Odoo CRM Module Overview

ODOO CRM MODULE OVERVIEW -- Odoo offers a powerful CRM application that is quite flexible and get be configured to handle a variety of tasks. Customer Relationshim Management (CRM) software plays a very vital role in any organization since it allows you to track all your sales and leads pipeline to make powerful business decisions. You can easily manage leads, followup on phone calls and meetings, analyse your data for informative decisions, integrate emails and many more through Odoo CRM Software.

Odoo OpenERP CRM module which can help you to manage your client interactions, sales prospects, lead management in an efficient manner. Apart from that following are the important features which Odoo OpenERP CRM module supports for your client management.

In Odoo CRM module  you can track your sales pipeline, attract new leads and qualify them, manage emails effortlessly and boost overall sales productivity, all in a single application. You also can  schedule meetings and associate them with the opportunities you have in Odoo CRM. See some of the limitations on deadline dates and how they integrate with Odoo meetings.

Odoo CRM Module Feature

Let's discuss one by one the features of the Odoo CRM Module :

1. Lead Management In Odoo CRM Module
A sales lead is the identification of a person or entity that has the interest and authority to purchase a product or service. Lead Management is a set of methodologies, systems, and practices designed to generate new potential business. Lead management is in many cases a precursor to sales management and customer relationship management. This process has also accurately been referred to as customer acquisition management.
One of the first basic features of Odoo OpenERP crm is lead management where you can manage all the leads by various users of your organization. You can further convert the lead into opportunity and as Account. Creating lead is simple with few steps.

2. Meeting Management With Odoo ERP
With Odoo OpenERP CRM you can manage and schedule all your meetings with your client with single click of a button. You can see your agenda and your colleagues' in one view. Another good feature is that it allows you with an integrated Calendar.

3. Phone Calls Management
Another important module of Odoo OpenERP CRM is the Phone call management module where you can manage all your incoming and outgoing calls. You can even plan and schedule the calls to various clients.
You can directly communicate with the customer through the messaging software and see the whole history of the conversation in the quotation. o The "Options" feature can help you to boost your sales by suggesting similar products to your customer.

4.  Manage Sales Orders & Invoices
Sales Orders can be created for Multiple Products with multiple order lines. Odoo provides you an interactive process view of an order. You can configure various parameters in your sales orders like Shipping Policies (partial/complete deliveries), Invoice Types (On Demand/On Delivery Order/ Before Delivery), Invoices On (Shipped/Order Quantities), Delivery Modes (partial/complete delivery) to determine the future behavior. Analytic accounts can be linked with invoicing to generate accounting entries corresponding to the invoice automatically

5.  Pricing Policies and Pricelists
Intelligent price management is difficult, because it requires you to integrate several conditions from clients and suppliers to create estimates quickly or to invoice automatically. Odoo provides you with an efficient price management mechanism to help you keep margins raised and respond quickly to changes in market conditions.

Odoo’s pricelist principles are extremely powerful yet are based on simple and generic rules. You can develop both sales pricelists and purchase pricelists for products capable of accommodating conditions such as the date period, the quantity requested and the type of product.
In Odoo, you can generate Pricelists from defined policies, create several versions of a pricelist but only keep a single version active at any given time, automatically update your pricelist based on other pricelists, define rules, set up decimal accuracies of prices, establish customer contract conditions and manage multiple currencies.

6. After sales services
Support module of CRM within Odoo OpenERP allows you to help your customers with after sales services, some of the features of Support management is client claims management, resolutions management, helpdesk etc.