Managing customer relationships is the key to your business's success. Customer satisfaction increases customer loyalty and enhances your business's brand value. However, managing customer relationships can be a time-consuming and exhausting process. Therefore, you need software that can help you manage customer relationships.

Odoo CRM is an application designed entirely for managing customer relationships. It helps to perform various tasks such as collecting customer information, tracking customer communications, and managing customer requests. Additionally, it assists you in tracking customer prospects and managing customer sales processes.

Odoo CRM also has an easy-to-use and simple interface. This makes it easy for new users to start using the software. Additionally, the software is versatile and can be customised according to your business needs. For example, you can add an email module to track customer communications or add a sales module to manage sales processes.

Odoo CRM is a suitable software for both large and small businesses. This software is scalable according to the size of your business and can continue to grow as your business grows. Additionally, the software is available in many languages and can be tailored to the language of your users as well as the nature of your business.

Odoo CRM helps you collect customer feedback and track customer communications. This software also offers various tools that facilitate the management of your customer resources. For example, it includes features such as customer customisation, customer tracking, and customer reporting.

Odoo CRM Module Features

Here are the advanced features of the Odoo CRM module that will make your sales processes more efficient and intelligent.

Accelerate Your Sales Processes

Modern and Intuitive Interface

Manage all your sales operations easily from a single screen thanks to its modern and intuitive interface. Smart filters and suggestions help you organise your customer relationships and quickly implement the process.

Access Everywhere

With Odoo CRM's mobile-friendly design, track your sales opportunities even when you're out of the office. Access all customer information and your quotes from anywhere you like.

Automatic Lead Generation

Potential customer leads are generated automatically from data received through email, VoIP, social media, website visits, event registrations, or support requests. This way, you won't miss any opportunities.

Management Without Coding

Preparing quotes and organising sales stages using a drag-and-drop method is now just a few clicks away. Manage your processes without dealing with complex coding.

Plan Your Activities

Automate your meeting and call scheduling to keep every step organised. Your scheduled calls are queued, allowing for seamless transitions between tasks.

Manage Customer Candidates Wisely

Develop Customer Candidates

Classify potential customers according to their interests, segments, or previous interactions. Create email campaigns tailored to these groups and fully automate the process. Use Odoo's SEO tool, form builders, A/B testing system, and marketing automation modules to enhance customer acquisition through your website.

Assessment Based on Estimation

Odoo calculates the likelihood of each lead converting into a sale based on historical data and behavioural criteria. This allows sales teams to focus on the leads with the highest potential.

Location Detection (GeoIP)

Automatically detect the countries, regions, or cities of visitors from their IP addresses. This way, you can plan your regional sales strategies with more accurate data.

Live Chat Integration

Activate the Odoo Live Chat feature on your website to provide instant responses to your visitors. Define specific rules for target countries or pages. The chatbot automatically sends pre-defined messages and converts visitors into potential customers.

Data Deduplication and Automatic Person Creation

When a lead is converted into an opportunity, the system detects potential duplicates and offers merging suggestions. At the same time, contact records are automatically created from the leads.

Smart Assignment Rules

Automatically direct potential customers to sales representatives or teams based on criteria such as quota, region, or sector. This way, the workload is balanced and no candidate is overlooked.

Track Campaign Source (UTM Trackers)

By adding UTM parameters to all your digital marketing campaigns, easily track the sources from which your leads are coming. Clearly see which channel is generating more conversions.

Discover New Customer Candidates

With Odoo's lead discovery feature, register new potential customers directly into your system. All information is collected in a single CRM database.

Enriched Customer Data

Obtain more information about a person by simply entering an email address or phone number. Odoo CRM automatically enriches contact details and accelerates your sales process.

Manage Your Opportunities Smartly

Action and Call Management

Manage your sales process in an organised manner by planning calls and activities for each opportunity in advance. You can quickly add discussions to the relevant opportunity record, analyse chat history, and track all your team's activities from a single screen. This way, you enhance your sales team's performance while ensuring complete coordination in your workflow.

