Odoo 16 Community Book

Features of the CRM Module

Customizable Dashboard

The CRM module’s home dashboard displays every lead and opportunity generated in it. You can view this data in Kanban, List, Calendar, Pivot, and Graph views. You can also use Filters and Group By options to sort and locate the records you are looking for. This grouping and filtering will save you from manually searching and pinpointing particular data.

Handy Lead and Opportunity Management

Odoo 16 offers a fully integrated CRM module for lead generation and management, which makes it easier for you to monitor them in a single window. You can manually enter relevant data regarding new leads and opportunities into the database. Integrating the CRM module with the other modules in Odoo 16 adds to the convenience of massive importation of leads. Additionally, it reduces manual labor and increases time efficiency through automated lead entry via website contact integration.

Scheduling Appointments

A strong business relationship with your customers is mandatory for fostering and expanding your enterprise. These relationships established through regular meetings help you convince the customers about the credibility of your product or service. You can easily schedule appointments with your customers or leads using the CRM module in Odoo16 via voice calls, video conferences, or Email. Odoo will send a system-generated or preconfigured reminder to the opposite party for confirmation. Moreover, the system allows you to review the performance of the lead and schedule the next appointment accordingly.

Integration with the Sales Module:

Most actions in the CRM module are intricately involved with the Sales module, which offers a solid framework for its functionality. This module can send quotations to the concerned party upon converting a lead into an opportunity. Besides, it is also possible to manage and monitor sales orders efficiently by integrating the CRM and Sales modules. Using this module, you can strengthen the functions of sales activities, from creating quotations to receiving customer orders. The details of all the leads and customers and their interactions will be available under a single umbrella. The sales department can access these data later on.

Unique Reporting System:

You can find a comprehensive reporting section in many modules of Odoo 16, which equips your company with precise data analysis in each module. This way, you can formulate a plan of action to improve your company’s overall performance. Moreover, you can analyze previous data and predict future trends in your niche of business (Forecast). The sales and marketing pipeline also benefits from a well-functioning reporting system.

Priorities:

The Odoo 16 CRM module provides a platform for prioritizing different activities in the marketing and sales pipeline. This process, in turn, helps maximize sales and achieve your targets effectively.

Promotion of Leads:

The CRM module allows you to send automated emails to your customers. This action directly influences sales activities by sustaining a stable customer relationship. Consequently, it becomes easier for you to convert leads into opportunities by promoting your products or services. In the following section, we shall discuss lead management in the CRM module.