CRM for Sales Management
Odoo sales module(crm for sales management) intends to augment Sales Team capabilities to intelligently and efficiently manage orders, quotations and customer master.
Key Features
- Professional Quotations – Generate complete and clean quotations with product descriptions, page breaks on email with online acceptance.
- Contract Management – Generate recurring contracts based on time and materials and generate invoices phase wise, maintain renewal and upselling opportunities.
- Pricelists – Maintain various pricelist for products according to customer category, country and other parameters.
- E-Commerce Connectors – Get connected to popular e-commerce platforms like Amazon & eBay to seamlessly track sales in one application
- Discounts & Approvals – Manage multiple discounting policies and order approvals based on business dynamics
- Integrated with CRM & Inventory – Seamlessly integrated with CRM & Inventory module to efficiently link various processes and provide real time status on orders
- Get Real-time Statistics – Get precise forecasts with the Odoo CRM business intelligence engine to size up your sales activities. Flexible reporting options with pivot and graphical views and with all possible filters and groups.
- Helpdesk – Track Complaints, enquiries and complaints in easy to manage Helpdesk Module and keep track of tickets with status to give customer a great experience of interaction.
- Alerts & Notifications – Get timely alerts and notifications for urgent activities, follow-ups, MIS reports or inactivity on leads.
