Customer relationship management (CRM) is a way to manage all of your company’s relationships and interactions with customers and potential customers.
A CRM solution helps you focus on your organization’s relationships with individual people — including customers, service users, colleagues, or suppliers — throughout your lifecycle with them, including finding new customers, winning their business, and providing support and additional services throughout the relationship.
You might not think that you need CRM, but all too often leads and opportunities get stored in handwritten notes, laptops, or inside the heads of your salespeople. You’ve spent the money on the marketing, on the tradeshows, on your website; why not capture and track those leads?
With Odoo, you can simply add the Customer relationship management app ($24/month regardless of how many users) and it integrates perfectly with the rest of the ERP system. The contacts, leads, and opportunities that you create in CRM will automatically appear as customers for you to quote from the Sales app.
Build your sales funnel right from the start. Then you have metrics for your dashboard. Close rates, timeframes, and lead acquisition sources.
Track it all with Odoo’s integrated CRM app, and make your business more profitable.
Leave a Reply