CRM
Odoo ERP system offers Customer Relationship Management software for the effective
management of customers and the establishment of new business relationships. The CRM
module permits you to monitor and operate all new leads and opportunities in one place.
Having an adequate platform for the administration of leads, opportunities, and related
operations will benefit a company in many ways. The business world around us is growing
rapidly, and in order to cope with this growth, you must be ahead with customer
management. Every year, Odoo introduces its new version with a wide variety of new
features that help a company improve its performance at multiple levels. Odoo 16, the
latest version of the Odoo ERP system includes advanced tools to enhance the working
efficiency of the CRM module.
The salesperson will get easy access to the sales pipeline which encompasses all
information in one place. The well-visualized information available in the sales
pipeline can be utilized to monitor CRM operations effectively. Data available in this
pipeline will be segmented based on the progress in operations. Suitable stages can be
assigned for leads and opportunities according to the progression. Improved
visualization is one of the attractive features of the latest version of Odoo CRM.
Additional new features will be discussed while detailing the functionalities of the CRM
module.
This chapter will provide complete guidance through the new Odoo 16 CRM module. Let’s
start with the main dashboard of the CRM module that appears as soon as you select the
module from the Odoo dashboard.