ERP- CRM - Customer RelationShip Management
Create campaigns to automatically send emails tailored to the lead segment and activities of the lead.
Marketing apps to boost leads acquisition from your website: Search Engine Optimization tool, form builders, etc.
Detect countries, states and cities of leads automatically from your visitor IP address.
Activate Odoo Live Chat on your website to talk to your visitors and convert them into leads. Define rules for key countries or pages.
Get proposition of leads to merge when converting a lead into an opportunity. Create contacts automatically based on leads.
Define your own rules to assign leads to the right sales team or sales person based on quotas and segments.
Track the source of the leads using UTM trackers in all your marketing campaigns.
Activities and calls management
Organize sequence of activities per opportunity. Schedule activities. Log every activity immediately in the opportunity's chatter with predefined actions. Track, log and analyse the activities of your team.
Get a clear overview of the opportunity pipeline. Work faster with the drag & drop interface. Set up specific stages for each sales team. Possibility to create sub-stages to better organize the processes. Automatic archiving of lost opportunities. Manual archiving of other opportunities. Lost is no longer a stage but a separate field, enabling more powerful analysis of pipeline - e.g.
Customize your pipeline by adding description on stages.
Schedule meetings from the opportunity of customer. Sync with mobile phones and Google calendar.
Plan Next Actions
Plan next actions and schedule your daily work based on most important opportunities and tasks.
Get all information right into the opportunity: pages visited on your website, mails, meetings, next actions, preceding orders, etc.
Analyze lost reasons on your opportunities to improve your sales effectiveness.
Revised configuration options
Activate leads if needed.
Get a clear address book shared amongst your sales persons.
Set customer preferences easily: language, delivery methods, financial data, etc.
Have multiple addresses and contacts for a single company.
Get the full history of activities attached to any customer: opportunities, orders, invoices, total due, etc.
• Efficient Communication
Create template of emails for most common communications with your customers or opportunities.
Get all your email communications automatically attached to the right opportunity. Create new leads automatically based on incoming emails.
Follow key opportunities in just a click and get alerts based on relevant activities.
Use predefined dashboards or build your own with the advanced reporting engine. Share filters with the team.
• Opportunities Analysis
Analyze your opportunities pipeline with advanced filters, grouping, drill down, etc.
• Leads Analysis
Get statistics about your sources of leads to evaluate the ROI of your marketing campaigns.
• CRM Dashboard
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