Customer relationships
Inbound leads
Get leads automatically created from emails, VoIP calls, social media reactions, website visitors, event attendees, support tickets, etc.
Pipeline management
Get a clear overview of the opportunity pipeline. Work faster with the drag-and-drop interface. Set up specific stages for each sales team. Analyze lost reasons on your opportunities to improve your sales effectiveness.
Set up activities
Your planned calls are queued, ensuring a seamless switch from one task to the next.
Schedule meetings
Schedule meetings from the opportunity or customer. Sync with mobile phones and Google Calendar.
Plan next actions
Plan next actions and schedule your daily work based on the most important opportunities and tasks.
Full history
Get the full history of activities attached to any customer: opportunities, orders, invoices, total due, etc.
Textile sales
Quotation builder
Create a polished quote in seconds. Use predefined products, price lists, and templates to instantly apply the right prices to quotations.
Quotation template
Design custom quotation templates in just a few clicks and reuse them to save time.
Contracts
Track each phase of a contract, including invoicing, renewal, and upselling. Manage recurring revenue contracts with the fully integrated Odoo Subscriptions app, including memberships or service contracts, contract renewal alerts, and contract options, as well as track recurring revenue via the MRR dashboard.
Customer portal
Provide customers with access to an online portal to view their quotes and sales orders, and to track the status of their deliveries in real-time. Customers can modify their orders and confirm them with an electronic signature or online payment.
Manage invoicing from sales orders
Invoice based on ordered or delivered quantities, or based on time and materials. Manage payment terms by customer or by invoice. Easily track and follow up on invoice aging.
Trackable KPIs
Monitor overall metrics such as total invoiced, MRR, churn, and CAC from a dedicated dashboard, or get an instant glance at key performance indicators and switch record lists directly within your daily sales view.
Textile projects
Gantt view
Manage tasks on a timeline and track deadlines, progress, and task dependencies. Forecasts projects and resources easily, taking employee holidays into account. Compare the planned and effective hours. Allocate resources and use drag and drop to update the tasks.
Assign tasks
Choose the responsible person for a task and add followers that are notified of any changes in the task.
Dependencies
Set up dependencies among tasks to add a structural framework and enhance the organization of your work. Tasks can automatically be rescheduled in case of conflict.
Milestones
Use milestones to track major progress points that must be reached to achieve success.
Billing
Apply various policies to bill your clients: fixed price, milestones, or time and material. Automatically invoice time spent on tasks.
Budget management
Compare expected and actual revenues and costs for your project.
Manufacturing
Manufacturing orders
Organize your products into assembly lines, or assemble them manually.
Work orders
Launch production of items needed in the final assembly of your products.
Plan manufacturing
Get a clear view of your entire schedule and easily reschedule manufacturing with simple drag-and-drop actions in Kanban and Gantt views.
Manage bill of materials
Keep track of availability of items in stock and production time.
Create multi-level bills of materials
Set a Bill of Materials within another in order to manufacture components of a product in another Bill of Materials.
Cost analysis
Track the cost of each manufacturing order based on the cost of the components and on the cost of your operations (labor or material).
Quality
Quality control points
Automate the creation of quality checks to ensure that inspections are happening at regular intervals.
Quality alerts
Create alerts when product defects are found, and suggest corrective and preventive actions.
Quality teams
Create unlimited quality teams dedicated to specific products or operations.
Quality dashboard
View every quality team and their assigned checks and alerts in one location.
Check types
Choose from a variety of check types to ensure every product is properly inspected.
Quality worksheets
Create and customize interactive worksheets that can be filled out by employees conducting quality checks.
Materials and finished goods
Locations
Create and manage specific storage locations, like shelves, aisles, cold storage rooms, and pallet racks.
Receipts
Manage incoming shipments with vendor-provided arrival dates and automatic unit of measure conversion for received quantities. (e.g. buy in tons and sell in kg.)
Reordering rules
Trigger purchases, inter-warehouse transfers, and manufacturing orders based on customizable rules for minimum and maximum stock.
Lots/serial numbers
View a dedicated report to track products from supplier to customer. Rich product identity records enable advanced tracing into after-sales services.
Vendor pricelist
Upload vendor price lists with product descriptions, prices, and delivery times.
Landed costs
Generate real-time cost reports based on vendor bills, taxes, tariffs, fuel surcharges, and other handling fees. Automatically generate an accounting record for end-of-quarter reporting and price adjustments.
Purchases
Create RfQs for your suppliers
Configure each product to send out Requests for Quotations to each of your suppliers.
Monitor RfQs and orders
Keep track of the status of your quotes and orders, of the amount of the orders and the expected delivery date. No more generation of draft PO. Auto-complete when generating a draft invoice.
Manage incoming products
Keep track of your stock and determine quantity and locations for each batch of items you receive.
Add supplier reference
Add the reference used by each supplier for the item to make it easier to find for both them and you.
Specify storage location
Define the product's exact position within your warehouse.
Include accounting rules
Specify your accounting category and define customer and supplier accounts and taxes.
Production documents
Preview
Online preview of most file formats: PDF, images, videos.
Folders
Hierarchical folders allow you to define workspace with their own tags and actions.
Tags
Set multiple tags to structure documents per folder.
Share documents
Share a list of documents with customers and vendors to collaborate efficiently. Set a validity date on shared documents.
Document requests
Ability to create "missing documents" and organize them like documents to remind people to upload them.
Validation process
Easily implement custom validation processes with tags and automated actions.
eCommerce
Product variants
Make your product available in several variants, such as size, colors, or other attributes, and display variant attributes or pictures on the product page.
Product reviews
Let people review and rate your products by commenting.
Product availability
Choose to sell your products based on your stock levels. Display quantities in stock and set alerts.
Categories and filters
Customers can find the item they're looking for based on your criteria.
Easy checkout process
The checkout process is straightforward. Add extra custom steps if needed.
Payment providers
Allow customers to pay with Stripe, PayPal, Authorize.Net, Adyen, Mollie, Ogone and others, or create your own payment methods.
Your website
Website configurator
Get a stunning website in 3 easy steps with our Artificial Intelligence Designer.
Beautiful building blocks
Drag & drop building blocks with business features. Blocks are highly customizable, from the content to the layout.
Beautiful themes
All themes are available in standard, out-of-the-box, for free. No need to buy external themes.
Mobile friendly
Your website is automatically adapted to mobile devices. Choose whether or not to hide content on the mobile version.
Search engine optimization tools
Write search engine-friendly content with SEO Tools. Customize titles and meta tags on your pictures.
Smart form builder
Create customized forms easily, and integrate them in your business flow in just a few clicks.
Invoices
Create customer invoices
Issue clear, complete and professional invoices in seconds.
Manage supplier invoices
Record supplier invoices in the system to manage payments and integrate them into your accounting.
Issue refunds
Create credit notes and manage reimbursements.
Automated tax
Set up your tax rules to automatically calculate taxes on your invoice, and define where rounding occurs to get accurate reports.
Get paid online
Send your invoices by email and add a link to Authorize, Paypal, Ingenico, Buckaroo, or Adyen to get paid quickly, easily, and securely.
Sales reports
Get direct access to key information with dynamic and customizable dashboards.
Knowledge
Create articles
Choose the article format, and write and share all the information the way you want by adding cover pictures and many more editing tools.
Categories
You can create your own categories and divide your content the way you prefer.
Properties
You can personalize your knowledge base with properties. The property fields are shared between child articles.
Content from other apps
Knowledge allows you to retrieve content views from other apps.
Sharing
You can share articles with internal or external users and select editing accesses.
Autosave and revision history
Never lose your past and current work.
