Customer Relationship Management

Last updated: october 24, 2019

Customer Relationship Management

Client Relationship Management, which is the most significant piece of a business, is streamlined with Odoo CRM framework. Odoo CRM is a blend of 8 Apps and Plugins. For productive administration of client connection, you should introduce all the accompanying Apps/Plugins.

  • CRM

And enlisted apps can further improve the CRM capabilities

  • CRM Gamification

  • Marketing campaign

  • Survey CRM

  • Contact Form

  • Resellers

  • Lead to Issue

  • Opportunity to quotation

Some of the useful features of Odoo CRM includes

  • Priorities activities

Priorities the subsequent activities in pipeline and meet your objectives proficiently.

  • Track your sales activities.

Track the business organizes all the more effectively through deals pipeline Kanban see.

  • Schedule Meetings

Schedule meetings straightforwardly from the customer opportunity.

  • Dashboards

Collect all pivotal details with regard to ongoing and done business activities from Dashboard.

  • Get in touch with customers

Keep up Communication with clients by means of email, telephone, visit, and internet based life from inside your Odoo CRM.

  • Leads Promotion

Begin campaign by sending auto produced emails to customers in Leads. Appoint a sales rep to pursue the lead and promote it.

  • Opportunities Analysis

Dissect your chances pipeline with cutting edge channels, gathering, drill down, and so forth.

  • Lead Scoring

Score your leads dependent on unequivocal and verifiable criteria and choose which lead fulfills the benchmark to progress toward becoming chance.

  • Customized Alerts

Set custom alarms for circumstances dependent on certain exercises

  • Analyze Opportunity lost

Analyze the reasons behind the loss of opportunities and improve your sales efficiency.

  • GeoIP

Distinguish nations, states and urban areas of leads consequently from your guest IP address.

  • Automate routines and Focus on sales

Automate routine business exercises, don't sit around idly on look after information.

Odoo CRM general workflow

CRM in Odoo can be clarified as a progression of occasions that begin with distinguishing a Lead (a future deal probability) and goes through various stages like Opportunity, Quotation, Sale Order and genuine deal (receipt age and installment). Odoo coordinates Customer Management module alongside these procedures to achieve compelling Customer Relationship Management. The fundamental advances engaged with following a deal can be recorded as beneath.

Lead: - A conceivable future deal, it might be made in light of the fact that a client enquired an item

Opportunity: - More plausibility of offer. Here onwards the association may name an individual to catch up the client.

Pipeline:Pipeline: - it is an advantageous instrument given by Odoo to follow Opportunity. You can make numerous stages dependent on the likelihood of the Sale and track all the more adequately.

Quotation: - When opportunity wons, then next action triggered is sending quotation to the customer.

Followed the Quotation changes to Sale Order, later to Invoice Generation and Payment.

System Users

There are three kinds of default client to the extent CRM (Including Sales + Purchase + Customer Management) module is concerned.

Manager: - who will have total access over every one of these Sales, Purchase modules.

User - Own documents only: This client will have the consent to control the reports and passages made by him. For instance, you can limit a business official from getting to another business administrators records.

User - All documents: - might be a business head, he needs to see every one of the reports by all deals speak to.



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