Transform raw data into more profound insights and get a comprehensive overview of all your prospects and clients. Get all information in one place, an opportunity contains all prospects and customer data including pages visited on your website, their queries, email address, contact number, company name, next actions, meetings, interaction history, quotations, and more. Get a single view of all your opportunities, and customers to deliver outstanding client experiences, and drive sales.
The unified view of customers' critical information helps deliver relevant experiences at the right time. Real-time communication enables faster responses to your customer's requirements and queries. Get a quick overview of your CRM system and assess each customer requirement. Monitor the sales team's actions to see when the salesperson sent emails, schedule future activities, or sent quotations. You can share your inputs and documents to make the sales closing faster. Create and share quotations with your customers just in a few seconds. Keep your prospects engaged by consistently communicating with them about their requirements and queries. Simply put, prompt responses, delivery of quality products and services, competitive pricing, upselling, etc. help you make the customer journey amazing and enhance prospects' and customers' experience. Odoo CRM software is designed to make customer relationships stronger and healthier.
Get a clear synopsis of all your opportunities in the pipeline. Manage your pipeline on the go with Odoo's mobile-friendly CRM. Easily create multiple stages of your opportunities and drag & drop them into the relevant stage. Segregate the leads into various stages as per their progress, and also can customize stages. Assign leads and opportunities to the suitable sales team and salesperson. Mark won or lost on your opportunities in a single click. An intuitive dashboard for a comprehensive overview of your pipeline and sales team performance. Analyze your prospects pipeline with cutting-edge open-source CRM filters, group by, and custom filter options. Envision your sales team and salespersons' KPIs at a glance. Get precise statistics on the sources of leads to evaluate the ROI of marketing campaigns Get accurate forecasts by utilizing actionable data and make smarter decisions.
Create quotations from Odoo CRM in just a few simple clicks and further manage them in the sales app.
Get the available products added to the quotation and quickly share quotes with your opportunities.
Odoo CRM is closely connected with multiple sales channels including eCommerce and Point of Sale.
Enhance leads nurturing with Odoo's marketing automation apps like Email Marketing, Events, etc.
Odoo CRM is an advanced customer management application that helps companies manage and track all their leads, opportunities, and customers in a single place. This software helps companies improve business relationships with their customers and potential customers.
In Odoo leads are the unqualified contacts or we can say raw data on which the sales team works to convert them into opportunities.
On the other hand, opportunities are clearly defined prospects, they have some sort of expected revenue, product or service requirements, and scope of work.
Odoo CRM has numerous state-of-the-art features that help companies manage every aspect of customer relationships. Let's have a look into the prevalent features of Odoo CRM:
Yes, Odoo CRM can be used by all size businesses including small, medium, and large scale.