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.