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odoo CRM, software, importance, features list

Odoo CRM | Odoo Apps | Open Source CRM | Free CRM Software

Odoo CRM or Customer Relationship Management App is one of the most important app of Odoo ERP software, Customer management is important in any business be it manufacturing, Trading or service industry. Odoo CRM App consist of various features where you can maintain your customers and nurture them with proper lead management. Odoo CRM is a free crm software if you are using Community edition of Odoo ERP.

Below are the list of Features of Odoo CRM.

[vc_row full_width=”stretch_row_content”][vc_column type=”column”][services_item icon=”fas fa-users” title=”User Interface” subtitle=”Odoo CRM provides you with intuitive user interface specifically designed for Sales people. As we know Sales people are more on field and less in office therefore, they can gain better overview of sales activities within the team. Sales Dashboards provide complete overview of sales pipelines, leads, opportunities etc.” type=”type15″]

odoo crm user interface and dashboards

[vc_row full_width=”stretch_row_content”][vc_column type=”column”][services_item icon=”fas fa-table” title=”Low Data Entry” subtitle=”You can directly connect your leads via email. As soon as you recieved leads via email or via website – The leads get registered in CRM which reduces the data entry process of sales people. Further you can easliy manage the quotes, customers in few clicks.” type=”type15″]

[vc_row full_width=”stretch_row_content”][vc_column type=”column”][services_item icon=”fas fa-mobile” title=”Mobile Friendly” subtitle=”Odoo CRM mobile user interface helps your sales people to update leads on the go without internet connection. This provide your organization with real time overview of sales team.” type=”type15″]

[vc_row full_width=”stretch_row_content”][vc_column type=”column”][services_item icon=”fas fa-check-circle” title=”Lead Management Software” subtitle=”It also helps you with Lead nurturing where you can manage all your new leads, and nurture them to different stages such as opportunity, Quotation & finally sales order. Odoo CRM lead management feature allow you to gain bird eye view on different sales team.” type=”type15″]

odoo lead management,

[vc_row full_width=”stretch_row_content”][vc_column type=”column”][services_item icon=”fas fa-star-o” title=”Lead Scoring” subtitle=”As we know every lead which comes to us may not be convert into sales order therefore with Odoo CRM you can score your leads based on implicit and explicit criteria such as number of page views by the lead, timezone, interest etc. Based on your scoring you can manage the importance need to be given on each lead.” type=”type15″]

[vc_row full_width=”stretch_row_content”][vc_column type=”column”][services_item icon=”fas fa-download” title=”Importing Lead” subtitle=”There may be different platforms via which you may received leads, you can easily import your leads via CSV file.” type=”type15″]

[vc_row full_width=”stretch_row_content”][vc_column type=”column”][services_item icon=”fas fa-wifi” title=”Acquiring Online Leads” subtitle=”There are many apps available where you can do lead acquisition via website some of them include Form builder, SEO tools etc.” type=”type15″]

[vc_row full_width=”stretch_row_content”][vc_column type=”column”][services_item icon=”fas fa-comment” title=”GeoIP and Live Chat” subtitle=”You can detect countries, states and cities leads easily via visitor IP address. Further Odoo Live chat app allows you to discuss with your online website visitors which helps you in building more prospective leads.” type=”type15″]

[vc_row full_width=”stretch_row_content”][vc_column type=”column”][services_item icon=”fas fa-files-o” title=”Avoid Duplications” subtitle=”There are many apps available where you can do lead acquisition via website some of them include Form builder, SEO tools etc.” type=”type15″]

[vc_row full_width=”stretch_row_content”][vc_column type=”column”][services_item icon=”fas fa-arrows-alt” title=”Lead Assigning Rules” subtitle=”You can define your own rules for assigning leads to different sales team or sales person based on products specific, service specific, country specific etc.” type=”type15″]

lead assigning in odoo customer relationship management module

[vc_row full_width=”stretch_row_content”][vc_column type=”column”][services_item icon=”fas fa-user-plus” title=”Opportunities Management” subtitle=”Another great feature is Opportunity management where you can orgnize different activities which is actually needed to covert into opportunity. In any industry there are various stages which needs to be followed by sales people for converting a prospect into lead and then lead into opportunity. With Odoo you can define different stages of your opportnities, as in our case the opportunity will be Discussion, Proposal, Negotiation, Closing etc.” type=”type15″]

[vc_row full_width=”stretch_row_content”][vc_column type=”column”][services_item icon=”fas fa-balance-scale” title=”Sales Pipeline Management” subtitle=”Sales pipleline plays an important role in growth of any business – Sales pipleline helps you to plan your growth activities in Advance. Odoo CRM offers you with clear picture of your opportunity pipeline. With different stages you can better organize your sales pipeline.” type=”type15″]

