Track leads, pursue opportunities, visual and automated reports
Lost opportunities
Disorganized customer data
Customer service pushed aside.
Manage leads and opportunities
Focus on customers
Less data entry
Automated real-time reports
Visual assessment of salespeople's performance
Automate many steps of the customer care process
Mobile selling, anytime, anywhere
Consolidate leads from different sources in one system
Get accurate forecasts
A simple, easy-to-use system...
A modern user interface. Mobile selling anytime, anywhere. Less data entry
Easily manage leads. Convert more of them into opportunities.
Automate many steps of the process. Focus on customer activities. Get an overview of opportunities to make accurate, timely decisions.
Get complete customer information quickly and visually.
Fast information, effective coordination
Automated, multi-dimensional, real-time reports
Join us and give your company a stronger position.
Easily manage leads. Convert more of them into opportunities
Online marketing
Connect with the marketing apps available in Odoo SmartBiz to attract leads from your website.
URL tracking integration
Use UTM trackers in your marketing campaigns to track lead sources.
Lead nurturing
Create automated email campaigns targeting lead segments and their activity.
Import leads
Leads available as files or from various sources can be imported or transferred automatically into Odoo SmartBiz.
IP-based geolocation
Automatically detect leads' country, state and city from their IP address
Lead deduplication
Create contacts automatically from lead information. Get suggestions of leads to merge when converting a lead into an opportunity
Lead assignment
Assign leads to the right sales team or salesperson based on your criteria.
Automate many steps of the process. Focus on customer activities. Get an overview of opportunity information to make accurate, timely decisions.
Calls and activities management
Schedule activities for each opportunity. Log every activity right in the conversation with the lead, with predefined actions such as calls, emails, meetings...
Sales pipeline management
Get an overview of your sales opportunity pipeline. Set specific stages for each sales team. A visual opportunity interface lets you work faster with drag and drop. Lost opportunities are archived automatically.
Custom stages
Easily customize your sales process by adding or removing stage descriptions.
Plan next actions
Proactively plan your next tasks and organize your daily schedule around your opportunities.
Schedule meetings
Schedule meetings from customer opportunities. Sync with mobile phones and Google Calendar.
360-degree view
Follow all opportunity information based on activities such as emails exchanged in the system, meetings, next actions, orders...
Lost reasons
Analyze why opportunities are lost to improve sales performance.
Get complete customer information at a glance.
Contact management
Multiple addresses
Set other customer information: language, financial data...
Activity history: get the full history of activities linked to any customer, such as opportunities, orders, invoices...
No need to record data manually in the system. Easy mobile, email and VoIP integration.
Email templates
You can create and use email templates to communicate with your customers
Email gateway
Automatically create leads from incoming emails.
Notifications
Follow and receive notifications of related activities in the system or by email
Automated, multi-dimensional, real-time reports.
Dashboards
Use predefined dashboards or build your own with the advanced reporting tool.
In-depth analytical reports
Opportunity analysis, cohort analysis, sales team KPIs...
The ERP platform from Odoo, ranked 4th in the world, fully integrated with other apps in a smart ecosystem such as Purchase, Sales, Accounting, IoT...
Email Marketing 