CRM
CRM Odoo is a modern, integrated customer relationship management system that helps organize business information. It automatically organizes data about potential customers, partners, contractors, and existing customers, providing a clear structure and control. This ensures that no important detail is overlooked. The program has key features that should be taken into account when using it.
Why do you need a CRM system
Tracking business processes
Tracking key business indicators helps to monitor the company's development and respond to changes in a timely manner. Regular reports for partners and management create a transparent picture of the processes, and the analysis of the impact of decisions on sales allows you to evaluate their effectiveness in real numbers. You should also pay attention to the effectiveness of the team: its functionality determines the stability and dynamics of business growth.
Fast processing of applications
To make the work with new applications effective, the process is organized in such a way that leads are collected from different sources and immediately get into the Odoo CRM system. Notifications about their appearance will help you respond without delay, and automatic emails will maintain contact and lead the potential client to a solution. This guarantees fast processing and creates a sense of attention to each request.
Managing the course of transactions
The software allows you to sort transactions by priority and probability of closing. Using the system, you can see at what stage the process has stopped in order to quickly remove obstacles and not lose the client. This allows you to generate sales forecasts and plan further steps.
For which industries is the Odoo CRM system suitable?
The system combines work with customers, sales, projects, warehouse, finance, and analytics in one environment. Thanks to flexible customization and the ability to expand functionality, it adapts to the specifics of any business:
Manufacturing companies
The CRM system allows you to organize and control all stages of production, efficiently allocate resources, and track order fulfillment in real time.
Online trading
E-commerce. The software integrates online and offline sales, automates work with customers, and provides convenient management of warehouse balances.
B2B segment
B2B segment. The CRM system supports work with corporate clients, helps manage large contracts and complex sales processes.
Service companies
The program allows you to control projects, resources, employee time, and financial flows. It is suitable for consulting, marketing agencies, IT companies, and other service businesses.
Logistics and transportation
The CRM system simplifies warehouse, delivery and route management, ensuring transparency and control of all operations.
Construction and engineering industry
The program helps to coordinate large projects, control resources and procurement, which is important for complex construction processes.
Implementing Odoo allows you to combine different areas of activity into a single managed system where all processes are interconnected and transparent. This reduces the number of manual operations, speeds up decision-making, and improves planning accuracy. As a result, the business receives not a separate sales tool, but a full-fledged management platform that supports development, scaling, and stable operation in the long term.
How the Odoo CRM system is able to create a customer base to work effectively with it
An effective customer base is an organized system where the entire history of interactions is stored in one place and is always available for work. It is important to record only the data that really helps in communication and decision-making, because unnecessary information can complicate the process. Regular cleaning of duplicates:
- keeps the database up to date;
- makes it clear to the team;
- ensures accuracy in every step of cooperation.
The CRM program helps to create a centralized and secure customer base that ensures that no contact is lost. It allows you to control the history of interaction with each client and organize further steps in a thoughtful and efficient manner.
The user can always see the status of each order: it is organized in the form of a card with all the details, and the process structure makes it easy to estimate the expected revenue. Thanks to Kanban mode, orders are organized by stage - to change the status, you just need to drag the card.
Record all customer contacts - calls, meetings, letters, or offers. The CRM program will tell you what step to take next according to your sales plan.
Communication without misunderstandings
Well-coordinated communication opens the way to results. All received emails are entered into the sales system, and the history of contacts with customers and the team is stored centrally. This guarantees quick and convenient access to the necessary data.
together with Odoo CRM
The CRM system helps to create commercial offers effortlessly thanks to its intuitive interface. To do this, you need to select items from the catalog and the program will automatically organize the rest of the process.
Turn reporting into profit
Predictable solutions are based on accurate data. Explore sales figures with revenue forecasts, analyze team performance, and use dashboards customized to your needs.
Integration is available in the CRM program
with applications in one click
Odoo CRM software is suitable for integration with the right tools - email, online chat, SMS, or IP telephony. All channels work together so that you can communicate with customers quickly and without unnecessary setup.
Email.
Online chat
SMS
IP telephony
Odoo solution to cover many needs
The system grows and scales with your business
Sales
Send commercial offers
Subscriptions
Control recurring revenue
Email marketing
Automate your email campaigns
Events
Generate leads from event registrations
ToDo is the official partner of Odoo in Ukraine
We are part of a company with many years of experience in ERP and CRM solutions. During this time, our team of more than 60 specialists - analysts, developers, and project managers - has successfully implemented more than 35 complex projects for businesses in various fields.
