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Customer Relationship Management – Odoo CRM

Odoo CRM module aims to assist sales team and intelligently manage enquiries, opportunities, leads, phone calls and e-mails. All cardinal tasks such as identification, communication, assignment, prioritization, resolution, assignment and notification can be effortlessly managed with Odoo CRM application.

Key Features

  • Trace Leads & Opportunities – Manage your sales team, sales funnel and monitor your best leads and opportunities up to the sales order.
  • Sales Team – Organize Sales in different teams, sales executives, categories for better analysis and management. Helps to forecast and calculate sales performance
  • Sales Activities – Schedule Sale activities such as phone calls, proposals or meetings and ling it with relevant leads and opportunities to see follow-up at a glance.
  • Social Media Integrations– We empowered Odoo CRM by integration with Justdial, Google Ads, Facebook Ads, VOIP Telephony and many more.
  • Plan Meetings & Phone call – Follow-up is always a time taking and painstaking process which can be done easily with Odoo CRM. Additionally, you can also share calender of meetings, sales task, logs of calls etc.
  • Acquire Leads – Odoo CRM provides website integration forms, an email gateway and plugins to generate leads through web-services.
  • Run Marketing Campaigns – Automate your lead processing using marketing campaigns that automate emails or paper mails.
  • Get Real-time Statistics – Get precise forecasts with the Odoo CRM business intelligence engine to size up your sales activities. Flexible reporting options with pivot and graphical views and with all possible filters and groups.
  • Helpdesk – Track Complaints, enquiries and complaints in easy to manage Helpdesk Module and keep track of tickets with status to give customer a great experience of interaction.
  • Alerts & Notifications – Get timely alerts and notifications for urgent activities, follow-ups, MIS reports or inactivity on leads.
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