Sales Management Made Easy
From quotes to invoices, in just a few clicks
Create Professional Quotations
Create quotations in a matter of seconds. Send quotes by email or get a professional PDF. Track quotations, and convert them to sales order in one click.
Spend the extra time focusing on selling, not recording data.
Don’t lose time looking for customers, products or contracts related information; they are all conveniently accessible when creating quotations.
Get access to stock availabilities in the different warehouses, to customer’s specific prices, to the history of preceeding offers for this prospect, etc.
Your Address Book
Load customer data from LinkedIn, assign tags to your prospects, manage relationships between contacts and store all customer’s preferences including pricing, billing conditions, addresses, payment terms, etc.
Navigate through all the documents related to a customer with the powerfull breadcrumb: quotations, invoices, emails, meetings.
Fully Integrated Invoicing Supporting All Invoicing Methods
Whether you invoice based on time and materials, on delivery orders or fixed price; Odoo (Formerly OpenERP) supports all possible methods.
Get recurring invoices produced automatically, create advances in just a few clicks, re-invoices expenses easily, etc.
Keep track of your contracts
Get rid of wasted paper and record all your contracts in the application. Invoices are generated automatically based on your contract conditions. Your account managers get alerts before contracts have to be renewed.
By default, sales order are very simple, limited to a small number of features. Don’t be confused by features you don’t need.
But you can activate options to fit your specific need: multi-warehouses, multi unit of measures, manage customer specific prices with pricelists, control margins on quotations, use different addresses for shipping and billing, etc.
Communicate Efficiently With Customers
The chatter feature enables you to communicate faster and more efficiently with your customer. This takes place directly on a quotation or sale order from within Odoo (Formerly OpenERP) or via email.
Get all the negotiations and discussions attached to the right document and relevent managers notified on specific events.
Built-in Customer Relationship Management
Activate the CRM application to manage your funnel of opportunities, attract leads, log calls, schedule meetings and launch marketing campaigns.
Opportunities can be converted into quotations in just one click.
Drive Engagement with Gamification
Align Sales On Clear Targets
Define clear targets and commission plans. Get real time statistics on the performance of individual sales or teams. Motivate your teams with challenges, rewards and leaderboards.
Reporting and Dashboards
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.