Odoo solution for CRM and sales management


Manage the sales funnel from a new customer to a signed electronic document


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Sales process control


Odoo makes it easy for your sales teams to organize, sell smarter, and build long-lasting customer relationships. It is easy to use, flexible, and provides full integration and traceability across the platform.

The CRM module provides a functional tool for the sales team to identify new customers, foster relationships, and control them to the contract.

The sales module is one of the key modules as it handles sales orders. This module allows you to control the sales department effectively and create a new sales order from the won opportunity. Odoo's sales management module is interconnected by email, where you can send an invoice directly from the system.



 


Why does a business need an Odoo CRM and sales solution?

Better identify new sales opportunities

Odoo can bring together new customers from various perspectives, whether it's an email marketing campaign or a website-filled contact form.

Get real-time sales expert reports and real-time sales trends reports

It is critical for the sales team to monitor their performance against accepted KPIs and track them in real-time from anywhere.

Promote customer relationships in a transparent and easy-to-manage way

Odoo provides a methodological approach to building customer relationships. ERP helps promote and target the customer in the sales funnel until a successful transaction is completed.

Make money in a few clicks

Odoo simplifies the day-to-day running of a sales team by providing as few clicks as possible to find revenue and customer information.

Automate sales

The system automatically activates inventory and creates an invoice when a sales order is placed. Everything is available and manageable in one platform.

Effectively control customers through sales


Odoo CRM processes new customers by collecting data from various sources, such as emails or website contact forms. Next, customers are turned into opportunities and further managed into a sales funnel with one click.

With the Kanban view, the CRM app can easily track the customer's movement in the pipeline, regardless of the sales cycle, lasting from one day to several months. 

Get a well-organized job by controlling the customer's movement in the funnel stages and not losing the cards, even if the sales cycle lasts several months. It strengthens customer relationships through long-standing relationships.

Create a sales quote quickly and easily


Odoo allows you to quickly create a sales offer without leaving a new customer's card. Add products or services by clicking the "Create Offer" button and send them via email. 

The Sales Generation option requires a Sales module. Make the process as fast as possible by creating templates from key sales offers and keeping clicks to a minimum. Time is money, and Odoo is a platform that will help reduce unnecessary activities, making the daily work of sales professionals more efficient and productive.




A sales offer that helps you achieve results


Everything is thought out in the Odoo system. The design of the sales offer provides all the necessary data for the customer to confirm. The document itself is available in both PDF and online formats. It allows you to do both - sign documents and pay for the offer. If you have any questions, you can ask them below and get answers to them.

Extensive functionality for maximum results. The customer can add additional products, which can be added with one click when reviewing the offer, automatically renewing the request online. It will increase the average check amount.

 


Everything you need for productive work

Calendar synchronization

Odoo helps you stay organized by planning your time and booking your day and time. Odoo Calendar automatically syncs with Google Calendar, which provides the same information no matter what device you're signed in to or use.

Overview of activities

Organize sales activities and monitor the company's overall situation according to customer cards and responsible specialists. Check that all the necessary steps are being taken to achieve your business goals.

Reports

Odoo provides full reporting functionality to monitor the performance of individual and team sales professionals. Choose the necessary reference points, comparison criteria, periods, etc., to be able to accurately determine the current situation in a company with real-time data.



Compatibility of Odoo CRM and sales modules


Odoo is a modular platform that provides ample opportunities for business management. CRM and sales apps are fully compatible with other Odoo apps:


Email marketing

Email marketing capabilities by sending a custom message to various contact lists. 

Invoicing

Turn a sales offer into an invoice with one click.

Website

Allows you to create an online sales quote by adding customizable blocks. 

Accounting

An invoice is automatically created based on a sales order, delivery order, or contract.

Make the sales process more convenient

To make the customer experience as positive as possible, the sales process can be supplemented with the functionality of sales and delivery systems. We use our knowledge and experience to develop Odoo applications, thus making localized solutions available to our customers by connecting the necessary systems with Odoo.


Payment integration

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Supply integration

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Midis customers who chose Odoo ERP solution

 

 

Learn more about Odoo CRM

CRM Comparison White Paper


Table of Contents

  1. Introduction
    • Introducing CRM offers available today
    • Features Comparison
  2. Introduction to CRM Software
    • Salesforce
    • Zoho CRM
    • SugarCRM
    • Pipedrive
    • Odoo Online
  3. Features Comparison
    • CRM
    • Sales
    • Marketing
    • Productivity & Usability
  4. User Interface
  5. Pricing & Conditions
  6. Market Trends
  7. Conclusion

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