Customer Relationship Management
Boost sales productivity, improve win rates, grow revenue
Manage your sales funnel with no effort. Attract leads, follow-up on phone calls and meetings. Analyse the quality of your leads to make informed decisions and save time by integrating emails from all your contacts directly into the application.
A Great Kanban View to Track Your Pipeline
Track your opportunities pipeline with the revolutionary kanban view in a few simple steps. Work inside your sales funnel and get instant visual information about next actions, new messages, top opportunities and expected revenues.
Boost your sales with our great management software for businesses of any size.
Social Network Integration
The Only Open Source CRM With Social Features Built-in
Bring social intelligence to your sales process. Gain insights from social media sites such as LinkedIn, Twitter or Facebook to find prospects easily and automatically load their contact data into your address book.
Lead Management Made Easy
Automatically create leads from incoming emails. Analyse leads efficiently and compare performance by campaign, department, channel 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.
Organize Your Opportunities
Clean user interface with everything on one screen
Organize your opportunities so you can stay focused on the best deals. Manage all customer interactions from the opportunity like emails, phone calls, internal notes, meetings and quotations.
Follow opportunities that interrest you and be notified about specific events: deal won or lost, stage changed, new customer demand, etc.
Email Integration and Automation
Work with the email applications you already use every day. Whether your company uses Microsoft Outlook or Gmail, no one needs to change the way they work, so everyone stays productive.
Route, sort and filter incoming emails automatically. Odoo CRM handles incoming emails and routes them to the right opportunities or sales team. New leads are created on the fly and interested salespeople are notified automatically.
Schedule your meetings and phone calls using the integrated calendar. You can see your agenda and your colleagues’ agenda in one view. As a manager, it’s easy to see what your team is currently working on and to set up a timeline for certain tasks.
Lead Automation and Marketing Campaigns
Drive performance by automating tasks
Use our marketing campaigns to automate lead acquisition, follow ups and promotions. Define automated actions (e.g. ask a salesperson to call, send an email, set up a reminder, etc.) based on triggers (no activity for 20 days, answered a promotional email, etc.)
Optimize campaigns from lead to close, on every channel. Make smarter decisions about where to invest and show the impact of your marketing activities on your company’s bottom line.
Customize Your Sales Cycle
Adapt sales stages to your needs
Customize your sales cycle by configuring sales stages that perfectly fit your sales approach. The system allows you to create your own templates for the stages. Control statistics to get accurate forecasts to improve your sales performance at every stage of your customer relationship.
Reporting and Dashboards
Get access to the right information to make smart decisions
Get the insights you need to make smarter decisions. 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.
Drive Engagement with Gamification
Leverage sales’ natural desire for competition
Reinforce good habits and improve win rates with real-time recognition and rewards inspired by game mechanics . Align sales teams around clear business objectives with challenges, personal objectives and team leader boards.
Promote leaders and competition with sales teams with performance ratios.
Assign clear goals to users to align them with the company objectives.
Compare revenues with forecasts and budgets in real time.