The Odoo 18 ERP system offers Customer Relationship Management (CRM) software to effectively manage customers and establish new company relationships. The CRM feature allows you to handle and monitor all new leads and opportunities in one place. Having an appropriate platform for handling leads, opportunities, and related procedures will benefit a company in many ways. Being proactive with client management is essential if you want to stay up with the rapid expansion of our business environment. Odoo releases a new version each year with a plethora of new features to improve overall business performance.
In Odoo 18, the latest version of the Odoo ERP system, advanced features have been included to increase the operational efficacy of the CRM module.
The salesperson will have easy access to the sales pipeline, which compiles all the information in one place. CRM activities can be effectively managed by using the well-visualized data from the sales pipeline. The distribution of data from this pipeline will be based on the success of operations. Leads and opportunities can be assigned to the appropriate phases based on the progression. Better visualization is one of the most alluring features of the most current iteration of Odoo 18 CRM. Along with other new features, the CRM module's operation will be thoroughly explained.
Let's begin with the main dashboard of the CRM module, which appears as soon as you select it from the Odoo dashboard.