Odoo Sales & CRM by ERP Cloud
Boost your sales team's productivity
An all-in-one CRM and omni-channel sales solution crafted to streamline your sales operations and enhance customer experience.
Complete sales workflow in a single platform
Opportunity Management
Odoo enables the sales team to generate, monitor, and handle leads from multiple sources. It also allows them to define stages, assign probabilities, estimate potential revenue, and determine the next steps.
Quotations & Sales Order
Odoo streamlines the creation of quotes by including products, pricing, taxes, discounts, and terms. Upon approval, the quote can be converted into a sales order and monitored until the delivery is complete.
Invoicing & Payments
Generate invoices from sales orders, delivery orders, or timesheets, monitor customer payments, and reconcile them with the corresponding invoices.
Reporting
Leverage diverse reports and dashboards to monitor sales team performance, covering lead conversion rates, pipeline insights, and revenue analysis.
Enhance Your Sales Power
Key Features
Efficient Sales Process
Odoo offers a complete set of tools to efficiently handle lead management, generate and send quotations with just a few clicks, and monitor the status of sales orders in real time.
Digital teamwork
Odoo CRM provides real-time access to customer data, sales metrics, and reporting tools, enhancing collaboration among sales teams and boosting overall sales performance.
Customizable Invoicing and Payment Options
Generate invoices effortlessly according to your business rules, including order quantity, shipped quantity, timesheets, and more. Apply custom pricing for each client as needed.
Comprehensive Reporting and Analysis
Monitor your performance using a range of reports and dashboards, such as lead conversion rates, pipeline analysis, and revenue assessments.
Enhanced Retail Experience with Odoo POS
Online and Offline Capabilities:
Effortlessly establish new stores with an internet connection and utilize the Point of Sale system anytime, anywhere. The Point of Sale continues to function smoothly even when disconnected.
Customer Loyalty Programs:
Encourage customer loyalty by offering rewards for repeat purchases. Customers can accumulate points with every transaction, which can be redeemed for discounts, free items, or other benefits.
Easy-to-Use Interface:
The intuitive and easy-to-use interface ensures that employees can navigate the system effortlessly. Designed with simplicity in mind, it allows for quick and efficient transaction processing.
Inventory Management Integration:
Oversee your inventory, monitor stock levels, and receive notifications when inventory is running low.
Accounting System Integration:
Seamlessly synchronize your sales data and handle financial transactions, including invoicing and payments, with ease.
Up-to-the-minute overview
Monitor your sales pipeline effortlessly
Easily track your pipeline with adjustable stages and comprehensive lead details for enhanced sales management and optimization.
Track team effectiveness
Monitor the number of leads each team member is handling, monitor the stages they are at, and analyze the time taken to advance leads through the pipeline.
Improve collaboration with real-time data
Enhance collaboration with real-time insights into leads, sales orders, and invoices. Customizable dashboards and reports provide your team with the information they need to achieve success.
Order and Agreement Administration
Sales Order Handling
Effortlessly generate and monitor sales orders from quote to delivery, streamlining the entire sales process for your team in a single platform.
Contract Control
Oversee service agreements and subscriptions using contract templates, automated invoicing, and comprehensive performance reports. Handle contracts for individual clients or groups and access detailed reports on contract performance.
Client Portal
Enable customers to view their information, place orders, and track order status through their own portal. Enhance customer satisfaction and streamline support processes by integrating the customer portal with the Sales & CRM application.
Effective Quotation Strategies
Detailed and professional quotes for your potential clients with Odoo.
Incorporate product descriptions, attractive images, and additional details effortlessly using the drag-and-drop editor. Create compelling proposals that highlight your products and services to impress your clients.
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Optimizing Client Management with Odoo CRM
Effortlessly Monitor All Client Interactions and Deadlines
Versatile Activity Types
Create tailored activity types to fit your unique requirements, such as tasks, calls, emails, meetings, and more. Assign these activities to specific team members or to the entire team as needed.
Automated Alerts
Configure automated reminders for tasks to ensure timely completion. These reminders can be delivered through email or mobile notifications, based on user preferences.
User-Friendly Scheduling
Odoo simplifies scheduling activities for leads. Users can easily access their calendar within the CRM interface and drag and drop tasks onto designated dates and times.
Activity Monitoring
Maintain a detailed record of all lead-related activities, including finished tasks, planned calls and meetings, and any notes or remarks from team members.