[vc_row full_width=”stretch_row_content”][vc_column type=”column”][services_item icon=”fas fa-line-chart” title=”CRM Stages Customization” subtitle=”You can easily customize your pipeline with different stages” type=”type15″]

[vc_row full_width=”stretch_row_content”][vc_column type=”column”][services_item icon=”fas fa-users” title=”Meetings Management” subtitle=”Odoo CRM helps you to Schedule meetings from the opportunity of customer. Further it is easily Sync with mobile phones and Google calendar.” type=”type15″]

[vc_row full_width=”stretch_row_content”][vc_column type=”column”][services_item icon=”fas fa-calendar-check-o” title=”Daily Action Planning” subtitle=”Odoo CRM helps you to plan next day action based on your daily work. With this function planning within every sales person is easy to understand the list of task and important activities that need to be executed.” type=”type15″]

[vc_row full_width=”stretch_row_content”][vc_column type=”column”][services_item icon=”fas fa-line-chart” title=”Lead Analysis” subtitle=”With Odoo CRM you can understand and analyze lost reasons of your opportunities and take proper steps further for bettering your services.” type=”type15″]

Customer Management Functions:

[vc_row full_width=”stretch_row_content”][vc_column type=”column”][services_item icon=”fas fa-address-card” title=”Address Book ” subtitle=”Odoo CRM offers you with Customer management where you can share address book within different sales team and sales people.” type=”type15″]

address book management in odoo

[vc_row full_width=”stretch_row_content”][vc_column type=”column”][services_item icon=”fas fa-thumbs-o-up” title=”Customer Preference” subtitle=”You can set your customer preferences such as Language, delivery methods, financial data, Payments etc..” type=”type15″]

[vc_row full_width=”stretch_row_content”][vc_column type=”column”][services_item icon=”fas fa-address-book” title=”Manage Multiple Address” subtitle=”There are chances where one company or client may consist of different people and address where approval requires to close any sales deal or sales quotation With Odoo CRM you can manage multiple address and contact of a single company.” type=”type15″]

[vc_row full_width=”stretch_row_content”][vc_column type=”column”][services_item icon=”fas fa-history” title=”Get Complete History” subtitle=”Gain complete history of any customer, opportunity, orders etc. This help you to understand consumer and customer behavior.” type=”type15″]

[vc_row full_width=”stretch_row_content”][vc_column type=”column”][services_item icon=”fas fa-envelope-open” title=”Email Templates” subtitle=”Odoo CRM allows you to create email templates for different areas of communication – this reduces your time in composing email to similar customers.” type=”type15″]

[vc_row full_width=”stretch_row_content”][vc_column type=”column”][services_item icon=”fas fa-mail-forward” title=”Email Gateways” subtitle=”Get all email communication automatically attached to the proper opportunity. You can easily create leads based on the incoming emails.” type=”type15″]

[vc_row full_width=”stretch_row_content”][vc_column type=”column”][services_item icon=”fas fa-list” title=”Reporting” subtitle=”You get reporting such as dashboards, Opportunity analysis, Advance filtering, grouping of opportunities, Drill Downing of reports, you can also manage the ROI of your marketing campaigns by understanding the sources of leads.” type=”type15″]

[vc_row full_width=”stretch_row_content”][vc_column type=”column”][services_item icon=”fas fa-archive” title=”Inventory Handling” subtitle=”While preparing Quotation you get proper product quanitiy available information so that you can trigger delivery orders and delivery status.” type=”type15″]

[vc_row full_width=”stretch_row_content”][vc_column type=”column”][services_item icon=”fas fa-file” title=”Google Docs Integration” subtitle=”Odoo CRM provide you with Google Docs integration.” type=”type15″]

Apart from the above there are many other features available with Odoo CRM solution. If you are looking out for implementing this module you can contact us via Some of the features listed above may not be available in Odoo Community Edition as they are premium feature and can be implemented via Odoo Enterprise Edition.

Importance of CRM software –

Although we have discussed the features that are available in odoo CRM App let’s discuss about importance of customer relationship management software for your Business. Business can be any be it trading, Manufacturing or Service industry. Customers are key for any business as they make or break business, therefore managing your customer properly is one of the basic need for any organization. Following are the importance or Benefits of CRM Software for your Business.

  • Automating Business Processes:

One of the biggest benefits of CRM software is that it automates your business processes. CRM solution capture leads automatically from different sources and your sales executive will hardly miss any lead if you have proper CRM software in place. Creating a lead for your business needs lot of investment and brand value. Any organization invests in multiple branding and advertising functions to gain maximum leads. CRM solution helps you in Business processes and sales automation.

