Odoo CRM
In today’s competitive market, businesses are always trying new marketing strategies to attract more clients. Customer relationship management (CRM) is crucial for every company. The CRM tools in Odoo ERP software help your team find business opportunities and leads from various sources with more focus. Many businesses depend on these CRM tools for most of their opportunities. The Odoo CRM module lets you manage your customer relations activities easily. Envertis, a top Odoo company in Australia, offers this experience along with customised Odoo CRM solutions, knowing that one size doesn’t fit all.
Our Odoo CRM Expertise
Improve Your Sales Team's Efficiency
Odoo CRM software, available for both desktop and mobile, offers a modern, intuitive interface to boost your sales team’s productivity. We provide comprehensive Odoo CRM training to ensure a smooth transition to this software.
Your sales teams juggle many contacts and activities. Marketing directors need tools to monitor their team’s work, while sales departments need user-friendly, sophisticated software. Odoo CRM can handle all this and more. With Odoo CRM’s helpdesk, you can easily manage support services.
Generate More Leads
Nurturing leads through automated email campaigns based on their behavior is an effective method of lead management. By using a scoring system, you can track leads and implement assignment rules for distributing them within the sales team. Lead management is a crucial first step for sales teams, as it helps attract new clients and drive business growth. However, it can be time-consuming and often not favored by salespeople.
Odoo CRM simplifies this process by allowing you to create automated email campaigns and track lead progress with a scoring system. This helps salespeople reach out to leads at the right time, with a minimum score set for contact.
Additionally, Odoo CRM provides a clear view of your sales pipeline and manages all business activities efficiently. Sales teams can easily organise their pipeline, schedule calls, appointments, and meetings using Odoo’s user-friendly interface.
Enjoy Your Client Interactions
Odoo’s open-source ERP keeps all customer data in one place, including a complete history of their interactions and activities. Sales teams have access to this information, which includes contact details, preferences, and a full history of their dealings.
This means that when a customer calls or before a meeting, sales teams can quickly find their information. Understanding your customers well is key to building strong relationships and encouraging more business.
Reporting
With comprehensive dashboards, tracking sales progress is straightforward. All business data is centralised in this open-source ERP, making it easy to access information about leads (new and converted), activities (appointments and calls made by each salesperson), and business outcomes (in progress, won, lost). Odoo CRM is user-friendly and meets all your needs. Sales managers can use this data to make informed decisions and increase the company’s revenue.
Features of Odoo CRM
Lead Management
Odoo CRM offers many tools to help you generate, track, and manage leads so you can close more deals. Sales teams can use Odoo to create lead nurturing campaigns, score leads to see their interest over time, and chat with leads using integrated features like Odoo email and API.
Opportunities Management
With Odoo CRM, sales teams can manage opportunities by organising calls, activities, and pipelines. Everything is customisable and scalable to efficiently support the sales team’s efforts, leading to a higher success rate thanks to the user-friendly experience.
Customer Management
Odoo CRM is designed with users in mind, giving sales teams easy access to complete customer histories and information. It also includes project management features to enhance the quality of your services.
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What Clients Are Saying About Us
Odoo family of applications works seamlessly together to give you the ability to manage, automate, & track everything - online, centralised, accessible with any device & from anywhere.
Frequently Asked Questions
Odoo CRM is a customer relationship management tool and an open-source CRM software that helps you manage leads, opportunities, and customer interactions. It improves your sales process, enhances customer relationships, and boosts overall business growth.
Yes, Odoo ERP CRM offers a visual sales pipeline that allows you to track every stage of your sales process, from lead generation to closing deals, ensuring no opportunities are missed.
Odoo CRM software is designed with a user-friendly interface, making it easy for your sales team to manage leads, track customer interactions, and update records with minimal training.
Absolutely. Odoo CRM is highly customisable and can be tailored to meet the unique needs of your industry, whether you are in retail, real estate, healthcare, or any other sector.
Yes, Odoo CRM integrates seamlessly with other Odoo modules and third-party tools like email marketing, eCommerce platforms, and accounting software, providing a unified view of your business.
Odoo CRM includes automated follow-up reminders, scheduled activities, and email templates, ensuring timely communication and consistent follow-ups with your prospects and customers.
Yes, Odoo CRM is fully accessible on mobile devices, allowing your sales team to manage leads and opportunities on the go, from anywhere, at any time.
Odoo CRM App offers powerful reporting and analytics features that provide insights into your sales performance, helping you make informed decisions and optimise your sales strategies.
Odoo CRM ensures the security of your customer data with advanced security features like encryption, access controls, and regular system updates to protect against data breaches.
Odoo 17 CRM is ideal for CRM software for small and medium businesses due to its customizable interface, real-time reporting, and seamless integration with other Odoo apps, making customer management efficient and effective.