Odoo 17 CRM
Customer Relationship Management (CRM) software is available through the Odoo 17 ERP
system for efficiently administrating clients and developing new business connections.
You can manage and keep track of all new leads and opportunities in one location, thanks
to the CRM module. A corporation will get many advantages from having a suitable
platform for managing leads, opportunities, and associated processes. Our company
environment is expanding quickly, so if you want to keep up, you need to be proactive
with client management. Every year, Odoo releases a new version with a wide range of new
features to help businesses perform better across the board.
The CRM module's operational effectiveness has been improved with the addition of
cutting-edge features in Odoo 17, the most recent version of the Odoo ERP system.
The sales pipeline, which gathers all the information in one location, will be accessible
to the salesperson with ease. The sales pipeline's well-visualized information can be
used to manage CRM operations properly. Data from this pipeline will be divided up
depending on how well operations are going. According to the progression, appropriate
phases can be assigned to leads and opportunities. One of the appealing characteristics
of the most recent version of Odoo 17 CRM is improved visualization. There will be a
detailed explanation of the CRM module's functionality along with other new features.
The new Odoo 17 CRM module will be fully explained in this chapter. Let's start
with the CRM module's main dashboard, which shows as soon as you choose it from the Odoo
dashboard.