Efficient Sales Management with Odoo
Modern User Interface
Experience a sleek and intuitive user interface tailored for sales professionals, facilitating easy access to crucial information.
Mobile Accessibility
Access your sales tools on the move with Odoo's mobile-friendly interface, ensuring productivity and flexibility.
Streamlined Quoting Process
Simplify the quotation process with a few clicks, swiftly converting quotes into sales orders and invoices within the same interface.
Sales Warnings
Receive timely alerts before sending quotes to specific customers or products, aiding in informed decision-making.
Professional Quotations
Quotation Builder
Create professional quotes swiftly by leveraging pre-defined products, price lists, and customizable templates.
Quotation Template
Effortlessly design custom quotation templates and reuse them for time-saving efficiency.
Pro Forma Invoicing
Issue pro forma invoices seamlessly to customers for smoother billing procedures.
Upselling Opportunities
Utilize built-in upselling features to propose additional products and options, maximizing sales potential.
Electronic Signature
Accelerate sales cycles with electronic signatures, enabling customers to review and sign quotes online.
Variant Grid Entry
Efficiently add product variants to sales orders using a grid format displaying all available combinations.
Order and Contract Management
Sales Orders
Convert quotations into sales orders effortlessly, empowering customers to do it themselves with online quotes and Odoo eSign. Easily modify orders and process partial shipments.
Invoicing from Sales Orders
Generate invoices based on ordered or delivered quantities, manage payment terms, and track invoice statuses with ease.
Customer Portal
Provide customers with a user-friendly portal to view and modify quotes and orders, and track delivery statuses in real-time.
Contracts
Efficiently manage all contract phases, from invoicing to renewal and upselling, with integrated contract management features.
Electronic Signature
Facilitate contract signings with Odoo eSign, enabling easy digital signatures on contracts and documents.
Efficient Communication Channels
Schedule Activities
Stay organized with scheduled activities, ensuring timely follow-ups and alerts for key opportunities.
Email Gateways
Automatically attach email communications to relevant customer orders for streamlined communication and negotiation.
Onboarding Emails
Create email templates for specific products to provide buyers with essential information upon purchase.
Inter-Company Rules
Automatically synchronize sales and purchase orders in multi-company setups for seamless operations.
Product and Price Control
Product Variants
Customize products with multiple attributes and variants to meet diverse customer needs effectively.
Discounts
Apply discounts to quotation line items to incentivize sales and attract customers.
Product Types
Efficiently manage various product types, including physical items, services, and digital products.
Third-Party Shipping Integration
Integrate seamlessly with major shipping carriers to automate shipping cost calculations, label printing, and shipment tracking.
Shipping Cost Calculation
Compute shipping costs accurately based on factors like weight, volume, and delivery address.
Coupons and Promotions
Create custom coupons and promotional codes to offer discounts and incentives to customers.
Loyalty Program
Implement a loyalty program to reward customer loyalty and encourage repeat business.
Gift Cards and eWallet
Enable customers to purchase gift cards and use eWallets for convenient online payments.
Product Configurator
Effortlessly add specific product variants to quotes or carts using Odoo's product configurator.
Units of Measure
Sell products in multiple units of measure and let Odoo handle the conversion seamlessly.
Pricelists
Compute accurate prices based on customer conditions or order specifics, and apply pricelists to individual products as needed.
Intuitive Reporting
Trackable KPIs
Monitor key performance indicators (KPIs) such as sales metrics, churn rate, and customer lifetime value, enabling data-driven decision-making.
Next Activities
Stay on top of sales activities with a comprehensive overview, ensuring timely follow-ups and efficient task management.
Order and Invoicing Analysis
Analyze sales data effectively to gain insights into order trends, customer preferences, and revenue performance.
With Odoo's comprehensive suite of sales tools, streamline your sales processes, enhance customer interactions, and drive business growth effortlessly.