Sales & CRM

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Sales Management

  • Reduce Data Entry

Send quotes in few clicks. Convert quotes to sales orders and invoices from the same screen. Integrates with the CRM app to manage your sales pipeline from qualification to closing.

  • Quotation Builder

Create a polished quote in seconds. Use predefined products, price lists, and templates to help your salespeople work more efficiently.

  • Up selling

Quotations are optimized to help your company sell more by proposing extra options, additional products, applying closing triggers, discounts, etc.

  • Quotation Templates

Design custom quotation templates in few clicks and reuse them to save time.

  • Electronic Signature

Sell faster with electronic signatures, allowing your customers to review and sign your quotations online.

  • Sales Orders

Convert quotations into sales orders in one click or, let your customers do it themselves with online quotes and Odoo eSign.   

  • Contracts:

Track each phase of a contract such as invoicing, renewal, and up selling. Fully integrated with Odoo Subscriptions for managing recurring invoices such as memberships or service contracts, contract renewal alerts, and contract options as well as track recurring revenue via the MRR dashboard.

  • Manage Invoicing from Sales Orders

Invoice on ordered or delivered quantities, based on time and materials. Manage payment terms by customer or by invoice. Easily track and follow up on invoice aging.

  • Customer Portal

Provide customers with access to an online portal to view their quotes, sales orders, and track the status of delivery orders in real-time.

  • Schedule Activities

Follow key quotations and orders in just a click and get alerts based on relevant activities.

  • On-Boarding Emails

Create email templates for specific products to provide relevant information to buyers such as instructions, service reminders, etc.

  • Products

Create products, check stock availability, specify store location, add accounts, define procurement rules, bar code etc.

  • Product Variants

Create and configure products with multiple attributes or variants such as size, color, finish, etc.

CRM (Customer Relationship Management)

  • Schedule activities based on your sales scripts: calls, meetings, mailing, and quotations. Get all information you need, directly on the opportunity: website pages viewed, mail received, etc.
  • Track leads, close opportunities and get accurate forecasts.
  • 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 and flow charts that anyone can create and share.