Leads
Empower Your Sales Pipeline
Boost engagement and conversion rates with email campaigns tailored to specific lead segments and activities. Leverage Odoo’s robust marketing tools, including SEO features, form builders, and A/B testing, to enhance lead capture directly from your website.
Unlock Sales Potential
Gain deep insights into lead quality and conversion likelihood with Odoo’s predictive lead scoring. By analyzing historical data and multiple factors, Odoo calculates the chances of success, allowing you to focus on high-value leads.
Personalize Your Approach
Automatically pinpoint the location of your leads—whether it’s country, state, or city—using their IP address. This information helps you customize your marketing and sales strategies to fit the specific regions of your leads.
Engage and Convert
Utilize Odoo Live Chat on your website to connect with visitors in real time and convert them into leads. Set up rules for specific countries or pages and use chatbot features to send pre-set messages, enhancing your lead generation efforts.
Optimize Lead Distribution
Set up custom rules to automatically assign leads to the right sales team or individual based on quotas and segments. This ensures efficient lead distribution, increasing the likelihood of successful conversions.
Streamline Lead Management
Effectively manage your leads by identifying and merging duplicates when converting a lead into an opportunity. Automate contact creation based on leads, ensuring your database remains organized and up-to-date.
Track Lead Sources
Use UTM trackers in all your marketing campaigns to monitor where your leads are coming from. This data helps you evaluate the effectiveness of your marketing strategies and improve your lead generation efforts
Expand Your Database
Directly generate new leads into your Odoo database, continuously expanding your pool of potential clients and fueling business growth.
Enhance Contact Information
Enrich contact details using email addresses or phone numbers to gain insights that enable more personalized and effective communication with leads.
Sell Faster
Enhanced User Experience
Enjoy a streamlined interface with intelligent filters that offer a comprehensive view of your sales activities. Use helpful tips and best practices to configure and deploy your CRM system for peak performance with ease.
Stay Connected Anywhere
Access your CRM on the go with Odoo’s mobile-friendly design. Whether in the office or on the move, manage your sales activities effortlessly from your mobile device.
Simplify Sales Operations
Eliminate tedious tasks with Odoo’s efficient quote management system. Send quotes with just a few clicks and manage your sales pipeline easily using drag-and-drop features, allowing you to focus on closing deals.
Effortless Lead Acquisition
Automatically generate leads from diverse sources, including emails, VoIP calls, social media, website visits, event participation, and support tickets. This automation saves time and ensures a steady flow of potential opportunities.
Enhanced Task Management
Plan and manage your sales activities effectively with Odoo’s activity scheduling feature. Seamlessly transition from one task to the next with queued planned calls, ensuring optimal workflow and productivity.
Customers
Efficient Contact Management
Maintain a centralized address book shared among your sales team members, ensuring easy access to contact details and promoting collaboration across your organization.
Tailored Customer Experience
Manage customer preferences like language, delivery methods, and financial details with ease. This customization allows you to deliver a personalized experience that meets the unique needs of each customer.
Flexible Contact Management
Easily handle multiple addresses and contacts for a single company. This flexibility ensures accurate record-keeping and accommodates various locations or contacts linked to a customer.
Comprehensive Activity Tracking
Get insights into customer interactions by reviewing the full history of activities associated with each customer. Track opportunities, orders, invoices, and outstanding balances to understand the entire customer engagement lifecycle, aiding in better decision-making.
Efficient Communication
Streamlined Email Management
Simplify your email communication by creating templates for common customer or opportunity interactions. This approach saves time and ensures consistent messaging across all touchpoints.
Automated Email Management
Ensure all email interactions are automatically linked to the correct opportunity. Automatically create new leads based on incoming emails, facilitating timely follow-ups and lead management.
Integrated Voice Communication
Enhance communication with integrated VoIP features. Create dial queues for customers or opportunities, make calls directly from your browser, and automatically log calls. Enjoy features like automated next actions, call rescheduling, and email notifications for missed calls. Integrated with Asterisk v13.2 VoIP server, this ensures seamless communication.
Stay Informed and Agile
Receive instant notifications for key opportunities with custom alerts based on relevant activities. Take immediate action on important developments to maintain agility and responsiveness in your sales process.
Enhanced Team Collaboration
Encourage collaboration within your sales teams by allowing salespersons to participate in multiple teams. This promotes cross-functional communication and teamwork, fostering a more cohesive and efficient sales environment.
