Efficient Sales Management with Odoo
Mobile Accessibility
Stay productive on the go with Odoo’s mobile-friendly interface, allowing you to access sales tools anytime, anywhere with unmatched flexibility.
Streamlined Quoting Process
Simplify your quoting process with just a few clicks, effortlessly converting quotes into sales orders and invoices within the same platform.
Sales Warnings
Receive timely alerts before sending out quotes, helping you make informed decisions regarding specific customers or products.
Modern User Interface
Enjoy a sleek, intuitive interface designed specifically for sales professionals, making it easy to access vital information quickly.
Professional Quotations
Quotation Builder
Create polished, professional quotes quickly by utilizing pre-configured products, price lists, and customizable templates.
Quotation Template
Easily design and reuse custom quotation templates, saving valuable time and increasing efficiency.
Upselling Opportunities
Leverage built-in upselling features to suggest additional products or options, thereby boosting your sales potential.
Pro Forma Invoicing
Generate pro forma invoices seamlessly to ensure smoother billing and payment procedures.
Electronic Signature
Speed up the sales process by allowing customers to review and sign quotes online with electronic signatures.
Variant Grid Entry
Easily add product variants to sales orders using a grid format that displays all possible combinations, enhancing order accuracy.
Order and Contract Management
Sales Orders
Convert quotations into sales orders seamlessly, allowing customers to manage their orders independently through online quotes and Odoo eSign. Modify orders and handle partial shipments with ease.
Invoicing from Sales Orders
Create invoices based on the quantities ordered or delivered, manage payment terms, and monitor invoice statuses effortlessly.
Customer Portal
Offer customers a user-friendly portal where they can view and adjust quotes, track orders, and monitor delivery statuses in real time.
Contracts
Efficiently manage every phase of contracts, from invoicing to renewal and upselling, with integrated contract management tools.
Electronic Signature
Simplify contract signing with Odoo eSign, enabling hassle-free digital signatures on contracts and other documents.
Efficient Communication Channels
Schedule Activities
Keep organized by scheduling activities, ensuring timely follow-ups and notifications for key sales opportunities.
Email Gateways
Automatically link email communications to the relevant customer orders, ensuring streamlined correspondence and negotiation.
Onboarding Emails
Develop email templates for specific products, providing buyers with essential information immediately upon purchase.
Inter-Company Rules
Automatically synchronize sales and purchase orders across multiple companies, ensuring smooth and efficient operations.
Product and Price Control
Product Variants
Tailor your offerings with multiple product attributes and variants to meet the diverse needs of your customers.
Discounts
Apply discounts directly to quote line items, incentivizing sales and attracting more customers.
Product Types
Manage various product categories effectively, including physical goods, services, and digital products.
Third-Party Shipping Integration
Integrate effortlessly with major shipping carriers, automating shipping cost calculations, label printing, and shipment tracking.
Shipping Cost Calculation
Accurately calculate shipping costs based on criteria like weight, volume, and delivery destination.
Coupons and Promotions
Design custom coupons and promo codes to offer discounts and special incentives to your customers.
Loyalty Program
Introduce a loyalty program to reward repeat customers, fostering loyalty and encouraging repeat purchases.
Gift Cards and eWallet
Allow customers to buy gift cards and utilize eWallets for smooth, convenient online payments.
Product Configurator
Easily add specific product variants to quotes or shopping carts using Odoo’s product configurator, enhancing the shopping experience.
Units of Measure
Sell products in various units of measure, with Odoo managing the conversions seamlessly.
Pricelists
Determine accurate pricing based on customer-specific conditions or order details, applying pricelists to individual products as necessary.
Intuitive Reporting
Trackable KPIs
Monitor crucial KPIs, such as sales metrics, churn rate, and customer lifetime value, to support data-driven decision-making.
Next Activities
Keep track of your sales tasks with a comprehensive overview, ensuring timely follow-ups and effective task management.
Order and Invoicing Analysis
Analyze your sales data thoroughly to uncover trends, understand customer preferences, and assess revenue performance.
With Odoo's robust suite of sales tools, you can streamline your sales processes, enhance customer engagement, and drive your business growth with ease.