CRM for salespeople who need automation
Has your customer management grown chaotically, and you have lost overview of inquiries, opportunities, sales forecasts and your employee activities?
We help you to structure your sales processes and empower them with modern tools.
Structured sales processes
Higher success rates and increased customer satisfaction due to structured sales automatism.
Generate online and offline inquiries.
Quotation process & pricing
Do you generate quotes frequently throughout the day? Do you use customized price lists?
With Odoo your quotes can be created partially automated.
Order entry & processing
Order management and handover in processing is integrated within the system.
Invoicing & payment tracking
Invoices can be created seamlessly in the next process steps after the sale is closed. Automations are possible.
Customer approach online & offline
Online lead generation
Full integration of your website and email campaigns with CRM enables efficient lead processing.
Do you trade products online, possibly through multiple online channels? Orders, products and customers can be processed centrally in Odoo.
Online customer service
Customer service is your competitive advantage. For key accounts as well as individual customers, let your customers enjoy top service from your team.
CRM features at a glance
Stores contact information such as names, addresses and company details in a searchable database, also quickly accessible on mobile.
Duplicate blocks and columns to add more features.
Manage the process of converting prospects into potential customers (leads) by identifying, evaluating, and working leads through the sales pipeline.
Integration with any mailbox enables contact list management and segmentation, as well as a central hub for internal collaboration.
Collect, upload, store, and share documents in a centralized location for easy access to information for all stakeholders.
E-commerce, online sales
DSGVO compliant B2C and B2B online commerce, including subscription function, PayPal and credit card payments, as well as interfaces to 3rd party store systems such as Shopware, OXID, WooCommerce, Prestashop and Shopify.
Create quotes or proposals and send them to customers. Quotation templates help to create structures. Send to customers directly from CRM via email.
View an overview of your entire sales pipeline and the status / progress of each stage in the sales funnel.
Automate repetitive tasks by creating workflows that trigger actions or send reminders for the next actions.
Reporting / Analysis
Get routine summary reports on sales figures or sales rep performance.
Generate sales forecasts or based on current lead & sales opportunity pipeline...
Website Visitor Tracking
Tracking of visitor activities to the website, due to integrated full featured CMS
XML-RPC, JSON-RPC REST interface, as well as the ability for CSV imports and exports.
Centralized sales management for all channels
Odoo-CRM is predestined for centralizing your sales activities.
Do you sell on the phone? By email? Online on your own webshop, or in online marketplaces? All sales processes can be centralized in Odoo.
Your customer data is also available on the go. Thanks to the modular opensource structure, your processes can be adapted internally as well as externally in the market.
The most beautiful website is of no use if it doesn't help you reach more customers and increase satisfaction in your products & services among existing customers.
Your CRM and your website should beat on the same heart.
Whether you are providing online information (content) or making online sales, an integrated website and sales processes belong together.
Drag & drop building blocks for building a multi-page website
Complete build with zero code
Forms integrated with lead generation processes
Newsletter integration with marketing processes (incl, automation in communication processes)
- Integrated blog
- Images from the free image database Unsplash, with parallax effects
- Videos from YouTube and Vimeo
- Content editing in online mode
- Google map integration
- Dynamic data from database
- Facebook and Twitter feed optionally embedded
- and much more
Optional: Integrated Webshop
Structured webshop with multiple categories and languages
Distribution of store products within web pages
Suitable for B2B and B2C sales
Predefined store templates (customizable)
- Product search
and much more
For smaller websites we do the content transfer for free.
Then we will show you how to integrate your web pages on your own.
The integration of the web forms usually takes upwards of 4 hours, depending on the number of forms, and the required integration with the CRM processes.
Our goal is to have your website up and running within 1 week.
Website hosting is included in the monthly fees.
Integrated Mail Marketing
Customers want to hear from you
and customers want to know. What are the latest developments in your business?
Make it easy for them to get news via email.
With an integrated system, you can manage your email marketing, along with your website and your customer records (CRM).Book your place now →
All forms of the website can be integrated into email processes.
Automatisms in the backend, e.g. if a customer has downloaded the product catalog, invite to a phone appointment.
Online courses or technical tips about the product or your service as an automated serial mailing list
Spotlight: Sales with Content Marketing
Do you offer your customers free information? Then you can automatically generate inquiries from it.
Odoo website CMS and marketing automation tools let you efficiently automate your content marketing processes.
Switch to Odoo CRM
Are you dissatisfied with your current CRM?
A timely switch to Odoo is possible.
Import of current customer data
Customer contact data as well as current inquiries, orders and old invoices can be imported into Odoo via CSV importers and scripts with little effort.
CRM introduction in 1 week
80% of the functionalities you need can be implemented in Odoo within one week. As a rule, no programming is necessary.
User training & Support
As soon as Odoo CRM is implemented, we train your employees and are then available by phone for further questions.