Odoo ERP For Marketing

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