  • Conversion

As a manager the roles and hierarchy is defined in the CRM software therefore the targets are completely set which helps you in better lead conversion. Lead nurturing is a time consuming process and there are instances where sales executive may stop nurturing the lead if there is no proper tools available in place as the lead may get lost due to no follow up. CRM tools tracks all the customer interaction including the outcome so in case if the sales executive leave, the new guy knows about the lead background.

  • Personalized Product Offering

CRM solutions helps in providing personalized product offering where you can configure each product based on the customers. CRM software helps you to consider different factors such as state, country, industry, age group, preferences etc. Implementing a CRM solution will also help you to up sell and cross sell your products.

  • Sales Cycle

With CRM solution you can reduce your sales cycle and understand which executive is taking longer time in sales cycle through which you can assign senior resource or provide proper training in reducing the sales cycle. Since every process from lead to sales order is automated you gain efficiency in your business.

  • Segmentation:

Market segmentation or Customer segmentation is an important business activity especially in product based business. You can easily define your market segmentation based on factors such as geography, age, buying behaviour or any custom rule you want to define in your business.

  • Campaign Management & Effectiveness:

As we discussed that any organization pump in investment to gain leads and customer for business this can be done through online advertisement, newspaper ads, or any kind of campaigns. CRM software helps you in understanding the effectiveness of a particular marketing campaign as the process is automated. You can understand the number of leads you gained from a particular campaign.  For future campaign it allows you to analyze and understand the cost factors and where you put the investment.

  • Improved Customer Services:

Selling products is one part but providing timely services is considered as one of the most important areas to maintain a proper flow of new customers. CRM software helps you to deal with customer suggestions and complaint quickly. You also get information which customer require services time to time or follow ups for cross selling new products.

  • Increase Customer Loyalty:

Any business today looks out for loyal customers due to competitive market.  Gaining customer loyalty is important by servicing properly and understanding their needs and requirements. If you customer are satisfied every time you generate more leads and more business from your existing clients. CRM helps you to increase your customer satisfaction and loyalty via automated emailing, follow up, services management and so on…

  • Task Management:

With CRM software you don’t need to hand hold every employee on their task, as CRM automates every task which is assign to the sales team. Task management allows the sales team to understand which leads needs follow up, emailing, services, question resolution, meetings, proposals etc.

Explore Other for Sales Department

____________________________________________________________________________________________________________________[/vc_column_text][/vc_column][/vc_row][vc_row full_width=”stretch_row_content”][vc_column width=”1/3″ type=”column”][services_item icon=”fas fa-comments-dollar” title=”CRM” subtitle=”Odoo CRM or Customer Relationship Management App is one of the most important app of Odoo ERP software,” link=”” textbutton=”Read More Details ” type=”type15″][/vc_column][vc_column width=”1/3″ type=”column”][services_item icon=”fas fa-signal” title=”Sales” subtitle=”Sales management Module in Odoo is considered as one of the prime module since it handles the sales order” link=”” textbutton=”Read More” type=”type15″][/vc_column][vc_column width=”1/3″ type=”column”][services_item icon=”fas fa-file-invoice-dollar” title=”Invoicing” subtitle=”Odoo Invoicing management or Invoice management App is another important Odoo app which is used by almost” link=”” textbutton=”Read More” type=”type15″][/vc_column][/vc_row][vc_row full_width=”stretch_row_content”][vc_column type=”column”][/vc_column][/vc_row][vc_row full_width=”stretch_row_content”][vc_column width=”1/3″ type=”column”][services_item icon=”fas fa-vote-yea” title=”POS” subtitle=”Odoo POS or Odoo Point of Sale system is an easy to use system that helps you in Quick installation and quite flexible to ” link=”” textbutton=”Read More Details ” type=”type15″][/vc_column][vc_column width=”1/3″ type=”column”][services_item icon=”fas fa-bell” title=”Subscription” subtitle=”Subscriptions is your definitive recurring billing and subscription management solution. Effortlessly manage the entire” link=”” textbutton=”Read More” type=”type15″][/vc_column][vc_column width=”1/3″ type=”column”][services_item icon=”fas fa-stopwatch” title=”Employee Overtime Request” subtitle=”Globalteckz Employee overtime calculation Management allows you to manage handle overtime hours request by your team” link=”” textbutton=”Read More” type=”type15″][/vc_column][/vc_row][vc_row css=”.vc_custom_1548933829053{margin-bottom: 20px !important;}”][vc_column type=”column”]

For Odoo CRM demo you can contact us on