What is CRM? If you search online there are a lot of search results pertaining to CRM. A CRM (Customer Relationship Management) is software that manages all your company’s interactions with customers.
How can Odoo CRM help your business?
Using Odoo CRM can help you improve your business relationship with your customers and potential customers. Manage your interactions with customers, store information about them, and automate a number of processes connected with a customer's journey through the marketing and sales funnels. Odoo CRM streamlines your processes, and improve profitability.
Odoo CRM has an easy modern user interface.
You can send quotes in just a few clicks and manage your pipeline using the drag and drop feature.
Easily import prospects files with Odoo's column matching tool.
Track leads and Assign leads to the right sales team or salesperson based on quotas and segments.
Organize and schedule activities per opportunity.
Log every activity immediately in the opportunity's chatter with predefined actions.
Analyze lost reasons for your opportunities to improve your sales effectiveness.
Get the full history of activities attached to any customer: opportunities, orders, invoices, total due, etc.
Create an Email template for the most common communication with customers.
Create reports and share them with the team and get accurate forecasts.