Training appointments
Online scheduling
Let your customers schedule meetings in just a few clicks based on their availability.
Set your availabilities
Configurez votre calendrier pour automatiser les rendez-vous.
Réserver une ressource
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.
Adapté aux portables
Let customers schedule meetings from any connected device with Odoo's responsive user interface.
Analysez vos réservations
Reporting allows you to optimize your resources based on time demand and be there when your customers need you most.
Relations clients
Inbound leads
Get leads automatically created from emails, VoIP calls, social media reactions, website visitors, event attendees, support tickets, etc.
Leads nurturing
Envoyez automatiquement des e-mails adaptés au segment et à l’activité de chaque piste. Boostez l’acquisition de pistes grâce aux outils marketing intégrés comme le SEO, les générateurs de formulaires et l’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.
Gestion des activités et des appels
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.
Préférences clients
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.
Training 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.
Programmes clients
Multi-project
Work on single or multiple projects at the same time. Perform multi-project analysis and searches.
Assigner des tâches
Choisissez la personne responsable d’une tâche et ajoutez des abonnés qui seront notifiés de toute modification de la tâche.
Sub-tasks
Créez des sous-tâches à plusieurs niveaux pour mieux structurer votre travail. Depuis la carte Kanban d’une tâche, consultez ses sous-tâches.
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.
Portail client
Portal users can have access to tasks and communicate about them, all in the same place.
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.
Knowledge
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.
