🎯 CRM in Odoo is a customer relationship management developed by CandidRoot, a company that specializes in creating custom solutions using the Odoo platform. 🎯 This CRM Software allows businesses to effectively manage and analyze customer interactions, as well as streamline sales and marketing processes. 🎯 The CRM Software in Odoo is designed to be highly customizable, giving businesses the flexibility to configure it to their specific needs. Additionally, it is integrateable with other Odoo modules like sales, marketing, and inventory, giving a holistic approach to Business management. This can help improve customer satisfaction and drive sales growth for the business. Whats App Us Today: https://bit.ly/cr_wa 𝐆𝐞𝐭 𝐅𝐫𝐞𝐞 𝐂𝐨𝐧𝐬𝐮𝐥𝐭𝐚𝐧𝐜𝐲 𝐭𝐨𝐝𝐚𝐲 👆👆👆 Know more about Odoo CRM Development: https://bit.ly/3DmoBcy

1. Introduction to CRM in Odoo
By CandidRoot Solutions
info@candidroot.com, www.candidroot.com

2. Welcome to our presentation on CRM in Odoo
● Today, we will be discussing the importance of customer relationship
management and how the CRM module in Odoo can help businesses improve
their customer management processes
● Before we begin, let's define what customer relationship management, or
CRM, is. CRM is the process of managing and analyzing customer
interactions and data throughout the customer lifecycle, from initial contact to
post-sales support.
● Odoo is an open-source ERP software that includes a variety of business
applications, including a CRM module.
info@candidroot.com, www.candidroot.com

3. Key Features of Odoo CRM
➔ The CRM module in Odoo is designed to help businesses manage and
analyze customer data.
➔ Some of the key features of the Odoo CRM module include:
➔ Lead and opportunity management
➔ Customer account management
➔ Calendar and scheduling
➔ Integration with other Odoo modules
➔ Reporting and analytics
➔ Let's take a closer look at each of these features and how they can benefit
your business.
info@candidroot.com, www.candidroot.com

4. Lead and Opportunity Management
➔ The Odoo CRM module allows you to easily track and manage leads and
opportunities
➔ You can organize, prioritize, and track customer interactions, including
emails, phone calls, and meetings
➔ The built-in calendar and scheduling feature makes it easy to coordinate and
plan customer interactions
info@candidroot.com, www.candidroot.com

5. Customer Account Management
➔ The Odoo CRM module also includes a customer account management
feature
➔ This feature allows you to track and manage customer accounts, including
contact information and purchase history
➔ It also allows you to easily access and update customer information, which
can be useful for sales and marketing teams
info@candidroot.com, www.candidroot.com

6. Integration with Other Odoo Modules
➔ One of the key benefits of the Odoo CRM module is its integration
capabilities
➔ The CRM module can easily integrate with other Odoo modules such as
Sales and Marketing
➔ This allows for a seamless flow of information between departments, which
can improve efficiency and decision-making
info@candidroot.com, www.candidroot.com

7. Reporting and Analytics
➔ Another important feature of the Odoo CRM module is its reporting and
analytics capabilities
➔ The module includes a variety of pre-built reports, such as sales pipeline and
customer activity reports, that can help businesses gain insights into
customer behavior and identify trends
➔ It also allows users to create custom reports and dashboards, which can be
useful for monitoring key performance indicators and making data-driven
decisions
info@candidroot.com, www.candidroot.com

8. Use cases of Odoo CRM
➔ The Odoo CRM is versatile and can be used in a variety of industries such as:
➔ CRM development for real estate companies
➔ CRM for manufacturers
➔ CRM for hospital management
➔ CRM for restaurant management
➔ let's take a look at how each of these industries can benefit from using Odoo
CRM
info@candidroot.com, www.candidroot.com

9. Benefits of Using Odoo CRM
➔ The Odoo CRM module offers many benefits to businesses of all sizes
➔ Some of the benefits include:
➔ Streamlined customer management
➔ Improved customer satisfaction
➔ Data-driven decision making
➔ Integration capabilities
➔ User-friendly interface
info@candidroot.com, www.candidroot.com

10. Conclusion
To sum up, the CRM module in Odoo is a powerful tool that can help businesses
streamline their customer management processes and improve customer
satisfaction
With its integration capabilities, reporting and analytics, and user-friendly
interface, Odoo CRM is a great option for companies of all sizes looking to
improve their customer relationship management
Thank you for joining
info@candidroot.com, www.candidroot.com

11. Get in touch with us
Email:
info@candidroot.com
Visit Us:
www.candidroot.com
Call/Whats App:
+91-8849036209