Odoo CRM

Customer Relationship Management at Your Fingertips!

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Attract more customers with Odoo CRM

Customer relationship management is considered to be one of the most important parts of any business. Today, companies are looking for new marketing strategies for attracting more customers. With the help of customer relationship management tools, your employees will be able to generate leads from different areas of your business. Odoo CRM is undoubtedly the best CRM software that offers easy management of the customer relationships operations of your company.

What is Odoo CRM?

The term Odoo CRM refers to a lead and opportunity tracking module. Odoo CRM makes use of various data sources such as email, marketing information, and company’s website. One of the most important aspects of an Odoo CRM is to manage client’s pipelines. 

With the help of Odoo CRM, organizations can know more about the target customers and their respective needs. In today’s world, people in sales are in need of a simple tool for tracking their opportunities and getting all the information at one place. 

 There are times when administrators might need access to the sales pipelines and salespeople’s operations. With Odoo CRM software, both sales person and executives will be able to lessen their burden and also boost their proficiency.

Why Odoo CRM?

Odoo CRM is the best CRM software as it comes with a dedicated infrastructure along with operational capabilities for managing your business.

Lead generation from various sources

  • Lead generation for various sources will help you to boost your business opportunities.
  • Lead generation from incoming emails.
  • Lead generation from websites and eCommerce platforms.
  • Lead generation from marketing campaigns and promotional programs.

Customized pipeline operation

The CRM module pipeline can be created to meet the operational requirements of customer relationship management.

Creation of  custom stages of the leads.
Scheduling activity option under each lead.
Illustration on scheduled activities.
Follow-ups on opportunities.

Advanced functional tools on leads

This open source CRM provides tools for managing leads that results in opportunity generation.

  • Lead mining
  • Lead generation
  • Lead enrichment
  • Lead importing

Effective communication with customers

Communication acts as an important aspect of lead generation for business operations.

  • Email templates
  • Customer alerts
  • Live chat and discuss module
  • Log chatter under each quotation

Discover the Features of Odoo CRM

With Odoo CRM, it will be easier for your sales team to track the prospects and customers. Not only that, it will also boost your success rate. Salespeople can get accurate forecasts of current and future sales with just a click. Besides this, they can also perform various sales activities such as calls, emails, and meetings.

 

Lead Management

Odoo CRM is power-packed with several features for acquiring, tracking and managing leads to boost sales. This CRM system can help your sales team in setting up lead nurturing campaigns and discuss with leads through integrated chats.

Opportunities Management

With this open source CRM, your sales team can manage opportunities by organizing activities, calls and managing pipelines. You can customize everything and configure it for monitoring and supporting your sales team. With great user experience, you will see a boost in your success rate too.

Customers Management

Customers are the most important aspect of an organization. Odoo CRM guides the sales team in accessing all the customer information and history. To improve the quality of your services, you can use project management.

Significant Advantages of Using Odoo CRM

Amplify Leads

With the CRM module of the Odoo ERP system, you can define your customer data that has the potential to be a lead. If it is a potential lead, you can enhance this lead by getting more information about the same. After the verification of leads, all of them turn into customers. Odoo CRM helps you to generate numerous leads and make them your customers.

Better Communication

The CRM module helps in improving customer relationships by participating in several activities with them. Here, it is easy to schedule meetings and calls with potential clients and inform them about your products & services. To improve communication, you can assign a specific activity to a specific employee. One of the best things about the CRM module is that it lets you check out the calendar straight away from the module itself.

Customer Satisfaction

It is always preferable to know your customer’s satisfaction level through conducting surveys. With Odoo CRM, you can conduct surveys on product descriptions after-sales. These surveys are sent to customers through emails. Once the customers fill out these surveys, they are stored in the company database. Odoo lets you design and generate customized feedback surveys. Conducting surveys will help you understand the needs of your customers. With this, you can make the necessary changes to your products and services.

Data Security

There is hardly any chance of losing your important data and information in Odoo CRM as it operates on a security-fed database. The security protocols in this system are quite strict and restrict access to critical data and information. Even if your employees have access to data, they will always be under constant scrutiny. The best thing about this system is that it provides each of its employees with separate passcodes.

Analytical Reports

With the reporting aspect of CRM modules, you can get specific information from various departments of the Odoo CRM operation. You can access the reports and view them on different platforms like Gantt, form, graph, and pivot. This CRM module also provides you with filters to group or sort out data according to their characteristics.

Frequently Asked Questions

What is Odoo CRM?
The term Odoo CRM refers to the Odoo suite of business applications. Basically, it’s a CRM tool meant for helping businesses manage their customers, sales, and pipelines efficiently.
Why choose Odoo CRM?
Odoo CRM modules are the perfect solution for improving your customer relationships. This module lets you have a glimpse of all your leads in one place, helps in managing them from one stage to another and scrutinizes your results.
What are features of Odoo CRM?
Odoo CRM is power-packed with various features such as opportunity tracking, lead management, sales forecasting, reporting, etc. Its main aim is to streamline sales processes and improve customer relationship management.
What are the advantages of Odoo CRM?
One of the major advantages of Odoo CRM is as follows: > Improves productivity > Enhanced work efficiency > Boosts customer service > Simplify sales process > Maintain your customers
What is the major difference between CRM and ERP?
The main aim of both CRM and ERP is to boost the productivity and profitability of your business. CRM software is for improving the relationship between the organization and customers. Whereas ERP systems are for managing the entire business process.
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