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.
Solar 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.
Solar projects
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.
Installations
Vue cartographique
Plan and view your itinerary on the map, making it easier to organize your day.
Vue Gantt
Manage your team's tasks with a simple drag and drop: plan dates, change assignees, and set up dependencies. Avoid double booking or unassigned tasks, and schedule tasks in batches.
Création automatisée de tâches
Tasks can be generated automatically via an email alias or a web form, as well as from a sales order or a helpdesk ticket.
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.
Rapports clients
Les rapports clients sont générés à la fin de chaque tâche et incluent les détails des produits utilisés, les feuilles de temps et la feuille de travail.
Sign
Permettez à vos clients de signer le rapport directement depuis l’app mobile.
Installation 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.
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.
Composants
Lieux
Créez et gérez des emplacements de stockage spécifiques, comme des étagères, des allées, des chambres froides et des racks à palettes.
Receipts
Manage incoming shipments with vendor-provided arrival dates and automatic unit of measure conversion for received quantities. (e.g. buy in tons and sell in kg.)
Reordering rules
Trigger purchases, inter-warehouse transfers, and manufacturing orders based on customizable rules for minimum and maximum stock.
Lots/serial numbers
View a dedicated report to track products from supplier to customer. Rich product identity records enable advanced tracing into after-sales services.
Vendor pricelist
Upload vendor price lists with product descriptions, prices, and delivery times.
Landed costs
Generate real-time cost reports based on vendor bills, taxes, tariffs, fuel surcharges, and other handling fees. Automatically generate an accounting record for end-of-quarter reporting and price adjustments.
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.
Support client
Multi-channel support
Créez des tickets par e-mail, live chat et formulaires en ligne.
Étapes de pipeline personnalisées
Customize workflows for each team with unique or shared stages.
Field service tasks
Plan onsite interventions through the Field Service application.
Repair orders
Send broken items for repair.
SLAs (service level agreements)
Créez et gérez des accords de niveau de service selon le client, la priorité, l’équipe ou le type de ticket.
Évaluations clients
Receive and track feedback from customers on individual tickets.
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.
