CRM

Online CRM

CRM tracks the best leads and opportunities. It enables a group of people to intelligently and efficiently manage leads, opportunities, tasks, issues, requests, bugs, campaign, claims, etc. It also ensures that leads are successfully tracked by users and clients. 

With Orgis IT hosting you can get CRM extension for activities management. Provide excellent customer service. Learn more about Orgis IT hosting


You can also easily sell on the road with Odoo's mobile user interface, working even if you don't have an internet connection.

Address Book

Get a clear address book shared amongst your sales persons*. Fill in the customer data that is necessary for your business: address, language, delivery methods, financial data, etc. You can manage multiple addresses and contacts for a single company (contact, delivery address, invoice address, shipping address and others).

* Set access rights for your sales person to manage just the leas and the customers that belong to them.

Get the full history of activities attached to any customer: opportunities, orders, invoices, total due, tickets... Your business will run automatically. Your leads will be created from incoming emails.

What about GDPR? Read more

Integrations with:

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Pipeline management

With Odoo get a clear overview of the opportunity pipeline. Work faster with the drag & drop interface. Set up specific stages for each sales team. Possibility to create sub-stages to better organize the processes.

Automatic archiving of lost opportunities. Your email communications will be automatically attached to the right opportunity due to Odoo email gateway. Create new leads automatically based on incoming emails.

New pipeline

Red, orange and green. Those are the colours of new pipeline in Odoo. It changes according to the date of the event performing.
Discover more in our blog 
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Activities and calls management

Organize sequence of activities per opportunity. Schedule activities. Log every activity immediately in the opportunity's chatter with predefined actions. Track, log and analyse the activities of your team.

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Schedule meetings and plan next actions

Plan next actions and schedule your daily work based on most important opportunities and tasks.

Schedule meetings from the opportunity of customer.
Sync with mobile phones and Google calendar.
Odoo CRM will help you manage your customers and your business opportunities, so you will not miss any business. The CRM App can be also integrated with Email server - users can automatically send and receive emails from their account.

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Discover another useful applications..

Inventory

Create multi warehouses with Odoo Inventory. Odoo uses double-entry inventory. 

It has no stock input, output or transformation - all operations are stock moves between locations.

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Sales

Manage any type of product including services, stockable products or consumables. Convert quotations into sales orders in one click or, let your customers do it themselves with online quotes and Odoo eSign..

Discover more  

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