Relations clients
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.
Recurring contracts
Création automatique de contrats
When you confirm a quotation with recurring products, the subscription contract is automatically created based on the confirmed order.
Renouvellements automatiques de contrats
Les informations de paiement des clients sont enregistrées en toute sécurité et leur mode de paiement est débité automatiquement lorsqu’il est temps de renouveler leur abonnement.
Facturation client automatique
Comme alternative aux renouvellements automatiques, les clients sont automatiquement facturés lorsqu’il est temps de renouveler leur abonnement. La comptabilité est automatiquement à jour, y compris la création, la validation et l’encodage du paiement des factures.
User-friendly customer portal
Les clients peuvent accéder à tous leurs documents en ligne, d’un coup d’œil et en détail : abonnements actifs, devis interactifs leur permettant de contacter un vendeur, commandes client et factures (au format PDF).
Recurrence options
Configurez des périodes de récurrence personnalisées (par ex. hebdomadaire, mensuelle, tous les 2 mois).
KPI tracking
Track net and non-recurring revenue, average revenue per contract, annual run rate, lifetime value, logo churn, revenue churn, and contracts.
Service sales
Un créateur de devis
Créez un devis soigné en quelques secondes. Utilisez des produits, listes de prix et modèles prédéfinis pour appliquer instantanément les bons prix aux devis.
Quotation template
Design custom quotation templates in just a few clicks and reuse them to save time.
Contrats
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.
Portail client
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.
Visites de nettoyage
Application mobile
Manage your work quickly and efficiently, even when you're on the move.
Vue cartographique
Plan and view your itinerary on the map, making it easier to organize your day.
Recurring tasks
Automatisez la création de tâches récurrentes, par exemple pour la maintenance ou les réunions.
Feuilles de temps
Use the integrated timer to track your working time directly from the task menu, and view time logs directly in the task chatter.
Feuilles de travail personnalisables
Design your worksheet templates, configuring all the fields needed to give your customers detailed reports. Create multiple templates for different intervention types, or other needs.
Évaluations clients
Gather feedback and measure customer satisfaction.
Staff 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
Créez des modèles de créneaux et appliquez-les à vos nouveaux créneaux afin de gagner du temps et de ne jamais manquer d’informations.
Recurrence
Repeat your shifts so that you don't need to manually encode the same actions every time.
Éviter les conflits
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.
Feuilles de temps
Timer
Start tracking time automatically upon check-in. Stop the timer when completing a task to automatically fill your timesheet and immediately start timing the next assigned task.
Projects and tasks
- Choisissez le projet et la tâche sur lesquels vous souhaitez encoder votre feuille de temps depuis un menu déroulant ; aucun copier-coller n’est nécessaire.
Heures allouées
Hours allocated to tasks are visible on your grid and color-coded for ease of use.
One-click validation
Get an overview of your team members' timesheets and approve them.
Invoice services on timesheets
Offer services to clients and bill them based on the amount of time spent working for them.
Timesheet analysis
Get timesheet statistics by task, project, team member, and billing type. Use precise data to review your team's performance from different angles.
Supply purchases
Contrôlez les factures fournisseurs
Comparez les informations figurant sur la commande fournisseur, la facture fournisseur et le reçu afin de vous assurer de payer la bonne facture (rapprochement à trois niveaux).
Créez des demandes de prix pour vos fournisseurs
Configurez chaque produit pour envoyer des demandes de prix à chacun de vos fournisseurs.
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.
Automatisez les commandes
Set up procurement rules to automatically order the necessary items based on stock levels, minimum quantities per location or per supplier, sales, or other parameters.
Vérifiez le stock et les disponibilités
Keep track of stock, incoming orders and product availability.
Invoices
Créer des factures clients
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
Choisissez votre design, votre style et votre logo préférés pour personnaliser vos factures.
Invoice analysis report
Get a comprehensive overview of your invoices and sales status.
Procedures
Créer des articles
Choisissez le format de l’article, puis rédigez et partagez toutes les informations comme vous le souhaitez en ajoutant des images de couverture et de nombreux autres outils d’édition.
Catégories
You can create your own categories and divide your content the way you prefer.
Propriétés
You can personalize your knowledge base with properties. The property fields are shared between child articles.
Contenu provenant d’autres 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.
Sauvegarde automatique et historique des révisions
Never lose your past and current work.
