CRM
Orgis 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:
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
Discover more in our blog
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.
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.
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