.

Transform Your Customer Interactions with Expert Odoo CRM Implementation – Let's Craft the Perfect Solution for You!

 

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