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Features Of Odoo 13 CRM


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Odoo 13 makes everything simplified and faster. Being integrated helps you retrieve all the information related to your sales like inventory, accounting, customer relations, and others.

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Features Of Odoo 13 CRM

  1. 1. Features of Odoo 13 CRM
  2. 2. Sell Faster As You Go Lead Management Opportunity Management Customers Management Productive Communication Powerful Reporting Integrations. Features
  3. 3.  Modern user interface: A natural UI intended for sales. A dashboard for a superior review of the business exercises.  Reduce data entry: Get leads automatically created from mails, website, VOIP calls & send quotations in couple of clicks. And deal with your pipeline by drag and drop. /  Superior mobile view: Sell from anywhere using mobile app (IOS/Android).  Large/small screen view: Optimized view for all types of screens, with the opportunity form on the left and a scrollable chatter on the right small screen and on the right and scrollable chatter on the bottom on the big screen. Sell faster as you go
  4. 4.  Leads Nurturing: Create campaigns and send automated emails to the leads and schedule activities based on the lead.  Lead Scoring: Statistical analysis determine the probability to close a lead based on the state, country, phone quality, email quality, source & languages. /  Live Chat: Use Odoo Live Chat on your website to chat with visitors and convert them into leads and also define rules based on countries.  Deduplication: Eliminate the duplicate leads, while converting into opportunities and create contacts from the lead automatically. Lead Management 1
  5. 5.  Import Leads: Easily import your lead list with Company, Name, Email, Job Position, Phone no. Mobile no. Address, State, Country, Websites, with Odoo's column matching tool.  GeoIP: Statistical analysis determine the probability to close a lead based on the state, country, phone quality, email quality, source & languages. /  Assignation Rules: Define your own rules to assign leads to the right sales team or sales person based on quotas and segments.  URL Trackers: Using UTM trackers, track the source of your leads in all marketing campaigns. Lead Management 2
  6. 6.  Pipeline Management: Get a clear picture of the opportunity in pipeline. Work faster with the drag & drop interface. Automatic archiving of lost opportunities and hidden in the pipeline.  Customize Stages: Create your own pipeline and add description for your each stages. /  Activities & Calls Management: Assign activities per opportunity for your team and schedule them. Log every activity immediately in the chatter with predefined actions. Easily Track, log and analyse the activities of your team.  Schedule Meetings: Schedule meetings with the customer in opportunity & Sync with mobile phones and Google calendar. Opportunity Management 1
  7. 7.  Plan Next Actions: Plan next actions and schedule your daily work based on most important opportunities and tasks.  Log Calls: Log calls or trigger VoIP calls in just a few clicks and Odoo proposes to automatically reschedule the next action after the call.  360° Visibility: Get information right into the opportunity such as pages visited on your website, mails, meetings, next actions, proceeding orders and much more.  Lost reasons: Analyze lost reasons on your opportunities to improve your sales effectiveness and to grow your business. Opportunity Management 2
  8. 8.  Customers Management Get a fully controlled address book and shared it among your sales people.  Multi-Address: Have multiple addresses and contacts for a single company and manage it from single window.  Customer Preferences: Set your customer preferences easily such as language, delivery methods, financial data.  Track Customer History: Get the full history of a customer in single window such as opportunities, meetings orders, invoices, total due & more. Customers Management
  9. 9.  Emails Templates: Create your own email templates for most commonly used- to communicate with the customers.  Email Gateways: Get all your email communications automatically attached to the right opportunity. Create new leads automatically based on incoming emails.  VoIP: Integrated with Asterisk VOIP server. Receive & call from the browser automatically or manually. Reschedule or send email for failed calls.  Custom Alerts: Follow key opportunities in just a click and get alerts based on relevant activities. Productive Communication
  10. 10.  Dashboard: Build your own dashboards and share filters with the team. Visualize your sales teams KPI's at a glance.  Cohort Analysis: Keep track of the evolution of your KPI's over time and detect trends.  Opportunities Analysis: Analyze your opportunities with advanced filters, grouping, drill down, etc. based on stages, sales person, country & more.  Leads Analysis: Get statistics of your leads source to evaluate the ROI of your marketing campaigns. Powerful Reporting
  11. 11.  Sales App  Automation App  Email App  Social App  SMS App  Google Docs  VoIP  Powerful API Integration
  12. 12. For More Details Check our company website for Odoo related blogs and Odoo book. Check our YouTube channel for functional and technical videos in Odoo. Cybrosys Technologies
  13. 13. Thank You