As an entire platform for business software, it goes well beyond just CRM. It also includes things like email marketing and customer support. Within the CRM, you have the features that are expected such as a pipeline that can be easily updated and forecasted. If you’re keen on having more control of your data, there are multiple deployment options like cloud and on premise which you can take advantage of.
Not every business values the same data. Some need insights into how the individual reps are performing while others are more focused on the big picture. With Odoo, you’re able to create custom dashboards to unearth the information that matters most to you.
Quote to sales order
Accurate quotes are an important part of the sales process and Odoo allows you to create them without having to log in to another application. When you send them to your clients, they can review them, and, if approved, you can turn those directly into sales orders and collect payment. This will cut down the time it takes to go from estimates and quotes to paying customers and clients.
These days, automation is everywhere and Odoo isn’t being left behind. You won’t have to manually update every aspect of your CRM because the platform gives you the tools to set up rules that will automatically update when specific conditions are met. This will give you more time to focus on what matters in your business.
Contacts & Users
Like other CRMs, contact management is an essential part of Odoo and it makes the process simple for its users. There’s a simple contact list that can be accessed and the main interface shows high-level information such as contact information, name of business, and location. It also has a search function that’ll unearth contacts you need to find quickly.
Each contact on the main list can be clicked and a screen will open up with more details about the contact. In addition to that, you can associate everyone at an organization together and easily access their information from the same place.
Reporting & Integrations
Reporting is one of the strengths of Odoo CRM. It gives you the tools to divvy up your data in a way that works best for you. There are built-in reports such as pipeline value based on deal state, forecasts, and performance on a monthly basis. At the same time, you can create custom reports to only show the data you need.
Odoo handles integrations in a different way. As mentioned before, the application is modular so integrations happen between one aspect of the application and another. It has an internal VOIP and even email marketing integration amongst others. Its third-party integrations are limited to a few popular apps like Shopify and Woocommerce. There is an API that can be used to further extend its functionality.