Import Leads and Contacts
Track Lead to Customer Conversion
CRM and Meeting Checklist
Full Contact History - Opportunities, Meetings, Forms, Sales Order, Purchase Order, Invoices, Bills, Customer Statements, Vendor Statements, Incoming Emails, Outgoing Emails, Incoming Orders, Delivery Orders and many more...
Design custom dashboards to get a picture of your business at a glance. Dig deeper with real-time reports and flow charts that anyone can create and share.
Display count of own opportunities
Display count of total leads
Display count of total opportunities
Display sum of total revenue
Display count of new opportunities
Display count of won opportunities
Display count of proposition opportunities
Display count of qualified opportunities
Various Kinds of Charts
Opportunity by Salesperson (Bar Chart)
Opportunity by Sales Team (Bar Chart)
Revenue by Salesperson (Pie Chart)
Top 5 Probability Opportunity by Customer (Horizontal Bar Chart)
Opportunity Win Lose Ratio (KPI)
And Many More…
Ability to manage new opportunities and strategise your sales approach more effectively
Create campaigns to automatically send emails tailored to the lead segment and activities of the lead.
Score your leads based on explicit and implicit criteria (on pages viewed, localisation, time). Decide which total score deserves to be converted into an opportunity.
Get proposition of leads to merge when converting a lead into an opportunity. Create contacts automatically based on leads.
Define your own rules to assign leads to the right sales team or sales person based on quotas and segments.
Easily import prospects files with column matching tool.
Track the source of the leads using UTM trackers in all your marketing campaigns.
Interaction and being connected at the very top of the business process is the utmost joy of doing business
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.
Customize your pipeline by adding description on stages.
Schedule meetings from the opportunity of customer. Sync with mobile phones and Google calendar.
Plan Next Actions
Plan next actions and schedule your daily work based on most important opportunities and tasks.
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.
Get all information right into the opportunity: pages visited on your website, mails, meetings, next actions, preceeding orders, etc.
Log calls or trigger VoIP calls in just a few clicks. Odoo proposes to automatically reschedule the next action after the call.
Analyze lost reasons on your opportunities to improve your sales effectiveness.
Build your customer database and grow repeat business.
Get a clear address book shared amongst your sales persons.
Set customer preferences easily: language, delivery methods, financial data, etc.
Have multiple addresses and contacts for a single company.
Get the full history of activities attached to any customer: opportunities, orders, invoices, total due, etc.
Create template of emails for most common communications with your customers or opportunities.
Get all your email communications automatically attached to the right opportunity. Create new leads automatically based on incoming emails.
Follow key opportunities in just a click and get alerts based on relevant activities.
Reporting & Business Analysis
Dynamic review and analysis of lead actions, marketing channels, and sales performance.
Use predefined dashboards or build your own with the advanced reporting engine. Share filters with the team.
Analyse your opportunities pipeline with advanced filters, grouping, drill down, etc.
Keep track of pipeline activitives.
Get statistics about your sources of leads to evaluate the ROI of your marketing campaigns.