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By: Anusha

Odoo CRM Customer Relationship Managment

Odoo / OpenERP is a comprehensive suite of business applications including CRM, HR Management, Inventory Management, Marketing Management, Project Management, Purchase, Manufacturing, sales etc. Odoo / Open ERP is one of the most used open source solutions in the world. It has a dynamic community, is flexible, and can be adapted to your needs. It can be put into production rapidly thanks to its modularity and is easy to use.      


Customer Relationship Management is simply, managing the relationship with our customers. CRM includes all aspects of interactions that a company has with its customers, whether it is sales or service-related.  Odoo CRM covers the features like Sales part, Messaging Part, Marketing part and reporting part. The reporting part includes sales analysis & marketing analysis


Sales Part:

> Create the customers with full details.

> Ability to create leads.

> Maps website enquiry to leads.

> Ability to convert leads to opportunity.

> User-defined stages of opportunity.

> Ability to assign special salesman to customers.

> Ability to handle claims and its details.

> Ability to arrange helpdesk and support.

> Questionnaires.

> Contacts segmentation.

> Ability to set geo locations for partners.

> Ability to analyze customer history.


Messaging Part:

> Groups.

> Ability to write log notes under any document.

> Ability to send a message based on any document.

> Ability to schedule calls/meetings with customers and write the summary.

> Ability to convert the message to To Do list.

> Archive facility.

> Organizing calendar.


Marketing Part:

> Campaigns, and its follow-up.

> Mass mailings and mail delivery reports. 

> Mail templates.

> Surveys.


Reporting Part:


a) Sales Analysis  

> Lead analysis.

> Opportunity analysis.

> Phone calls analysis.

> Claims, Helpdesk analysis.

> Partnership analysis.

> Sales receipts analysis.


b)  Marketing analysis  

> Mass mailing analysis.

> Campaigning analysis.


 




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