Description

Odoo CRM

Odoo CRM is part of the Odoo suite, an open-source ERP platform offering a fully integrated set of business applications—including CRM, accounting, inventory, project management, HR, and more. It serves as both a standalone CRM and as a component within a broader business ecosystem.

Key Features

• Visual Pipeline Management: Drag-and-drop Kanban view for opportunities, real-time revenue forecasting, and automated activity scheduling.

• Unified Communication: Emails, live chat, SMS, and VoIP logs are consolidated within the CRM, reducing miscommunication.

• Quotation Builder: Quickly generate polished quotes by selecting catalog items and exporting to PDF.

• Automation & AI: Automate follow-ups, lead assignments, reminders, and utilize AI for lead scoring to prioritize high-value prospects.

• Comprehensive Analytics: Dashboards and real-time reports provide insights on leads, team performance, and forecasts.

• Modular Integration: Seamless connections with Odoo modules like Inventory, Sales, Accounting, Marketing, Project Management, and more.

• Highly Customizable: Adapt workflows, fields, dashboards—and even build unique business apps via Odoo Studio.

• Flexible Deployment: Choose between cloud-based (Odoo Online), on-premises, or Odoo.sh platforms.

• Mobile Access: Access your CRM on-the-go through mobile applications.