Customer relationship management (CRM) is a vital part of any business nowadays where companies are trying new marketing strategies and promotions to bring in more and more customers. The CRM tools in Odoo will do exactly that helping your executives to be more attentive in business opportunity generation sourcing in leads from various areas of business. Moreover, the Odoo CRM tools offers smooth operations and thus have become integral parts of many businesses where most of their business opportunities are sourced from it.
Attractive CRM Dashboard
Operational readiness is ensured through the use of visual & configuration tools
Viewable in Kanban, lists, graph, activity, pivot & more.
Custom stages on leads
Direct activity scheduling
Operational Overviews
A complete operational overview generated by reporting on CRM
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
Direct activity scheduling
What makes Odoo CRM the best?
The CRM module of Odoo has dedicated infrastructure along with the operational capabilities and intuitive tool for operations which brings productiveness into the business operations and is the prime reason that makes the Odoo CRM best.
Efficient communication to connect with customers
Effective communication is essential for both lead generation and opportunity generations for 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 CRM operations
Generate reports on leads, pipeline operations, promotional activities and partnerships
Default as well as customizable filtering options
Illustrative reports
Advanced functional tools on leads
Tools for the management of leads with added advantage on opportunity generation
Lead mining
Lead generation
Deduplication
Lead enrichment
Lead importing
Follow-up on leads where you can schedule activities
Custom Pipeline Operation
The pipeline of the CRM module can be well crafted to suit your CRM operations
Create custom stages of the leads
Activity scheduling option under each lead
Deduplication
Illustration on scheduled activities
Follow-ups on opportunitiesThe 360-degree view on all CRM operations.
A dedicated window for sales management
The Odoo CRM dashboard holds a dedicated menu describing 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
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