Odoo ERP For Marketing
Helps to manage all the marketing activities, leads & pipelines to improve the customer service and increase sales & profitability of the business.
Master Management
Effective use of an erp system by setting up required master data required to run the business
- Manage Company
- Manage Users
- Manage Roles
- Manage Products
- Manage Tax
- Manage Customers
- Lost Reasons
- Activity Types
- Manage Com
- Team Target setup
- Manage Lead Rules
Sales Team Management
Effective use of sales team to manage Customer relationship activities
- Manage Sales Team
- Team Leader Assignment
- Manage Team Members
- Team Member assignment to sales team
- Team Target setup
Salesman Directory
a complete suite to manage all details of Salesmen details
- Employee Self Service Portal
- Manage Personal Information
- Manage Professional Information
- Manage HR Documents
- Maintain Skills, Qualification and Experience
- Manage Family Details
- Manage Insurance and Claims
- Organization chart
Access Control
admin user can create multiple users and assign different roles depends upon their need
- Individual Access Levels
- Manager Access Levels
- Management Access Levels
- Admin role with all privileges
Tour Plan Schedule
effectively manage your meetings to save time and stay productive
- Meetings Scheduling
- Set up Reminders
- Meeting Notes
- Accept / Decline Meetings
- Sync and share Calendar
- Print calendars / Meetings
- Easy to identify with Color code in Calendar
Lead Management
Effectively manage all your leads to increase sales and profitability
- Manage Leads
- Leads from Incoming Emails
- Predictive Lead Scoring
- Visitors of website to Lead generation
- Lead Probability
- Capture Lead Priorities
- Capture Lead Contacts
- Associate Sales person to leads
- Capture Lead Internal Notes
- Schedule Meetings
- Attach Lead related documents
- Associate Lead Followers
- Convert to Opportunities
- Mark as Lost with Reasons
- Archive Leads
- Copy Leads
- Followup through Email
- Followup through SMS
Manage Pipelines
Effectively manage all the prospects and convert them into sales
- Lead to Opportunities
- Merge with Existing Opportunities
- Assign Opportunities to Sales team/Members
- Convert Lead to Customers
- Link the Opportunities to existing customer
- Capture the Expected Revenue
- Capture the Probability Percentage
- One or More Quotations from Opportunity
- Print/Email Quotations to customers
- Mark as Won
- Mark as Lost with Lost Reasons
- Schedule Meetings
- View My Pipeline
- Pipeline in Kanban View
- Pipeline in List View
- Drag & Drop pipelines from one stage to another
- Pipelines in Pivot View
- Pipelines in graphical view
Expense Management
easily submit all expenses and either approve or reject individual or team requests
- Manage Daily Expenses
- Manage Travel Expenses
- Manage Food & Miscellaneous Expenses
- Approval Flow
- Manage Reimbursement / Allowances
- Maintains Reimbursement history