CRM Management Software

Lead Tracking, Close Opportunities, Intuitive and Automated Reporting

Contact us/ Get a Demo

CRM, bạn đang đối diện với điều gì? Bạn cần Bạn muốn

What are you facing?

 Lost opportunity

 Unorganized Customer Data

 Customer service is pushed aside.

You need

 Manage potentials and opportunities

 Focus on customers

  Reduce data entry

  Real-time automatic reporting

 Visually assess the sales performance of salespeople

You want

  Automate many steps of the customer care process

 Mobile Sales, anywhere, anywhere

  Unify potentials at different sources in one system

   Get accurate forecasts

  Simple system, easy to use...

CRM software overview

 Modern user interface. Sell on the road with Odoo's mobile user interface. Reduce data entry
 


Feature
Lead Management

Easily manage leads. Increase conversions into opportunities.

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Feature
Opportunities Management

Automate multiple steps of the process. Focus on activities with customers. Get an overview of the opportunity that helps to make informed and timely decisions.

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 Customer Management

Get full information of Customers in an intuitive and fast way.

Feature
Effictive Communication

Quick information, effective coordination

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Report

Automated, multi-dimensional and real-time reporting

50,000+ Businesses are using the system to grow their business.

Join us and put your company in a better position

Contact us

Leads Management

Easily manage leads. Increase conversion to opportunity



 

​ Marketing trực tuyến

Connect with marketing apps available on Odoo SmartBiz to drive leads from your website.

 URL Trackers

Track the source of the leads using UTM trackers in all your marketing campaigns.

 Leads Nurturing

Create campaigns to automatically send emails tailored to the lead segment and activities of the lead.

 Import Leads

Easily import prospects files with Odoo's column matching tool.

 GeoIP

Detect countries, states and cities of leads automatically from your visitor IP address.

 Filter Duplicate Potential Customers

Get proposition of leads to merge when converting a lead into an opportunity. Create contacts automatically based on leads.

 Assignation Leads

Define your own rules to assign leads to the right sales team or sales person based on quotas and segments.



Opportunities Management

Automate multiple steps of the process. Focus on activities with customers. Get an                     informative overview of the opportunity to help you make informed
                                                      and timely decisions.

 Activities and calls management 

Organize sequence of activities per opportunity. Schedule activities. Log every activity immediately in the opportunity's chatter with predefined actions. Track, log and analyse the activities of your team.

 Pipeline management

Get a clear overview of the opportunity pipeline. Work faster with the drag & drop interface. Set up specific stages for each sales team. Possibility to create sub-stages to better organize the processes. Automatic archiving of lost opportunities.

 Customize stages

Easily customize the sales process by adding descriptions on stages.

 Plan next action

Plan next actions and schedule your daily work based on most important opportunities and tasks.

 Schedule meeting

Schedule meetings from the opportunity of customer. Sync with mobile phones and Google calendar.



 360° Visibility

Get all information right into the opportunity: pages visited on your website, mails, meetings, next actions, preceeding orders, etc.

 Lost reasons

Analyze lost reasons on your opportunities to improve your sales effectiveness.

 Customer Management

Get full information of Customers in an intuitive and fast way

 Manage contacts

 Multi-address

 Set up other customer information: language, financial data,....

 Full history: Get the full history of activities attached to any customer: opportunities, orders, invoices, total due, etc.

Effictive Communication

No need to manually write data to the system. Intergrate mobile phone,   Email and VoIP eassily. 

 Email templates

Create template of emails for most common communications with your customers or opportunities.

 Email gateways

Create new leads automatically based on incoming emails.

 Get notifications

Monitor and receive notifications from related activities on the system or email.

Report

Automated, multi-dimensional, real-time reporting. 

 Dashboard

Use predefined dashboards or build your own with the advanced reporting engine. Share filters with the team.

 In-depth analysis report

Opportunity analysis report, team analysis, sales team KPI...

Fully integrated with other Odoo Apps

 Nền tảng ERP của Hãng Odoo đứng thứ 4 trên thế giới, tích hợp đầy đủ với các ứng dụng khác trong một hệ sinh thái thông minh như: Mua hàng, Bán hàng, Kế toán, IoT...

  Sales      

Convert opportunities into quotes in just a few clicks. Get a complete overview of the customer history.

  Email Marketing        

Send the right message to Leads, opportunists, and final customers.

 Inventory

Get product availabilities information right into the quotation. Trigger delivery orders and check delivery status from the order.

+ 1000 Customers

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