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CRM Solutions For Small Business

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CRM Features

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.


Elevate Your Business Journey Today

Ready to embark on your CRM adventure?