Gather insightful information
Easily access all the necessary information about each opportunity. Adapt estimated revenue and success rate. Organize your next activities and schedule meeting straight from the lead form.
Odoo - The #1 Open Source ERP & CRM
Flexible, Evolving, Cloud Based, Easy to use & All in One.
Grow your business with Odoo.
Odoo CRM
Attract, retain, and delight more customers.
Odoo makes it easy for your sales teams to get organized, sell smarter, and build customer relationships that last.
Your sales funnel, the way you like it!
Just focus on to win the deals, the rest will be taken care by Odoo.
Organize your opportunities and stay focused on your best deals. Odoo CRM frees you to do what you do best: selling. Focus on creating and capturing opportunities. Customize your pipeline according to your needs and drag & drop your opportunities from one stage to another. Get instant visual information about next actions, new messages, top opportunities and expected revenues.
Be updated, easily. Anytime.
Be in the know when to have next meeting or in a call with a customer. Use Odoo's Contact view aka Business Card View to instantly get a detailed look at all pertinent customer information like past calls, meetings, sales, invoices, opportunities from one form. No scrolling, no searching. The Messaging Section also displays the time and the content of past conversations, so you can make each call/meeting more personal and productive.
Real-time overview of your performances & next activities
Know exactly how you perform compared to your monthly targets. Organize your work based on your scheduled next actions.
Centralize & Organise your business emails in Odoo!
The vast majority of your customer conversations will be going to happen via email. No problem. Odoo collates and distributes important customer email activity all within your CRM system. Every update, development and opportunity is immediately shared with appropriate team members, without you having to remember who to copy or forward.
Odoo made the follow up process easy, very easy!
Contacts are the lifeblood of your business; the more you know about them, the more successful your business will be. Odoo CRM is a powerful, personalized way to keep all relevant contact information in one accessible, updateable location. Now everything you need to know is right at your fingertips like Phone Calls, Leads, Opportunities, Tasks, Issues, Claims, Meetings, Documents, Notes, Emails, Quotations, Invoices & Much more.
By having every key information of your customers in one place, not only you will be more organized, you'll increase the value of every customer contact—and improve the customer experience—with access to information that's always comprehensive, current and correct. This clearly means there will be no more crossed signals or missed opportunities between internal staff of your organization.
Leads Analysis Reports, Real-time. Real-world.
Every sales lead, if rightly analyzed, tracked and nurtured, can surely be a revenue generating opportunity. However, one must have the right process and reports in place to make sure these are properly guided towards the most likely result of sales planning. For this reason, businesses consider lead management as one of the important activities in their organization-wide sales and marketing process. With Odoo's lead analysis reports, you can get statistics about your sources of leads to evaluate the ROI of your marketing campaigns.
A Smarter Way to Make and Receive Calls Inside Odoo CRM!
In business, every call you make and receive counts.
It is important that your sales and telemarketing reps are equipped with the right tools and the right information to interact with your customers. With Get prompt reminders on calls to be made, know who is calling you, and have contextual information about your customers during calls to provide a more effective response. Odoo VOIP allows you to make calls to your customers from your browser. Once your call queue is filled, select a phone number and dial it in one click. Create a dial queue on customers or opportunities, call from the browser automatically or manually. Log calls automatically, open the customer form, automate next actions, etc. Reschedule or send email for failed calls. An auto pop-up is generated for receiving calls. Integrated with Asterisk v13.2 VOIP server.
All the features you want, none of the hassle
Prioritize. Sell smarter.
The key to sell faster is to prioritize. Get a list of activities and prospects that matter the most to your business.
Automate. Be productive.
Automate your day-to-day business activities so that you can focus on selling, not on maintaining data.
Track your sales activities.
Gain complete visibility of your sales cycle. Align sales efforts with your business strategies and objectives.
Dashboards
Design custom dashboards to get a picture of your business at a glance. That will be useful to easily visualize comparisons, patterns, and trends in sales, marketing, support, and inventory related data.
Connect with your customers.
Communicate with customers via email, phone, chat, and social media from within your Odoo CRM.
Live Chat
Chat with your website visitors proactively and convert them to potential customers. Define rules for key countries or pages.
Lead Scoring
Score your leads based on explicit and implicit criteria (on pages viewed, localisation, time). Define different actions based on lead score and team assignation rules. Decide which total score deserves to be converted into an opportunity.
Schedule Meetings
Schedule meetings from the opportunity of customer. Sync with mobile phones and Google calendar.
Email Templates
Create template of emails for the most common communications with your customers or opportunities.
Custom Alerts
Follow key opportunities in just a click and get alerts based on relevant activities.
Reduce email clutter and focus only on what matters; Keep customers emails inside CRM.
Phone Calls
Make phone calls within CRM and instantly track prospect details, call duration, etc.
Leads Nurturing
Create campaigns to automatically send emails tailored to the lead segment and the activities of the lead.
Assignation Rules
Manually assigning new leads to specific individuals (owners) can be tedious. Odoo allows you to create/Define your own rules to assign new leads to salespeople based on specific criteria, such as geographic region, activity, etc.
GeoIP
Detect countries, states and cities of leads automatically from your visitor IP address.
360° Visibility
Get all information right into the opportunity: pages visited on your website, mails, meetings, next actions, past orders, etc.
Lost reasons
Analyze lost reasons on your opportunities to improve your sales effectiveness.
Opportunities Analysis
Analyse your opportunities pipeline with advanced filters, grouping, drill down, etc.
Google Docs Integration
Use the Google Docs integration to link any document to your opportunities: qualification forms, advanced pricing tables etc..
At Emipro, we know how important are your customers for your business. Therefore, we provide such CRM solutions which will enable the digital transformation of your front office and go beyond customer relationship management by integrating marketing, commerce, sales, and customer service. Also, our CRM solutions will help you to identify gaps between your different sales channels & business revenue.
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