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Odoo Customer Relationship Management (CRM)
Sales teams from good to great
Deliver a seamless, client-focused experience by leveraging advanced sales management tools. Strengthen customer relationships, enhance satisfaction, and boost profitability with streamlined communication, efficient ticketing, and real-time sales activity tracking—all designed to help your business respond faster, sell smarter, and retain loyal clients.
Odoo CRM Modules
Keep opportunities within view
Your pipeline at a glance.
Each opportunity is listed as a card with all the essential information; and each stage gives an overview of your expected revenues.
Efficient organization
The Kanban view organizes opportunities by stage. Drag and drop them on the pipeline to move them from a stage.
Offers And Solutions
Lead NURTURING
Easily find and segment leads by country, role, or industry—then automate your communication for faster engagement and conversion.
- Auto-detect lead location via IP
- Track lead sources with UTM tags
- Convert visitors via Live Chat
- Score leads with smart criteria
- Auto-assign leads to the right team
VoIP CONNECTORS
Seamlessly connect with customers using browser-based calls, smart dial queues, and automated logging for efficient communication.
- Auto/manual browser calls with dial queues
- Log calls, trigger actions, reschedule or email on missed calls
- Instant pop-up alerts for incoming calls
- Compatible with Asterisk v13.2 VOIP server
Accurate FORECASTS
Leverage actionable insights to drive smarter, faster business decisions with real-time data and customizable dashboards.
- Gain insights for better decisions
- Build custom dashboards at a glance
- Explore real-time reports & charts
- Track performance and upcoming tasks
- Compare progress to monthly targets
- Stay organized with scheduled actions
Customer CONNECTIVITY
Enhance team collaboration with real-time messaging and instant updates on key activities. Stay in sync, share ideas, and never miss a beat.
- View team updates at a glance
- See when calls or quotes are logged
- Share files and ideas instantly
- Catch up on missed activity anytime
