Sales Management | CRM Module
CRM software and sales management in one
ODOO ERP system provides powerful and flexible sales management tools - from first contact with prospective buyer to invoicing. Odoo sales process management is extremely simple and logical, and most importantly, sales can be easily taken over at any stage by another employee who has the ability to see the entire sales process.
Key functionality and capabilities
Easy administration of sales opportunities; Automated sending offers to prospective clients;
Work / action planning
Assign responsible persons, allocate tasks, store a complete history of correspondence and customer calls;
User access levels
Assign teams or individual employees who will be able to see all information about an inquiry and participate in its activities;
Opportunities / initiatives conversion to orders
Effectively record and convert successful sales or lost opportunities;
Simple and quick invoicing
Send automatically generated invoices or issue them manually with just a few clicks. When necessary, invoices can be issued by non-accountants;
Generate monthly, weekly, daily, or any selected time period reports within one mouse-click;
Transform inquirements into tasks and projects, assign the people responsible for them;
Save all historical data of customer calls, communication, and actions completed;
Tracking sales progress
Adjust pricing with a single mouse-click and plan your sales process efficiently;
Store all your customer information in one place. Group them by type of services or products sold and other criteria;
All in one place
Keep track of payments, incoming and completed orders, deadlines, and other important information in a single, convenient software;
Full control over your sales process
Forecast your income and track your real income, calculate the difference. Any ordering costs or revenues are also recorded in the system and can be linked to the accounting module;
Odoo CRM software development
Is your company's sales process unusual or non-standard? The open-source Odoo ERP system is extremely flexible with many customisation opportunities. Our experienced team of programmers will be able to adapt this CRM to your individual needs.
Watch a walk-through of Odoo CRM module:
Turn opportunities into profitable sales with powerful Odoo CRM system!
While we take care of Odoo implementation and maintenence for you...