Odoo CRM simplifies lead tracking, sales management, and customer engagement. At CandidRoot Solutions, we have the expertise to provide tailored Odoo CRM solutions, from high-level customization and seamless integration with third-party apps to on-demand module development.
14 +
years of development
experience
40 +
software engineers &
technical staff
100 +
Trusting,
Clients
20 +
Serving
Countries
95 %
Client
Retation Rate
Features of Odoo CRM Software Development
Attractive CRM Dashboard
Odoo’s accessible CRM dashboard offers a clear view of sales activity, pipeline stages, and customer information. Businesses can make quicker decisions and monitor team performance effectively with a centralized and visually appealing interface.
Real-Time Overview
Odoo CRM delivers up-to-date visibility into lead progress, deal pipelines, and overall sales activity. Tracking this live data allows teams to respond promptly to changes, enhance conversions, and keep up with their business objectives without any delays.
Well-Defined Activity Scheduler
The built-in activity scheduler allows teams to schedule meetings, calls, emails, and follow-ups accurately. Automated reminders and scheduled organization assist businesses in maintaining constant communication with leads and sealing deals sooner.
Quotation and Sales Order Management
Odoo CRM automates the quotation and sales order creation, sending, and management process. Sales teams can create the right proposals in a timely manner, which minimizes manual intervention and shortens the sales cycle considerably.
Customer Service and Support
Integrated support features enable companies to manage customer queries directly from the CRM. Quick setup, tracking, and issue-solving features boost customer happiness and support lasting business connections.
Automation and Workflow Customization
Implementing workflow automation and workflow customization according to business needs saves time and reduces the probability of errors. Odoo CRM Software helps organizations automate processes, improve efficiency, and adapt to evolving needs.
Mobile Accessibility
Odoo CRM accessibility through mobile devices keeps teams connected on the move. Sales reps are able to update records, plan activities, and pursue leads at their convenience, enhancing responsiveness and productivity.
Benefits of Odoo CRM Software
Generate Leads from Various Sources
Odoo CRM helps businesses capture potential customers through online platforms, email interactions, marketing efforts, and social media channels. Consolidation of all the sources within a single system effectively enhances the reach and lead quality, and the opportunity for sales.
Advanced Functional Tools on Leads
Advanced scoring, tagging, and filtering tools help focus on the most promising leads efficiently. These capabilities enable sales teams to focus their efforts, maximize conversion rates, and optimize lead flow.
Custom Pipeline Operation
Sales steps can be customized into flexible modules that match a company’s unique selling approach. This functionality enables teams to track progress, detect bottlenecks, and facilitate a smoother flow of deals to closure.
Dedicated Window for Sales Management
A dedicated sales module in Odoo CRM allows users to track quotations, orders, and revenues all from a single point. The dedicated view provides better control, simplifies sales functions, and increases overall efficiency.
Efficient Communication
Odoo CRM facilitates email integration, call logging, and internal messaging to ensure regular communication. Recording every activity prevents any confusion, strengthens relationships, and prevents missed follow-ups.
Analytical Reports
Informed sales performance, team activity, and customer behavior reports enable companies to make evidence-based decisions. Having access to real-time analytics aids in planning growth and determining areas to be improved upon through operations.
Integration with Advanced Modules of Odoo
Sales Management
Odoo CRM solution is easily integrated with the Sales module to automate the lead-to-order journey. It makes quotation generation easier, enhances the coordination of sales teams, and speeds up deal closures through a coordinated workflow.
Marketing Automation
Integration with marketing automation allows for the nurturing of leads by sending targeted emails and automated actions. Companies can send tailored communication, monitor responses, and enhance engagement for enhanced conversion ratios.
Website and E-Commerce Integration
The integration of CRM with Odoo’s website and e-commerce modules automates lead generation for website visitors. Companies can monitor user actions, capture leads, and turn interest into sales without having to change platforms.
Point Of Sale(POS)
CRM and POS integration allows customer information from in-store sales to be synchronized in real time. It maintains consolidated records, monitors purchasing patterns, and enhances service through one-to-one in-store interactions.
Customer Support and Helpdesk
Odoo’s Helpdesk module integrates with CRM to track customer problems, track resolution status, and handle service requests effectively. This guarantees seamless customer support and enhances satisfaction through each interaction.
Automation and Workflow Customization
Implementing workflow automation and workflow customization according to business needs saves time and reduces the probability of errors. Odoo CRM Software helps organizations automate processes, improve efficiency, and adapt to evolving needs.
Live Chat
Connecting Live Chat to CRM enables instant communication with site visitors. Sales teams can answer in real time, capture leads in real time, and increase the likelihood of conversions by answering promptly.
Why Choose CandidRoot for Odoo CRM Software?
Odoo Expertise
CandidRoot comes with extensive Odoo CRM experience and a talented team that knows its architecture, features, and updates inside out. Our specialists craft answers that are precisely tailored to match your company goals and specific sector needs.
Customized Solutions
No two businesses function the same. CandidRoot provides custom Odoo CRM installations that aligns with unique workflows and processes. Our customized solutions ensure you maximize the ROI on your CRM investment.
Seamless Integration
Our Odoo CRM Implementation service delivers optimal results when seamlessly integrated with additional modules. CandidRoot allows seamless integration with sales, marketing, website, and support modules so that businesses can work smoothly through one integrated system.
Comprehensive Support
CandidRoot handles everything from initial strategy and creation to launch and ongoing enhancements. Our team assists in fixing problems promptly and keeps your CRM running smoothly with minimal downtime.
Proven Track Record
More than 200 companies have relied on CandidRoot for Odoo services. Our repeatable success, timely project delivery, and customer satisfaction establish us as a trustworthy partner for Odoo CRM implementation.
Long Term Partnership
CandidRoot is committed to long-term relationships. We provide ongoing improvements, performance tracking, and strategic counsel so your Odoo CRM system adapts with your business in the long run.
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Odoo Services for Various Industries
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Education & e-learning
Healthcare & Fitness
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Social Networking
Real Estate
Travel & Hospitality
Food & Restaurant
Point Of Sale
On-Demand Solutions
Gaming
Offline Business
Our Odoo Services
FAQs for Odoo CRM
Odoo CRM is an open-source CRM system that has various features. This enables companies to efficiently manage leads, monitor opportunities, and simplify sales processes.
Odoo CRM leads to automation of lead capture from various sources, monitoring lead activities, and scoring leads based on interaction to get the sales team working on the most qualified leads.
Odoo CRM setup can be done rapidly, usually in a matter of weeks. Companies begin to experience benefits like better lead handling and sales optimization as soon as next week.