Odoo CRM comes with many features from client interactions, sales prospects to lead management. CRM module will help you to manage the leads, opportunities, and customers of our organization.
Other features which CRM includes are:
GeoIP
Detect countries, states, and cities of leads automatically from your visitor IP address.
Custom Alerts
Follow key opportunities in just a click and get alerts based on relevant activities.
Opportunities Analysis
Analyze your opportunities pipeline with advanced filters, grouping, drill down, etc.
Multi-Address
Have multiple addresses and contacts for a single company.
Leads Nurturing
Create campaigns to automatically send emails tailored to the lead segment and activities of the lead.
For more information contact: info@planet-odoo.com
1. Odoo CRM
CRM is the most important tool required by all size of
companies. Odoo CRM comes with many features
from client interactions, sales prospects to lead
management. Odoo CRM is integrated with other
application like Sales, Invoicing, Email marketing,
eSignature to provide more features in Odoo CRM.
3. Get Accurate Forecast
• Design custom dashboards to get a picture of your
business at a glance. Dig deeper with real-time reports
and flow charts that anyone can create and share.
4. Review your performance and next
activities
• Real-time overview of easily review your performance and
next activities. Know exactly how you perform compared
to your monthly targets.
• Organize your work based on your scheduled next actions.
5. Schedule Meetings or Activities
• Schedule activities based on your sales scripts like calls,
meetings, mailing, and quotations.
• Get all information you need, directly on the opportunity
like website pages viewed, mail received, etc.
Stay connected with customers
• Through email, phone, chat, and social media within your
Odoo CRM, you can stay in touch with your customers.
