Sell ​​faster

Modern user interface

An intuitive user interface designed for sales. A dashboard that allows a better overview of sales activities. Helpful tips and best practices for setting up and using your CRM.

Reduce data entry

View sales opportunities created automatically from emails and VoIP calls. Send quotes in just a few clicks, manage the channel with drag & drop, etc.

Large screen display

View optimized for large screens, with the opportunities form on the left and a scrolling chat on the right.

Potential clients

Retention of potential customers

Create campaigns to automatically send emails tailored to your prospects' key segments and activities.

Import potential customers

Easily import prospect files with Odoo's column comparison tool.

GeoIP

Identify countries, states and cities of potential customers automatically from the visitor's IP address.

Deduplication

Integrate multiple potential sales pitches when converting a lead into an opportunity. Create leads automatically based on potential sales.

Call to action

Optimize new customer acquisition with Odoo's five calls to action and A/B testing tools.

Opportunity

Management of activities and calls

Organize sequences of activities by opportunity. Plan activities. Instantly report activity in the conversation with predefined actions. Track, record and analyze your team's activities.

Customize stages

Customize your channel by adding the description of the phases.

Plan next steps

Plan next actions and schedule your daily work based on the most important opportunities and activities.

Record calls

Record calls or activate VoIP calls in just a few clicks. Odoo suggests you automatically schedule the next action at the end of the call.

Changed configuration options

Trigger sales opportunities as needed.

Clients

Address book

View a clear address book shared by sales reps.

Multi-address

Maintain multiple addresses and contacts for a single company.

Efficient communication

Email templates

Create email templates for most recurring communications with your customers or prospects.

VoIP

Create a call queue for customers or opportunities, call from your browser automatically or manually. Record calls automatically, open customer form, automate follow-up actions, etc. Call back or send emails in case of unsuccessful calls. An automatic pop-up will be generated for incoming calls. Integrated with Asterisk VoIP server v13.2.

Creation of reports

Notice board

Use pre-built boards or build your own with the advanced reporting engine. Share filters with the team.

Cohort analysis

Follow the evolution of your KPIs over time and identify specific trends.

CRM dashboard

See your sales team's KPIs at a glance.

Evaluation of the importance of potential customers

Classify your potential customers based on explicit and implicit criteria (pages viewed, location, time). Define actions based on customer score and team assignment rules. Decide on the minimum total score that deserves to be converted into a sales opportunity.

Online acquisition

Get 30+ marketing applications to increase lead acquisition from your website: Search Engine Optimization Tool, Form Builders, etc.

Chat live

Enable Odoo Chat Live on your website to talk to visitors and convert them into customers. Define rules for key countries or pages.

Assignment rules

Establish your own rules for assigning prospects to the right sales person or sales team, based on quotas and segments.

Link Tracking

Track the origin of your prospects using UTM tracking across all your marketing campaigns.

Channel management

Get a clear overview of your opportunity pipeline. Work faster with the drag & drop interface. Set specific stages for each sales team. You can create substeps to better organize your processes. Archive missed opportunities. Loss is no longer a stage but a separate field, allowing for more powerful analysis of the pipeline - for example the loss ratio per stage.

Schedule meetings

Schedule meetings based on client availability. Sync cell phones and Google Calendar.

Get all information about opportunities: pages visited on your site, emails, meetings, next actions, previous orders, etc.

360° visibility

Get all information about opportunities: pages visited on your site, emails, meetings, next actions, previous orders, etc.

Reasons for loss

Analyze reasons for missed opportunities to improve sales effectiveness.

Customer preferences

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

Complete history

View the complete history of activities attached to each customer: opportunities, orders, invoices, total amount, etc.

Gateway e-mail

See all your email communications automatically attached to the right opportunity. Automatically create new sales leads based on incoming emails.

Custom alerts

Follow the best opportunities with just one click and receive notifications based on relevant activities.

Opportunity analysis

Analyze your opportunity channels with advanced filters, groupings, drop-down menus, etc.

Analysis of potential customers

Get statistics on the sources of your potential sales to evaluate the return on investment (ROI) of your marketing campaigns.