CRM Feature List

Leads
Leads Nurturing Live Chat
Create campaigns to automatically send emails tailored Activate Odoo Live Chat on your website to talk to your
to the lead segment and activities of the lead. visitors and convert them into leads. Define rules for key
countries or pages.
Lead Scoring
Deduplication
Score your leads based on explicit and implicit criteria (on
Get proposition of leads to merge when converting a lead
pages viewed, localisation, time). Define different actions
into an opportunity. Create contacts automatically based on
based on lead score and team assignation rules. Decide which
leads.
total score deserves to be converted into an opportunity.

Import Leads Assignation Rules

Easily import prospects files with Odoo's column matching Define your own rules to assign leads to the right sales
tool. team or sales person based on quotas and segments.

Online Acquisition GeoIP

Get more than 30 marketing apps to boost leads acquisition Detect countries, states and cities of leads automatically
from your website: Search Engine Optimization tool, SEA, from your visitor IP address.
form builders, etc.

Call-to-actions URL Trackers

Optimise leads acquisition with Odoo's five call- Track the source of the leads using UTM
to-actions and the a/b testing tool. trackers in all your marketing campaigns.
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Opportunities
Activities and calls management Plan Next Actions
Organize sequence of activities per opportunity. Schedule Plan next actions and schedule your daily work
activities. Log every activity immediately in the opportunity's based on most important opportunities and tasks.
chatter with predefined actions. Track, log and analyse the
activities of your team.
360° Visibility
Pipeline management Get all information right into the opportunity: pages
Get a clear overview of the opportunity pipeline. Work visited on your website, mails, meetings, next
faster with the drag & drop interface. Set up specific actions, preceeding orders, etc.
stages for each sales team. Possibility to create sub-
Lost reasons
stages to better organize the processes. Automatic
Analyze lost reasons on your opportunities to improve your
archiving of lost opportunities.
sales effectiveness.
Log Calls
Log calls or trigger VoIP calls in just a few clicks. Odoo
Schedule Meetings
proposes to automatically reschedule the next action
Schedule meetings from the opportunity of customer. Sync
after the call.
with mobile phones and Google calendar.
Customize stages
Customize your pipeline by adding description on stages.
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Efficient Communication
VoIP Custom Alerts
Create a dial queue on customers or opportunities, call from the Follow key opportunities in just a click and get alerts based on
browser automatically or manually. Log calls automatically, open relevant activities.
the customer form, automate next actions, etc. Reschedule or
send email for failed calls. An auto pop-up is generated for Email Gateways
receiving calls. Integrated with Asterisk v13.2 VOIP server. Get all your email communications automatically
attached to the right opportunity. Create new leads
Emails Templates automatically based on incoming emails.
Create template of emails for most common communications
with your customers or opportunities.

Reporting
Dashboard Leads Analysis
Use predefined dashboards or build your own with the Get statistics about your sources of leads to evaluate the ROI of
advanced reporting engine. Share filters with the team. your marketing campaigns.

Opportunities Analysis
Analyse your opportunities pipeline with advanced filters,
grouping, drill down, etc.