Odoo

Odoo

Verified

Odoo CRM is a Web-based open source customer relationship management (CRM) system designed for companies of all sizes. Its suite of applications include lead management, sales automation, marketing campaign management and business reporting features.

The lead management feature can be used by sales divisions to define a criteria for assigning leads. Using these criteria, sales divisions can select most appropriate and available sales representative for leads to improve the quality of sales. Odoo CRM also features marketing campaign management that help users design marketing campaigns for lead generation and brand promotional activities.

The system features reports and a dashboard to monitor contacts and activities so organizations can make informed decisions regarding lead generation, sales and marketing procedures.

The software offers social media integration that helps users generate leads from social media sites, such as Facebook, Linkedin and Twitter. Clients can also use this feature to gain customer insights from social media.


Cloud Deployment: Yes
On-Premise Deployment: No
Website: http://www.odoo.com

CRM Features


Analytics
  • Custom Dashboards
  • Custom Reports
  • Schedule Reports
  • Standard Dashboards
  • Standard Reports
Customization
  • Custom Buttons
  • Custom Fields
  • Custom Links
  • Custom Modules
  • Page Layout
  • Rename Tabs
  • Schedule Fields
Documents
  • File Management
  • File Sharing
  • Folder Sharing
  • Nestable Folders
Inventory
  • Invoices
  • Products
  • Purchase Orders
  • Quotes
  • Sales Orders
Marketing
  • Auto Responders
  • Campaign Management
  • Email Opt-Out
  • Email Templates
  • Mass Email
Sales
  • Accounts
  • Activity Tracking
  • Calendar
  • Contacts
  • CRM Views
  • Forecasting
  • Leads
  • Opportunities
  • Scripts
Support
  • Cases
  • Client Portal
  • Email-to-Case
  • Solutions
  • Surveys
Telephony
  • Auto Attendant
  • Call Queues
  • Call Recording
  • Click to Dial
  • Inbound Calling
  • IVR
  • Outbound Calling
  • Virtual Phone System
  • Voicemail
  • Voicemail-to-Email
Web Forms
  • Accounts
  • Auto Responder
  • Cases
  • Contacts
  • Leads
  • Notify Owner
Workflow
  • Alerts
  • Approval Process
  • Assignment Rules
  • Case Escalation Rules
  • Convert
  • Field Updates
  • Rules
  • Tasks
  • Time Based Actions
  • Webhooks

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