Projects
Multi-project
Work on single or multiple projects at the same time. Perform multi-project analysis and searches.
Gantt view
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.
Assign tasks
Choose the responsible person for a task and add followers that are notified of any changes in the task.
Sub-tasks
Create multi-level subtasks to give your work more structure. From a task's Kanban card, view its sub-tasks.
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.
Timesheets
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
Choose the project and task you want to timesheet from a drop-down menu; no copy-pasting is needed.
Allocated hours
Hours allocated to tasks are visible on your grid and color-coded for ease of use.
Mobile app
Encode your timesheets on the go with the mobile app.
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.
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.
Planning
Display your shifts on a Gantt chart, calendar, or list view, and group them the way you want.
Recurrence
Repeat your shifts so that you don't need to manually encode the same actions every time.
Avoid conflicts
Get a warning if multiple shifts are scheduled at the same time for an employee.
Unavailability
Let your employees unassign themselves from shifts through their portals.
Planning analysis
Create all kinds of reports based on the measures, filters, and time ranges you want.
Customer 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.
Activities and calls management
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.
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.
Proposals and sales
Quotation builder
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.
Pro forma invoicing
Send pro forma invoices to your customers.
Customer portal
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.
Contracts
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.
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.
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.
Expenses
Expense submissions
Easily submit expense requests from the desktop version, the mobile app, or by emailing the receipt to an email alias.
Add attachments
Easily add attachments to expense records to provide reviewers with additional information, such as tickets, invoices, etc.
Expense reports
Speed up the approval process by grouping related expenses in a single expense report, so all the expenses can be approved with one click.
Submit to managers
Submit drafts of expenses to managers to request an approval.
Accounting integration
Once approved, journal entries for the expense will be posted and reconciled.
Reinvoice your expenses
Easily invoice your expenses to a customer.
Documents
Preview
Online preview of most file formats: PDF, images, videos.
Folders
Hierarchical folders allow you to define workspace with their own tags and actions.
Tags
Set multiple tags to structure documents per folder.
Share documents
Share a list of documents with customers and vendors to collaborate efficiently. Set a validity date on shared documents.
Document requests
Ability to create "missing documents" and organize them like documents to remind people to upload them.
Validation process
Easily implement custom validation processes with tags and automated actions.
Appointments
Online scheduling
Let your customers schedule meetings in just a few clicks based on their availability.
Set your availabilities
Configure your calendar to automate appointments.
Team appointment type
Show combined availability across a team and let your prospect schedule a meeting with whoever is available.
No double booking
When a time slot is booked, it is removed from your calendar.
Sync with your calendar
Automatically synchronize your Outlook or Gmail calendar with your mobile phone (Android) or desktop calendar application.
Create leads and opportunities
Automatically create leads/opportunities from a booked meeting in Appointments.
Your website
Beautiful themes
All themes are available in standard, out-of-the-box, for free. No need to buy external themes.
Beautiful building blocks
Drag & drop building blocks with business features. Blocks are highly customizable, from the content to the layout.
Copyright-free pictures
Access millions of copyright-free, high-quality, photos, videos, and illustrations on the Unsplash library.
Mobile friendly
Your website is automatically adapted to mobile devices. Choose whether or not to hide content on the mobile version.
Search engine optimization tools
Write search engine-friendly content with SEO Tools. Customize titles and meta tags on your pictures.
Convert visitors into leads
Convert visitors into leads with smart marketing tools: get visitors' data based on IP, add smart CTAs, design efficient forms, etc.
