Odoo CRM
Transform the Sales experience with a
fully-featured CRM
fully-featured CRM
Jose Cruz
President JDC Systems Innovations, inc.
They were able to understand not just the technical aspects of our requirements but the business as well.
5/5
verified Customer
Trusted By
Overview: Odoo CRM App
Odoo CRM isn’t just handy for maintaining customer relations; it also automates tedious or error-prone sales, marketing, and support tasks. As a result, your staff can focus more on what matters the most—attracting, nurturing, and delighting customers.
With a few clicks and a unique Kanban visual experience, sales representatives can obtain accurate forecasts of current and future sales and plan sales activities like calls, meetings, and emails.
The Odoo CRM directly integrates with the Sales module; the interconnectivity and direct interactions enable you to pursue the opportunities based on the lead operations, differentiating it from other CRM software.
Find more
opportunities
Get accurate
forecasts
Shorten your
sales cycle
Drive deals to
closure faster
Real-time customer
collaboration
Odoo CRM Features
UI Friendly Interface
- For unbilled orders, users can disassemble a finished product and recover components.
- Generate leads automatically from email and calls reducing manual data entry.
- You can sell your services/products from anywhere due to Odoo’s mobile user interface.
Lead Management
Lead Management- To nurture leads, Odoo lets you automatically create campaigns to send emails tailored to the lead segment.
- Configure lead scoring criteria to decide which score deserves to be converted into an opportunity.
- Configure rules to assign leads to the right salesperson based on quotas and segments.
- Automatically import prospect files with Odoo’s column matching tool.
- Make online acquisition easier with access to marketing apps such as SEO tools, form builders, etc.
- Odoo CRM supports Live Chat for your website, wherein you can also define rules specific to key countries or pages.
- Improve lead acquisition with Odoo’s call-to-actions and the a/b testing tool.
- Let UTM trackers trace the source of leads in all your marketing campaigns.
Monitor Opportunities
Track, log, and analyze the activities in the opportunity’s chatter with predefined actions.
Set stages for every opportunity, archive lost opportunities and manage the lost opportunity ratio per stage for better pipeline management.
Sync meetings with mobile phones and Google Calendar.
Get 360° visibility into every opportunity: pages visited on your website, emails, meetings, next actions, preceding orders, etc.
Odoo CRM logs call or trigger VoIP calls in just a few clicks.
Manage Customer Records
- Share the address book among your sales persons.
- Manage multiple addresses and contacts for a single company.
- Set customer preferences like language, delivery methods, financial data, etc.
- Get the history of activities, like customer orders, total due, etc., attached to any customer record.
Clear Reporting for Data-driven Decisions
- Use predefined Odoo CRM dashboards or create your own to visualize your sales team KPIs at once.
- Analyze your pipeline with advanced filters, grouping, drill down, etc.
- Cohort Analysis enables you to detect trends and customer behavior.
- Generate statistics about sources of leads to evaluate your marketing campaigns.
Why choose Odoo for CRM?
Tightly Integrated with other Odoo Apps
Odoo CRM is tightly integrated with Sales, Inventory, and marketing apps. You can easily convert opportunities into quotes, fetch product information right into the quotation, integrate all your online and in-store POS sales, and boost leads acquisition with email marketing apps.
Accurate Forecasts
Based on a particular campaign, region, conversion duration, or closing date user can generate real-time reports and flow charts to analyze the lead quality, new opportunities, and closed/won opportunities.
Automation of routine tasks
Odoo CRM automates the lead assignment, lead import, lead scoring, scheduling next action after the call, lead fetching from emails, and alerts on key opportunities allowing salespeople to be more efficient with their sales efforts.
Fasten your Sales Cycle
Odoo CRM lets you schedule activities based on your sales scripts, calls, meetings, mailing, and quotations allowing access to all the information you need on the opportunity to get more done in less time.
How will Aktiv help you with Odoo CRM?
With the amount of data generated for business prospecting keeps increasing and without proper tools to handle all this information you might end up in chaos. Odoo CRM deals with all the essential aspects from lead generation to deal closure.
At Aktiv, we have implemented Odoo CRM for our customers and have seen it turning into the most valuable asset of their businesses improving sales numbers and getting processes streamlined. Get in touch with us for a free Odoo CRM demo.
60+
Odoo
Professionals
Professionals
Certified
Odoo
Consultants
Consultants
500+
Odoo
Implementations
Implementations
15+
Industries
Served
Served
Frequently Asked Questions
Looking for a CRM for your Sales Reps? Odoo is your answer.
Schedule a demo call today!
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