Software subscriptions
Easy signups
Send quotations directly to customers through a secured URL. Customers can confirm their orders online.
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).
Easy payments and customer invoicing
Save customers' payment information for automatic payments. Customers can also receive invoices by email automatically.
Recurrence options
Configurez des périodes de récurrence personnalisées (par ex. hebdomadaire, mensuelle, tous les 2 mois).
Health checks
Set conditions on subscription templates to differentiate between subscriptions in good health and those in bad health.
Analyse de l’attrition client
Track the reasons why customers close their subscriptions.
Software 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.
Implémentations clients
Vue Gantt
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.
Assigner des tâches
Choisissez la personne responsable d’une tâche et ajoutez des abonnés qui seront notifiés de toute modification de la tâche.
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.
Facturation
Appliquez différentes politiques pour facturer vos clients : prix fixe, jalons, ou temps et matériel. Facturez automatiquement le temps passé sur les tâches.
Gestion budgétaire
Comparez les revenus et coûts attendus et réels de votre projet.
Delivery planning
Planification
Display your shifts on a Gantt chart, calendar, or list view, and group them the way you want.
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.
Schedule portal
Your employees can view and manage their schedules on their personal portal.
Planning analysis
Créez tous types de rapports sur la base des mesures, filtres et périodes que vous souhaitez.
Vendor purchases
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.
Ajouter une référence fournisseur
Ajoutez la référence utilisée par chaque fournisseur pour l’article afin de faciliter sa recherche, pour eux comme pour vous.
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
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.
