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Odoo CRM isn’t just handy for maintaining customer relations; it also automates tedious or error-prone sales, marketing, and support tasks. As a result, your staff can focus more on what matters the most—attracting, nurturing, and delighting customers.
With a few clicks and a unique Kanban visual experience, sales representatives can obtain accurate forecasts of current and future sales and plan sales activities like calls, meetings, and emails.
The Odoo CRM directly integrates with the Sales module; the interconnectivity and direct interactions enable you to pursue the opportunities based on the lead operations, differentiating it from other CRM software.
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Odoo CRM has an intuitive user interface designed to better overview sales activities.
Generate leads automatically from email and calls reducing manual data entry
You can sell your services/products from anywhere due to Odoo’s mobile user interface.
To nurture leads, Odoo lets you automatically create campaigns to send emails tailored to the lead segment.
Configure lead scoring criteria to decide which score deserves to be converted into an opportunity.
Configure rules to assign leads to the right salesperson based on quotas and segments.
Automatically import prospects files with Odoo's column matching tool.
Make online acquisition easier with access to marketing apps such as SEO tools, form builders, etc.
Odoo CRM supports Live Chat for your website, wherein you can also define rules specific to key countries or pages.
Improve lead acquisition with Odoo's call-to-actions and the a/b testing tool.
Let UTM trackers trace the source of leads in all your marketing campaigns.
Track, log, and analyze the activities in the opportunity's chatter with predefined actions.
Set stages for every opportunity, archive lost opportunities, and manage the lost opportunity ratio per stage for better pipeline management.
Sync meetings with mobile phones and Google calendar.
Get 360° visibility into every opportunity: pages visited on your website, emails, meetings, next actions, preceding orders, etc.
Odoo CRM logs call or trigger VoIP calls in just a few clicks.
Share the address book among your sales persons.
Manage multiple addresses and contacts for a single company.
Set customer preferences like language, delivery methods, financial data, etc.
Get the history of activities, like customer orders, total due, etc., attached to any customer record.
Use predefined dashboards or create your own to visualize your sales team KPIs at once.
Analyze your pipeline with advanced filters, grouping, drill down, etc.
Cohort Analysis enables you to detect trends and customer behavior.
Generate statistics about sources of leads to evaluate your marketing campaigns.
Odoo CRM module is tightly integrated with Sales, Inventory, and marketing apps. You can easily convert opportunities into quotes, fetch product information right into the quotation, integrate all your online and in-store POS sales, and boost leads acquisition with email marketing apps.
Based on a particular campaign, region, conversion duration, or closing date user can generate real-time reports and flow charts to analyze the lead quality, new opportunities, and closed/won opportunities.
Odoo’s CRM automates the lead assignment, lead import, lead scoring, scheduling next action after the call, lead fetching from emails, and alerts on key opportunities allowing salespeople to be more efficient with their sales efforts.
CRM software lets you schedule activities based on your sales scripts, calls, meetings, mailing, and quotations allowing access to all the information you need on the opportunity to get more done in less time.
With the amount of data generated for business prospecting keeps increasing and without proper tools to handle all this information you might end up in chaos. Odoo CRM software deals with all the essential aspects from lead generation to deal closure.
At Aktiv, we have implemented Odoo Customer Relationship Management system for our customers and have seen it turning into the most valuable asset of their businesses improving sales numbers and getting processes streamlined. Get in touch with us for a free Odoo CRM demo.
No business is too small or big for Odoo CRM, and it will fit just about any business size and budget.
Centralize customer data, increase customer acquisition and retention, make data-driven decisions, automate the boring stuff, and effectively collaborate with customers.
Odoo CRM pricing depends on several factors: the number of users, the choice of hosting (cloud or on-premise), and the specific apps or modules integrated. Additionally, any customizations, support packages, or advanced features like multi-currency or multi-language can influence the cost. Pricing also varies based on whether you opt for a community or enterprise version.
Not to flex, but these are some Real results. Real wins.
is our
average
Aktiv Software Pvt. Ltd. followed up on the project as promised.
Bjorn Midtlien
CEO, Digitus Nordic AS
Rather than focusing on short-term fixes, their approach is pragmatic, focused on sustainable, long-term results.
Kasper G
Owner, Nordic by Choice
Their solution has helped us reduce our project managers' time for invoicing from a week to two days.
Kateryna Mykhailenko
Manager, ToxMinds
On a scale of 1-10, we would rate Aktiv’s partnership as 11.
Fabrice Beaux
CEO, InterHyve Sàrl
Aktiv is Odoo certified partner offering end-to-end implementation services.
We don’t just implement ERP, we bridge the gap between technology and your workforce, ensuring smooth adoption, empowered employees, and maximized ROI.
With over 10+ years of experience implementing Odoo for SME and Enterprise clients, we know how to assist you in your digital transformation journey. It’s what we do the best!
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Real results. Real wins.
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10+ years. 500+ projects. 100+ specialists. One shared commitment to making digitalization more human. Some milestones…
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