Odoo CRM

Optimise your contacts, stay connected with your customers, close opportunities.
 
 

Odoo CRM, focused on your customers


The Odoo CRM app allows you to stay connected with your customers, study, review and set new goals and workflows, thanks to the easy and intuitive review of results.

Connect with your customers, study your results and take advantage of all your business opportunities.


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CRM Odoo your partner in sales management

   


 

ORGANISES TASKS

  ​Schedule and assign activities for your team. Study and take advantage of opportunities.




 

CONNECT WITH YOUR CUSTOMERS

Keep in constant, fluid and direct communication with your customers.




REVIEW RESULTS

Check your results and objectives achieved, set new goals.

How does the Odoo CRM application integrate with other business applications?

Odoo CRM integrates efficiently with other Odoo applications such as ERP, inventory management and accounting. This integration facilitates real-time data synchronization, enabling a unified workflow and a complete customer view. Odoo's modular architecture enables this integration, improving process automation and reducing the need for manual input, resulting in greater efficiency and accuracy in business operations.

Among the key functionalities offered by the Odoo CRM app are the following:

  1. Lead Qualification: Odoo CRM allows users to qualify leads based on criteria such as interest, buying potential and urgency, helping to prioritize follow-up efforts on the most promising leads.
  2. Opportunity Management: Users can track and manage sales opportunities at different stages of the sales funnel, using a Kanban board for easy tracking and the ability to move opportunities through different stages.
  3. Activity Scheduling and Alerts: This functionality allows you to schedule activities related to each lead or opportunity, such as calls and meetings, and provides alerts and reminders to ensure that these commitments are met on time.
  4. Customizable Reports and Dashboards: Odoo CRM offers the ability to create custom reports and dashboards to analyze sales performance and lead tracking effectiveness, facilitating data-driven decision making.

These key features of Odoo CRM help companies improve the efficiency of lead follow-up and maximize their sales opportunities.

Odoo CRM enables the personalization and segmentation of communications through the use of advanced filters and segmentation tools. Users can create personalized marketing campaigns and communicate with specific customer segments based on criteria such as purchase behavior, interaction history and personal preferences. This allows more relevant and effective messages to be targeted to each customer group.

Odoo CRM offers a suite of analysis and reporting tools including customizable dashboards, detailed reports and sales analysis. These tools help users monitor sales performance, identify trends, evaluate the effectiveness of sales strategies and make informed decisions based on accurate and up-to-date data.

The way in which the Odoo CRM app fosters internal collaboration and communication is through features such as shared task management, team calendars, email integration and an internal messaging system. These tools allow team members to easily share information, coordinate activities and work together on sales opportunities, thus improving team efficiency and performance.

Odoo CRM helps improve customer satisfaction and loyalty by providing tools for more effective and personalized communication. It allows segmenting customers according to different criteria, which makes it easier to send relevant messages and offers. In addition, the collection and analysis of customer interaction data helps to better understand customer needs and expectations, allowing to adjust service and marketing strategies to deliver more satisfying and personalized experiences.

 Integrating the Odoo CRM app with other Odoo applications, such as Email Marketing, Sales, Billing, and more, creates a connected business ecosystem that significantly improves operational efficiency. This integration centralizes data, eliminates the need for duplicate entries, and facilitates a smooth workflow between departments. It enables sales teams to access up-to-date customer information, optimize marketing campaigns, and improve customer service, all from a unified platform.

 Yes, Odoo CRM is highly flexible and scalable, making it suitable for companies of all sizes and industries. Its modular architecture allows companies to select and customize the specific functionalities they need, adapting to a wide range of business processes and industry requirements. Whether a company is looking to better manage its customer relationships, increase its sales or improve its marketing campaigns, Odoo CRM can be configured to meet those specific needs, growing with the business.

More than 7 million users have grown their businesses with Odoo software .

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