July 20, 2017
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The #1 Open Source CRM

Track Leads,
Close Opportunities and
Get Accurate Forecasts

Your Sales Funnel, The Way You Like It!

Work inside your sales funnel and get instant visual information about next actions, new messages, top opportunities and expected revenues.

Customer Relationship Management

Boost sales productivity, improve win rates, grow revenue

Manage your sales funnel with no effort. Attract leads, follow-up on phone calls and meetings. Analyse the quality of your leads to make informed decisions and save time by integrating emails from all your contacts directly into the application.

A Great Kanban View to Track Your Pipeline

Track your opportunities pipeline with the revolutionary kanban view in a few simple steps. Work inside your sales funnel and get instant visual information about next actions, new messages, top opportunities and expected revenues.

Boost your sales with our great management software for businesses of any size.

Social Network Integration

The Only Open Source CRM With Social Features Built-in

Bring social intelligence to your sales process. Gain insights from social media sites such as LinkedIn, Twitter or Facebook to find prospects easily and automatically load their contact data into your address book.

Lead Management Made Easy

Automatically create leads from incoming emails. Analyse leads efficiently and compare performance by campaign, department, channel or sales team.

Find duplicates, merge leads and assign them to the right salesperson in one operation. Spend less time on administration and more time on qualifying leads.

Organize Your Opportunities

Clean user interface with everything on one screen

Organize your opportunities so you can stay focused on the best deals. Manage all customer interactions from the opportunity like emails, phone calls, internal notes, meetings and quotations.

Follow opportunities that interrest you and be notified about specific events: deal won or lost, stage changed, new customer demand, etc.

Email Integration and Automation

Work with the email applications you already use every day. Whether your company uses Microsoft Outlook or Gmail, no one needs to change the way they work, so everyone stays productive.

Route, sort and filter incoming emails automatically. Odoo CRM handles incoming emails and routes them to the right opportunities or sales team. New leads are created on the fly and interested salespeople are notified automatically.

Collaborative Agenda

Schedule your meetings and phone calls using the integrated calendar. You can see your agenda and your colleagues’ agenda in one view. As a manager, it’s easy to see what your team is currently working on and to set up a timeline for certain tasks.

Lead Automation and Marketing Campaigns

Clean user interface with everything on one screen

Use our marketing campaigns to automate lead acquisition, follow ups and promotions. Define automated actions (e.g. ask a salesperson to call, send an email, set up a reminder, etc.) based on triggers (no activity for 20 days, answered a promotional email, etc.)

Optimize campaigns from lead to close, on every channel. Make smarter decisions about where to invest and show the impact of your marketing activities on your company’s bottom line.

Customize Your Sales Cycle

Adapt sales stages to your needs

Customize your sales cycle by configuring sales stages that perfectly fit your sales approach. The system allows you to create your own templates for the stages. Control statistics to get accurate forecasts to improve your sales performance at every stage of your customer relationship.

Reporting and Dashboards

Get access to the right information to make smart decisions

Get the insights you need to make smarter decisions. 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.

Drive Engagement with Gamification

Leverage sales’ natural desire for competition

Reinforce good habits and improve win rates with real-time recognition and rewards inspired by game mechanics . Align sales teams around clear business objectives with challenges, personal objectives and team leader boards.

Live Support

Odoo offers you online chat with customers and website visitors in real time. No need for special chat server, everything is done directly on your website.

Pop-up chat window appears on the screen as soon as someone visits your website.

Provide your visitors with information in a fast and simple way – direct chat with customers on your website has never been easier!

Direct Live Messaging

It’s simple and easy for visitors to navigate your website with this live chat feature.

With Odoo’s software you can chat with your customers online – no need for long emails and phone calls!

Answer any questions they have – immediately and in real time.

Lead Automation

Odoo’s module “Lead Automation” provides you with a lead automation through marketing campaigns that are fully adaptable and customizable.

The campaigns are dynamic and multi-channels, allowing you to follow your marketing strategy in a way that fits your needs.

Marketing Campaign Management Software

This powerful app will help you to drive the marketing performance up and to optimize campaigns from lead to close.

You can define segments and lead your campaign activities by specific area. Then you can analyze the results to verify the performance of campaigns and their commercial impact.

Create Your Own Email Marketing Campaign

Design marketing campaigns like workflows, including email templates to send, reports to print and send by email, custom actions and other examples.

Run your campaign in simulation mode to test it real-time or accelerated, and fine-tune it for the best results.

You may also start the real campaign in manual mode, where each action requires manual validation.

Campaign Statistics

Launch your campaign live and watch the statistics as the campaign does everything fully automatically.

Marketing campaign management system offers you to track statistics for each of your campaigns and have a full overview of your marketing actitivies.