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.
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.
販売
販売オーダー
Convert quotations into sales orders in one click, or let your customers do it themselves with online quotes and Odoo eSign. Save time with the ability to modify sales orders, sell product kits, and ship partial orders.
商品のバリエーション
Customize products with multiple attributes and variants, such as size, color, and finish.
割引
Apply discounts on any quotation line item and choose if the discount should be visible or hidden to the customer.
Coupons and promotions
Create custom coupons and promotional codes, and allow your customers to activate discounts at purchase.
Loyalty program
Design a loyalty program for your customers to join and earn points that can be used on future orders.
Gift cards and eWallet
Allow customers to purchase gift cards for preconfigured custom amounts and use them to purchase items from your shop. Allow customers to use an eWallet to store money on your website for online payments.
eCommerce
商品のバリエーション
Make your product available in several variants, such as size, colors, or other attributes, and display variant attributes or pictures on the product page.
Product reviews
Let people review and rate your products by commenting.
Product availability
Choose to sell your products based on your stock levels. Display quantities in stock and set alerts.
Categories and filters
Customers can find the item they're looking for based on your criteria.
Easy checkout process
The checkout process is straightforward. Add extra custom steps if needed.
決済プロバイダー
Allow customers to pay with Stripe, PayPal, Authorize.Net, Adyen, Mollie, Ogone and others, or create your own payment methods.
Inventory
ロケーション
Create and manage specific storage locations, like shelves, aisles, cold storage rooms, and pallet racks.
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.)
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.
Reordering rules
Trigger purchases, inter-warehouse transfers, and manufacturing orders based on customizable rules for minimum and maximum stock.
Audit trail
Log all user actions: such as stock moves, counts, adjustments, approvals of adjustments, and record modifications.
Costing methods
Supports first-in, first out (FIFO), average cost (AVCO), and standard price costing methods.
Purchases
Control vendor bills
Compare the information appearing on the Purchase Order, the Vendor Bill, and the Receipt to make sure you pay the correct bill (3-way matching).
Create RfQs for your suppliers
Configure each product to send out Requests for Quotations to each of your suppliers.
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.
Automate ordering
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.
Check stock and availability
Keep track of stock, incoming orders and product availability.
Customer support
Multi-channel support
Create tickets through email, live chat, and online forms.
Custom pipeline stages
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)
Create and manage service level agreements based on customer, priority, team, or ticket type.
Customer ratings
Receive and track feedback from customers on individual tickets.
Technical service
マップビュー
Plan and view your itinerary on the map, making it easier to organize your day.
ガントビュー
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.
Automated task creation
Tasks can be generated automatically via an email alias or a web form, as well as from a sales order or a helpdesk ticket.
タイムシート
Use the integrated timer to track your working time directly from the task menu, and view time logs directly in the task chatter.
Customer reports
Customer reports are generated at the end of each task and include details of the products used, timesheets, and the worksheet.
Sign
Allow your customers to sign the report directly from the mobile app.
タイムシート
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.
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.
Invoices
Create customer invoices
Issue clear, complete and professional invoices in seconds.
Manage supplier invoices
Record supplier invoices in the system to manage payments and integrate them into your accounting.
Issue refunds
Create credit notes and manage reimbursements.
Automated tax
Set up your tax rules to automatically calculate taxes on your invoice, and define where rounding occurs to get accurate reports.
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.
Sales reports
Get direct access to key information with dynamic and customizable dashboards.
Technical knowledge
Create articles
Choose the article format, and write and share all the information the way you want by adding cover pictures and many more editing tools.
Categories
You can create your own categories and divide your content the way you prefer.
物件
You can personalize your knowledge base with properties. The property fields are shared between child articles.
Content from other 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.
Autosave and revision history
Never lose your past and current work.
