CRM









 

odoo CRM

Increase your Sales, Better Profit Ratios, Maximize your Turnover

Organize your sales without too much effort. Try to handle all phone calls and meetings. Analyze the quality of your leads to make accurate decisions and to save time by incorporating e-mails directly to the application.

Your sales plan: designed according to your wishes

 Track your sales opportunities with the new kanban view. Edit your sales plan, create visual information about the next steps, an overview of your sales opportunities and anticipated sales.

sales plan in odoo
Integration of social networks in odoo

Integration of social networks

Make social networking into your sales process. Create z. B. an overview of the social media site LinkedIn to easily and quickly get interesting contacts. It is also possible to load this data directly into your address book.

Lead management easily made

Create automatically Leads from received E-mails. Analyze the effectiveness of leads and compare the success of campaigns, your sales plan or your sales team. Find duplicates, connect leads and assign them to the right salesperson. Need short time for Administrative matters. So you have more time to determine Leads.

Lead management
sales opportunities

Organize sales opportunities

 Organize your selling out for the best deals. Check your customer contacts from sales calls, emails, phone calls, notes, meetings and deals. Track your sales opportunities which interest you the most and be alerted to events immediately obtained or lost job, new negotiation phase or customer request etc.

E-Mail Integration and Automation

 Work with e-mail programs that you already use. Whether your business uses Microsoft Outlook or Gmail, it does not matter. No one has to change his previous work tools. So the current workflow is maintained. Forward incoming emails automatically or sort and filter your emails automatically. ODOO intercepts incoming emails and directs you to the appropriate sales teams or selling plans. It leads are continuously created and your local sales personnel will be informed automatically.

E-Mail Integration
Share Agenda

Shared Agenda

Plan your meetings and phone calls with the built-in agenda. All your colleagues can be seen in the agenda at a glance. As a manager you have fast track what your team is working on.

Lead-automation and marketing campaigns - Increase your sales by automating tasks

Use marketing campaigns to acquisition contacts follow up and to automate promotions. Define based on triggering processes (for example, there is no activity for 20 days) automated tasks for the internal sales ing and sales force: may be issued or the order is placed, to send an e-mail, for example, a sales person, a phone appointment. How to optimize your shipping and make anticipatory decisions when it comes to the investment of marketing activities within your company.

marketing campaigns in odoo
sales flow in odoo

Customize your sales flow

Customize your sales flow by adjusting sales phases your sales concept. Check statistics to make accurate predictions, so your sales efficiency increases at each stage of CRM activities.

Reporting and Dashboards - Gain access to the right information to make better decisions

Create customized dashboards to get at a glance a picture of your sales activities. With real-time reporting that can create and share each, you get a better insight and high quality statistics.

Sale report in odoo
Gamification in odoo

Increase your sales with Gamification - promotion increases your competitive position

Support habits of your customers and improve your win rates with rewards or coupled Games. Assign sales teams to clear sales goals and challenges and check the sales success.

Sales Leader

Draw out especially talented sales employees and thus increase the ambition of your sales team.

sale analysis in odoo
set goals in odoo

Personal goals

Assign clear goals for your salespeople to adjust the sales for the company's goals.

Sales Reporting

Compare revenue with forecasts and budgets in real time.

forecasts and budgets in odoo