Sell Faster
Modern User Interface
An intuitive interface with smart filters provides a clear overview of all your sales activities. Utilize tips and best practices to configure and deploy your CRM effectively.
Mobile Access
Stay connected and manage your CRM on the go with Odoo's mobile-optimized interface.
Automatic Lead Generation
Automatically capture leads from emails, VoIP calls, social media interactions, website visits, event attendees, support tickets, and more.
Eliminate Manual Entry
Send quotes with just a few clicks, and manage your pipeline effortlessly using drag-and-drop functionality.
Seamless Activity Management
Scheduled tasks, such as calls, are automatically queued, ensuring a smooth transition from one task to the next.
Leads Management
Leads Nurturing
Create automated campaigns to send personalized emails based on lead segments and activities. Utilize powerful marketing tools to boost lead acquisition from your website, including SEO tools, form builders, A/B testing, and more.
Predictive Lead Scoring
Odoo analyzes past performance and several criteria to predict the likelihood of success for each lead.
GeoIP
Automatically detect the country, state, and city of your leads based on their IP address.
Live Chat
Integrate Odoo Live Chat on your website to engage with visitors in real-time, converting them into leads. Define rules for key locations or pages, with a chatbot sending automated messages.
Deduplication
Identify and merge duplicate leads when converting them into opportunities. Create contacts automatically from leads.
Assignment Rules
Set rules to automatically assign leads to the appropriate sales team or representative based on quotas and segments.
URL Trackers
Track lead sources by using UTM trackers in all your marketing campaigns for accurate data insights.
Lead Mining
Generate fresh leads directly into your Odoo database.
Lead Enrichment
Enrich lead information using just an email address or phone number.
Opportunities
Activities and Calls Management
Efficiently manage activities and calls by organizing their sequence and scheduling them for each opportunity. Log and analyze interactions promptly in the opportunity's chat. Also, track and record your team's activities to ensure a smooth and productive workflow.
Pipeline Management
Gain a clear overview of your opportunity pipeline with a user-friendly drag-and-drop interface. Set custom stages for each sales team, and analyze lost opportunities to refine your sales strategy and boost effectiveness.
Customize Stages
Personalize your pipeline by adding detailed descriptions to each stage for better clarity and focus.
Schedule Meetings
Easily schedule meetings from the opportunity page and sync them with your mobile devices and Google Calendar for seamless planning.
Plan Next Actions
Stay on top of your tasks by planning next actions and scheduling your daily activities based on high-priority opportunities and tasks.
360° Visibility
Access all relevant information within each opportunity: from website pages visited and emails to meetings, upcoming actions, and prior orders—all in one place.
Log Calls
Quickly log calls in the chatter or initiate VoIP calls with just a few clicks. Odoo can automatically reschedule the next action after a call, ensuring you're always on track.
Customers
Address Book
Easily manage a shared address book for all your sales team members.
Customer Preferences
Quickly set and update customer preferences, including language, delivery methods, financial details, and more.
Multi-Address Support
Store multiple addresses and contacts for a single company for greater flexibility.
Complete History
Access the full history of customer activities, including opportunities, orders, invoices, and outstanding balances.
Streamlined Communication
Email Templates
Efficiently create and use email templates for common communications with customers and prospects.
Email Gateways
Automatically link incoming emails to the correct opportunity and generate new leads from email communications.
VoIP Integration
Manage customer calls with ease by creating dial queues for customers or opportunities. Make calls directly from your browser, log them automatically, and trigger follow-up actions. Reschedule or send emails for missed calls, with auto pop-ups for incoming calls. Integrated with Asterisk v13.2 VOIP server.
Custom Alerts
Easily track important opportunities and receive notifications based on relevant activities.
Multi-Team Collaboration
Allow salespeople to be part of multiple teams, enhancing collaboration and flexibility.
Reporting
Dashboard
Utilize predefined dashboards or create custom ones with our advanced reporting engine. Easily share filters with your team.
Opportunities Analysis
Gain insights into your opportunities pipeline with advanced filtering, grouping, and drill-down options.
Cohort Analysis
Track KPI evolution over time and identify key trends.
Leads Analysis
Evaluate the performance of your lead sources and measure the ROI of your marketing campaigns.
CRM Dashboard
Quickly visualize your sales team's KPIs at a glance
Integrations
Sales
Seamlessly integrate CRM with the Sales app to streamline your sales process, from lead generation to invoicing. Track customer interactions and close deals faster.
Inventory
Sync your CRM with the Inventory app to manage stock levels in real time. Track product availability, update inventories automatically, and keep customers informed.
Email Marketing
Integrate CRM with the Email Marketing app to send personalized campaigns based on lead data. Automate your email outreach and nurture leads efficiently.
