Odoo CRM

Attract new customers and retain the old ones!

Odoo CRM

Odoo CRM system is one of the most robust browser-based sales software. The main aim of this software is to improve the efficiency of your organization. Odoo CRM is just a small bit of all the Odoo applications available to you. It is one of the most loved business applications in Odoo. It lets you have a glimpse of all your leads in one place, helps in managing them from one stage to another, and last but not least scrutinizes your results.

In recent times, numerous businesses have switched to Odoo CRM. They aim to maintain their customer database and attract new customers. CRM is a great way to bridge the gap between an organization and its customers. Good CRM software always aims to get every deal done with both existing and new customers. Last but not least, it also shares data with you for assessing the sales as per present market trends. This will help you in making new strategies and boost your sales.

Odoo CRM

Features of Odoo CRM

Marketing Department

Lead Management
Lead Nurturing
Lead Acquisition
After Sales Services
Mass Mailing Integration


Sales Department

Task Scheduling
Sales Forecasting
Meeting Management
Phone Calls Management
Relationship Management
Opportunities Management

Accounting Department

Maintenance of Price Lists
Invoicing and Accounting Integration


Easy Integration with ERP Applications

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

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.

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

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.