Odoo’s Sales and CRM solutions are designed to optimize every stage of your sales process. From lead generation to closing sales, our platform helps you manage customer relationships, automate repetitive tasks and increase your revenue.
Get real-time visibility into your pipeline, organize your opportunities and improve communication with your team and customers. All this, in a scalable solution tailored to the needs of companies in the United States, Latin America and Chile.
What's included?
Lead and Opportunity Management
Capture leads from multiple channels such as web forms, emails and social media. Organize and rank each opportunity to prioritize leads with the highest probability of conversion. Automate follow-up with alerts and scheduled tasks so you don’t miss any business opportunities.
Visual and Smart Pipeline
Control and manage your sales process visually with an interactive pipeline. Drag and drop opportunities between different stages, assign tasks to your team and keep a clear view of the status of each deal. Get real-time reports on conversions and sales performance.
Advanced and Customizable CRM
Centralize all your customer information in one place, from contact data to interactions, purchase history and preferences. Personalize each profile to deliver unique selling experiences and improve loyalty with automated follow-up strategies.
Quotations and Contracts Management
Create professional quotes in just a few clicks, automatically sending them to customers via email. Effortlessly convert quotes into sales orders or recurring contracts. Digitally sign agreements to streamline processes and close deals faster.
Task Automation & Tracking
Set up automated workflows to send follow-up emails, assign sales calls and generate task reminders. Save time by reducing manual tasks and allow your team to focus on closing more sales.
Real-Time Sales Reporting and Analysis
Access customizable reports with key metrics such as conversion rates, sales team performance and revenue forecasts. Identify market trends, adjust business strategies and optimize your sales process with real-time data.
Main Benefits
Discover the benefits of transforming your sales process
- Sales Pipeline Optimization: Keep your opportunities organized and accelerate the sales cycle.
- Efficient Customer Management: Strengthen customer relationships by having a constant and personalized follow-up.
- Process Automation: Reduce time on administrative tasks and focus on closing business.
- Advanced Sales Analysis: Identify trends, measure your team's performance and make accurate projections.
- Team Collaboration: Share information in real time to improve productivity and internal communication.
- Access from any device: Manage your sales and customers from your PC, tablet or mobile, wherever you are.
Join the 12 million users
Join the 12 million users
Unleash your
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