Tools for sales teams with Odoo
The SALES section of Odoo offers features that allow:
- online quotation management
- CRM
- online invoicing
- subscription management
- electronic signatures
- point-of-sale management
Odoo and CRM
Odoo is not only an ERP, it is a fully integrated tool that allows you to manage your company end to end, including sales management. It features a very powerful CRM application which, in addition to being fully integrated with the ERP, offers an excellent customer experience and enhances customer relationships.
To make decision-making easier, Odoo provides a global view of all the company’s activity: forecasts are accurate and Odoo has customised dashboards, reports and many graphs updated in real time, to make the work of sales teams easier.
Odoo has thought of almost everything, allowing you to plan tasks and activities based on sales scripts prepared in advance.
With Odoo, everything is automated and straightforward, for a pleasant user experience. In addition, it is able to monitor objectives and evaluate performance.
Odoo: Online quotation 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 easily from the platform via a dedicated interface that lets you drag and drop them into a layout together with your company images.
Turning a quotation into an order form is very straightforward, and tracking the contract and invoicing is just as simple!
Odoo and billing system management
After managing quotes and purchase orders online, Odoo lets you move straight on to invoicing. Invoices are sent directly from Odoo by email, in PDF format. Emails and invoices can be easily formatted and customised to match your organisation’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 is easy to track invoices issued, paid and unpaid, and to match them to the movements in your bank account.
Odoo and billing system management
Managing subscriptions with Odoo is simple. Recurring invoices are sent automatically via Odoo and paid online.
Odoo with electronic signature
A way to cut down on paper and save time: the electronic signature.
With Odoo, it is easy to electronically sign all types of documents and to track them as well. This saves a lot of time: no need to print, sign by hand, scan and send the document back. Documents are secure, messages can be encrypted, and only authorised persons can access them.
Odoo and point of sale management
Already using a point of sale system and looking for a fully integrated solution to manage all your interactions? Look no further. Odoo offers powerful features to manage one – or several – points of sale.
The point-of-sale management app works with all kinds of devices, is accessible both offline and online, and makes inventory management easy.
Use it together with Odoo barcode scanners, cash registers, scales, receipt printers and card readers to simplify the way you run your point of sale.
The "SALE" application in the Odoo software offers many advantages. Odoo is not just an ERP – it can do much more for your business!
In our upcoming articles, find out how Odoo supports your online operations, and how it helps you manage day-to-day operations and productivity tools...