Odoo

CRM Features

A Smarter Way to Sell

User Experience

Managing sales activities can be a difficult task. It is very easy to lose track of things when managing the sales activities. Our Odoo CRM features provides a sleek and modern interface that makes your sales activities easy. With a user-friendly design and advanced filters, tracking and managing leads is now as simple as it gets.

Access Through Mobile

No need for a desktop setup to access our CRM. Our Odoo CRM works just as well on mobile phones. Access your leads, track customer interactions, and close deals from anywhere.

Lead Generation

Gone are the days of trying to find leads yourself, going through long threads of messages and calls to get any success. Automatically get leads from different sources like emails, website visits, social media interactions, VoIP calls, and customer support tickets.

Get Quick Quotes

Generate quotes in a few clicks and move deals through the pipeline easily with a drag-and-drop feature. No more complex sales processes.

Activity Planning & Task Automation

Ensure seamless task transitions with automated reminders and a structured queue of planned calls and meetings. Keep your team on track and never miss an opportunity.

Lead Management

Targeted Emails

No need to waste time on customers with little to no potential to be new leads. Set up targeted email campaigns that engage potential customers with our Odoo CRM. Our CRM features decide which customer has a better chance of lead conversions based on their interactions and preferences. There are also our built-in SEO tools and dynamic forms to help you increase lead conversion.

Predicting Leads

Use AI-driven analytics to assess the probability of lead conversion based on past performance and customer behavior. This will allow your team to put more focus on high-value prospects rather than the low-value ones.

GeoIP Location Detection

Automatically detect the country, state, and city of your website visitors to personalize outreach and sales strategies. Decide which strategies will work best on which customer and implement them easily.

Live Chat & Chatbots

Convert website visitors into leads with integrated live chat. Automate responses with chatbots to build better customer relations and provide quick help whenever needed, building customer trust and satisfaction.

Lead Deduplication & Enrichment

Prevent duplicate entries by merging similar leads. Enrich customer profiles with additional details using just an email or phone number.

Assign Leads

Certain sales representatives are better suited to deal with certain leads than the others and this depends on different factors. Decide which lead will go to which sales representative based on different parameters like the region, industry, etc.

Track and Mine Leads

Use trackers to check lead sources and get stats on campaign performance. No need to spend hours trying to generate new leads. Our Odoo CRM features will do that automatically with built-in lead mining tools., saving you time and effort.

Opportunity Management

Schedule, prioritize, and log activities directly within each opportunity. No worries about losing conversions and having to track different conversations. Our Odoo CRM allows you to track all interactions in simple conversation threads and follow-ups.

Get a clear overview of your sales pipeline with a customizable drag-and-drop feature. Define stages specific to each sales team to make sure that your workflows remain smooth.

Modify and define sales stages based on your business needs. Add descriptions and automate movement between stages for greater efficiency.

Schedule meetings directly from an opportunity and sync them with Google Calendar and mobile devices for seamless coordination.

No worries about mistakenly ignoring high-value tasks and focusing on the low-value ones. Decide which tasks are high-value based on urgency and opportunity. Prioritize them by scheduling follow-ups and actions.

Access a complete history of customer interactions, including visited pages, emails, meetings, orders, and planned actions.

Automatically log calls, reschedule follow-ups, and trigger VoIP calls in just a few seconds with just a few clicks. Never lose track of conversations or spend hours trying to figure out who said what, and where. Keep track of all the conversions within our CRM.
Customer Relationship Management

No need to spend time finding any contact information. Maintain an organized address book with multiple contacts and addresses under one company profile, making it easy to reach the contacts whenever needed.

Store customer preferences like which language they like to talk in, which payment methods they prefer, and delivery options for personalized interactions.

Access a full record of interactions with each customer, including previous orders, invoices, due payments, and communication history.
Advanced Reporting & Analytics

Visualize sales performance with ready-made dashboards. Our CRM features also allow you to create custom ones too, with great reporting tools that you can add or take out as you like or want. Share insights with your team easily.

Track the performance of your sales pipeline with our analytics feature. This analysis would include conversion rates, response times, and deal closure efficiency, making sure that you get a clear picture of the opportunities and leads, and can decide what to work on and how.

No more wondering who are the strong ones in your teams and who needs more attention. Get an in-depth view of sales activities, productivity, and performance metrics at both individual and team levels, helping you decide the strong suits of your team and also identifying the weak links.
Seamless Integrations
  • Inventory Management: Check product availability and trigger delivery orders directly from CRM. Keep customers informed about order status in real-time to help build a stronger relationship with them.
  • Email Marketing: Enhance lead acquisition and engagement with integrated email marketing tools. No need to spend time manually sending promotional campaigns to leads. Automate these campaigns and follow-ups, increasing the chances of better conversion rates.
  • Project & Helpdesk: Sync with Odoo Project and Helpdesk for a smooth customer experience.

Unlock the full potential of your sales team with Odoo CRM Features—empower your business with smarter automation, streamlined workflows, and actionable insights.

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