Customer Relationship Management
Boost sales productivity, improve win rates, grow revenue
Your Sales Funnel, The Way You Like It
Track your opportunities pipeline with the revolutionary kanban view. Work inside your sales funnel and get instant visual information about next actions, new messages, top opportunities and expected revenues.
Social Network Integration
Bring social intelligence to your sales process. Gain insights from social media site LinkedIn to find prospects easily and load their data automatically into your address book.
Lead Management Made Easy
Create leads automatically from incoming emails. Analyse leads efficiency and compare performance by campaigns, channels 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
Get your opportunities organized to stay focused on the best deals. Manage all your customer interactions from the opportunity like emails, phone calls, internal notes, meetings and quotations.
Follow opportunities that interrests you to get notified upon 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 (Formerly OpenERP) CRM handles incoming emails and route them to the right opportunities or sales team. New leads are created on the fly and interested salespersons are notified automatically.
Schedule your meetings and phone calls using the integrated calendar. You can see your agenda and your colleagues’ in one view. As a manager, it’s easy to see what your team is busy with.
Lead Automation and Marketing Campaigns
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, …) based on triggers (no activity since 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
Customize your sales cycle by configuring sales stages that perfectly fit your sales approach. 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 take 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 that anyone can create and share.
Drive Engagement with Gamification
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.