CRM is a software for managing a company’s interactions with current and future customers. It involves using technology to organize, automate, and synchronize sales, marketing, customer service, and technical support

CRM benefits

  • Create quotes in just a few clicks or a quotation template you can reuse in just a few clicks.
  • Sell more: propose extra options, apply closing triggers, discounts and more.
  • Get custom alerts for relevant activities, and use email gateways to automatically attach email communications to the right order. Communicate easily by designing email templates for on boarding etc.
  • Design, implement and adjust your pricing strategy to maximize benefits
  • Use price list rules to compute the right price based on customers conditions.
  • Convince customers with discounts and coupons.
  • Convert quotation into sales order in a click.
  • Invoice customers based on time and materials with contracts, easily record contracts and track invoicing phases, renewal and up selling and manage your subscriptions with Odoo’s recurring contracts.

 

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