What is CRM?
CRM (Customer Relationship Management) is software that records every interaction with prospects and customers, tracks sales opportunities and manages customer relationships. Good CRM software lets your sales team know who talked to which customer, when and about what, so no opportunity slips through the cracks.
Why a CRM integrated with ERP?
With standalone CRM tools, sales works in one system while finance and the warehouse work in another. Current stock and prices are not visible when quoting, and after-sales steps rely on manual transfers.
Odoo CRM is part of Odoo ERP: as an opportunity becomes a quotation, an order, a delivery and an invoice, the data never breaks. With our e-invoice module invoices go out without leaving Odoo, and with the Partner Ledger the customer's balance is right in front of your sales team.
Who is it for?
- B2B companies with long sales cycles
- Businesses managing dealer and distributor networks
- Manufacturers and service firms preparing project-based quotations
- Managers who want to measure sales team performance
What we do in an Odoo CRM implementation
- Designing your sales stages and opportunity structure
- Importing your existing customer and opportunity lists
- Preparing quotation templates and approval rules
- Connecting e-mail, website forms and other channels
- Hands-on training for your sales team