{"id":200,"date":"2021-05-28T10:00:39","date_gmt":"2021-05-28T10:00:39","guid":{"rendered":"https:\/\/store.ksolves.com\/blog-beta\/?p=200"},"modified":"2022-01-14T10:21:31","modified_gmt":"2022-01-14T10:21:31","slug":"key-features-of-odoo-crm-a-complete-guide-28","status":"publish","type":"post","link":"https:\/\/store.ksolves.com\/blog\/odoo\/key-features-of-odoo-crm-a-complete-guide-28","title":{"rendered":"Key Features of Odoo CRM \u2013 A Complete Guide"},"content":{"rendered":"

When it comes to Odoo, it is considered a complete package of enterprise applications that includes multiple domains like advanced Customer Relationship Management (CRM), Website Management, Accounts Management, and even Warehouse Management. The best thing about Odoo CRM is that it can effectively manage your existing and potential customers without creating any hassle for the users. You can quickly check on your leads and opportunities from one centralized place and organize them according to different departments and managers.<\/p>\n

With the help of Odoo CRM, the workload of business associates reduces, and they get access to classified and well-organized data.<\/p>\n

Odoo CRM is an integration of more than eight applications and plugins. If we compare Odoo CRM with its counterparts like Salesforce, ZOHO, and others, Odoo stands the tallest with its advanced features and functionalities. Odoo consists of features like online payment, shipper integration, price list, invoicing, etc. In Zoho, it consists of Drag and Drop Management, Next Action, Pipeline Management, etc. Now, let us go ahead and discuss some of the best features of Odoo CRM\u2026<\/p>\n

Leads Promotion<\/p>\n

<\/strong><\/h4>\n

In the Odoo CRM<\/a><\/span>, the admin can easily assign a salesperson to specific leads for follow-ups and email follow-ups. This helps the users to get an insight into their leads according to the sales objectives. Leads can be promoted according to their maturity and aging.<\/p>\n

Analyze Lost Opportunity<\/p>\n

<\/strong><\/h4>\n

With every lost opportunity comes learning. But, with Odoo, you hardly get any chance to lose an opportunity. The best thing about Odoo CRM is that it tells you why you lost the opportunity to prepare yourself for upcoming opportunities.<\/p>\n

Lead Enrichment<\/p>\n

<\/strong><\/h4>\n

Often, businesses get flooded with leads and fail to capture all of them. The lead enrichment feature of Odoo provides extra information that helps the sales department to pursue those leads efficiently. Odoo will search for extra information from the external database and update it automatically, even if you just have the email address of the lead!<\/p>\n

Easy Communication<\/p>\n

<\/strong><\/h4>\n

With the help of Odoo CRM, you can easily maintain communication with your clients with the help of email, phone, chat, and even social media.<\/p>\n

Automated Tasks and Sales Focus<\/p>\n

<\/strong><\/h4>\n

Odoo CRM is designed to provide an edge over your sales data. You can easily automate your routines and business activities to get an edge over your sales prospects. Odoo CRM not only maintains your customer\u2019s data but helps you to keep a check on your sales.<\/p>\n

GeoIP Detection<\/p>\n

<\/strong><\/h4>\n

With the help of Odoo CRM, users can easily detect the visitor\u2019s IP address through which they can segregate the leads according to their location.<\/p>\n

Advanced Dashboard<\/a><\/p>\n

<\/span><\/strong><\/h4>\n

Odoo CRM\u2019s dashboard is simple and sorted. A user doesn\u2019t require to shuffle between multiple tabs to fetch information. With the help of the advanced Odoo Dashboard, the users can get an idea of the present and past opportunities without shuffling.<\/p>\n

Meeting Scheduler<\/p>\n

<\/strong><\/h4>\n

From the opportunities section, users can easily schedule the meetings. Users get a complete idea of the time and even the meetings\u2019 location to plan accordingly.<\/p>\n

Multiple System Users in Odoo CRM<\/p>\n

<\/strong><\/p>\n

In Odoo CRM, there are three default users (including Sales, Customer Management, and Purchase Management) modules.<\/p>\n