Odoo CRM Features: Odoo 11

 

CRM is the most important tool required by all size of companies. Odoo CRM comes with many features from client interactions, sales prospects to lead management. Odoo CRM is integrated with other application like Sales, Invoicing, Email marketing, eSignature to provide more features in Odoo CRM.  

 

In this blog, we will discuss more features of Odoo CRM in Odoo 11 likewise:

 

1.Beautiful Kanban view
By simply drag and drop you can manage your leads in CRM.
Odoo CRM Kanban view

 

2. Get Accurate Forecast
Design custom dashboards to get a picture of your business at a glance.
Dig deeper with real-time reports and flow charts that anyone can create and share.

Odoo CRM

 

3.  Schedule Meetings or Activities
Schedule activities based on your sales scripts like calls, meetings, mailing, and quotations.
Get all information you need, directly on the opportunity like website pages viewed, mail received, etc.

4.  Review your performance and next activities
Real-time overview of easily review your performance and next activities.
Know exactly how you perform compared to your monthly targets.
Organize your work based on your scheduled next actions.

Odoo CRM

 

5. Stay connected with customers
Through email, phone, chat, and social media within your Odoo CRM, you can stay in touch with your customers.

6. Dashboard
From activities to do and perform all, you can find in your Odoo CRM dashboard.

7. GeoIP
Detect countries, states, and cities of leads automatically from your visitor IP address.

8. Custom Alerts
Follow key opportunities in just a click and get alerts based on relevant activities.

9. Opportunities Analysis
Analyze your opportunities pipeline with advanced filters, grouping, drill down, etc.

10. Multi-Address
Have multiple addresses and contacts for a single company.

11. Leads Nurturing
Create campaigns to automatically send emails tailored to the lead segment and activities of the lead.      

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