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CRM

THE REAL CUSTOMER
CENTRIC CRM

 

Track leads, close opportunities and get accurate forecasts.

Odoo CRM is the Customer Relationship Management module within the Odoo platform. It allows you to see all your leads/opportunities in one location, manage them from one stage to another, and analyze your results.


GET ACCURATE FORECASTS

Use actionable data to make better decisions.

Get the insights you need to make smarter decisions.

Design custom dashboards to get a picture of your business at a glance.

Dig deeper with real-time reports and flow charts that anyone can create and share.

REAL-TIME OVERVIEW

Easily review your performances & next activities.Know exactly how you perform compared to your monthly targets. Organize your work based on your scheduled next actions.

“With Odoo CRM, I keep all the information about leads and customers in a single place. It’s great and effective.”

Claudia Sebastiani, Account Manager

STAY CONNECTED TO YOUR CUSTOMERS

Real-time messaging to enhance collaboration.
Get a quick overview of what’s going on in your team. See when a colleague logs a call or send a quote. Share ideas and files in real-time and catch-up on things you missed when you were away.

GET MORE DONE IN LESS TIME

Great Tools = Happy People
Schedule activities based on your sales scripts: calls, meetings, mailing, and quotations. Get all the information you need, directly on the opportunity: website pages viewed, mail received, etc.

Let UBITS take your business to the next level

Odoo CRM also allows you to score leads according to your own criteria. Using this, you can prioritize how your time is spent, as well as schedule particular activities based on the quality of the lead.