CRM

An intuitive design, with smart filters and a clear view of business activity, helps you track opportunities, prioritize tasks and work more efficiently.

Leads are automatically generated from emails, VoIP calls, social media interactions, website visitors, event attendees, or support tickets, and go directly into the CRM.

Create and send quotes in just a few clicks and manage the flow of opportunities with drag and drop, accelerating sales progress.

Utilice cuadros de mando predefinidos o cree los suyos con un motor avanzado de informes. Supervise la evolución de sus KPI, detecte tendencias y comparta filtros y vistas con su equipo para mejorar la colaboración.

Analice su pipeline de ventas con filtros avanzados, opciones de agrupación y desglose de datos para identificar oportunidades de mejora.

Get statistics on your lead sources to evaluate the ROI of your marketing campaigns.

Turn opportunities into quotes in just a few clicks and view the customer's business history in one place.

Check product availability directly from the quote for a faster and more accurate response.

Connect your CRM with Email Marketing and Marketing Automation to segment contacts, automate actions, and follow up with leads through more relevant campaigns.

It allows you to organize and record the activity associated with each opportunity, track interactions, and maintain an organized view of sales work.

Gain a clear view of the opportunity pipeline, manage each stage with a drag-and-drop system, define specific stages per sales team, and analyze reasons for loss to improve sales effectiveness.

Plan your next steps and organize your daily work based on the most important opportunities and tasks.

Schedule meetings directly from the opportunity and sync them with mobile devices and Google Calendar.

Access all relevant opportunity information from a single place: website pages visited, emails, meetings, next actions, past orders, and more.

Design campaigns to send targeted communications based on lead profiles and activity. Combine different marketing tools to boost lead generation from your website.

Enable Live Chat on your website to interact with visitors and convert them into leads. Define rules by country or page and automate predefined messages using a chatbot.

Odoo calculates the conversion probability of each lead based on various criteria and historical performance to help prioritize business activity.

Establish rules to assign leads to the most suitable sales team or salesperson based on quotas, segments, or other criteria.

Receive suggestions for merging leads when you convert them into opportunities. Automatically create contacts from leads.

Create templates to streamline the most common communications with clients and opportunities, maintaining a consistent message and reducing repetitive tasks.

Automatically link emails to the corresponding opportunity and convert incoming messages into new leads so you don't miss relevant interactions.

Track key opportunities with a single click and receive notifications about relevant activities or changes to keep you up to date.

Make and record VoIP calls from your browser, view customer information during the conversation, and plan next actions without leaving the CRM.