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Odoo OPEN ERP CRM Menus and its functions

Thursday, November 24, 2016 2:15
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(Before It's News)

Lead Management

One basic features of Odoo Open ERP CRM is lead Management . Here , you can manage all your leads by various users of your organization . You can further convert the lead into opportunity and further more . Creating lead is simple .

Opportunities Management

The leads which are converted are considered as important to track the sales channel of your business . You can track the opportunities in various stages and can schedule meetings and phone calls or chat  related to the opportunities .

Meeting Management

The Odoo Open ERP CRM you can manage and schedule all your meetings or demo with your client with single mouse click . Here we get another advantage that is calendar integration which help us to schedule and manage all meetings and calls easy and proper .

Phone Calls Management

Next important module of Odoo Open ERP CRM is the Phone call management module . In which you can manage all your incoming and outgoing calls . You can easily plan and schedule the calls to various clients or customers .

After sales services

Support module of CRM within Odoo Open ERP allows you to help your customers with after sales services, some features of Support management is client claims management, technical support, help desk etc.

Generally CRM fields includes ;

1 . Company Name .

2 . Primary  & Secondary Contact .

3 . Company Address .

4 . Phone Numbers .

5 . Email Addresses .

6 . Website .

7 . Social Media Sites . 

8 . Contact Dates .

9 . Status . 

10 . Notes . 

From the above details we can easily conclude the customer / client  follow up details . We can easily identify the status of each customer or client . By analyzing these details we can form any new marketing strategy .  

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