Sell faster
Modern user interface
An intuitive user interface with smart filters gives a better overview of all your sales activities. Use tips and best practices to configure and deploy your CRM.
Mobile
Use your CRM on the go with Odoo's mobile-friendly interface.
Inbound leads
Get leads automatically created from emails, VoIP calls, social media reactions, website visitors, event attendees, support tickets, etc.
No more encoding
Send quotes in just a few clicks, manage your pipeline with drag-and-drop, etc.
Set up activities
Your planned calls are queued, ensuring a seamless switch from one task to the next.
Leads
Leads nurturing
Automatically send emails tailored to each lead's segment and activity. Boost lead acquisition with built-in marketing tools like SEO, form builders, and A/B testing.
Predictive lead scoring
Odoo computes the probability of success according to several criteria such as past performance.
GeoIP
Detect countries, states and cities of leads automatically from your visitor IP address.
Live chat
Talk to your visitors and convert them into leads. Define rules for key countries or pages. Chatbot sends predefined messages automatically.
Deduplication
Get proposition of leads to merge when converting a lead into an opportunity. Create contacts automatically based on leads.
Assignment rules
Define your own rules to assign leads to the right sales team or sales person based on quotas and segments.
URL trackers
Track the source of the leads using UTM trackers in all your marketing campaigns.
Lead mining
Generate new leads directly into your Odoo database.
Lead enrichment
Enrich contacts' information based solely on an email address or a phone number.
Opportunities
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.
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.
Customize stages
Customize your pipeline by adding a description on stages.
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.
360° visibility
Get all information right into the opportunity: pages visited on your website, mails, meetings, next actions, preceding orders, etc.
Log calls
Log calls in the chatter or trigger VoIP calls in just a few clicks. Odoo proposes to automatically reschedule the next action after the call.
Customers
Address book
Get a clear address book shared amongst your sales persons.
Customer preferences
Set customer preferences easily: language, delivery methods, financial data, etc.
Full history
Get the full history of activities attached to any customer: opportunities, orders, invoices, total due, etc.
Multi-address
Have multiple addresses and contacts for a single company.
Communication
Email templates
Create a template of emails for the most common communications with your customers or opportunities.
Custom alerts
Follow key opportunities in just a click and get alerts based on relevant activities.
VoIP
Create a dial queue for customers or opportunities, call from the browser automatically or manually. Log calls automatically, open the customer form, automate next actions, etc. Reschedule or send email for failed calls. Integrated with Asterisk v13.2 VOIP server.
Email gateways
Get all your email communications automatically attached to the right opportunity. Create new leads automatically based on incoming emails.
Multi-team
A salesperson can be in multiple teams.
Reporting
Dashboard
Use predefined dashboards or build your own with the advanced reporting engine. Share filters with the team.
Opportunities analysis
Analyse your opportunities pipeline with advanced filters, grouping, drill down, etc.
Cohort analysis
Keep track of the evolution of your KPIs over time and detect trends.
Leads analysis
Get statistics about your sources of leads to evaluate the ROI of your marketing campaigns.
CRM dashboard
Visualize your sales team's KPIs at a glance.
