Odoo CRM is an essential tool for companies of all sizes, offering features like client interactions, sales prospecting, and lead management. It integrates with applications like sales, invoicing, and email marketing for enhanced functionality, and allows users to manage leads using a drag-and-drop kanban view. The system provides real-time reporting, performance tracking, and scheduling capabilities to enhance customer engagement and sales efficiency.

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.

2. Beautiful Kanban view
• By simply drag and drop you can manage your
leads in 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.

6. Thank You
Website: www.planet-odoo.com
Email: info@planet-odoo.com
Skype: info@planet.odoo.com