ERP- Customer Relationship Management (CRM)

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    ERP- Customer Relationship Management (CRM)
    • Leads
    • Online Acquisition
    • GeoIP
    • Live Chat
    • Deduplication
    • Assignation Rules
    • Call to Action URL Trackers
    • Activities and calls management
    • Pipeline management
    • Customize stages
    • Schedule Meetings
    • Plan Next Actions
    • 360° Visibility
    • Lost reasons
    • Address Book
    • Customer Preferences
    • Multi-Address
    • Full History
    • Emails Templates
    • Email Gateways
    • Custom Alerts
    • Dashboard
    • Opportunities Analysis
    • Leads Analysis

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    Create campaigns to automatically send emails tailored to the lead segment and activities of the lead.

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    Odoo • Image and Text

    Online Acquisition

    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.

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    Odoo • Image and Text

    Live Chat

    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.

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    Odoo • Image and Text

    Assignation Rules

    Define your own rules to assign leads to the right sales team or sales person based on quotas and segments.



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    Odoo • Image and Text

    URL Trackers

    Track the source of the leads using UTM trackers in all your marketing campaigns.

    Reporting Dashboard

    Use predefined dashboards or build your own with the advanced reporting engine. Share filters with the team.

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    Odoo • Image and Text

    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.

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    Odoo • Image and Text

    CRM Dashboard



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    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 analyze the activities of your team.

    Pipeline management

    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 stages
    Customize your pipeline by adding description on stages.
    Schedule Meetings
    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.
    360° Visibility
    Get all information right into the opportunity: pages visited on your website, mails, meetings, next actions, preceding orders, etc.
    Log Calls

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    Odoo • Image and Text

    Log Calls


    Lost reasons

    Analyze lost reasons on your opportunities to improve your sales effectiveness.

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    Odoo • Image and Text

    Revised configuration options

    Activate leads if needed.


    Address Book

    Get a clear address book shared amongst your sales persons.

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    Odoo • Image and Text

    Customer Preferences


    Set customer preferences easily: language, delivery methods, financial data, etc.


    Have multiple addresses and contacts for a single company.

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    Odoo • Image and Text

    Full History

    Get the full history of activities attached to any customer: opportunities, orders, invoices, total due, etc.

    Efficient Communication

    Emails Templates

    Create template of emails for most common communications with your customers or opportunities.

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    Odoo • Image and Text

    Email Gateways

    Get all your email communications automatically attached to the right opportunity. Create new leads automatically based on incoming emails.

    Custom Alerts

    Follow key opportunities in just a click and get alerts based on relevant activities.

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