Reporting
Effective Data Visualization
Use predefined dashboards or create custom ones with Odoo’s advanced reporting engine. Gain valuable insights into your sales activities and performance metrics, and share filters with your team for collaborative analysis and decision-making.
Enhanced Pipeline Management
Analyze your sales pipeline with sophisticated filters, grouping, and drill-down capabilities. Gain deeper insights into pipeline dynamics, identify bottlenecks, and refine your sales strategy for enhanced efficiency and effectiveness.
Track Performance Trends
Monitor key performance indicators (KPIs) over time with cohort analysis. Identify trends in your sales data, enabling you to make data-driven decisions and adapt your strategies accordingly.
Evaluate Marketing ROI
Evaluate the sources of your leads and the return on investment (ROI) of your marketing campaigns. Understand which channels are most effective in generating valuable leads and optimize your marketing efforts for maximum impact.
Comprehensive Sales Performance Overview
View your sales team’s KPIs at a glance with the CRM dashboard. Track key metrics such as lead conversion rates, sales pipeline velocity, and revenue growth to monitor performance and drive continuous improvement in your sales operations.
Restaurant Management
Custom Floor Plans
Design your restaurant layout with ease using the intuitive graphical editor. Add, move, or remove tables and seats in real-time, adapting to your operational needs seamlessly.
Order Management
Assign tables and start taking orders promptly, ensuring smooth service and enhancing customer satisfaction.
Table Transfer
Easily move guests from one table to another as needed, optimizing table usage and accommodating changing seating arrangements
Seating Management
Get a complete view of your restaurant’s capacity and table availability to manage seating effectively, delivering optimal dining experiences
Kitchen Display
Enhance kitchen operations with a display that shows orders and their categories, helping kitchen staff prioritize tasks and maintain service quality.
Order Notes
Add special instructions or preferences to orders, which are communicated directly to kitchen or bar printers for accurate execution, improving the customer experience.
Kitchen Printing
Send order instructions directly to bar and kitchen printers for prompt and precise preparation of food and beverages.
Delayed Orders
Manage meal pacing by taking orders for different courses simultaneously and sending them to the kitchen printer at staggered intervals, optimizing kitchen workflow.
Self-Ordering
Enable customers to browse the menu, place orders, and make payments online from their devices by scanning a QR code, reducing wait times and enhancing convenience.
Split Bills
Offer the flexibility to split bills or pay at different times, catering to varying customer preferences and group dynamicsOffer the flexibility to split bills or pay at different times, catering to varying customer preferences and group dynamics.
Combo Meals
Simplify ordering and boost customer value by offering easily configurable combo meals, promoting upselling and enhancing the dining experience.
Table Booking
Facilitate online table reservations through Odoo Appointments, with reserved tables clearly indicated on the floor plan, integrating seamlessly with restaurant operations.
Kiosk
Allow customers to place and pay for orders independently with self-service kiosks, enhancing convenience and efficiency, especially in busy environments.
Customer Loyalty
Frontend Customer Registration
Collect customer information through registration, capturing email and contact details to enable personalized interactions and targeted marketing.
Customer Identification
Quickly identify customers using the search feature or by scanning a barcode on their loyalty card, streamlining service and enhancing customization.
Customer Discounts
Encourage repeat business and boost revenue by offering personalized discounts—whether permanent, seasonal, or time-limited—based on individual preferences and buying patterns.
Loyalty Cards
Reward loyal customers with points that can be redeemed for gifts or discounts, fostering long-term relationships and encouraging repeat purchases.
eWallet
Improve customer satisfaction by enabling credit top-ups and product refunds directly to the eWallet, offering a convenient and flexible payment method.
Pricelists
Automatically adjust product prices based on dining options, customer segments, promotions, or order quantities using pricelists, optimizing pricing strategies for higher profitability.
Reporting
Traceability
Access detailed upstream traceability reports for components used throughout the manufacturing process, ensuring transparency and accountability.
Cost Analysis
Track manufacturing order costs by analyzing expenses for components and operations, including labor and materials, to optimize budgeting and reduce costs.
Overall Equipment Effectiveness
Assess work center workloads, identify productivity losses, and monitor overall equipment effectiveness (OEE) to maximize efficiency and output.