Memberships
Easy signups
Send quotations directly to customers through a secured URL. Customers can confirm their orders online.
User-friendly customer portal
Customers can access all their documents online, at-a-glance and in detail: active subscriptions, interactive quotes that let them contact a salesperson, sales orders, and invoices (in pdf format).
Easy payments and customer invoicing
Save customers' payment information for automatic payments. Customers can also receive invoices by email automatically.
Recurrence options
Configure custom recurrence periods (e.g. Weekly, Monthly, 2 Months).
Health checks
Set conditions on subscription templates to differentiate between subscriptions in good health and those in bad health.
Customer churn analysis
Track the reasons why customers close their subscriptions.
Classes and appointments
Online scheduling
Let your customers schedule meetings in just a few clicks based on their availability.
Set your availabilities
Configure your calendar to automate appointments.
Book a resource
Set employee schedules and manage resources the right way. Manage bookings for resources such as tennis courts, restaurant tables, meeting rooms, etc.
No double booking
When a time slot is booked, it is removed from your calendar.
Compatibilidad con celulares
Let customers schedule meetings from any connected device with Odoo's responsive user interface.
Analyze your bookings
Reporting allows you to optimize your resources based on time demand and be there when your customers need you most.
Workshops and events
Attendees management
Manage classes and resources, create a group of attendees, set min/max capacities. Add custom questions at subscriptions, per attendee or per subscription. Customize entrance badges and analyze attendee profiles.
Mobile registration
Use your smartphone to see the list of attendees, or simply use your phone's camera to scan badges and update the list of attendees.
Event organization
Manage calendar of events, multiple locations and organizers.
Follow-up
Send automated follow-up emails or satisfaction surveys and allow reviews.
Sell tickets online
Sell registrations to your events with the multi-ticketing feature. Register several people at once. During the subscription process, the participant will be able to detail each attendee in a new screen.
Dashboards & reporting
Real time information and data on your event.
Online studio sales
Variantes de producto
Make your product available in several variants, such as size, colors, or other attributes, and display variant attributes or pictures on the product page.
Listas de precios
Create and display different pricelists according to your customer's profile.
Portal de cliente
Visitors get instant access to their documents, such as support tickets, invoices, projects, tasks, etc.
Easy checkout process
The checkout process is straightforward. Add extra custom steps if needed.
Proveedores de pago
Allow customers to pay with Stripe, PayPal, Authorize.Net, Adyen, Mollie, Ogone and others, or create your own payment methods.
Sales data analytics
Analyze your sales based on sold quantities and revenues or group them based on the salesman.
Your website
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.
Compatibilidad con celulares
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.
Social media integration
The website builder is fully integrated with Odoo social marketing, email marketing, push notifications, etc.
Smart form builder
Create customized forms easily, and integrate them in your business flow in just a few clicks.
Member relationships
Inbound leads
Get leads automatically created from emails, VoIP calls, social media reactions, website visitors, event attendees, support tickets, etc.
Leads nurturing
Automatically send emails tailored to each lead's segment and activity. Boost lead acquisition with built-in marketing tools like SEO, form builders, and A/B testing.
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.
Activities and calls management
Organize, schedule, and log activities and calls for each opportunity, right in the opportunity's chat. Monitor your team's activity to keep workflows running smoothly.
Customer preferences
Set customer preferences easily: language, delivery methods, financial data, etc.
Leads analysis
Get statistics about your sources of leads to evaluate the ROI of your marketing campaigns.
Studio sales
Creador de cotizaciones
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.
Portal de cliente
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.
Instructor planning
Schedule
Manage all shifts by organizing them by role, by employee or by project. The default Gantt view gives you a clear overview of what is already planned, and what is left to plan.
Shift templates
Create shift templates and apply them to your new shifts, allowing you to save time and never miss any information.
Recurrence
Repeat your shifts so that you don't need to manually encode the same actions every time.
Avoid conflicts
Get a warning if multiple shifts are scheduled at the same time for an employee.
Send schedule
Send your employees their respective schedules.
Unavailability
Let your employees unassign themselves from shifts through their portals.
Member feedback
Images
Upload custom images to use as a vivid background of your survey or to better illustrate certain questions/answers.
Unlimited surveys and forms
Add as many questions as you'd like. Utilize the 'no question limit' to gather as much (or as little) information as possible.
No data loss
All survey results are automatically saved and readily available.
Real-time analysis
Utilize the 'See Results' feature to view real-time results, metrics, and charts based on responses.
Conditional display rules propagation
When copying a survey, its conditional display rules are also propagated to the copy.
Question layout
The question layout is based on rules to make the form as neat as possible.
Invoices
Create customer invoices
Issue clear, complete and professional invoices in seconds.
Handle recurring invoices
Set product invoicing frequency according to contract specifications.
Payment terms
Set up and use your preferred payment terms.
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.
Customization
Choose your preferred design, style, and logo to personalize your invoices.
Invoice analysis report
Get a comprehensive overview of your invoices and sales status.
Practice 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.
Propiedades
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.
