Features of Odoo 13 CRM
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Features
Sell Faster As You Go Lead Management Opportunity Management Customers Management Productive
Communication Powerful Reporting Integrations.
Sell faster as you go
Modern user interface: A natural UI intended for sales. A dashboard for a superior review of the business exercises.
Reduce data entry: Get leads automatically created from mails, website, VOIP calls & send quotations in couple of clicks. And deal with your pipeline by
drag and drop. /
Superior mobile view: Sell from anywhere using mobile app (IOS/Android).
Large/small screen view: Optimized view for all types of screens, with the opportunity form on the left and a scrollable chatter on the right small screen and on the
right and scrollable chatter on the bottom on the big screen.
Lead Management
Leads Nurturing: Create campaigns and send automated emails to the leads and schedule activities based on the lead.
Lead Scoring: Statistical analysis determine the probability to close a lead based on the state, country, phone quality, email quality, source & languages. /
Live Chat: Use Odoo Live Chat on your website to chat with visitors and convert them into leads and also define rules based on countries.
Deduplication: Eliminate the duplicate leads, while converting into opportunities and create contacts from the lead automatically.
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Lead Management
Import Leads: Easily import your lead list with Company, Name, Email, Job Position, Phone no. Mobile no. Address, State, Country, Websites,
with Odoo's column matching tool.
GeoIP: Statistical analysis determine the probability to close a lead based on
the state, country, phone quality, email quality, source & languages. /
Assignation Rules: Define your own rules to assign leads to the right sales team or sales
person based on quotas and segments.
URL Trackers: Using UTM trackers, track the source of your leads in all marketing
campaigns.
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Opportunity Management
Pipeline Management: Get a clear picture of the opportunity in pipeline. Work faster with the drag & drop interface. Automatic archiving of lost opportunities and
hidden in the pipeline.
Customize Stages: Create your own pipeline and add description for your each stages. /
Activities & Calls Management: Assign activities per opportunity for your team and schedule them. Log every activity immediately in the chatter with predefined actions.
Easily Track, log and analyse the activities of your team.
Schedule Meetings: Schedule meetings with the customer in opportunity & Sync with
mobile phones and Google calendar.
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Opportunity Management
Plan Next Actions: Plan next actions and schedule your daily work based on most important opportunities and tasks.
Log Calls: Log calls or trigger VoIP calls in just a few clicks and Odoo proposes to automatically reschedule the next action after the call.
360° Visibility: Get information right into the opportunity such as pages visited on your website, mails, meetings, next actions, proceeding orders and
much more.
Lost reasons: Analyze lost reasons on your opportunities to improve your sales
effectiveness and to grow your business.
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Customers Management
Customers Management Get a fully controlled address book and shared it among your sales people.
Multi-Address: Have multiple addresses and contacts for a single company and manage it from single window.
Customer Preferences: Set your customer preferences easily such as language, delivery methods, financial data.
Track Customer History: Get the full history of a customer in single window such as opportunities, meetings orders, invoices, total due & more.
Productive Communication
Emails Templates: Create your own email templates for most commonly used- to communicate with the customers.
Email Gateways: Get all your email communications automatically attached to the right opportunity. Create new leads automatically based on incoming
emails.
VoIP: Integrated with Asterisk VOIP server. Receive & call from the
browser automatically or manually. Reschedule or send email for failed calls.
Custom Alerts: Follow key opportunities in just a click and get alerts based on relevant activities.
Powerful Reporting
Dashboard: Build your own dashboards and share filters with the team. Visualize your sales teams KPI's at a glance.
Cohort Analysis: Keep track of the evolution of your KPI's over time and detect trends.
Opportunities Analysis: Analyze your opportunities with advanced filters, grouping, drill down,
etc. based on stages, sales person, country & more.
Leads Analysis: Get statistics of your leads source to evaluate the ROI of your marketing campaigns.
Integration
Sales App Automation App Email App Social App SMS App Google Docs VoIP
Powerful API
For More Details
Check our company website for Odoo related blogs and
Odoo book. www.cybrosys.com
Check our YouTube channel for functional and technical videos in Odoo. Cybrosys Technologies
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