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Track Every Lead to Order
with Odoo CRM

Keep track of every lead with Odoo CRM, configured by Cybrosys, an official Odoo Partner. Custom pipelines, multi source lead capture and live reporting, connected to your quotations, orders and invoices.

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Core CRM Highlights

Attractive Dashboard
Real Time Overview
Multi Source Lead Generation
Custom Pipeline
Efficient Communication

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Configured for Your Sales Team

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8+
Kanban, List, Graph & More Views
Multi-Source
Email & Campaign Lead Capture
Scheduled
Calls, Meetings & Email Activities
Real Time
Pipeline & Lead Analytics
Odoo CRM overview

Why Customer
Relationship Management Matters

Customer relationship management is a vital part of any business nowadays, where companies are trying new marketing methodologies and promotions to bring in more customers. CRM tools help your executives be more attentive in business opportunity generation, sourcing leads from various areas of the business. These tools have become integral to many businesses, where most opportunities are sourced from them. Odoo CRM, a dedicated management module, offers you the intuitive management of the customer relationship operations of your company.

CRM + Odoo Solution by Cybrosys

The Odoo CRM module is equipped with advanced operational features which make customer relationship management run efficiently, from an attractive dashboard and real-time overview to multi source lead generation, a custom pipeline, dedicated sales windows, efficient communication and analytical reports, all working together in one connected platform.

Attractive CRM Dashboard

Viewable in Kanban, list, graph, activity, pivot and more, with custom stages and direct activity scheduling.

Real Time Overview

Dedicated reports on pipeline, leads and activities with custom and default filtering group-by options.

Well Defined Activity Scheduler

Schedule activities on leads with the calendar view meetings, calls, emails and more.

Generate Leads from Various Sources

Capture leads from websites, eCommerce platforms, incoming emails and marketing campaigns.

Advanced Functional Tools on Leads

Lead mining, lead generation, lead enrichment, follow ups, deduplication and lead importing.

Custom Pipeline Operation

Custom stages, activity scheduling on leads, follow ups on opportunities and a 360-degree view.

Attractive Dashboard

Attractive CRM Dashboard

Use of visual and configuration tools for operational readiness across your sales pipeline.

Viewable in Kanban, lists, graph, activity, pivot & more
Custom stages on leads
Direct activity scheduling
Attractive CRM dashboard
Real Time Overview

Real Time Overview

Reporting on CRM provides a complete operational overview of your sales activity.

Dedicated reports on pipeline, leads & activities
Custom and default filtering group-by options
Eye-catching reports with rightful insight
Real-time CRM overview
Activity Scheduler

Well Defined Activity Scheduler

You'll be able to schedule activities on leads using the built-in scheduling tool.

Scheduled activities with the calendar view
Schedule meetings, calls, emails and many more
Well-defined activity scheduler
Lead Generation

Generate Leads from Various Sources

With the capability to generate leads from various sources, boosting your business opportunities.

Generate leads from websites and eCommerce platforms
Generate leads from incoming emails
Lead generation from marketing campaigns and promotional programs
Generate leads from various sources
Lead Tools

Advanced Functional Tools on Leads

Tools for the management of leads, giving an added advantage on opportunity generation.

Lead mining
Lead generation
Lead enrichment
Follow-up on leads where you can schedule activities
Deduplication
Lead importing
Advanced functional tools on leads
Custom Pipeline

Custom Pipeline Operation

The pipeline of the CRM module can be crafted to suit your customer relationship management operations.

Create custom stages of the leads
Activity scheduling option under each lead
Illustration on scheduled activities
Follow-ups on opportunities
The 360-degree view on all CRM operations
Custom pipeline operation
Sales Management

A Dedicated Window for Sales Management

Odoo CRM holds a dedicated menu on the dashboard describing the sales operations related to CRM activities.

Larger screen view on opportunities
Mobile view on sales operations with CRM
Dedicated customer address and information window
Manage CRM operations based on sales teams
Dedicated window for sales management
Communication

Efficient Communication to Stay Connected

Communication is a vital aspect of lead generation and opportunity generation for the operations of a business.

Email templates
Customer alerts
Live chat and discuss module
Log chatter under each quotation
Efficient communication
Analytical Reports

Analytical Reports

Odoo helps you generate advanced analytics as well as quantitative reports on customer relationship management operations.

Generate reports on leads, pipeline operations, activities and partnerships
Default as well as customizable filtering options
Illustrative reports
Analytical reports

What Makes Odoo CRM the Best?

The dedicated infrastructure along with the operational capabilities that the CRM module of Odoo brings into business operations is the prime reason Odoo CRM is the best and most intuitive tool of operations.

01

Attractive Dashboard

Visual and configuration tools give your team operational readiness from day one.

02

Multi Source Lead Generation

Capture leads from websites, eCommerce, incoming emails and marketing campaigns automatically.

03

Custom Pipeline Control

Build a pipeline that mirrors your sales process with full follow up and 360 degree visibility.

04

Efficient Communication

Email templates, alerts, live chat and chatter logs keep every conversation on record.

05

Deep Module Integration

Native connectivity with Sales, Marketing, Website/eCommerce and POS for unified lead flow.

06

Analytical Reporting

Generate quantitative reports on leads, pipeline and partnerships for sharper decisions.

Integration with Advanced Modules of Odoo

Odoo functions with dedicated modules that help you perform various operations of the company, working alongside these designated application-specific modules.

Sales

Directly generate sales orders from CRM leads a time-saving, user-friendly tool for your sales teams.

Marketing Applications

Integration with marketing campaigns, plus email and SMS marketing tools, drives structured follow up.

Website & eCommerce

With website and eCommerce integration, the CRM generates leads directly from website visitors.

Point of Sale (POS)

Lead generation from retail operations is possible with POS integration.

Frequently Asked Questions

Odoo CRM helps your organization keep track of leads and manage the full customer relationship lifecycle, from first contact through to opportunity, quotation and sale, all from one dashboard.

Odoo CRM can generate leads from your website, eCommerce store, incoming emails and marketing or promotional campaigns, so opportunities are captured automatically instead of manually.

Yes. You can create custom stages for your leads, schedule activities under each stage and get a 360-degree view of every opportunity as it moves through your pipeline.

Odoo CRM connects natively with Sales, Marketing, Website/eCommerce and Point of Sale, so sales orders, campaigns and retail leads all flow into the same CRM pipeline without duplication.

How We Deliver CRM ERP Implementations

From first consultation to fully operational, Cybrosys follows a proven implementation process built for sales and CRM teams.

1

Discovery & Scoping

We map your leads, pipeline stages, sales teams and reporting requirements.

2

Configured Demo

We build a live Odoo demo pre-loaded with your pipeline stages and lead sources.

3

Implementation & Training

Our team configures Odoo, migrates CRM data, sets up integrations and trains your staff.

4

Go Live & Support

You go live with confidence, backed by ongoing support across every sales cycle.

How Can Cybrosys Be Helpful?

As the functioning of Odoo can be customized to suit your business, a dedicated Odoo service provider like Cybrosys Technologies, the leading Odoo gold partner, will be able to provide you with a suitable Odoo platform. Our team of expert developers will craft Odoo and its CRM module to cater to your customer relationship management needs.

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Reference

Calicut

Cybrosys Technologies Pvt. Ltd.
Neospace, Kinfra Techno Park
Kakkancherry, Calicut
Kerala, India - 673635

Kochi

Cybrosys Technologies Pvt. Ltd.
1st Floor, Thapasya Building,
Infopark, Kakkanad,
Kochi, India - 682030.

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