Odoo CRM - PowerPoint PPT Presentation

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Title:

Odoo CRM

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CRM is the most important tool required by all size of companies. Odoo CRM comes with many features from client interactions, sales prospects to lead management. Odoo CRM is integrated with other application like Sales, Invoicing, Email marketing, eSignature to provide more features in Odoo CRM. – PowerPoint PPT presentation

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Slides: 7
Provided by: kanika16
Tags: odoo_crm | odoo_erp | erp | odoo

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Title: Odoo CRM


1
Odoo CRM
  • CRM is the most important tool required by all
    size of companies. Odoo CRM comes with many
    features from client interactions, sales
    prospects to lead management. Odoo CRM is
    integrated with other application like Sales,
    Invoicing, Email marketing, eSignature to provide
    more features in Odoo CRM.  

2
Beautiful Kanban view
  • By simply drag and drop you can manage your leads
    in CRM.

3
Get Accurate Forecast
  • Design custom dashboards to get a picture of your
    business at a glance. Dig deeper with real-time
    reports and flow charts that anyone can create
    and share.

4
Review your performance and next activities
  • Real-time overview of easily review your
    performance and next activities. Know exactly how
    you perform compared to your monthly targets. 
  • Organize your work based on your scheduled next
    actions.

5
Schedule Meetings or Activities
  • Schedule activities based on your sales scripts
    like calls, meetings, mailing, and quotations.
  • Get all information you need, directly on the
    opportunity like website pages viewed, mail
    received, etc.
  • Stay connected with customers
  • Through email, phone, chat, and social media
    within your Odoo CRM, you can stay in touch with
    your customers.

6
Thank You
  • Website www.planet-odoo.com
  • Email info_at_planet-odoo.com
  • Skype info_at_planet.odoo.com
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