Odoo CRM Module Advanced Features

Customer Relationship Management (CRM) is a term that refers to the management of customer relationships. In a business , complex and advanced modern day software manages the client interaction. Because of their user-friendliness and ability to maintain good contact between the consumer and the business firm, Odoo's software solutions stand out from the rest. The sophisticated software includes tools and functions to make business management simple and painless. CRM module is one of Odoo's many tightly connected applications. As a result, it works in tandem with other Odoo applications.

The CRM module is a sophisticated and effective tool for every business. CRM is a software application that is used to manage client relationships in a more advanced fashion. It was created with the intention of dealing with both existing and potential customers. The smart system enables you to check and verify all leads or opportunities in the same location, as well as analyze the results. CRM generates well-defined data as a result, allowing executives to review the results with little or no effort.

Odoo CRM Module Features

The advanced user interface is one of the most important characteristics of CRM in Odoo. The Module's basic and compact user interface provides greater workspace and allows the user to swiftly dive into the data. CRM managers can easily monitor the pipeline using Odoo, allowing them to swiftly go over the data and forecast future business outcomes. One of the numerous advantages of CRM in a firm is this feature.

An example can be used to demonstrate CRM's user-friendliness. Creating and managing pipelines in Odoo is simple and takes only a few minutes. The graphics that follow will walk you through the steps.

To create pipelines, simply click the ‘Create' or ‘+' buttons, which will lead you to another tab as shown in the screenshot above:

You may start building your pipeline by filling in the company name, opportunity, email, and phone number, as well as the estimated income. There is an option here to choose the priority level so that the importance of the opportunity can be rated so that you know how significant the deal is for your business as it moves forward. If the business call between you and the customer goes well, you can move the deal from the ‘New' stage to the ‘Qualified' step by simply dragging the opportunity from the ‘New' stage to the ‘Qualified' stage.

This supports in the efficient management of work and business flow, as well as the avoidance of any kind of misunderstanding or mix-up about the opportunity, so as your company expands, so does your CRM. Sales trailing begins as soon as a fresh lead is introduced, and frequently a single person is assigned with following up on the customer who may become an opportunity, however some organizations only hire an employee once the opportunity has been confirmed. Also with pipeline, it's simple to monitor the likelihood that the client will complete the purchase, and if all of the procedures go smoothly and the consumer decides to proceed with the purchase, the company may prepare a quotation and send it to the customer. The next step is extremely important and entirely dependent on the customer because if the customer cancels at the last minute, the company will lose a potential buyer, so CRM keeps customers updated on procedures and follows up on them, and after all of this, the quotation becomes a sales order, which is followed by invoice generation, and finally payment.

Odoo ERP makes tracking and maintaining your sales activity a breeze. You can quickly manage and track sales with the CRM module enhanced management tools connected to sales. And, because the application is tightly coupled with Odoo's Sales application, it's simple to combine the functions of the two, and all of the sales needs can be met with CRM alone with the help of the Sales application. And, now that the sales have been fixed, it is critical that you engage with the customer. The Odoo CRM allows you to have direct contact with the customer and schedule meetings with them, as well as communicate with them via email, social media platforms, phone calls, and chat within the module.
Everything that happens in your company's customer management sector, including in-going and completed business operations, will be automatically reported to you, and you can track the progress of the process on your CRM module's Dashboard.

Lead promotion is a feature of the Odoo CRM module is that it includes a sophisticated method for promoting the sales of your product via an automated mail system that sends auto-generated emails to customers, and you can assign a salesperson to track the progress of the lead and return it to you, as well as the ability to set lead scoring to determine which leads have the potential to become opportunities. You can analyze your opportunities with advanced filtering and grouping options, and the application can also understand your day-to-day business activities and maintain data accordingly, which is one of the major benefits of using Odoo as your advanced business management system because it saves you time and energy. The data will be sorted according to the nature of your day-to-day business by the program itself.