Odoo CRM
Odoo Customer Relationship Management module is one of the important modules available
in the Odoo ERP which suits all types of businesses to manage relationships and
interactions with existing customers and potential customers. With the help of a
CRM system, the organizations can increase their sales, services, profitability
and build up more customer relationships.
Let us discuss the advanced features of the Odoo CRM module,
Advanced dashboard
The advanced Odoo CRM dashboard will provide a better overview of the activities
and the eminent features such as filters, sorting, group by, and favorite search
by default and customizable options are available. Additionally, this can be viewed
in different views such as Kanban, List, Calendar, Pivot, and Graph views.
Activity scheduling
The activities such as meetings, calls, emails, and others can be organized and
scheduled in each stage. In addition, the platform will track, log, analyze the
activities of the teams.
Prioritizing
The Odoo CRM platform allows you to prioritize the follow-up activities in the pipeline
and gain your targets successfully and you can prioritize the various contacts and
leads available in the platform based on a star marking system.
Get in touch with customers
The module will help you to keep in touch with customers through email, phone, chat,
and social media.
Customize stages
The Odoo platform provides provision to customize your pipeline by adding descriptions
and various options on different stages.
Pipeline management
In the Odoo CRM module, the opportunity pipeline is arranged in a perfect and informative
manner. The leads and opportunities are organized at different stages and it is
also possible to create sub-stages for better organization. Moreover, the drag and
drop functionality helps to work faster.
Email templates
This platform allows you to create templates of emails for communicating with your
customers or opportunities.
Analyze lost reasons
The Odoo platform provides provision for analyzing the lost reasons on your opportunities
and it will help you to improve your business.
So far we were discussing the importance of the Odoo CRM module in a business and
some features of the module. Now let us discuss the activities in the module.