Sell Faster
Large screen view
Optimized view for large screens, with the opportunity form on the left and a scrollable chatter on the right.
Modern User Interface
An intuitive user interface designed for sales. A Dashboard for a better overview of the sales activities. Useful tips and best practices to configure and deploy your CRM.
Mobile
Sell on the road with Odoo's mobile user interface.
Leads
Leads Nurturing
Create campaigns to automatically send emails tailored to the lead segment and activities of the lead
Live Chat
Activate Live Chat on your website to talk to your visitors and convert them into leads. Define rules for key countries or pages.
Lead Scoring
Score your leads based on explicit and implicit criteria (on pages viewed, localisation, time). Define different actions based on lead score and team assignation rules. Decide which total score deserves to be converted into an opportunity
Opportunities
Activities and calls management
Organize sequence of activities per opportunity. Schedule activities. Log every activity immediately in the opportunity's chatter with predefined actions. Track, log and analyse the activities of your team.
Pipeline management
Get a clear overview of the opportunity 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. Manual archiving of other opportunities. Lost is no longer a stage but a separate field, enabling more powerful analysis of pipeline - e.g. Lost ratio per stage.
Schedule Meetings
Schedule meetings from the opportunity of customer. Sync with mobile phones and Google calendar.
Lost reasons
Analyze lost reasons on your opportunities to improve your sales effectiveness.
Reporting
Dashboard
Use predefined dashboards or build your own with the advanced reporting engine. Share filters with the team.
Cohort Analysis
Keep track of the evolution of your KPI's over time and detect trends.
Opportunities Analysis
Analyse your opportunities pipeline with advanced filters, grouping, drill down, etc.
Leads Analysis
Get statistics about your sources of leads to evaluate the ROI of your marketing campaigns.