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.
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.