Odoo CRM

The Odoo CRM app offers a user-friendly dashboard to view sales activities clearly. With this app, you can automatically create leads from VoIP calls and emails and easily send offers, even while on the move. Managing leads is very simple with the Odoo CRM app. It allows you to create, import, maintain, and evaluate leads based on various criteria.

The Odoo CRM system has modules for handling subscriptions, managing projects, providing customer support, and managing product life cycles using an Odoo content management system. These modules are designed to assist companies in effectively managing their interactions and relationships with consumers and potential consumers.

Odoo CRM offers a centralized platform for sorting, analyzing, and prioritizing big-scale customer data for businesses. This enables the sales team to focus on opportunities with greater potential by giving correct responses to customers efficiently and quickly. The ultimate goal is to enhance business relationships and make business grow.

Project Management

You can easily manage your various projects with the Projects app offered by Odoo. The calendar view of this app is clear, and it helps you plan your project effectively. You can assign tasks to team members and keep track of their progress and the project tasks. This app also acts as a platform for all project-related files and notes. It lets you share information with your team through a notepad or live chat.

Furthermore, you can break down your project into various phases and individual subtasks for better organization. Use grouping and filtering features to analyze your projects clearly. You can generate custom project reports as needed. The Odoo Projects app seamlessly integrates with other modules like Sales, Email Marketing, Sign, and Billing.

Employee Management

You can smoothly handle employee problems using Odoo’s HR app. This app allows you to create profiles for every employee, making it easy to access critical employee information quickly. Also, you can efficiently handle the respective employee contracts. Furthermore, it lets you keep track of your employees’ attendance and timesheets, as well as handle absences like sick leaves or vacations.

Moreover, you can oversee your company’s social network. Here, you can participate in discussion groups, share documents, and implement gamification as a reward system for your employees. This module seamlessly integrates with Odoo’s Appraisals, Recruitment, and Expenses apps.

Inventory Management

Odoo’s Inventory app offers a user-friendly and modern interface, making inventory management more flexible and convenient than ever. Its core functionalities include creating delivery orders, automatically adjusting stocks, managing various storage zones and locations, packaging products, preparing documents, recording rejects, and easily moving goods.

By integrating with other apps like the production and repair app, you can enhance its functionality. But that isn’t all. Also, Odoo’s Inventory app supports advanced workflows like cross-docking, drop-shipping, creating custom procedures and workflows, and implementing removal and clean-up strategies.

Subscription Management

In addition to its standard apps, Odoo also provides an app for managing subscriptions, also known as contract management. With this app, you can effortlessly handle your subscriptions using automated features.

For instance, it takes care of tasks like creating automated, accurate invoices, generating clear contracts using contract templates, and managing incoming payments and taxes seamlessly. The Subscriptions module operates automatically based on your settings preferences. Also, this module offers a hassle-free registration process without the need to log in.

Your customers have access to a user-friendly portal where they can view all their contracts and data options. They can even set up automatic payments for convenience. Furthermore, customers have the freedom to manage or cancel their subscriptions easily whenever they want.

Website Development

The latest version of Odoo simplifies website creation and design like never before. With Odoo, you can effortlessly set up a new website by accessing the website settings, selecting a particular theme, and customizing the logo and name of the site.

Also, it’s very easy to modify the domain address and add extra languages. Furthermore, you can include links to social media platforms like Instagram and pinpoint your location through Google Maps.

Sales Management

You can boost your sales effectively with Odoo’s Sales app. With its modern user interface and seamless integration into Odoo’s CRM app, you can efficiently handle your sales pipeline. Easily generate professional offers through offer templates, predefined products, and price lists. The Odoo Sales app provides various features like electronic signatures and upselling for added convenience.

Accounting

Odoo provides various time-saving features for accounting tasks. The accounting app has a modern and user-friendly interface, collaborative document handling, and automated data entry features. It also offers bank synchronization, effortless reconciliation of payments across several invoices, and more.

You can simply receive automatic draft invoices or generate clean customer invoices based on delivery orders, sales orders, or timesheets. In addition, with this app, you can upload images or scans of your incoming invoices. Odoo’s accounting app also allows artificial intelligence to produce entries for you automatically.

Marketing

With Odoo, you have various marketing options available. One of them is the Social Marketing app, which lets you link your various social media accounts with Odoo for managing new posts. You can include tracking links, add hashtags and emojis, and make posts.

This allows you to monitor how many clicks your links get. The Social Marketing app lets you plan posts ahead of time. It also helps you create and assess your whole social media campaign.