Customer Relationship Management Build a seamless, client-centric experience to foster long-lasting relationships and drive profits. Manage sales activities and customer support through integrated CRM and helpdesk apps.
CRM for Sales Implement an efficient workflow to streamline sales activities, from initial contact to final approval. Store and analyze client information to make informed decisions and optimize sales performance.
CRM for Helpdesk Deliver comprehensive customer support through effective communication. Prioritize, track, and resolve client inquiries and tickets efficiently, ensuring timely service.
Popular Odoo CRM Modules
Exceptional Qualities
Lead Scoring:
Automatically prioritize leads based on scoring rules.
Activity Tracking:
Track customer interactions with calls, meetings, and emails linked to CRM.
Pipeline Visualization:
Visualize and customize sales pipeline stages for efficient tracking.
Automated Actions:
Trigger emails, follow-ups, or reminders based on customer actions.
Advanced CRM for a Seamless
Customer Experience
Data Collection Collect accurate and actionable data on your customers, including addresses, preferences, and order history, to better understand and serve them.
Self-Service Empower customers to resolve their own issues through a dedicated portal, offering them access to an online forum and learning materials.
Multi-Channel Support Provide seamless support by creating and resolving tickets via email, live chat, website forms, or external channels like forums and social media.
Powerful Reporting Visualize your KPIs with customized dashboards and leverage cohort and lead analysis to maximize opportunities and improve decision-making.
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