NextG-CRM

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NextG-ERP
Design quotations in minutes

Create quotes in just a few clicks or a quotation template you can reuse in just a few clicks.

Maximize profits by upselling

Sell more: propose extra options, apply closing triggers, discounts and more.

Communicate quickly and efficiently

Get custom alerts for relevant activities, and use email gateways to automatically attach email communications to the right order. Communicate easily by designing email templates for onboarding etc.

Sell faster with electronic signatures

Use Odoo Sign and allow your customers to review and sign your quotations online.

Easy, streamlined communications

Faster communications, boosted sales

Use templates to create polished, professional quotes in minutes. Send these quotes by email and let your customer sign online.

Everything you need to know can be found in one place.

Send offers with clear pricing to your customers and let them accept it, reject it or ask for more information.

Communicate with customers directly through the messaging software and see the whole history of the conversation in the quotation.

No more time consuming communications,
no more fax or scans in emails.

Great prices for great revenues

Design, implement and adjust your pricing strategy to maximize benefits

Use price list rules to compute the right price based on customers conditions.

Convince customers with discounts and coupons.

Orders and contracts sorted

Automate operations and focus on relations and revenues

From quotes to sales orders

Convert quotation into sales order in a click or let the customer do it with electronic signature.

Contracts management

Invoice customers based on time and materials with contracts, easily record contracts and track invoicing phases, renewal and upselling and manage your subscriptions with Odoo's recurring countracts.

Benefit from more independent customers

Customer portal gives your customers an access to their quotes, sales orders and delivery orders. Save time and use Odoo Sign to easily get signatures on NDAs, contracts or any PDF document.

Features

 

Sell Faster

Modern User Interface

A fast 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

Send quotes in just a few clicks, manage your pipeline with drag & drop, etc.


 

Quotations

Quotation Builder

Create quotes in just a few clicks. Use predefined products, pricelists and templates easy your job.

Upselling

Quotations are optimized to help you sell more: propose extra options, apply closing triggers, discounts, ...

Quotation template

Design clear quotation templates you can reuse in just a few clicks. 

Electronic Signature

Sell faster with electronic signatures. This allow your customers to review and sign your quotations online.


 

Orders & Contracts

Sales Orders

Convert quotation into sales order in a click or let the customer do it with electronic signature.

Time & Material Contracts

Invoice customers based on time and materials with contracts. Don't miss any upsell or renewal anymore.

Odoo Sign

Use Odoo Sign to easily get signatures on NDAs, contracts or any PDF document.

Customer Portal

Your customer get an access to their quotes, sales orders and delivery orders to track the status in your portal.

Contracts

Record contracts and track invoicing phases, renewal and upselling easily.

Milestones

Manage fixed price contract with invoicing based on milestones. Track invoices, forecasted revenues and profitability.

Recurring Contracts

Manage your subscriptions with Odoo's recurring countracts: billing, renewal alerts, extra options, MRR dashboard, etc.


 

Efficient Communication

Custom Alerts

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

Email Gateways

Get all your email communications automatically attached to the right order. Negociate on quotations easily.

On Boarding Emails

Create template of emails for specific product to give information to buyers: access material, reminder of the service, etc.


 

Products & Prices

Product Variants

Create configurable products with multiple variants (size, color, etc.) and options.

Discounts

Apply discounts on every lines and choose if you want to reduce the price or make the discount visible.

Product Types

Odoo is able to manage services, physical products to delivery, electronic products and consumables.

Pricelists

Use pricelist rules to compute the right price based on customers conditions.

Coupons

Create names coupons or shared one to boost customer demands.


 

Reporting

Dashboard

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

SaaS KPIs

Get a dashboard about all SaaS KPIs: Churn, MRR, Lifetime Value, CAC Ratio, upgrades / downgrades, etc.

Order & Invoicing Analysis

Get statistics based on orders and / or invoices. Group by product, salesperson, team, country, etc.


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