Key Features of Odoo CRM – A Complete Guide

When it comes to Odoo, it is considered a complete package of enterprise applications that includes multiple domains like advanced Customer Relationship Management (CRM), Website Management, Accounts Management, and even Warehouse Management. The best thing about Odoo CRM is that it can effectively manage your existing and potential customers without creating any hassle for the users. You can quickly check on your leads and opportunities from one centralized place and organize them according to different departments and managers.

With the help of Odoo CRM, the workload of business associates reduces, and they get access to classified and well-organized data.

Odoo CRM is an integration of more than eight applications and plugins. If we compare Odoo CRM with its counterparts like Salesforce, ZOHO, and others, Odoo stands the tallest with its advanced features and functionalities. Odoo consists of features like online payment, shipper integration, price list, invoicing, etc. In Zoho, it consists of Drag and Drop Management, Next Action, Pipeline Management, etc. Now, let us go ahead and discuss some of the best features of Odoo CRM…

Leads Promotion

In the Odoo CRM, the admin can easily assign a salesperson to specific leads for follow-ups and email follow-ups. This helps the users to get an insight into their leads according to the sales objectives. Leads can be promoted according to their maturity and aging.

Analyze Lost Opportunity

With every lost opportunity comes learning. But, with Odoo, you hardly get any chance to lose an opportunity. The best thing about Odoo CRM is that it tells you why you lost the opportunity to prepare yourself for upcoming opportunities.

Lead Enrichment

Often, businesses get flooded with leads and fail to capture all of them. The lead enrichment feature of Odoo provides extra information that helps the sales department to pursue those leads efficiently. Odoo will search for extra information from the external database and update it automatically, even if you just have the email address of the lead!

Easy Communication

With the help of Odoo CRM, you can easily maintain communication with your clients with the help of email, phone, chat, and even social media.

Automated Tasks and Sales Focus 

Odoo CRM is designed to provide an edge over your sales data. You can easily automate your routines and business activities to get an edge over your sales prospects. Odoo CRM not only maintains your customer’s data but helps you to keep a check on your sales.

GeoIP Detection

With the help of Odoo CRM, users can easily detect the visitor’s IP address through which they can segregate the leads according to their location.

Advanced Dashboard 

Odoo CRM’s dashboard is simple and sorted. A user doesn’t required to shuffle between multiple tabs to fetch information. With the help of the advanced Odoo Dashboard, the users can get an idea of the present and past opportunities without shuffling.

Meeting Scheduler 

From the opportunities section, users can easily schedule the meetings. Users get a complete idea of the time and even the meetings’ location to plan accordingly.

Multiple System Users in Odoo CRM

In Odoo CRM, there are three default users (including Sales, Customer Management, and Purchase Management) modules.

• Manager – enjoys all the accesses across the sales and purchase modules. 
• User (designated documents) – is the owner of documents only. The user will get permission either from the manager or the admin for the multiple documents.
• User (Owns all Documents) – this user could be a TL or a person handling multiple users who get the ownership of all the documents at one go.

Conclusion

As discussed above, Odoo CRM is considered as one of the best CRM because of its multiple functionalities and edge over the sales and lead acquisition. With the help of Odoo CRM, users can easily mature a lead according to their requirements and get the best opportunity once it is good to go. When we talk of Odoo CRM, it provides an edge over the other CRMs in functionalities and multidimensional approaches. If you are looking for Odoo CRM extensions and apps to increase its functionalities, you can contact us at sales@ksolves.com.

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