Odoo CRM App Tour | The World's #1 Open-source Customer Relationship Management Software скачать в хорошем качестве

Odoo CRM App Tour | The World's #1 Open-source Customer Relationship Management Software

Enterprise-level CRM Software that packs a PUNCH The CRM application is where it all starts in Odoo— through the CRM, all other customer-related operations and apps are connected. Create and track leads in your drag-and-drop Kanban board, set up your sales teams with activities and automated lead assignments (and more!) so they can succeed, and run deep reports that reveal exactly how well your business is doing from sales and revenue perspectives. With Odoo CRM, you can: • Easily track all of your leads and opportunities across dedicated Kanban boards, containing customizable stages and drag-and-drop cards. • Set up Stage automations so that when certain events are triggered on an opportunity, relevant follow-up actions are generated, such as: when an opportunity moves to a certain stage, a sales team and salesperson are assigned, as well as new call and email activities are created and assigned to that specific salesperson • Build out Sales Teams that have different members, revenue goals, and automated lead assignment rules, such as by Tag or Country filters. • Create unlimited quotations that automatically connect with the opportunity cards through smart buttons. As the quotation progresses and becomes a sales order, see these updates reflected on the CRM opportunity form itself. • Track material or service operations connected to sales orders, bridging the gap between sales, R&D, manufacturing, or project teams. Once a quotation is confirmed into a sales order, new logistical shortcuts (smart buttons) become available at the top of the SO form. • Communicate with customers and internal users right from the chatter. Keep detailed logs of communications, including carbon copy emails, meeting notes, and generated PDFs. • Generate agency-grade PDF quotations, complete with your own company’s branding assets. Use reusable dynamic components such as product specifications, company information, headers and footers, and more to generate stunning quotations. • Preview quotation accuracy and generated layout with the web portal view; customers can easily sign and pay for quotations with privately generated links made just for them. • Run different kinds of deeply detailed sales, revenues, and performance reports, including: win/loss, attribution, unattended leads, lead distribution, and many more. Know how your sales teams are doing by sales team or salesperson, comparing any relevant metric you can think of. Discover where your leads are coming from using customizable UTM parameters. See valuable insights on expected or actualized revenues over a specific time period and compare them to previous reporting periods. Odoo CRM is a central, high-performing application for businesses of any size. In addition to the deep integration with sales operations, Odoo CRM also plays well with other applications where you receive and want to track leads, including Email Marketing, Live Chat, SMS Marketing, and VoIP. Pricing All of Odoo's applications are free to use under the Community (open-source) version and One App Free plans. Standard and Custom pricing starts at about $25 per user on the Enterprise/SaaS version, which includes a bunch of extra features along with optional cloud hosting, which is included for free. Review, approve, done! Try Odoo CRM as a standalone app, or add as many Odoo apps as you want in a free trial: https://www.odoo.com/r/crm-free-trial Shopping around? Check out our new (and seriously amazing) pricing: https://www.odoo.com/r/crm-pricing Help us make Odoo better! Join the repo on GitHub: https://www.github.com/odoo/ Thanks for watching, and we hope to see you on our eLearning content! 🤘 Documentation Learn how to use the CRM app by checking out the user documentation: https://www.odoo.com/documentation/la...