Sales Management

&

CRM

Boost your success rate

Modules - Functionality


Sales

Send clear and complete quotations to your prospects. Add product descriptions, beautiful images, and additional information simply by dragging and dropping building blocks.  Convert quotations into sales orders with a single click.


CRM

Schedule activities based on your sales scripts: calls, meetings, mailing, and quotations. Get all the information you need, directly on the opportunity: website pages viewed, mail received, etc.  





Subscriptions


Easy recurring billing and subscriber management that help you track each phase of a contract such as invoicing, renewal, and upselling. Quickly provide clear contracts and flawless, automated invoices; take care of taxes with no stress; and deal with payments - all done automatically according to your settings.


Sign

Odoo Sign is a fast and convenient way to send, sign and approve documents. Prepare contracts by dragging & dropping blocks to be completed by the parties, submit signature requests in seconds and track status of sent documents.  Documents signed via Odoo Sign are valid electronic signatures under EU Regulation 910/2014 (eIDAS), in and US ESIGN Act.


Rental

Create your rental order, schedule, deliver, return, and invoice from one single view.  Get all the information you need, directly on the rental order. 
Keep an eye on the availability of your products and serial numbers from a Gantt view. Need to maintain or check your products’ quality? Keep them unavailable in-between two rentals with padding time.


Advanced Events

An all-in-one event management platform, capable of handling events of any type or scale.  Odoo Events covers all aspects of an Event Planner's job from event organization and ticket sales to visibility and promotion.

Organize Conferences - Festivals - Charity - Exhibitions - Catering Events etc.


Additional Features

Sales & CRM dashboards and reporting can visualize your sales teams KPI's at a glance.  Get statistics about your sources of leads to evaluate the ROI of your marketing campaigns.


Contacts

Get a clear address book shared among your sales persons.  Have multiple addresses and contacts for a single company.  Set customer preferences easily: language, delivery methods, financial data, etc. Get the full history of activities attached to any customer: opportunities, orders, invoices, total due, etc.


Customer / Partners Mgt

The customer/partner portal gives them access to their quotations, sales orders, delivery orders and support tickets. Save time and use Odoo Sign to easily get signatures on NDAs, contracts, or any PDF document. Speed up your sales team with contract templates for your most frequent sales scenarios.

Pipeline Mgt

Get a clear overview of the opportunity / lead pipeline. Work faster with the drag & drop interface. Set up specific stages for each sales team. Possibility to create sub-stages to better organize the processes. Automatic archiving of lost opportunities, enabling more powerful analysis of pipeline..

Amazon Connector

Avoid the burden of having to copy sales data from Amazon to Odoo as the connector automatically fills the sales order with Amazon’s information. When it comes to managing your deliveries, not only is the Fulfillment by Merchant (FBM) option supported, but so is the Fulfillment by Amazon (FBA).

Price-lists

Design, implement, and adjust your pricing strategy to maximize revenue.  Use pricelist rules to compute the right price
based on customer conditions. Convince customers to buy more 
with discounts and coupons.

Calendar

Get a full overview of all your sales activities, next actions.  Schedule meetings from the opportunity of customer. Sync with mobile phones and Google calendar.

Find our Sales Management & CRM Training Courses at our E-Learning Platform