Pipeline Management

Get a visual pipeline view that allows you to manage your opportunities using a drag-and-drop method. Define custom stages for each sales team and clearly see the overall status of your sales process. Additionally, strengthen your future sales strategies by analysing the reasons for missed opportunities.

Customise the Stages

Customise every step of your sales process to suit your business. Clarify what your sales team needs to do at each stage by adding descriptions to every step, and create a consistent process.

Meeting Planning

Create meetings directly from opportunities. Odoo CRM automatically synchronises your scheduled meetings with Google Calendar and your mobile devices. This way, you won't miss any appointments.

Determine the Next Steps

Plan your next actions in the sales process in advance. Organise your daily work plan according to the most important opportunities and increase your sales potential.

360° Visibility

Access all information about an opportunity from a single point: website visits, sent emails, meetings held, past orders, and planned next actions. Odoo CRM provides you with a complete overview of the customer.

Record and Manage Calls

Record all calls in the system or start a VoIP call with just a few clicks. Odoo provides reminders to automatically suggest the next step after a conversation. This way, no opportunity is forgotten, and no communication is left incomplete.

Get to Know and Manage Your Customers Better

Central Address Book

Create an up-to-date and shared customer address book that all sales representatives can access. This will help prevent confusion in customer communication and ensure that your team always has access to accurate information.

Customer Preference Management

Define preferences such as language, delivery method, payment terms, and financial information for each customer from a single point. Odoo CRM automatically applies this information to sales and billing processes.

Multiple Address Support

Record multiple addresses and contact details for different departments, stores, or branches belonging to the same company. This way, all communication data remains organised even in complex customer structures.

Access All History from a Single Screen

View all past transactions for each customer, such as opportunities, sales orders, invoices, and amounts due, on a single screen. This way, you can comprehensively track the entire process of your relationship with the customer.

Efficient and Smart Communication

Ready Email Templates

Create templates for recurring email types and speed up the communication process. Sending proposals, order confirmations, or informational messages is now just a click away.

Email Integration

Thanks to Odoo's email gateways, all incoming and outgoing emails are automatically added to the correct opportunity or customer record. Additionally, you can automatically create new leads from incoming messages.

VoIP Integration

Odoo CRM allows you to make calls directly through your browser with VoIP support. You can automatically record calls, open the customer form during the call, and reschedule for missed calls. It works fully compatible with the Asterisk v13.2 server.

Real-time Alerts and Tracking

Add important opportunities to your watchlist with a single click and ensure the system keeps you informed with reminders. This way, no sales opportunity will be missed.

Multiple Team Support

A sales representative can actively participate in multiple sales teams. Odoo CRM facilitates inter-team collaboration and makes task sharing transparent.

Reporting and Analysis Power

Customisable Dashboard Panels

Use ready-made report dashboards or create your own dashboards with Odoo's powerful reporting tool. Share your filters to ensure your team has access to the same data.

Opportunity Analysis

Evaluate your sales pipeline with advanced filtering, grouping, and in-depth analysis features. Easily see which opportunities are delivering higher conversions.

Cohort Analysis

Track performance trends over time. Make strategic decisions by analysing team efficiency, customer conversion rates, and sales cycles.

Customer Candidate Analysis

Measure the return on investment of your marketing campaigns. See with statistics which channel brings the most valuable leads.

Customer Relationship Management Panel

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Switch to a Fully Integrated CRM System

Odoo CRM works alongside other Odoo modules and helps to increase your business's efficiency. For example, to manage customer orders Odoo Sales Module can be used together. Additionally, it can be used alongside the Odoo Project Tracking module to manage customer support services.

Odoo CRM also offers features for tracking working hours and monitoring employee activity to enhance your business's efficiency while managing customer relationships. This way, you can keep track of when and how much your employees are working, allowing you to make their work more efficient.

Odoo CRM offers all the features you need to manage customer relationships and helps to enhance your business's efficiency. By using this software, you can manage your customer relationships more effectively and increase your business's success.

In conclusion, Odoo CRM is ideal for managing customer relationships. This software offers versatile features that help you manage customer relationships and assist in increasing your business's efficiency. It has an easy-to-use and intuitive interface and is suitable software for both large and small businesses. If you want to manage customer relationships, you should consider Odoo CRM.