CRM for Sales Management
The Odoo sales module, designed for sales management, aims to enhance the capabilities of sales teams, enabling them to intelligently and efficiently manage orders, quotations, and customer data.
Professional Quotations: Generate comprehensive and polished quotations with detailed product descriptions. Email quotations with page breaks for online acceptance.
Contract Management: Create recurring contracts based on time and materials. Generate invoices in phases, maintain renewal options, and identify upselling opportunities.
Pricelists: Manage various pricelists for products based on customer categories, countries, and other parameters.
E-Commerce Connectors: Seamlessly connect to popular e-commerce platforms like Amazon and eBay to track sales within a unified application.
Discounts & Approvals: Handle multiple discounting policies and implement order approvals based on dynamic business requirements.
Integrated with CRM & Inventory: Achieve seamless integration with the CRM and Inventory modules. Efficiently link various processes and provide real-time status updates on orders.
Real-time Statistics: Utilize the Odoo CRM business intelligence engine to obtain precise forecasts of sales activities. Benefit from flexible reporting options with pivot and graphical views, including extensive filtering and grouping features.
Helpdesk: Track complaints, inquiries, and issues through an easily manageable Helpdesk Module. Keep tabs on tickets with status updates to ensure a positive customer interaction.
Alerts & Notifications: Receive timely alerts and notifications for urgent activities, follow-ups, MIS reports, or inactivity on leads.
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