NextG-CRM

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NextG-ERP

Customer Relationship Management

Boost sales productivity, improve win rates, grow revenue

Manage your sales funnel with no effort. Attract leads, follow-up on phone calls and meetings. Analyse the quality of your leads to make informed decisions and save time by integrating emails from all your contacts directly into the application.

Track your opportunities pipeline with the revolutionary kanban view in a few simple steps. Work inside your sales funnel and get instant visual information about next actions, new messages, top opportunities and expected revenues.
Boost your sales with our great management software for businesses of any size.

Social Network Integration

The Only Open Source CRM With Social Features Built-in

Bring social intelligence to your sales process. Gain insights from social media sites such as LinkedIn, Twitter or Facebook to find prospects easily and automatically load their contact data into your address book.

 Automatically create leads from incoming emails. Analyse leads efficiently and compare performance by campaign , department, channel or sales team.

Find duplicates, merge leads and assign them to the right salesperson in one operation. Spend less time on administration and more time on qualifying leads.

 

Organize Your Opportunities

Clean user interface with everything on one screen

Organize your opportunities so you can stay focused on the best deals. Manage all customer interactions from the opportunity like emails, phone calls, internal notes, meetings and quotations.

Follow opportunities that interrest you and be notified about specific events: deal won or lost, stage changed, new customer demand, etc.

Work with the email applications you already use every day. Whether your company uses Microsoft Outlook or Gmail, no one needs to change the way they work, so everyone stays productive.

Route, sort and filter incoming emails automatically. Odoo CRM handles incoming emails and routes them to the right opportunities or sales team. New leads are created on the fly and interested salespeople are notified automatically.

Schedule your meetings and phone calls using the integrated calendar. You can see your agenda and your colleagues' agenda in one view. As a manager, it's easy to see what your team is currently working on and to set up a timeline for certain tasks.

Lead Automation and Marketing Campaigns

Drive performance by automating tasks

Use our marketing campaigns to automate lead acquisition, follow ups and promotions. Define automated actions (e.g. ask a salesperson to call, send an email, set up a reminder, etc.) based on triggers (no activity for 20 days, answered a promotional email, etc.)

Optimize campaigns from lead to close, on every channel. Make smarter decisions about where to invest and show the impact of your marketing activities on your company's bottom line .

Customize Your Sales Cycle

Adapt sales stages to your needs

Customize your sales cycle by configuring sales stages that perfectly fit your sales approach. The system allows you to create your own templates for the stages. Control statistics to get accurate forecasts to improve your sales performance at every stage of your customer relationship.

Reporting and Dashboards

Get access to the right information to make smart decisions

Get the insights you need to make smarter decisions. 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.

Drive Engagement with Gamification

Leverage sales' natural desire for competition

Reinforce good habits and improve win rates with real-time recognition and rewards inspired by game mechanics . Align sales teams around clear business objectives with challenges, personal objectives and team leader boards.

 

Leaderboards

Promote leaders and competition with sales teams with performance ratios.

Personal Objectives

Assign clear goals to users to align them with the company objectives.

Team Targets

Compare revenues with forecasts and budgets in real time.

Fully Integrated with Odoo Apps

Get hundreds of open source apps for free

Website Builder

Get an awesome enterprise website.
Fully customizable and SEO friendly.

Quote Builder

Create polished, professional proposals in minutes and let customers sign online.

Gamification

Boost engagement, promote smart objectives, reward and challenge your teams.

Point of Sale

Touchscreen point of sale based
on iPad or Android tablets.

Features

 

Sell Faster 

Modern User Interface 

An intuitive user interface designed for sales. Get all the information you need where you need it. 

Mobile 

Sell on the road with Odoo's mobile user interface, working even if you don't have an internet connection. 

Reduce data entry 

Get leads automatically created from emails, VoIP calls. Send quotes in just a few clicks, manage your pipeline with drag & drop, etc.


 

Leads 

Leads Nurturing 

Create campaigns to automatically send emails tailored to the lead segment and activities of the lead. 

Lead Scoring 

Score leads based on pages viewed, localisation, time. Define different actions based on lead score and team assignation rules. 

Import Leads 

Easily import prospects files with Odoo's column matching tool. 

Online Acquisition

Get more than 30 marketing apps to boost leads acquisition from your website: Search Engine Optimization tool, SEA, form builders, etc.

 

GeoIP

Detect countries, states and cities of leads automatically from your visitor IP address.

 

Live Chat 

Activate Odoo Live Chat on your website to talk to your visitors and convert them into leads. Define rules for key countries or pages. 

Deduplication 

Get proposition of leads to merge when converting a lead into an opportunity. Create contacts automatically based on leads. 

Assignation Rules 

Define your own rules to assign leads to the right sales team or sales person based on quotas and segments.

Call-to-actions

Optimise leads acquisition with Odoo's five call-to-actions and the a/b testing tool.

 

URL Trackers

Track the source of the leads using UTM trackers in all your marketing campaigns.

 


 

Opportunities 

Efficient pipeline 

Get a clear overview of the opportunity pipeline. Work faster with the drag & drop interface. 

Schedule Meetings 

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. 

360° Visibility 

Get all information right into the opportunity: pages visited on your website, mails, meetings, next actions, preceeding orders, etc. 

Log Calls 

Log calls or trigger CoIP calls in just a few clicks. Odoo proposes to automatically reschedule the next action after the call.


 

Customers 

Address Book 

Get a clear address book shared amongst your sales persons. 

Customer Preferences 

Set customer preferences easily: language, delivery methods, financial data, etc. 

Multi-Address 

Have multiple addresses and contacts for a single company 

Full History 

Get the full history of activities attached to any customer: opportunities, orders, invoices, total due, etc.


 

Efficient Communication 

VoIP 

Use the VoIP integration to automate call queues, log calls automatically, open the customer form, automate next actions, etc. 

Emails Templates 

Create template of emails for most common communications with your customers or opportunities. 

Custom Alerts 

Follow key opportunities in just a click and get alerts based on relevant activities. 

Email Gateways 

Get all your email communications automatically attached to the right opportunity. Create new leads automatically based on incoming emails.


 

Reporting 

Dashboard 

Use predefined dashboards or build your own with the advanced reporting engine. Share filters with the team. 

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.


 

Integrations 

Powerful API 

Make Odoo CRM do pretty much anything with the API: connect other software, automate lead creation, etc. 

Sales Integration 

Convert opportunities into quotes in just a few clicks. Get a complete overview of the customer history. 

Inventory 

Get product availabilities information right into the quotation. Trigger delivery orders and check delivery status from the order. 

Google Docs 

Use the Google Docs integration to link any document to your oppotunirities: qualification forms, advanced pricing tables, ... 

All sales channel 

Integrate all your sales channel: online sales (eCommerce), inside sales (CRM) and in store (Point of Sale) 

Marketing Apps 

Boost leads acquisition and nurturing with Odoo's marketing apps: mass mailing, events, URL trackers, landing pages, etc. 


Odoo has more than 4,500 open source business apps.

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