Sell Faster
Modern User Interface
An intuitive user interface with smart filters gives a better overview of all your sales activities. Use tips and best practices to configure and deploy your CRM.
Mobile
Use your CRM on the go with Odoo's mobile-friendly interface.
Inbound leads
Get leads automatically created from emails, VoIP calls, social media reactions, website visitors, event attendees, support tickets, etc.
No more encoding
Send quotes in just a few clicks, manage your pipeline with drag and drop, etc.
Set up activities
Your planned calls are queued, ensuring a seamless switch from one task to the next.
Leads
Leads Nurturing
Create campaigns to automatically send emails tailored to the lead segment and activities of the lead. Get several marketing modules to boost leads acquisition from your website: Search Engine Optimization tool, form builders, a/b testing tool, etc.
Predictive lead scoring
Odoo computes the probability of success according to several criteria such as past performance.
GeoIP
Detect countries, states and cities of leads automatically from your visitor IP address.
Live chat
Activate Odoo Live Chat on your website to talk to your visitors and convert them into leads. Define rules for key countries or pages. Chatbot sends predefined messages automatically.
GeoIP
Detect countries, states and cities of leads automatically from your visitor IP address.
Deduplication
Get proposition of leads to merge when converting a lead into an opportunity. Create contacts automatically based on leads.
Assignation Rules
Define your own rules to assign leads to the right sales team or sales person based on quotas and segments.
URL trackers
Track the source of the leads using UTM trackers in all your marketing campaigns.
Lead mining
Generate new leads directly into your Odoo database.
Lead enrichment
Enrich contacts' information based solely on an email address or a phone number.
Opportunities
Activities and calls management
Effectively manage activities and calls by organizing their order and scheduling them for each opportunity, while promptly logging and analyzing them in the opportunity's chat. Additionally, monitor and record your team's activities to ensure efficient workflow management.
Pipeline management
Get a clear overview of the opportunity pipeline. Work faster with the drag & drop interface. Set up specific stages for each sales team.Analyze lost reasons on your opportunities to improve your sales effectiveness.
Customize stages
Customize your pipeline by adding a description on stages.
Schedule Meetings
Schedule meetings from the opportunity of customer. Sync with mobile phones and Google calendar.
Plan Next Actions
Plan next actions and schedule your daily work based on most important opportunities and tasks.
360° Visibility
Get all information right into the opportunity: pages visited on your website, mails, meetings, next actions, preceeding orders, etc.
Log Calls
Log calls in the chatter or trigger VoIP calls in just a few clicks. Odoo proposes to automatically reschedule the next action after the call.
Customers
Address Book
Get a clear address book shared amongst your sales persons.
Customer Preferences
Set customer preferences easily: language, delivery methods, financial data, etc.
Multi-Address
Have multiple addresses and contacts for a single company.
Full History
Get the full history of activities attached to any customer: opportunities, orders, invoices, total due, etc.
Efficient Communication
Emails Templates
Create template of emails for most common communications with your customers or opportunities.
Email Gateways
Get all your email communications automatically attached to the right opportunity. Create new leads automatically based on incoming emails.
VoIP
Create a dial queue on customers or opportunities, call from the browser automatically or manually. Log calls automatically, open the customer form, automate next actions, etc. Reschedule or send email for failed calls. An auto pop-up is generated for receiving calls. Integrated with Asterisk v13.2 VOIP server.
Custom Alerts
Follow key opportunities in just a click and get alerts based on relevant activities.
Multi team
A salesperson can be in multiple teams
Reporting
Dashboard
Use predefined dashboards or build your own with the advanced reporting engine. Share filters with the team.
Opportunities Analysis
Analyse your opportunities pipeline with advanced filters, grouping, drill down, etc.
Cohort Analysis
Keep track of the evolution of your KPI's over time and detect trends.
Leads Analysis
Get statistics about your sources of leads to evaluate the ROI of your marketing campaigns.
CRM Dashboard
Visualize your sales teams KPI's at a glance.