CRM for efficient customer relationship management
What is the Odoo CRM module?
The CRM module of Odoo open-source software allows you to keep track of the best queries and opportunities of your clients. You can customise your sales cycle, manage statistics, forecasts and automate a marketing campaign to improve the sales performance.
Tracking queries of potential clients
The CRM module allows you to register the interested users in the system automatically. The seller instantly receives a message about a new opportunity and views relevant information directly in the system.
The user-friendly interface can be customised according to your sales stages and displays your entire sales funnel. Plan the daily schedule, see the sales stage to which a sales opportunity is assigned and do not miss a meeting. Filter clients, view contracts and commercial offers. Create financial forecasts and reports directly from the CRM module.
History of work with the client
Customer relationship management is particularly challenging when facing a large amount of information. When using Odoo, documents and the history of conversations with the client are stored in the client’s profile.
Better quality of customer service
Increase loyalty of clients by means of the advanced HelpDesk application. Automatically register client queries that are assigned to appropriate employees and automatically send messages about the query progress.
Advantages of the CRM module include real-time statistics generation as the CRM and Sales modules are integrated with the Analytics module. Analyse the sales process, sales performance and employee achievements in various breakdowns.
Interface with other applications
Register, follow events and communicate with clients from Outlook, Thunderbird or Gmail. Also, upload the necessary documents from these tools to the system.