This document contains the main features of sales module of Odoo 10 enterprise compared to Odoo 10 community. The main features such as Odoo VOIP, Odoo digital signature, manage subscriptions etc. By referring this document we can easily understand the basics of Odoo VOIP, i.e, how to configure and use the features such as transfer calls, call logs, send emails, automate calls etc.
Automate Calls, Transfer, Logs, and Mails
Manage your phone calls directly from Odoo. Call your customers, manage a call queue, log and schedule your calls.
Call In One Click
Odoo VOIP allows you to make calls to your customers from your browser. Once your call queue is filled, select a phone number and dial it in one click.
Automate calls and increase the number of phone numbers you ring. You don't need to dial the number anymore, process the call queue in one click. After one call is finished and logged, the next call is automatically triggered.
Keep a history of all your calls. After each call, the log window is opened. You can reschedule a call, define a new action or describe the call.
Send Email And Transfer Calls
The panel helps you transfer the call or send an email to the customer. For emails, you can use templates created by the sales team. You can also easily find and use information on customers or opportunities.
Integrated numpad in the VOIP to compose numbers or answer to PBX menus.
Send, sign and approve documents online. Upload your PDF, drag & drop fields easily.
Get documents signed up faster
Odoo Sign is a fast and convenient way to send, sign and approve documents. Prepare contracts by dragging & dropping blocks to be completed by the parties, submit signature requests in seconds and track status of sent documents.
Forget hidden costs like printing, copying, faxing, scanning, shredding and posting. Everything is accessible online, from any device.
Stop waiting days or even weeks for all parties to sign your documents. Move forward and close your deals in just a few clicks.
Eliminate manual operations and improve the quality of the documents filled out and signed. Make sure parts that require a signature are signed.
New wizard to mark a selection of leads as lost in bulk and select a reason.
We can simply mark a selection of leads as lost and provide a reason for that.
Simple features to manage subscriptions automatically.
Concentrate on services and relationships while Odoo’s automated features handle your recurring sales and subscriptions. Quickly provide clear contracts and flawless, automated invoices; take care of taxes with no stress; and deal with payments - all done automatically according to your settings.
Create great long lasting relations with your subscribers.
No login required and easy signup
Increase sales by getting rid of login requirements and making signup simple.
Give your customer an access to a user-friendly portal with all their data and contract options at a glance.
Save time by setting payments to automatic. Invoices are automatically issued for successful attempts.
Analysis tools to optimize your business
Improved sales performance
Help everyone in your sales team unlock their potential by analyzing the performance of individual team members.
Built-in analytics of your revenues
Get friendly with your MRR, LTV and more through the dashboard overview and detailed insights. Zoom in your figures by simply clicking down to the invoice lines.
Project your future business
Create forecasts in seconds; understand your growth, and help your company to meet its target. Use statistics to assess your current actions.