Improve the commercial management B2B and B2C by using Odoo CRM
Follow-up with potential clients, create estimate templates with customized designs, increase sales productivity and close sales opportunities.
Client
segmentation
Group your clients according to the industry or geographic area and allocate price lists .
Real-time
sales funnel
Reports on closed and forecasted businesses. Analyze how your clients discovered you.
Collaborative
tool
Embedded messaging to exchange information with the rest of the commercial team.
DYNAMIC REPORTS: FILTERS AND CATEGORIES ACCORDING TO DIFFERENT VARIABLES
Get a sales forecast
Schedule reminders to follow-up with potential clients.
Customize your reports and receive valuable information for your organization.
Integrate your tool with third parties' software in an easy and fast way.
Work remotely anywhere by using the mobile version available for tablets and smartphones.
Greater control of the information
Send clear and detailed estimates to your clients and receive read receipts of the estimates sent.
Improve your profitability with specific actions
Increase your sales turnover by automatically offering different options, accessories, discounts and special offers.
Planning future actions
Schedule activities for your potential clients: calls, meetings, emails and estimates. Receive all the information you need right away: estimates read receipts, emails sent, etc.
Convert leads into sales
Email marketing
Create automatic campaigns of massive emails to be sent to specific groups.
Gain clients
Convert leads into clients. Import files from clients easily by using Odoo CRM.
URL Trackers
Monitor the leads source by using UTM trackers for all your marketing campaigns.
Live chat
Activate a live chat in your website to talk to visitors and convert them into leads. Determine the settings for different countries or websites.