Services Solutions

Odoo’s CRM solution provides a complete, user-friendly system for managing leads, opportunities, and customer relationships. Designed to help businesses drive growth, close deals faster, and deliver outstanding customer experiences, the CRM solution ensures every interaction is tracked, every opportunity is nurtured, and every deal is maximized — all in one place.

Included Applications:

• CRM (Customer Relationship Management)
  Manage the entire sales funnel from lead generation to opportunity closing. Track interactions, schedule activities, manage pipelines visually, and automate tasks to ensure nothing falls through the cracks.
• Sales Integration
  Convert opportunities directly into quotations and sales orders with one click. Fully integrated with the Sales application for a seamless lead-to-order process.
• Marketing Automation
  Nurture leads automatically with scheduled emails, follow-ups, and tailored marketing campaigns based on customer behavior and stages in the sales pipeline.
• Email Marketing
  Design and send targeted email campaigns directly from CRM to leads, prospects, or customers, and track open rates, click rates, and responses.
• Live Chat
  Engage visitors on your website in real-time, convert chats into leads, and immediately assign them to the right sales representatives.
• Website Forms
  Capture leads directly from your website using customizable contact forms, quote requests, or appointment forms, all linked automatically to the CRM pipeline.
• Appointments
  Allow prospects and customers to schedule meetings, demos, or consultations directly with sales reps through a calendar synced to CRM.
• Lead Scoring and Qualification
  Score and prioritize leads automatically based on custom criteria such as location, industry, website visits, or marketing engagement, ensuring sales teams focus on the highest potential opportunities.
• Territory Management
  Assign leads and opportunities automatically based on sales teams, territories, or custom segmentation rules to ensure efficient pipeline management.
• Activity Management
  Organize next steps with a clear activity log. Schedule calls, meetings, emails, and to-dos to guide sales reps through the optimal path to closing.
• Reporting and Analytics
  Access powerful reporting tools, dashboards, and KPIs to monitor lead generation, pipeline health, win rates, sales performance, and forecast revenues.
• Multi-Team and Multi-Company Support
  Manage multiple sales teams across multiple companies with complete data separation and unified reporting.
• Mobile Access
  Work on the go with Odoo's mobile app, allowing full CRM access from smartphones and tablets, including offline capabilities.