Odoo CRM | Best CRM in Odoo | Odoo CRM Module Integration

Gain more business with the customer-centric CRM

Customer relationship management is a vital part of any business nowadays where companies are trying new marketing methodologies and promotions to bring in more and more customers. The customer relationship management tools in the companies will do exactly that helping your executives to be more attentive in business opportunity generation sourcing in leads from various areas of business. Moreover, these customer relationship management tools have become integral parts of many businesses where most of their business opportunities are sourced from it. Odoo CRM, a dedicated management module, offers you the intuitive management of the customer relationships operations of your company.

Attractive CRM Dashboard

Use of visual & configuration tools for operational readiness

Viewable in Kanban, lists, graph, activity, pivot & more
Custom stages on leads
Direct activity scheduling

Real-time Overview

Reporting on CRM provides a complete operational overview

Dedicated reports on pipeline, leads, & activities
Custom and default filtering group by options
Eye-catching reports with rightful insight

Well-defined activity scheduler

You will be able to schedule activities on leads using the scheduling tool

Scheduled activities with the calendar view
Schedule meetings, calls, emails, and many more

What makes Odoo CRM the best?

The dedicated infrastructure along with the operational capabilities that the CRM module of Odoo brings into the business operations is the prime reason that the Odoo CRM is the best and intuitive tool of operations.

Generate leads from various sources

With the capability to generate leads from various sources allowing you to boost your business opportunities.

Generate leads from websites, and eCommerce platforms
Generate leads from incoming emails.
Lead generation from marketing campaigns, and promotional programs

Advanced functional tools on leads

Tools for the management of leads and added advantage on opportunity generation

Lead mining
Lead generation
Lead enrichment

Follow-up on leads where you can schedule activities
Deduplication
Lead importing

Custom pipeline operation

The pipeline of the CRM module can be well crafted to suit your operations of customer relationship management

Create custom stages of the leads
Activity scheduling option under each lead
Illustration on scheduled activities
Illustration on scheduled activities
Follow-ups on opportunities
The 360-degree view on all CRM operations

A dedicated window for sales management

The Odoo CRM holds a dedicated menu on the dashboard to describe the sales operations related to the CRM activities.

Larger screen view on opportunities
Mobile view on sales operations with CRM
Dedicated customer address and information window
Manage CRM operations based on sales teams

Efficient communication to be connected with customers

Communication is a vital aspect of lead generation and opportunity generations for the operations of a business

Email templates
Customer alerts
Live chat and discuss module
Log chatter under each quotation

Analytical reports

Odoo platform helps you to generate advanced analytics as well as quantitative reports on customer relationship management operations

Generate reports on leads, pipeline operations, activities, and partnerships
Default as well as customizable filtering options
Illustrative reports

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Integration with advanced modules of Odoo

The Odoo functions with dedicated modules which will be helpful for you in performing various operations of the company functioning with these designated application-specific modules.

Sales

Directly generate sales orders from the CRM leads. a time-saving and user-friendly tool for the sales teams of your company.

Marketing Applications

The integration with the marketing campaign is described in the marketing module. In addition, the integration with the email and SMS marketing tool leads to follow-up aspects.

Website & E-commerce

With the integration with the website as well as the e-commerce operations, the CRM will be able to generate leads from website visitors.

Point Of Sale(POS)

The CRM module's lead generation will be possible from the retail operations with the POS integration.

How can Cybrosys be helpful?

As the functioning in Odoo can be customized to suit your business aspects a dedicated Odoo service provider like Cybrosys Technologies, the leading Odoo gold partner will be able to provide you with a suitable Odoo platform. Our team of expert developers will craft the Odoo and its CRM module to cater to your customer relationship management needs.