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Experience the real customer-centric CRM with Odoo CRM

CRM (Customer Relationship Management) is very important in business as it is the tool that allows the customers to be placed in the heart of the operations of businesses. As an effect, it promotes better service to the customer and creates more business opportunities. The importance of CRM lies in its ability to integrate, through a single tool, all interactions of prospects or clients in all existing points of contact, be it phone calls, emails, chats or assistance in person.

Odoo CRM module helps companies stay connected with customers, streamline processes and improve profitability. A properly implemented Customer Relationship Management software allows companies to carry out an adequate action and personalized treatment of the needs and interests of each client or prospect. Therefore it is useful not just for customer service but for marketing and sales as well.

A good CRM software offers a simple user-friendly interface to capture and organize key information that helps organizations recognize and communicate with their consumers in a scalable way. Odoo CRM not only stores the basic data of your clients but also allows you to easily organize, access, and interpret them. By synchronizing all your interactions with a single tool, you will be able to know at all times what has happened with a client.

On many occasions, when you try to manage customer information with different tools, it causes inefficiencies, loss of time, and frustrations both on the company’s side and customer’s side.

With a CRM, the marketing, sales, and customer service teams of a company can share valuable information to efficiently channel the process of each user and thus be able to convert a prospect into a customer, close a sale or solve a problem.

Get accurate forecasts with Odoo CRM

  • Use actionable data to make better 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.

Get more done in less time

Great Tools = Happy People

Odoo crm overview

Schedule activities based on your sales scripts: calls, meetings, mailing, and quotations.

Get all the information you need, directly on the opportunity: website pages viewed, mail received, etc.

Real-time overview with Odoo CRM

  • Easily review your performances & next activities.
  • Know exactly how you perform compared to your monthly targets.
  • Organize your work based on your scheduled next actions.

Stay connected to your customers

Real-time messaging to enhance collaboration.

Get a quick overview of what’s going on in your team. See when a colleague logs a call or sends a quote. Share ideas and files in real-time and catch up on things you missed when you were away.

Reference: Odoo. (n.d.). Odoo CRM Module. https://www.odoo.com/app/crm

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