Kanban View
You can track your work by using kanban views to keep changes moving ahead. This shows records graphically. To display a list view of records with a graphical representation, set up a kanban view.
List View
List views display your records in a spreadsheet-style table, so you can scan, sort, and group your pipeline data and update several records at once.
Form View
This is often made to show just one record from one Set (database table). Additionally, it has the ability to show a considerable amount of related data from other Groups.
In Odoo CRM, the user can quickly create and import leads. Not to mention, it provides tagging options with the ability to add new tags.
Use the current ones as well if you want leads based on where they came from, whether they were obtained through email campaigns, websites, social media, or another source.
Additionally, it gives the option to change the lead's stage whenever necessary. Additionally, by designating your leads as lost, you can effortlessly delete them. Or, if necessary, you can transfer them to a potentially lost stage.
The primary goals of the sales pipeline process are lead nurturing and lead closure.
Additionally, because there are various stages in between, manually nurturing leads, forecasting conversion rates, and keeping track of conversations take time. On the other side, Odoo CRM offers a user-friendly interface that is highly customizable.
Additionally, it assists marketing departments in lead generation through lead gathering. Based on your leads' present situation, you can establish or edit the stage of your leads here.
Create and send quotes to your clients in just a few clicks, based on the requirements given by the consumers with you.
In conclusion, you can share a basic quotation link with your customer and allow them to download it in place of sending them a formal document.
Additionally, as it will continue to be in your Odoo CRM program, you can check it at a later time.
By simply choosing the Pay Now option in the given URL, the customer can make the payment online.
The leads in the CRM are directly converted into sales orders — a quick and effective solution for the sales team of your business.
Lead generation for the CRM module will be possible through retail operations with POS integration.
Visitors to the website will be able to generate leads for the CRM due to the e-commerce solutions' integration with the website.
The interface with the marketing campaign is explained in the marketing module. The interaction with email and SMS marketing technologies also simplifies features of follow-up.
We set up Odoo CRM as part of our Odoo implementation work for distributors, professional services firms and manufacturers.
Yes. Odoo CRM syncs with your email so every message is threaded on the lead record, and the VoIP integration lets your team call leads directly from Odoo with calls logged automatically.
Yes. Every opportunity in Odoo CRM carries a success probability that updates as the lead moves through stages and activities, so your team can prioritize the hottest opportunities first.
When a lead is qualified, you convert it into a quotation in one click. Once the customer confirms, Odoo turns it into a sales order and generates the invoice, with no re-entering of data.
Yes. Pipelines, stages, tags, and custom fields are all configurable, and our team tailors the setup to your sales process as part of the implementation.