Customer Relationship (CRM)

Odoo / Customer Relationship (CRM)

Customer Relationship (CRM)

Customer relationship management is a vital part of any business nowadays where companies are trying new marketing methodologies and promotions to bring in more and more customers. The customer relationship management tools in the companies will do exactly that helping your executives to be more attentive in business opportunity generation sourcing in leads from various areas of business. Moreover, these customer relationship management tools have become integral parts of many businesses where most of their business opportunities are sourced from it. Odoo CRM, a dedicated management module, offers you the intuitive management of the customer relationships operations of your company.Considering the vitality of these aspects and the need for them in the new version the Odoo migration should be done with the utmost care and by a resourceful person or team. It’s always better for the user of the platform to seek the help of Odoo partners for the Odoo related aspects of their company, the same as in the case of Odoo migration. These partners are well trained, certified, and well equipped with resources to help you with the migration process. Cybrosys Technologies, the leading golden partner of Odoo is one among the best. With a skillful workforce of talented developers, design team, and consultants and 12+ years of experience in the field under the sleeves Cybrosys is an apt solution for your Odoo migration.

Attractive CRM Dashboard

Use of visual & configuration tools for operational readiness

  • Viewable in Kanban, lists, graph, activity, pivot & more
  • Custom stages on leads
  • Direct activity scheduling

Real-time Overview

Reporting on CRM provides a complete operational overview

  • Dedicated reports on pipeline, leads, & activities
  • Custom and default filtering group by options
  • Eye-catching reports with rightful insight

Well-defined activity scheduler

You will be able to schedule activities on leads using the scheduling tool

  • Scheduled activities with the calendar view
  • Schedule meetings, calls, emails, and many more

What makes Odoo CRM the best?

The dedicated infrastructure along with the operational capabilities that the CRM module of Odoo brings into the business operations is the prime reason that the Odoo CRM is the best and intuitive tool of operations.

Generate leads from various sources

With the capability to generate leads from various sources allowing you to boost your business opportunities.

  • Generate leads from websites, and eCommerce platforms
  • Generate leads from incoming emails.
  • Lead generation from marketing campaigns, and promotional programs

Advanced functional tools on leads

Tools for the management of leads and added advantage on opportunity generation

  • Lead mining
  • Lead generation
  • Lead enrichment
  • Follow-up on leads where you can schedule activities
  • Deduplication
  • Lead importing

Custom pipeline operation

The pipeline of the CRM module can be well crafted to suit your operations of customer relationship management

  • Create custom stages of the leads
  • Activity scheduling option under each lead
  • Illustration on scheduled activities
  • Illustration on scheduled activities
  • Follow-ups on opportunities
  • The 360-degree view on all CRM operations

A dedicated window for sales management

The Odoo CRM holds a dedicated menu on the dashboard to describe the sales operations related to the CRM activities.

  • Larger screen view on opportunities
  • Mobile view on sales operations with CRM
  • Dedicated customer address and information window
  • Manage CRM operations based on sales teams

Efficient communication to be connected with customers

Communication is a vital aspect of lead generation and opportunity generations for the operations of a business

  • Email templates
  • Customer alerts
  • Live chat and discuss module
  • Log chatter under each quotation

Analytical reports

Odoo platform helps you to generate advanced analytics as well as quantitative reports on customer relationship management operations

  • Generate reports on leads, pipeline operations, activities, and partnerships
  • Default as well as customizable filtering options
  • Illustrative reports

Let's have a chat

We provide a full spectrum of IT services from software design, development, implementation and testing, to support and maintenance.

Concord Tower - 10th Floor - Dubai Media City - Dubai - United Arab Emirates

(UAE) Tel: +97143842700

Building 14, Street 257, Maadi, 8th floor

(Egypt)Tel: +2 010 2599 9225
+2 022 516 6595