Unified CRM for business management
Convert leads into loyal customers, improve the loyalty program, increase profits. With an intuitive task board, the sales department will receive the right information at the right time.
Conquer chaos by implementing CRM
All correspondence and calls made, customer databases, contracts, and any other reports – all of this can be conveniently stored and fully analyzed in Odoo CRM.
Eliminate mistakes and "Oh, I forgot!"
Any action – correspondence, adding new files – everything is recorded. Reminders are triggered automatically. Potential client cards are created automatically.
Plan a few steps ahead
Odoo allows you to schedule all necessary steps and track their execution. In just a couple of clicks, you can assign the next action after a call, schedule a meeting, and add an event to Google Calendar.
Make effective decisions
You will be able to analyze the current situation in the company at any moment — the workload of managers, the KPI of each of them, client statistics — and based on this data, adjust the work plan.
All information about the client
Full access to all customer data. All communication and purchase history.
Prioritization
Improve work efficiency by prioritizing different tasks.
Analytics
Analyze your business operations in real time. Reports on sales, service, and manager performance.
Data visualization
Visualize your data in a way that is convenient for you. Build reports on sales, team performance, or each manager. Analyze, make the right business decisions.
Integration with other Odoo applications
Odoo Sales
Create commercial proposals in just a few minutes using templates, sign them online, and accept payments.
- Electronic signature
- Product Matrix
- Invoicing
- Flexible price lists
- Discount and coupon mechanisms
- Personal client cabinet and much more
Odoo Purchases
Automate the supplier and procurement management process.
- Sending automatic inquiries to suppliers based on established rules (inventory stock, orders, etc.)
- Importing supplier price lists to compare and choose the best terms
- Tender Organization
- Price adjustment based on supplier prices
- Managing multiple companies, synchronizing their operations (invoicing, product shipping, exchanging suppliers and clients, etc.) and much more
Odoo Calculations
Issuing and sending invoices in a couple of clicks.
- accepting online payments using the most popular payment systems (PayPal, Stripe, YooMoney, ERIP, etc.)
- settings for invoice creation rules
- creation of batch payments
- reminder of the need for payment, overdue payment, etc.
- billing based on commercial proposals sent to clients
- tracking the movement of funds across accounts
- simple reports that are easy to customize for sales analysis and much more
START TO CONTROL THE SALES PROCESS WITH ODOO