Odoo CRM App Module
Customer relationship management (CRM) is vital for any business today. Companies are trying new marketing methodologies and promotions to attract more customers. CRM tools help your executives focus on generating business opportunities and sourcing leads from various areas.
These CRM tools have become integral parts of many businesses, with most business opportunities sourced from them. Odoo CRM, a dedicated management module, offers intuitive management of your company's customer relationships.
All Features done right
Enable automation
AI lead scoring
Manage leads
Reduce your manual labor and never miss a lead again.
Attractive CRM Dashboard
Use of visual & configuration tools for operational readiness
Viewable in Kanban, lists, graph, activity, pivot & more | Custom stages on leads | Direct activity scheduling
Real-time Overview
Reporting on CRM provides a complete operational overview
Dedicated reports on pipeline, leads, & activities | Custom and default filtering group by options | Eye-catching reports with rightful insight
Well-defined activity scheduler
You will be able to schedule activities on leads using the scheduling tool
Scheduled activities with the calendar view | Schedule meetings, calls, emails, and many more
Well-defined activity scheduler
You will be able to schedule activities on leads using the scheduling tool
Generate leads from websites, and eCommerce platforms | Generate leads from incoming emails | Lead generation from marketing campaigns, and promotional programs
Generate leads from various sources
With the capability to generate leads from various sources allowing you to boost your business opportunities.
Advanced functional tools on leads
Tools for the management of leads and added advantage on opportunity generation
Lead mining | Lead generation | Lead enrichment | Follow-up on leads where you can schedule activities | Deduplication | Lead importing
A dedicated window for sales management
The Odoo CRM holds a dedicated menu on the dashboard to describe the sales operations related to the CRM activities.
Larger screen view on opportunities | Mobile view on sales operations with CRM | Dedicated customer address and information window | Manage CRM operations based on sales teams
Custom pipeline operation
The pipeline of the CRM module can be well crafted to suit your operations of customer relationship management
Create custom stages of the leads | Activity scheduling option under each lead | Illustration on scheduled activities | Illustration on scheduled activities | Follow-ups on opportunities | The 360-degree view on all CRM operations
Efficient communication to be connected with customers
Communication is a vital aspect of lead generation and opportunity generations for the operations of a business
Email templates | Customer alerts | Live chat and discuss module | Log chatter under each quotation
Analytical reports
Odoo platform helps you to generate advanced analytics as well as quantitative reports on customer relationship management operations
Generate reports on leads, pipeline operations, activities, and partnerships | Default as well as customizable filtering options | Illustrative reports
Odoo CRM Module is Good For
All Industries can make use of this module. Customers and clients all in one place make it easy for your teams to stay in touch and create more value.
Integrates with all your other departments
One of the best features of the Odoo platform is the modular structure thus providing you with dedicated modules for the business management operations of the company.