Each opportunity is listed as a card with all the essential information; and each stage gives an overview of your expected revenues.
The Kanban view organizes opportunities by stage. Drag and drop them on the pipeline to move them from a stage.
Schedule calls, meetings, mailings, or quotations, and Odoo automatically plans the next activity based on your sales script.
Communication is key. Incoming emails are automatically added to your pipeline, and all contact with your team and customers is made from a single place, ensuring easy access to information at all times.
Create professional-looking quotations in no time with a user-friendly interface. Select your products from the catalog and let Odoo handle the rest.
Smart decisions are based on accurate and real-time data. Dig deeper into your sales metrics with revenue forecasts, team performance analysis, and custom dashboards.
Automate lead creation, team assignment, scheduled activities, and focus on what really matters.
Send quotes in just a few clicks, manage your pipeline by drag-and-dropping, and more.
Too many leads? Our AI scores leads to ensure you always work on the right priorities.
Create, acquire, import, nurture, score, etc. Manage all aspects of your leads in a single place.