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Customer Relationship Management(CRM)

Customer relationship management (CRM) is software that manages your relationships with customers. A CRM system isn’t just one solution, but it tracks leads, closes opportunities, and provides accurate forecasts. The goal of CRM is to support strong, productive, and loyal relationships with customers through informed and superior customer experiences at every stage of the customer journey.

CRM system evolves by constantly gathering customer data, analyzing that data, and using the knowledge gained to deepen relationships and improve business results. 
CRM software supports you beyond the sales process, which is crucial to business performance. With the in-depth knowledge of the customer, companies can:
  • Offer and sell new, add-on products—at the right time in the right way at the right price
  • Help service teams resolve issues faster
  • Help development teams create better products and service

CRM Dashboard

"Align all needed information in a more methodology view."
Use predefined dashboards or build your own with the advanced reporting engine to get a picture of your business at a glance. Kanban, lists, graph, activity, pivot and much more to get systematic real time overview of all stages of sales.

Moreover, you can change the layout as per your interest with configurable tools such as filters which make your search easy (filter your leads, sales, pipelines as per your needs) and you can even share filters with your team.
  • Drag and drop interference
  • Clear overview of opportunity pipeline
  • Automatically merge opportunity into existing one

Reports and analyze

Super cool and easy to view all leads, scheduled activities, and task performance as well as a quick overview of what's been happening in your team. Use actionable data to get insights needed in order to make smart and better decisions
  • Anyone can create and share real-time reports and flow charts. 
  • Easily review your performances & next activities.
  • Know exactly how you perform compared to your monthly targets.
The following functionality of sorting statistical data is going to remain common in all the types of CRM reports based on different aspects of CRM operations.

Display information of numbers of leads, days to opportunity, days to assign, opportunities, expected revenue, prorated revenue and days to close in an organized manner along with various view formats such as chart types: Line, Bar, Vertical, Horizontal, Pie chart, Doughnut, Polar Area chart and List view. Furthermore, get the required/ specific information using numerous filters, group by, measures and even tags too as well as download them in pdf format. 

Odoo CRM Key Benefits


Customer Address Book

Get a clear address book shared amongst your salesperson.


Customer Preferences

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



Have multiple addresses and contacts for a single company.


Full History

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


Cohort Analysis Keep track of the evolution of your KPIs over time and detect trends.


Leads Analysis
Get statistics about your sources of leads to evaluate the ROI of your marketing campaigns.


Performance Analysis
Check your Win/Loss Ratio


Keep an eye on your workflow, and measure it by excessively complete reports of pipe analysis, activities analysis, and sales channels.

Multi-Channel Lead Generation

“Combines data from various sources, with single Interference”
A multichannel lead generation system collects leads from different sources and organizes them in a single interface, so the sales team can stay organized and reply faster. These channels include: Email, Social media, Live chat, Telephony, Web form, Marketing campaigns and Promotional programs.


Lead Management with advanced tools

“Analyze, Realign , and Accelerate all our leads.”  
  • Multiply leads into opportunity
  • Define rules to assign leads to the right sales team or person
  • Lead Nurturing
  • Lead Scoring
  • Lead enrichment
  • Import Leads
  • Deduplication
  • Schedule based Follow up on Leads
  • URL tracker

Opportunity Pipeline Management

“Use an opportunity to make management workflow more efficient”
  • Set up customized stages for each sales team
  • Custom stages on Lead pipeline
  • Drag and drop interface
  • 360 Degree View on all CRM actions
  • Schedule activity on each Opportunity
  • Log calls and activities on Opportunities
  • Analyze lost reasons on your opportunities

Scheduler and analyze activities

“Invest in customers' time, makes your business divine.”
Schedule activities from the Calendar such as calls, meetings, mailings, and quotations. In the scheduler use endless themes for all your plans, edit them as per your needs and choices.
  • Effortless Scheduling and rescheduling within a seconds
  • Club all meetings just a once
  • Reminder of meetings
  • Track, log and analyze the activities of your team

Stay connected to your customers

“Analytics , Engagement, with modern intelligence tools.”
Real-time messaging to enhance collaboration Nourish a healthy bond with your existing customers, create new prospective customers and win back your former customers.
  • Easy Customers preferences approach
  • Live chat and group discuss with customers
  • Create custom email template for most common communications
  • Get custom alerts for follow ups
  • Sustain lifelong bond with customers


Sales Management

“Turn your sales growth into success”

  • Optimized overview of all sales on one big screen
  • Create , edit your sales team within seconds
  • Manage multiple sales team
  • Use of Updated Modern User Interference
  • Get all vital tools for managing all your sales

Fully Integrated with other Odoo Apps


Keep track of all interactions with your opportunities and customers and improve your sales cycle.


Keep track of all interactions with your opportunities and customers and improve your sales cycle.


Keep track of all interactions with your opportunities and customers and improve your sales cycle.

Email Marketing

Keep track of all interactions with your opportunities and customers and improve your sales cycle.

Ready to supercharge your Businesses.

Jump-start your implementation and drive ROI by collaborating with industry experts, consultants, and 
support engineers throughout your journey.
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