Boost sales with a customer-focused Odoo CRM
In today's market, where companies are constantly experimenting with new marketing strategies and promotions in an effort to attract more customers, customer relationship management has become an essential component of any business. Businesses can benefit from customer relationship management (CRM) tools that make it easier for their executives to focus on finding new sources of business opportunities. As a result, these customer relationship management tools have become an integral part of many businesses, where the majority of their business opportunities are derived from. You can easily manage your company's customer relationship operations with Odoo CRM, a dedicated management module.
Striking Odoo ERP CRM Dashboard
For operational readiness, the use of visual and configuration tools
- Kanban, lists, graphs, activities, pivots, and more are all available for viewing.
- Custom stages on leads
- Scheduling activities in real-time
Odoo CRM app reporting provides a comprehensive picture of operations.
- Detailed reports on pipelines, prospects, and activity
- Options for custom and default filtering
- Insightful and visually appealing reports
The scheduling tool will allow you to plan activities for leads.
- The calendar view of upcoming events
- Set up appointments, phone calls, emails, and a slew of other communication methods.
Obtain leads from a number of sources
You can increase your business opportunities by being able to generate leads from a variety of sources.
- Lead generation from websites and e-commerce platforms
- Make use of incoming emails to generate leads.
- Marketing campaigns and promotional programs that generate leads
Sophisticated functional tools on lead
Tools for the management of leads and added advantages for opportunity generation.
- Lead mining
- Lead generation
- Lead enrichment
- Follow-up on leads where activities can be scheduled
- Lead importing
Personalized pipeline operations
The CRM module's pipeline can be carefully tailored to your customer relationship management operations.
- Make your own stages for the leads
- Each lead has an activity scheduling option
- An example of planned activities
- An illustration of scheduled activities
- Follow-up on opportunities
- A complete picture of all CRM operations
A specialized sales management window
Odoo CRM system has a dedicated menu on the dashboard to describe sales operations related to CRM activities.
- A better screen view of the opportunities
- CRM-enabled mobile sales operations
- Address and information window for customers
- CRM operations should be managed based on sales teams
Effective communication to stay in touch with customers
Communication is an essential component of lead generation and opportunity generation in business operations.
- Email templates
- Customer alerts
- Modules for live chat and discussion
- Chat logs are kept under each quotation
Odoo platform allows you to generate advanced analytics and quantitative reports on customer relationship management operations.
- Create reports on leads, pipeline operations, activities, and collaborations
- Filtering options that are both default and customizable
- Illustrative reports
Odoo integration with advanced modules
Odoo CRM module features dedicated modules that will assist you in performing various operations for the company using these designated application-specific modules.
A time-saving and user-friendly tool for your company's sales teams, CRM leads can be directly generated into sales orders.
There is a marketing module that explains how to integrate with a marketing campaign. Follow-up aspects are also enabled by integration with email and SMS marketing tools.
Website & E-commerce
To generate leads from website visitors, a CRM must be integrated with both the website and e-commerce operations.
Point of Sale (POS)
With POS integration, the CRM module will be able to generate leads from retail operations.
How can we help you?
In order to provide you with a customized Odoo platform that meets your specific business needs, you'll need a dedicated Odoo service provider like us. With the help of our team of developers, we can tailor the Odoo CRM software to meet your company's needs.