Do you want to increase sales and average check? It's easy to do by adding reliable software to your online store. CRM by Odoo can optimize the work of an online store, reduce the number of errors and unreceived orders. The system will help automate e-commerce processes and transform your business. Sign up for a consultation now to learn more.
How can automating an online store with Odoo improve your business?
Automating the work of an online store with a CRM system can improve the quality of business management and speed up daily processes. It allows the owner or manager to see in real time:
- how many orders are in progress;
- clients who require additional attention;
- products that sell better;
- accumulation in the warehouse;
- overdue payments;ย
- incomplete questionnaires.
You can also use the CRM system to launch purchase confirmation emails, post-delivery surveys, or special offers. This approach reduces the number of errors typical of manual data entry.
E-commerce automation helps to improve communication with customers. The entire history of interactions is stored in the CRM system, so you can see the context: when and what the customer ordered, what questions they had, and whether they had any complaints. This allows you to create an individual approach to each visitor.
Functionality of Odoo CRM
A CRM system is a comprehensive platform that automates key business processes. It creates a unified information environment where all departments work in a coordinated manner, and every step of interaction with the client is recorded. The software has the following functionalities:
- Processing orders from the website, marketplaces, and social networks. The software automatically distributes requests between managers who quickly contact customers. The CRM system for an online store filters spam and fraud, and allows you to track all stages of order processing.
- All communications in a single window. With the Odoo ERP system, communicate with customers from Facebook and Instagram in one chat without switching. All requests are automatically saved in a single customer base. Managers can advise, send links, coordinate delivery, and create orders right from the chat.
- Detailed analytics. Odoo CRM provides detailed reports to monitor orders, employee efficiency, and financial performance. With the help of analytics, you can track the sales funnel, average check, upsells, and monthly revenue.
- Integrations: Nova Poshta, Ukrposhta, CMS, CRM. The CRM system allows you to quickly calculate delivery, create a bill of lading, and check the status of a parcel right in the order card. Express waybills, labeling, and lists for the courier are generated in a few clicks. The system supports multiple senders with the ability to hide their data from managers.
- Warehouse and balance accounting in real time. Automation of the warehouse of an online store allows you to control the receipt of goods, movement between warehouses, and auto-writing of orders. You can import data from Excel and track employee actions for each supplier. Balances are synchronized with marketplaces, which helps to avoid orders for missing goods.
- Automation of communications. Odoo CRM automatically sends SMS and emails whenever the status of an order or delivery changes. Thanks to integration with auto-dialers and IP telephony, managers instantly contact customers after a request. The system takes into account time zones, redials those who did not respond, and calls back to refusers.
- Task assignment and team management. Odoo CRM helps managers to work effectively with their customer base and plan subsequent contacts. Tasks are easily created for yourself and your colleagues, and the system reminds you of them via email and in the interface. The manager sees all planned and completed actions in the report.
- Customer management. Odoo ERP automatically creates a customer card when a new order is placed or when a customer visits the website. It is convenient to view purchase history, call, send SMS, and leave comments. Customers can be segmented for mailings, and all communications are combined in one window.ย
- Flood filters, access control. With Odoo CRM, you can customize user roles, restrict access to data, and hide fields in the customer card. IP blocking is available, as well as the prohibition of database uploads and the avoidance of information leakage. Reliable data control and security are the key advantages of the CRM. An online store receives not only a user-friendly interface but also powerful tools to protect its business.
- WebRTC telephony and call history with customers. The CRM for an online store integrates with IP telephony from any provider and supports WebRTC telephony right in the interface. Operators can handle calls in one click and view full statistics. Supervisors have access to the call center interface to control the quality of work.
- Integration of Odoo CRM into an online store helps to track all operations in real time. Thanks to this technology, the business gets a complete picture of its activities.
What services does the Odoo CRM system for an online store integrate with?
Automation of business processes of an online store allows you to integrate a CRM system with various services. Thanks to this, you can improve most of the routine processes:
- Messengers. Easily communicate with customers through popular messengers: Viber and Telegram.
- Delivery operators. Control the entire order delivery process without leaving your CRM: Nova Poshta, SAT.
- Marketplaces. Optimize and automate sales on well-known marketplaces: Goodtop, Prom.ua, Rozetka, Kasta.
- Payment services. Track all transactions thanks to integrations with major payment services: Privatbank, Monobank, and other banks.
- SMS providers. Organize effective messaging with the help of popular providers: BSG World, TurboSMS, AlphaSMS, SpeedNetSMS.
- Telephony. Use advanced technologies to interact with customers: VoIPTime CC, Asterisk.
- Payment transaction recorders. Recording sales and accounting for cash or non-cash payments.
- Accounting programs. Automation of accounting, reporting and electronic document management at enterprises: BAS, M.E.Doc
A CRM system for online stores effectively integrates with various services, creating a single, transparent environment where all processes are interconnected. As a result, the business owner can focus on strategic development rather than daily control.
Advantages of ordering automation of an online store from us
We customize solutions for your business and do not limit ourselves to standard functionality. Changes or improvements to individual reports, integrations, or business logic are easy to implement. The cost of work is transparent: there are no hidden fees or unexpected surcharges for integrations with marketplaces, payment systems, or delivery services.
We use an intuitive interface, thanks to which the automation of sales management of an online store does not cause difficulties for the staff. We accompany you from the very first stages:
- We help with the setup;
- We teach how to use the systems;
- We respond to inquiries promptly.ย
Technical support works without delays, and we assign a personal specialist to each project.
The rapid implementation of the system helps to automate key processes in a short time. From the very first weeks, you can see the results of the work. We also guarantee data security - accesses are protected and backups are set up to standards that meet the requirements of modern business.
The Odoo ERP system is the best CRM for an online store because it was created with the real needs of the business in mind. Our company cooperates with Ukrainian online stores and knows how important prompt communication is. You can always contact us quickly via mail, messenger, or chat.
Frequently asked questions
Do all online stores need a CRM system?
Yes, a CRM system is suitable for any online store. It helps to effectively manage customer interactions, track their orders and purchase history, which helps to retain customers and increase sales. Even for small businesses, it is an important tool for scaling.
What business areas is Odoo CRM suitable for?
Odoo CRM is a versatile system that is suitable for a wide range of businesses. It is ideal for e-commerce, retail, wholesale, and service companies. Thanks to its modular structure, Odoo can be customized to meet the specific needs of almost any industry.
How does the ToDo team automate a turnkey online store?
Automation by the ToDo team is a complex process. It begins with an analysis of the client's business processes, after which a customized Odoo-based solution is developed. The team integrates CRM with the website, sets up automation of marketing campaigns, order and logistics management, and conducts training for staff.
What is the cost and duration of CRM implementation for an online store?
The cost of a CRM system is formed not only by the price of the program itself, but also by how long you plan to use it. The longer the subscription period, the more favorable the conditions. The price also depends on the number of people who will work in the system. If there are a lot of users, the cost per user decreases. Setting up the system takes from a few days to a week, but more precise terms can be determined after a detailed analysis of the needs of a particular store.
