Modern User Interface
An intuitive user interface designed for sales. A Dashboard for a better overview of the sales activities. Useful tips and best practices to configure and deploy your CRM.
Sell on the road with Odoo's mobile user interface, working even if you don't have an internet connection.
Reduce data entry
Get leads automatically created from emails, VoIP calls. Send quotes in just a few clicks, manage your pipeline with drag & drop, etc.
Create campaigns to automatically send emails tailored to the lead segment and activities of the lead.
Define different actions based on lead score and team assignation rules. Decide which total score deserves to be converted into an opportunity.
Easily import prospects files with Odoo's column matching tool.
Get more than 30 marketing apps to boost leads acquisition from your website: Search Engine Optimization tool, SEA, form builders, etc.
Activate Odoo Live Chat on your website to talk to your visitors and convert them into leads. Define rules for key countries or pages.
Get proposition of leads to merge when converting a lead into an opportunity. Create contacts automatically based on leads.
Define your own rules to assign leads to the right sales team or sales person based on quotas and segments.
Track the source of the leads using UTM trackers in all your marketing campaigns.
Activities and calls management
Organize sequence of activities per opportunity. Schedule activities. Log every activity immediately in the opportunity's chatter with predefined actions.
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.