Odoo Customer Relationship Management (CRM) solution brings together all techniques and tools that are used to build strong, and long-term relation with customers and prospects, in order to retain them and offer them products (goods or services) which are most suitable for them.
It aims at improving the relationship with existing customers, finding new prospective customers, and winning back former customers. The major features are given below.
- Create leads automatically from incoming emails.
- Analyze leads efficiency and compare performance by campaigns, channels or sales team.
- Find duplicates, merge leads and assign them to the right salesperson in one operation.
- Spend less time on administration and more time on qualifying leads.
- Show all opportunities organized to stay focused on the best deals.
- Manage all your customer interactions from the opportunity like emails, phone calls, internal notes, meetings and quotations.
- Follow opportunities that interest you to get notified upon specific events: deal won or lost, stage changed, new customer demand, etc.
Customize your sales cycle by configuring sales stages that perfectly fit your sales approach. Control statistics to get accurate forecasts to improve your sales performance at every stage of your customer relationship.
Sales Management Made Easy: Drive your sales operations from quotes to invoices with all the information you need, easily accessible. keep track of long term contracts, automate invoicing and notify sales when they have things to do.
Create Professional Quotations: Create quotations in a matter of seconds. Send quotes by email or get a professional PDF. Track quotations, and convert them to sales order in one click. Spend the extra time focusing on selling, not recording data!
Fully Integrated: The information your need, where you need it! Don't lose time looking for customers, products or contracts related information; they are all conveniently accessible when creating quotations. Get access to stock availability in the different warehouses, to customer's specific prices, to the history of preceding offers for this prospect, etc.
Your Address Book: So many features, so easy to use! Assign tags to your prospects, manage relationships between contacts and store all customer's references including pricing, billing conditions, addresses, payment terms, etc. Navigate through all the documents related to a customer with the powerful breadcrumb: quotations, invoices, emails, meetings.
Fully Integrated Invoicing: Whether you invoice based on time and materials, on delivery orders or fixed price; It supports all possible methods. Get recurring invoices produced automatically, create advances in just a few clicks, re-invoices expenses easily, etc.
Keep track of your contracts: Get rid of wasted paper and record all your contracts in the application. Invoices are generated automatically based on your contract conditions. Your account managers get alerts before contracts have to be renewed.
Communicate Efficiently With Customers: The chatter feature enables you to communicate faster and more efficiently with your customer. This takes place directly on a quotation or sale order from within the system or via email. Get all the negotiations and discussions attached to the right document and relevant managers notified on specific events.
Fully Extensible: By default, sales order are very simple, limited to a small number of features. Don't be confused by features you don't need. But you can activate options to fit your specific need: multi-warehouses, multi-unit of measures, manage customer specific prices with price-lists, control margins on quotations, use different addresses for shipping and billing, etc.