Leads
Empower Your Sales Pipeline
Drive engagement and conversions with targeted email campaigns tailored to each lead's segment and activity. Utilize Odoo's comprehensive marketing modules, including Search Engine Optimization tools, form builders, and A/B testing capabilities, to enhance lead acquisition from your website.
Unlock Sales Potential
Gain valuable insights into lead quality and likelihood of conversion with Odoo's predictive lead scoring feature. By analyzing past performance and various criteria, Odoo computes the probability of success, enabling you to prioritize high-value leads effectively.
Personalize Your Approach
Automatically detect the location of leads, including countries, states, and cities, based on their IP address. This valuable information allows you to tailor your marketing and sales efforts to suit the specific geographic regions of your leads.
Engage and Convert
Activate Odoo Live Chat on your website to engage with visitors in real-time and convert them into leads. Define rules for key countries or pages, and leverage chatbot functionality to send predefined messages automatically, enhancing lead generation efforts.
Streamline Lead Management
Efficiently manage leads by identifying and merging duplicate entries when converting a lead into an opportunity. Additionally, automate the creation of contacts based on leads, ensuring a clean and organized database.
Optimize Lead Distribution
Define custom rules to automatically assign leads to the appropriate sales team or individual based on quotas and segments. This ensures that leads are distributed efficiently, maximizing the chances of successful conversion.
Track Lead Sources
Monitor the source of your leads using UTM trackers in all your marketing campaigns. This valuable data allows you to analyze the effectiveness of your marketing efforts and optimize lead generation strategies accordingly.
Expand Your Database
Generate new leads directly into your Odoo database, enabling you to continuously expand your pool of potential customers and drive growth for your business.
Enhance Contact Information
Enrich contacts' information based on email addresses or phone numbers, providing you with valuable insights that enable more personalized and effective communication with leads.
Sell Faster
Enhanced User Experience
Experience a streamlined user interface with intelligent filters, providing a comprehensive view of your sales activities. Leverage valuable tips and best practices to effortlessly configure and deploy your CRM system for optimal performance.
Stay Connected Anywhere
Access your CRM conveniently on-the-go with Odoo's mobile-friendly interface. Whether you're in the office or on the move, stay connected and manage your sales activities seamlessly from your mobile device.
Effortless Lead Acquisition
Automatically generate leads from various sources including emails, VoIP calls, social media interactions, website visits, event attendance, and support tickets. This eliminates the need for manual data entry and ensures a steady stream of potential opportunities.
Simplify Sales Operations
Bid farewell to time-consuming tasks with Odoo's efficient quote management system. Send quotes in just a few clicks and effortlessly manage your sales pipeline using drag-and-drop functionality. This allows you to focus more on closing deals and less on administrative tasks.
Enhanced Task Management
Efficiently plan and manage your sales activities with Odoo's activity scheduling feature. Your planned calls are queued, enabling a seamless transition from one task to the next. This ensures optimal workflow management and productivity for your sales team.
Opportunities
Enhanced User Experience
Experience a streamlined user interface with intelligent filters, providing a comprehensive view of your sales activities. Leverage valuable tips and best practices to effortlessly configure and deploy your CRM system for optimal performance.
Stay Connected Anywhere
Access your CRM conveniently on-the-go with Odoo's mobile-friendly interface. Whether you're in the office or on the move, stay connected and manage your sales activities seamlessly from your mobile device.
Effortless Lead Acquisition
Automatically generate leads from various sources including emails, VoIP calls, social media interactions, website visits, event attendance, and support tickets. This eliminates the need for manual data entry and ensures a steady stream of potential opportunities.
Simplify Sales Operations
Bid farewell to time-consuming tasks with Odoo's efficient quote management system. Send quotes in just a few clicks and effortlessly manage your sales pipeline using drag-and-drop functionality. This allows you to focus more on closing deals and less on administrative tasks.
Enhanced Task Management
Efficiently plan and manage your sales activities with Odoo's activity scheduling feature. Your planned calls are queued, enabling a seamless transition from one task to the next. This ensures optimal workflow management and productivity for your sales team.
Customers
Efficient Contact Management
Access a centralized address book that is shared among your sales team members. This ensures easy access to contact information and promotes collaboration within your organization.
Tailored Customer Experience
Easily manage customer preferences such as language, delivery methods, and financial data. This allows you to personalize interactions with customers and deliver a tailored experience that meets their specific needs and preferences.
Flexible Contact Management
Effortlessly manage multiple addresses and contacts for a single company. This feature provides flexibility in addressing different locations or contacts associated with a customer, ensuring accurate and comprehensive record-keeping.
Comprehensive Activity Tracking
Gain insights into customer interactions by accessing the full history of activities attached to each customer. Track opportunities, orders, invoices, and outstanding balances to understand the complete lifecycle of customer engagements. This comprehensive view enables better decision-making and customer relationship management.
Efficient Communication
Streamlined Email Communications
Efficiently manage your email communications by creating templates for common interactions with customers or opportunities. This saves time and ensures consistency in your messaging across various touchpoints.
Automated Email Management
Ensure that all your email communications are seamlessly attached to the appropriate opportunity. Automatically create new leads based on incoming emails, facilitating prompt follow-up and lead management.
Integrated Voice Communication
Enhance your communication capabilities with integrated VoIP functionality. Create a dial queue for customers or opportunities, make calls directly from your browser, and log calls automatically. Enjoy features such as automated next actions, call rescheduling, and email notifications for failed calls. Integrated with Asterisk v13.2 VoIP server for seamless communication.
Stay Informed and Agile
Stay updated on key opportunities with custom alerts based on relevant activities. Receive notifications instantly and take immediate action to capitalize on important developments, ensuring agility and responsiveness in your sales process.
Enhanced Team Collaboration
Promote collaboration and synergy within your sales teams by allowing salespersons to be part of multiple teams. This fosters cross-functional communication and teamwork, facilitating a more cohesive and efficient sales environment.
Reporting
Visualize Data Effectively
Utilize predefined dashboards or create customized ones using the advanced reporting engine. Gain valuable insights into your sales activities and performance metrics, and share filters with your team for collaborative analysis and decision-making.
Enhanced Pipeline Management
Analyze your opportunities pipeline with advanced filters, grouping, and drill-down capabilities. Gain a deeper understanding of your sales pipeline dynamics, identify bottlenecks, and optimize your sales strategy for improved efficiency and effectiveness.
Track Performance Trends
Monitor the evolution of your key performance indicators (KPIs) over time with cohort analysis. Identify trends and patterns in your sales data, allowing you to make data-driven decisions and adapt your strategies accordingly.
Evaluate Marketing ROI
Gain insights into the sources of your leads and evaluate the return on investment (ROI) of your marketing campaigns. Understand which channels are driving the most valuable leads and optimize your marketing efforts for maximum impact.
Comprehensive Sales Performance Overview
Visualize your sales team's KPIs at a glance with the CRM dashboard. Track key metrics such as lead conversion rates, sales pipeline velocity, and revenue growth, empowering you to monitor performance and drive continuous improvement in your sales operations.
Integrations
Sales
Convert opportunities into quotes in just a few clicks. Get a complete overview of the customer history.
Inventory
Get product availabilities information right into the quotation. Trigger delivery orders and check delivery status from the order.
