Odoo CRM Module
Manage the sales process efficiently, control each task's execution, communicate with the customer, and receive results data in real-time
More effective sales planning
Thoughtful decision making
Effective communication with the customer
Control the customer throughout the sales funnel
A tool to help you sell faster
Modern user interface
The CRM module offers a dashboard where you can view all activities. Use best practices to customize and build a CRM that works for you.
Reduce data entry
Convert new customers into opportunities from emails, and send sales quotations or website forms.
Stay mobile
Keep selling even when you're on the go with the Odoo mobile app.
Work more productively with new customers
Leads Nurturing
Create campaigns and send scheduled emails to segmented customers.
User behavior analysis
Track the links used in marketing campaigns.
Efficient handling of new customers
Create role rules to easily and quickly hand over the new customer to the right handover team.
Intelligent opportunity control
Sales funnel management
Work faster with drag-and-drop functionality, moving the customer to a new stage. Odoo gives you the ability to control each stage for a separate team.
Customize the sales stages
Create a sales funnel with the stages that fit your business, adding a description of each stage.
Schedule and control meetings with customers
Schedule an appointment with a client without leaving the opportunity card and synchronize with your mobile phone and Google Calendar.
Plan key activities with the client
Priority-based planning of your following activities and working day
Manage all the data in your customer card
Keep all customer information in one place: web pages visited, emails, appointments, orders processed, etc.
Analysis of lost opportunities to improve the sales process
Odoo reflects the lost opportunities as a separate field that archives the map at the appropriate stage. Analyze the reason for the loss and reactivate the opportunity if relevant.
Customer database management
Address book
Get a visible customer address book that your sales team can easily share.
Full history of activities
All information added by the salesperson to the customer's file is available to anyone with appropriate access. Access at any time and manage invoices, orders, opportunities, etc.
Customer preferences
Add the necessary customer details such as language, delivery method, financial information, etc.
Effective communication
Email templates
Create email blanks in a consistent style.
Email gateway
Control incoming emails by automatically routing them to the appropriate sales team.
Custom notifications
Follow the main opportunities and get relevant notifications.
Result analysis
Analyze sales activities
Odoo allows you to analyze what has been done from different angles:
Leads;
new opportunities;
cohorts.
CRM dashboard
Odoo allows you to visualize data using pre-defined parameters or customize it to your needs and output your sales team's KPIs at a glance.
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