Sales tools with Odoo
The SALES side of Odoo offers features that allow:
- online quote management
- CRM
- online invoicing
- subscription management
- electronic signatures
- point-of-sale management
Odoo and CRM
Odoo is not only an ERP, it’s a fully integrated tool that lets you manage your entire company, including sales management. It features a very powerful CRM application which, in addition to being fully integrated with the ERP, delivers a high-quality customer experience and supports strong customer relationships.
To make decision-making easier, Odoo provides a global view of all the company’s activity: forecasts are accurate and Odoo offers customized dashboards, reports and numerous charts updated in real time. This greatly facilitates the work of sales teams.
Odoo has thought of nearly everything, allowing you to plan tasks and activities based on sales scripts defined in advance.
With Odoo, everything is automated and simple, for a smooth user experience. In addition, it makes it possible to track objectives and measure performance.
Odoo: Online quote management and business management
With Odoo, you can manage the entire sales process, from creating the quote to signing it-everything happens online! It helps sales teams save time!
Quotes are created right in the platform, using a dedicated, easy-to-use interface that lets you drag and drop quotes into layouts with your company’s images.
Turning a quotation into an order form is very simple, and tracking the contract and invoicing is just as straightforward!
Odoo and billing system management
After managing quotes and purchase orders online, Odoo lets you move straight to invoicing. Invoices are sent directly from Odoo by email in PDF format. Emails and invoices are easy to format and customize to match your organization’s visual identity.
With Odoo, your invoices can also be paid online: online payments through many platforms (Paypal, Ingenico, Stripe, to name a few) are supported in Odoo.
With Odoo, it’s easy to track invoices issued, paid, and unpaid, and link them to transactions in your bank account.
Odoo and billing system management
Managing subscriptions with Odoo is simple. Recurring invoices are sent automatically through Odoo and paid online.
Odoo and electronic signatures
A solution to cut down on paper and save time: the electronic signature.
With Odoo, it’s easy to electronically sign and track all types of documents. It’s a real time saver: no need to print, sign by hand, scan, and send the document back. Documents are secure, messages can be encrypted, and only authorized users can access them.
Odoo and point of sale management
Do you have a point of sale system and need a fully integrated solution to manage all your interactions? Look no further-you’ve found it. Odoo offers exceptional features to manage one or more points of sale.
The point-of-sale management app is compatible with all types of media, works both online and offline, and makes inventory management simple.
Combine it with Odoo barcode readers, cash registers, scales, receipt printers, and card readers to simplify the management of your point of sale.
The "SALE" application in Odoo software offers many advantages. Odoo is not only an ERP - it can do much more for your company!
In our upcoming articles, discover how Odoo supports your online activity, and how Odoo helps manage operations and productivity tools...