flectra/addons/crm

Odoo CRM

Boost sales productivity, improve win rates, grow revenue with the Odoo Open Source CRM.

Manage your sales funnel with no effort. Attract leads, follow-up on phone calls and meetings. Analyse the quality of your leads to make informed decisions and save time by integrating emails directly into the application.

Your Sales Funnel, The Way You Like It

Track your opportunities pipeline with the revolutionary kanban view. Work inside your sales funnel and get instant visual information about next actions, new messages, top opportunities and expected revenues.

Lead Management Made Easy

Create leads automatically from incoming emails. Analyse leads efficiency and compare performance by campaigns, channels or sales channel.

Find duplicates, merge leads and assign them to the right salesperson in one operation. Spend less time on administration and more time on qualifying leads.

Organize Your Opportunities

Get your opportunities organized to stay focused on the best deals. Manage all your customer interactions from the opportunity like emails, phone calls, internal notes, meetings and quotations.

Follow opportunities that interest you to get notified upon specific events: deal won or lost, stage changed, new customer demand, etc.

Email Integration and Automation

Work with the email applications you already use every day. Whether your company uses Microsoft Outlook or Gmail, no one needs to change the way they work, so everyone stays productive.

Route, sort and filter incoming emails automatically. Odoo CRM handles incoming emails and route them to the right opportunities or sales channel. New leads are created on the fly and interested salespersons are notified automatically.

Collaborative Agenda

Schedule your meetings and phone calls using the integrated calendar. You can see your agenda and your colleagues' in one view. As a manager, it's easy to see what your team is busy with.

Lead Automation and Marketing Campaigns

Drive performance by automating tasks with Odoo CRM.

Use our marketing campaigns to automate lead acquisition, follow ups and promotions. Define automated actions (e.g. ask a salesperson to call, send an email, ...) based on triggers (no activity since 20 days, answered a promotional email, etc.)

Optimize campaigns from lead to close, on every channel. Make smarter decisions about where to invest and show the impact of your marketing activities on your company's bottom line.

Customize Your Sales Cycle

Customize your sales cycle by configuring sales stages that perfectly fit your sales approach. Control statistics to get accurate forecasts to improve your sales performance at every stage of your customer relationship.

Drive Engagement with Gamification

Leverage your team's natural desire for competition

Reinforce good habits and improve win rates with real-time recognition and rewards inspired by game mechanics. Align sales channels around clear business objectives with challenges, personal objectives and team leader boards.

Leaderboards

Promote leaders and competition amongst sales channel with performance ratios.

Personal Objectives

Assign clear goals to users to align them with the company objectives.

Team Targets

Compare revenues with forecasts and budgets in real time.