Customer Relationship Management

Follow CRM leads & Sales Funnel 

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Manage Lead Management with our CRM

 

Unleash the power of your customer data. Our CRM transforms interactions into relationships, boosting sales and loyalty. With personalized engagement, automated workflows, and actionable insights, you'll nurture leads, close deals faster, and deliver exceptional customer experiences. Ready to revolutionize your business? Let's talk CRM!

Here is a list of CRM features:

  • Lead Management: Capture, manage, and track leads efficiently.
  • Sales Funnel Management: Visualize and manage your sales pipeline with drag-and-drop functionality.
  • Contact Management: Store and organize customer and prospect information.
  • Opportunity Management: Track potential deals and opportunities throughout the sales process.
  • Sales Team Dashboard: Monitor performance metrics and KPIs with customizable dashboards.
  • Email Integration: Sync with email accounts to manage communications from within the CRM.
  • Activity Tracking: Schedule and track meetings, calls, and tasks.
  • Automated Workflows: Automate repetitive tasks and workflows to save time.
  • Reporting and Analytics: Generate reports and analyze sales data to make informed decisions.
  • Mobile Access: Access CRM data on-the-go with mobile app support.
  • Lead Scoring: Prioritize leads based on customizable scoring criteria.
  • Quotations and Invoicing: Create and send quotations, and convert them into invoices seamlessly.
  • Email Marketing: Design and run email marketing campaigns directly from the CRM.
  • Integrations: Connect with other Odoo modules and third-party applications.
  • Customizable Interface: Tailor the CRM interface to match your business needs.
  • Customer Segmentation: Segment customers based on various criteria for targeted marketing.
  • Document Management: Store and manage documents related to customers and deals.
  • Collaboration Tools: Facilitate team collaboration with shared notes and communication logs.
  • Calendar and Meeting Scheduler: Manage appointments and sync with calendars.
  • Data Import/Export: Easily import and export data to and from the CRM.

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