What does Odoo CRM do?

Imagine one or two key members of your company building relationships with clients/vendors contributing months/years while drenching out a treasure trove of information about them; they decide to leave your organization for personal/professional reasons.

What about all the information your employees have collected? It will be scattered across various departments, and ultimately you will spend more time gathering information rather than collecting new.

Here’s when Odoo CRM comes into the picture.

Why Choose Odoo CRM?

All the vital information regarding your clients/vendors is in their heads or digital records but isn’t centralized. So, here’s what Odoo CRM does.

Bring Everything Together

Data centralization is the key to keeping track of your customers/vendors.

Odoo CRM software captures everything, be it email, number, company contacts, brand information, suppliers, and all those minute details that help you better associate with your vendor/client even without key members.

As soon as the sales team confirms the order on their CRM module, the customer-relationship managers, accountants, and stock managers receive a log of it. Undeniably, you can expect complete traceability of a lead from quotation to creating invoices.

Efficient Odoo CRM Integration 

The only shortcut to productivity is to get more done in less time.

Odoo CRM module allows flawless integration with Sales, purchase, accounting, and other essential modules. You can bring all the departments and teams together and track each business interaction while enabling an automated business model.

Everything is effectively integrated, starting from the first call with a client, scheduling a demo, creating quotations, following up, getting on board, delivering services, and generating invoices.

Automated Data Validation

Your contact database is invaluable; maintaining accurate details about customers, vendors, or leads will make all the difference. Odoo CRM software helps you build a well-rounded and secured database, ensuring uninterrupted audits.

Odoo lets you store finite details of customers like- preferences for language, delivery methods, financial data, etc.

You don’t have to input data every time you come across a lead; they are automatically generated from emails, so all you have to do is send quotes in a few clicks.

Customize Your Business Process

With Odoo CRM, you can customize your pipeline by setting up specific stages and substages for every department. Besides, you could also plan actions and schedule meetings for daily work based on opportunities and tasks.

Get 360° visibility at each stage and access real-time reports to conduct opportunity and lead analysis.

In a nutshell, be it leads or potential customers, you can manage everything under the CRM module.

If you are looking forward to adapting Odoo to manage vital business data, consult our experts for a free Odoo CRM demo.