Couple and partner 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.
Wedding sales
Creador de presupuestos
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.
Pedidos de venta
Convert quotations into sales orders in one click, or let your customers do it themselves with online quotes and Odoo eSign. Save time with the ability to modify sales orders, sell product kits, and ship partial orders.
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.
Descuentos
Apply discounts on any quotation line item and choose if the discount should be visible or hidden to the customer.
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.
Wedding projects
Multi-project
Work on single or multiple projects at the same time. Perform multi-project analysis and searches.
Calendar view
Use the calendar view to overlook project deadlines. Simply drag and drop tasks in the calendar to reschedule.
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.
Budget management
Compare expected and actual revenues and costs for your project.
Agreements and signatures
Secured identification
Recipient parties may only sign a document digitally through a personal unique secure link associated with their email address. The system records the user's geolocation and the event's date and time and archives these in the audit log of the document.
Legal 100 %
Documents signed via Odoo Sign are valid electronic signatures under EU Regulation 910/2014 (eIDAS) for all European countries, and US ESIGN Act for the USA. They also meet the requirements for electronic signatures in 100+ countries.
Broad document coverage
Digital signatures are appropriate for any sales or commercial agreement, NDA, lease, contract, etc. More sensitive documents, such as tax returns and documents filed with public authorities, may require more advanced forms of signatures or the intervention of a registered trust authority.
Create documents from templates
Customize the editable fields in the PDF with the drag & drop function. Automate repetitive signatures using templates to save time and be more productive.
Multiple signatures
Make a document public so that everyone can sign their own copy, without any further action on your part.
Recordatorios automatizados
Schedule automatic reminders so the person remembers to sign the document.
Marketing social
Live chat requests
Engage in conversations with one (or multiple) website visitors. Your message will be seen when their next action is performed on a tracked page.
Social stream feed
Add social media streams (like Facebook, Instagram, etc.) to your dashboard, and monitor accounts, interact with your followers, and gain valuable insights.
Lead/opportunity creation
Create leads/opportunities directly from any social post or comment.
Track revenues (and leads) from links
Follow the journey of a link from a post, and gain instant information about how much revenue (and how many leads) that specific link has generated.
Online visitors
Get an updated, accurate list of all website visitors, and reach out to them with a single click.
Account owners
Quickly see exactly who linked accounts and created streams on the main Social Marketing dashboard.
Supplier 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.
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.
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.
