CRM

The real customer
centric CRM

Track leads, close opportunities
and get accurate forecasts.
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Designed for fiduciaries

Use actionable data to make better decisions.

Get the insights you need to make smarter decisions.

Design custom dashboards to get a picture of your business at a glance.

Dig deeper with real-time reports and flow charts that anyone can create and share.

Get more done
in less time

Great Tools = Happy People

Schedule activities based on your sales scripts: calls, meetings, mailing, and quotations. Get all the information you need, directly on the opportunity: website pages viewed, mail received, etc.

Real-time overview

Easily review your performances & next activities.

Know exactly how you perform compared to your monthly targets.
Organize your work based on your scheduled next actions.

Stay connected to your customers

Real-time messaging to enhance collaboration.

Get a quick overview of what’s going on in your team. See when a colleague logs a call or sends a quote. Share ideas and files in real-time and catch-up on things you missed when you were away.

Sales

Easy quotation
software

Send polished quotations with Odoo Sign and online payment.

Your quotations online from quote to Odoo Sign

Online payments and automated tracking.

Apply Templates

Send Quotations

Close Deals

Get Paid Faster

Sell faster with electronic signatures
Allow customers to easily review and sign your online quotations from anywhere.

Communicate quickly and efficiently
Get custom alerts for relevant activities, communicate directly from quotations via email, automatically keep complete records of your negotiations.

Maximize profits by upselling
Increase sales volume by automatically proposing extra options and accessories, apply closing triggers, discounts, and more.

Sell more with clean quotations

Professionally showcase your products and services.

Send clear and complete quotations to your prospects. Add product descriptions, beautiful images, and additional information simply by dragging and dropping building blocks.

Great prices lead to a great return

 

Design, implement, and adjust your pricing strategy to maximize revenue.

Use pricelist rules to compute the right price based on customer conditions.

Convince customers to buy more with discounts and coupons.

Order & contract sorting

Automate operations and focus on customer relationships and revenue

From quotations to sales orders
Convert quotations into sales orders with a single click, or let the customer sign off on it with a simple electronic signature.

 

Contract management
Invoice customers based on time and materials, easily record contracts and track invoicing phases, maintain renewal and upselling opportunities, and manage your subscriptions with Odoo’s recurring contracts.

 

Let your customers help themselves
The customer portal gives your customers access to their quotations, sales orders, and delivery orders. Save time and use Odoo Sign to easily get signatures on NDAs, contracts, or any PDF document.

Point of Sale

User-friendly
Point of Sale

Set-up in minutes, sell in seconds.
Compatible with any device.
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Compatible with any hardware

No installation and no specific hardware required.

Compatible with any hardware

No installation and no specific hardware required.

Yeah, you read that correctly! Making projections, calculating commissions, and extra data analysis with real-time data are now one click away.

Tablets
Laptops
Desktop computers
Industrial machines

Everything your shop needs

Odoo POS is based on a smart interface that any retail company can use without difficulty. Because it’s extremely flexible, you can configure Odoo POS to meet your precise needs.

Online or offline

Odoo’s Point of Sale stays reliable even if your connection is not.

Keep in touch with your customers

And keep them coming back with loyalty programs.

 

Reward your loyal customers with points, gifts and discounts with Odoo loyalty programs. The whole process is fast and can be entirely automated. Identifying your customers is even faster with loyalty cards and customer barcode ids.

Register your customers to keep track of their buying habits. You can then send them special offers and sale notices with Odoo Email Marketing. Register tax identifications for your business customers and give them invoices instantly (or send by email).

Integrated Inventory Management

Real time control & accurate forecasts to manage procurements.


Odoo Inventory app automatically inputs any transaction from the POS in the stock. You can see in real-time the availability of products without losing time. Furthermore, the POS is compatible with Odoo eCommerce. You won’t need to set up separate stocks for the two apps and be a truly multi-channel business, without a headache.

Subscription

Subscriptions
management

Recurring billing & subscriber management the easy way.

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Focus on selling
great services

Simple features to manage subscriptions automatically.

Concentrate on services and relationships while Odoo’s automated features handle your recurring sales and subscriptions. Quickly provide clear contracts and flawless, automated invoices; take care of taxes with no stress; and deal with payments – all done automatically according to your settings.

From happy visitors to satisfied customers

Create great long lasting relations with your subscribers.
 

No login required and easy signup
Increase sales by getting rid of login requirements and making signup simple.

User-friendly portal
Give your customer access to a user-friendly portal with all their data and contract options at a glance.

Automatic payments
Save time by setting payments to automatic. Invoices are automatically issued for successful management.

Get a more efficient sales force

Save time on routine tasks and focus on growing revenue.

Speed up your sales team with contract templates for your most frequent sales scenarios.

Let dissatisfied customers end contracts themselves and give you the reason for their decision. Or ask them to contact you first.

More focused sales people are more productive. Let them focus on acquiring new customers.

Analysis tools to optimize your business

Find out what metrics to act on in a click.

Improved sales performance
Help everyone in your sales team unlock their potential by analyzing the performance of individual team members.

Built-in analytics of your revenues
Get friendly with your MRR, LTV and more through the dashboard overview filled with detailed insights. Zoom in on your figures by simply clicking down the invoice lines.

Project your future business
Create forecasts in seconds; understand your growth; and help your company meets its targets. Use statistics to assess your current actions.

Rental

The only Rental Software that fits all your needs

From Scheduling to Invoicing.
All your rental process gathered in one place.

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From Rental Quotations to Invoices

Manage everything from a single place.

Create your rental order, schedule, deliver, return, and invoice from one single view.
Get all the information you need directly on the rental order.

 

Real-time Overview

Easily schedule your rentals.

Keep an eye on the availability of your products and serial numbers from a Gantt view. Need to maintain or check your products’ quality? Keep them unavailable in-between two rentals with padding time.

Professional Quotations

Highlight your products and maximize your revenues.

Send clear rental orders to your customers. Configure products according to their requirements and maximize your revenues by offering optional products.

Fully integrated with other Odoo Apps

Finally, one solution to manage the complete lifecycle of rental products

Buy

Store

Rent

Invoice

Quality

Maintain

Amazon Connector

Synchronize your Amazon sales with Odoo

Synchronize your Amazon orders and manage deliveries in Odoo with nine supported marketplaces within North America and Europe!

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Quick set up

Out of the box synchronization

Highlight your products and maximize your revenues.

Once you have your credentials set up with Amazon and your Amazon Connector module is activated in your Odoo Database, you can start focusing on your sales and let Odoo synchronize your orders for you. Time to focus on what you are good at!

Easy management

Manage your sales, deliveries, and stock

Avoid the burden of having to copy sales data from Amazon to Odoo as the connector automatically fills the sales order with Amazon’s information. When it comes to managing your deliveries, not only is the Fulfillment by Merchant (FBM) option is supported, but so is the Fulfillment by Amazon (FBA).