Fast, complete quotations anytime, anywhere. Visual real-time reports
Lost opportunities
Falling sales
To create quotations quickly
Less data entry
To manage requests for quotation and orders
Better internal communication
To manage customer information, orders...
Visual real-time reports
To automate many steps of the sales process
Mobile selling, anytime, anywhere
A simple, easy-to-use system...
A modern user interface. Mobile selling anytime, anywhere. Less data entry
Send clear, complete quotations. Present your products and services professionally.
Design, implement and adjust your pricing strategy to maximize revenue. Persuade customers to buy more with coupons and promotions.
Automate operations and focus on customer relationships and revenue.
Automated, multi-dimensional, real-time reports.
Fast information, effective coordination
Join us and give your company a stronger position.
Send clear, complete quotations. Present your products and services professionally.
Quotation templates
Customize quotation templates to fit your business in just a few clicks
Create quotations
Create customer quotations quickly. Use existing products, pricelists and templates to make your sales team more efficient.
Optional products
Optimized quotations help you sell more by suggesting optional add-ons and products, closing incentives, discounts...
Variant grid entry
Add product variants such as size, color and images to your sales orders so your quotations are more complete.
Pro-forma invoices
Send pro-forma invoices to your customers
Automate operations and focus on customer relationships and revenue.
Orders
From quotation to sales order in a single click, or customers can order themselves with online quotations and e-signatures. Order details can be changed quickly.
Customer portal
Give customers access to an online portal to easily track the status of their orders: draft, confirmed, invoiced, cancelled...
Invoicing from sales orders
Invoice ordered or delivered quantities. Manage payment terms by customer or by invoice.
Fast information, effective coordination
Activity scheduling
Follow up on quotations and orders in a single click. Get notified about activities related to transactions and sales processes.
Email gateways
Link your emails to each order so you can follow discussions and negotiations with customers.
Inter-company rules
Automatically mirror sales and purchase orders in a multi-company setup
Design, implement and adjust your pricing strategy to maximize revenue. Persuade customers to buy more with coupons and promotions.
Product variants
Create and configure products and services with multiple attributes such as size, color, type...
Product types
Manage and categorize products, such as services, storable products, consumables...
Shipping costs
Calculate shipping costs based on many variables such as weight, volume, margin, delivery address...
Pricelists
Calculate accurate prices according to customer conditions. Add pricelists to each product by customer segment. Automatically apply pricelists based on order conditions such as quantity and/or time
Discounts
Apply discounts to individual products on the unit price, shown or hidden
Discount coupons
Create coupon codes for pricelists and let your customers activate discounts at checkout.
Units of measure
Sell products in different units of measure, and Odoo SmartBiz handles the unit conversion (tons, quintals to kg...)
Automated, multi-dimensional, real-time reports.
Dashboards
Easily follow KPI dashboards for key information such as total invoiced amount, sales by salesperson, sales team, location...
In-depth analytical reports
Statistical reports by order and invoice. Group sales by product category, product type, salesperson, sales team...
Activity reports
Get a complete overview of all your sales activities, next actions and productivity data.
The ERP platform from Odoo, ranked 4th in the world, fully integrated with other apps in a smart ecosystem such as CRM, Purchase, Manufacturing, Accounting, IoT...
CRM softwareTrack every interaction with opportunities and customers and improve your sales cycle.
InventoryShow product availability right in the quotation. Trigger orders and check delivery status from the sales order.
Accounting Create invoices automatically from sales orders and purchase orders. Easily consult all the information you need on any customer report.