Benefits of Odoo CRM for Business.

A CRM platform helps companies target different audiences, set scores, and alerts based on an individual lead or customer’s activity, proactively work with contacts and maintain relationships. CRM is the most important tool required by all size companies.

CRM module includes the Various benefits below:

  • Simplified collaboration
  • Handle all communication and intercommunication with prospects
  • Automate data entry
  • Be reminded to follow up with prospects
  • Organize contact data
  • Segment customers
  • Create sales reports
  • Automate forecasting for your sales performance
  • Scale your sales processes over time
  • Ensure team communication is facilitated
  • Keep the same software as your company grows
  • Make administrative tasks efficient

Odoo CRM is the Customer Relationship Management module within the Odoo platform. Odoo CRM is a powerful and easy-to-use app. Its suite of applications includes lead management, sales automation, marketing campaign management, and business reporting features. Odoo CRM also features marketing campaign management that helps users design marketing campaigns for lead generation and brand promotional activities.

Odoo is one of the most popular Opensource Enterprise applications for CRM. Odoo CRM manages the leads, opportunities, and customers of our organization and to simply track the workflow from the starting to the end in a sale.

Lead management is the process of tracking and managing prospective customers.

Here are the key benefits of the Odoo crm:

1.) Reworked daily task view in the CRM module

2.) Beautiful Kanban view
By simply drag and drop you can manage your leads in CRM.

Odoo CRM Kanban view

3.) New yearly calendar view for Time off Module

4.) Get Accurate Forecast
Design custom dashboards to get a picture of your business at a glance.
Dig deeper with real-time reports and flow charts that anyone can create and share.

Odoo CRM

5.)  Schedule Meetings or Activities
Schedule activities based on your sales scripts like calls, meetings, mailing, and quotations.
Get all information you need, directly on the opportunity like website pages viewed, mail received, etc.

6.) Shortcuts for email, SMS, and snooze in CRM module

7.)  Review your performance and next activities
Real-time overview of easily review your performance and next activities.
Know exactly how you perform compared to your monthly targets.

8.) Stay connected with customers
Through email, phone, chat, and social media within your Odoo CRM, you can stay in touch with your customers.

9.) Dashboard
From activities to do and perform all, you can find in your Odoo CRM dashboard.

10.) GeoIP
Detect countries, states, and cities of leads automatically from your visitor IP address.

11.) Custom Alerts
Follow key opportunities in just a click and get alerts based on relevant activities.

12.)Opportunities Analysis
Analyze your opportunities pipeline with advanced filters, grouping, drill down, etc.

Have multiple addresses and contacts for a single company.

14.) New widgets allowing fast access to commonly used options.

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