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Aktiv software

--Aktiv software--
4214
| 6 3 9
Ahmedabad, الهند
--Aktiv software--

Started off with a small number and here we are serving multiple Odoo development organizations as a backend technical and functional Odoo force.
Apart from various business-oriented goals, we as a team have strongly emphasized on serving the Odoo Community. Being into the development of the open-source community we continuously thrive to learn, share and contribute to Odoo. Odoo having 20,000+ people contributing to the community from around the globe, we are proud that we belong here.
Talking about our contribution to Odoo Community we have prepared over 50+ Aktiv app modules. Moreover, we have launched wide range of modules that enhance the out-of-box functionalities of Odoo and meets the real-time business scenarios.
-POS
-Project Management
-Website
-Accounting
-Sales
-Productivity
-Inventory
-Document Management
-Human Resources
-Payment module (Payment Reminder)
-User Accessibility (Sign Up with Mobile Number, Activity Log)
-Report Modules (PDF, Printing, Invoice)
All in all, we combine the ERP solutions to add icing on the cake thereby beautifying the base of default Odoo functionalities. So, raise the bar of your business with our Go-To Odoo Apps.
To know more about the latest trends and innovations in Odoo you can also stay in tune with our social media profiles and grab relevant inside scoops.
“Your rewards are always in direct proportion to your contribution”. Keep Sharing, Keep Growing!

Aktiv software
15‏/9‏/2017 6:40 ص

Hello Onkar,

Basically Odoo has a module of CRM which manages the leads and its status.

When you make calls or if any client enquire for a project, Odoo maintains it as leads and it contains the customer details and the sales person details.

You can maintain the follow up of the leads and convert it to opportunities if you find any further scope. Also, you can maintain the reports for analysing and reviewing sales activity.

After converting it to an opportunity(which will be visible in the pipeline menu stage wise), you can further create a quotation as well. And lastly you can mark them lost or won.

Following link might help you to refer:

https://www.odoo.com/page/crm-features

https://www.odoo.com/documentation/user/9.0/crm.html

Hope it helps you!

Thanks.

1 Comment
onkar
16‏/9‏/2017 1:20 ص

hey jainesh, thank you for replying.

so basically all the calls that come to voip are termed as lead from customer.

but in certain cases we can have calls from vendors as well which we cannot put in leads so does odoo provide a feature where we can distinguish between calls as customer or vendor.

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Ray Carnes

--Ray Carnes--
20833
| 10 7 11
Greater Los Angeles, الولايات المتّحدة
--Ray Carnes--

Business Analyst

OpenERP 6.1, 7.0; Odoo 8.0, 9.0, 10.0, 11.0 and 12.0.

Completed Odoo Functional and Technical Training.

Functional Areas:

  • CRM/Sales

  • Inventory

  • Manufacturing

  • Accounting

  • Purchasing

Major Skills:

  • Business Process Reengineering

  • Efficiency Consulting

  • User Needs and GAP Analysis;

  • Functional and Technical Design;

  • Prototyping and Proof of Concepts;

  • Requirements Specifications;

  • Agile Implementation;

  • Data Migration;

  • Configuration & Customization (UI and code);

  • Integration - Odoo and non Odoo Applications and Services;

  • Training and Knowledge Transfer;

  • Go Live Support;

  • Helpdesk;

  • Version Upgrades and Migration.

  • Accounting Expert.

I have over 20 years of experience empowering and enabling users with enterprise information systems that make a real and measurable difference in their ability to proactively manage their businesses and organizations. 

I am a skilled Communicator and I only take the serious things seriously!

Ray Carnes
15‏/9‏/2017 12:18 ص

Have you seen \https://www.youtube.com/watch?v=ORA2JJQJDog ?

Odoo Webinar - Marketing - Learn the basics of the Odoo Marketing tools with Quentin, a business analyst at Odoo.

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