CRM stands for Customer Relationship Management module in odoo that helps businesses manage interactions with current and potential customers, track sales leads, and improve customer satisfaction. It includes various features designed to streamline sales processes, enhance customer service, and improve overall customer satisfaction. The open-source software offers a range of features to streamline the CRM process.
CRM Module in Odoo 16
CRM Module in Odoo, is a combination of more than eight apps and plugins. You can install all these apps and plugins as following.
- CRM
- CRM Gamification
- Marketing campaign
- Survey CRM
- Contact Form
- Resellers
- Lead to Issue
- Opportunity to quotation
Odoo CRM Features
- User-Friendly Interface:
Odoo CRM offers an intuitive and easy-to-navigate interface, making it accessible for users with varying levels of technical expertise. - Customizable Pipelines:
It allows you to create and customize sales pipelines to match your sales process. You can define different stages, add custom fields, and set up automation rules. - Lead and Opportunity Management:
Efficiently manage leads and opportunities with advanced filtering, sorting, and prioritization options. - Automation and Workflows:
Automate repetitive tasks, such as sending follow-up emails or assigning leads to sales representatives, to save time and increase efficiency. - Communication Tools:
Integrate with email and VoIP services to track all customer communications in one place. Use the built-in chat feature for real-time communication. - Reporting and Analytics:
Generate detailed reports and dashboards to monitor sales performance, track KPIs, and gain insights into customer behavior. - Integration with Other Odoo Apps:
Seamlessly integrate with other Odoo modules, such as Sales, Marketing, Inventory, and Help-desk, to create a unified business management platform. - Mobile Access:
Access the CRM on the go with Odoo's mobile app, ensuring that your sales team can stay productive from anywhere. - Third-Party Integrations:
Connect Odoo CRM with other popular tools and services, such as social media platforms, email marketing services, and accounting software, through available integrations. - Scalability:
As your business grows, Odoo CRM can scale with you, accommodating more users, more data, and more complex processes.
Odoo's marketplace for third-party apps and plugins that can extend the functionality of the CRM to better suit your business requirements.
