NextG-CRM
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Your quotes online from proposal to e-signature
Design, share and upsell.
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.
Fully Integrated with Odoo Apps
Get hundreds of open source apps for free
CRM
Boost sales productivity, improve win rates, grow revenues.
Website Builder
Get an awesome enterprise website. Fully customizable and SEO friendly.
e-Commerce
Boost your online sales with sleek product pages.
Point of sale
Touchscreen point of sale based on iPad or Android tablets.
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.
Integrations
Powerful API
Make Odoo CRM do pretty much anything with the API: connect other software, automate lead creation, etc.
Accounting
Create invoices automatically based on sales order, delivery orders or contracts. Get direct information about customer statement.
Expenses Invoicing
Reinvoice expenses on contracts in batch. Don't miss a single dollar anymore.
Inventory
Get product availabilities information right into the quotation. Trigger delivery orders and check delivery status from the order
All sales channel
Odoo is the only software in the world that allows to integrate all your sales channel:
online sales E-commerce, inside sales CRM
and in store Point of Sale
Odoo has more than 4,500 open source business apps.
Launch Odoo and make your company a better place.
