Driving sales from lead to close is critical for business growth and success. Effective lead nurturing and conversion into paying customers can increase revenue and foster customer loyalty. With optimized sales processes, businesses can improve deal closures, which in turn leads to a more profitable bottom line.
Providing multi-channel service to customers is imperative in today's competitive business landscape. Customers expect seamless connectivity with businesses via phone, email, social media, and live chat. Excellent customer service across all channels can result in increased customer satisfaction and retention. By aligning teams around a centralised source of customer data, businesses can ensure uniformity in customer interactions, streamline business processes, and reduce delays. These efforts enhance the customer experience and promote greater efficiency and success.
Lead Generation
Organize contact info, track interactions and automatically generate leads.
Lead Scoring
Score leads based on engagement and behaviour for prioritisation.
Personalisation
Personalize comms with tracked preferences for stronger relationships and sales.
Sales Automation
Streamlines sales with automation for high-value activities.
Collaboration
Increase your chance of winning a deal by providing the tools of collaboration for your employees.
CRM Analytics
Report and find insights into your sales pipeline, customer behaviour, and revenue trends.
Manage your Sales Pipeline
Take the reins and ride your sales pipeline to success with our powerful control tools.
Define and visualise your sales process in a Kanban view.
Run reports about each stage and keep customer engagement high.
Cloud CRM.
Integrated with your ERP.
Maximize productivity with time efficiency on the cloud.
Give clear visibility about your leads and opportunities to your sales team.
Utilise the speed and automation of a cloud system as a single-source of truth about your customers.
Task Management made easy
Streamline your workflow with our CRM system's automatic task management, and focus on what really matters - building meaningful relationships with your customers.
First call
First reminder
Schedule a meeting
Understand Customer's need
Send Quotation
Confirm Quote
Marketing Automation.
Efficiently manage your marketing processes and focus on tasks that matt
- Quickly design and send out beautiful email campaigns.
- Generate leads through your website and emailing campaigns.
- Optimise lead management by scoring prospects on demographics and behaviour, then automatically route hot leads to your sales team.
Ensure that your lead management software covers all important functions that is needed by your sales teams.
Customer Reports.
Team Analytics.
Create custom dashboards for your specific needs.
Use Odoo CRM's reporting tools to easily check your business KPIs, whether it be ..
- Sales forecasting reports;
- Lead conversion reports;
- Customer acquisition reports;
- Activity reports;
- Pipeline reports;
- Customer satisfaction & retention reports
8 million people, run Odoo to make their jobs easier.
Join them and make the right move towards your digital future.