CRM by Odoo

The customer is often the core concern for every business, and Odoo’s CRM (Customer Relationship Management) offers a solution for managing potential customers, including leads and opportunities, making it easy and efficient to handle all customer-related activities.

In today’s modern and tech-savvy environment, marketing and sales teams seek an efficient way to track prospects and access segmented and well-visualized information, and Odoo’s CRM offers just that by allowing users to view all their leads/opportunities in one location, manage them through various stages, and analyze results.

Without further delay, let’s dive into exploring the impressive features of Odoo’s CRM.

Lead Entry

With Odoo’s CRM, you can automate lead generation or manually enter leads through single or mass imports, depending on the system rules you set.

Lead or Opportunity Management

Once you enter leads into the system, Odoo’s CRM facilitates timely follow-ups by sales personnel to convert every lead into future quotations or cancel them. Users can drag leads from one stage to another as they move through the sales process, and stages can be easily customized or created to fit your business needs.

Lead Scoring

To manage leads effectively and save time, Odoo’s CRM allows users to set rules for automatically scoring leads and scheduling specific activities based on lead quality, even while managing leads and analyzing results.

Schedule Activities

Odoo’s CRM offers the convenience of scheduling next activities like phone calls, meetings, or emails, while keeping track of them within the system. With email and/or VoIP integration, users can contact clients directly from the CRM. Additionally, users can manage their schedules through Odoo’s built-in calendar or integrate an external one like Google for added flexibility. All relevant information is visible in a single view in Odoo ERP, making it easy for users to plan meetings at the most suitable times.

Creating and Sending Quotes

Once leads are qualified, creating and sending quotations is easy with Odoo’s CRM. Simply click ‘New Quotation’ on the lead’s record, edit it, and send it via email or print it, all within the same system.

Reports / Dashboards

Odoo’s CRM provides salespeople and managers with access to custom and dynamic dashboard reports that display important lead / opportunity KPIs in the form of graphs, charts, and more. Additionally, users can export and print data to better analyze leads and opportunities, whether won or lost, based on custom criteria they set.

In short, Odoo’s CRM is a powerful and efficient tool for managing leads and customers, featuring a modern UI and the finest dashboards to provide an overview of your sales activities and all necessary information in one location. Customer Relationship Management is a crucial part of managing any organization or firm, and with Odoo, the CRM gains even more efficiency by integrating with all of Odoo’s other applications, including Website, eCommerce, Sales, Accounting, Inventory, and more.