Key Features of the Odoo CRM Module
1. Lead & Opportunity Management
- Capture leads from emails, website forms, or manual entries.
- Convert leads into opportunities.
- Assign sales reps to specific leads.
2. Pipeline Management
- Visualise sales stages with a Kanban view.
- Drag and drop deals through different stages.
- Customize pipeline stages to match your sales process.
3. Customer Interactions & Follow-ups
- Log calls, emails, and meetings.
- Set follow-up reminders.
- Track customer conversations for better engagement.
4. Automation & AI-powered Insights
- Automate lead scoring and assignments.
- Use AI-powered predictions for closing deals.
- Set automated email follow-ups.
5. Reporting & Analytics
- Get real-time sales reports.
- Track conversion rates and sales performance.
- Analyze lost opportunities to improve sales strategies.
6. Integration with Other Odoo Apps
- Odoo Sales → Convert opportunities into quotations.
- Odoo Email Marketing → Send automated email campaigns.
- Odoo Website → Capture leads directly from web forms.
- Odoo Calendar → Schedule meetings and calls.
How to Use the Odoo CRM Module?
1. Install the CRM Module
- Go to Apps in Odoo.
- Search for CRM and install it.
2. Create & Manage Leads
- Navigate to CRM → Leads.
- Click Create and enter customer details.
- Assign the lead to a salesperson.
3. Move Leads through the Sales Pipeline
- Go to CRM → Pipeline.
- Drag and drop opportunities between stages.
- Mark them as Won or Lost when finalized.
4. Automate & Track Activities
- Schedule follow-ups with reminders.
- Send automatic emails based on lead status.
- Log calls and meetings with notes.
5. Analyze & Optimize Sales Performance
- Use dashboards to monitor pipeline progress.
- Identify bottlenecks in the sales process.
- Generate reports for better decision-making.
Who Can Benefit from the Odoo CRM Module?
- Small to large sales teams.
- B2B and B2C businesses.
- Marketing and customer support teams.
- Real estate, IT services, retail, and more.
About us
We are Timus Consulting Services, a fast-growing, premium Governance, Risk, and compliance (GRC) consulting firm, with a specialization in the GRC implementation, customization, and support.
Our team has consolidated experience of more than 15 years working with financial majors across the globe. Our team is comprised of experienced GRC and technology professionals that have an average of 10 years of experience. Our services include:
- GRC implementation, enhancement, customization, Development / Delivery
- GRC Training
- GRC maintenance, and Support
- GRC staff augmentation
Our team
Our team (consultants in their previous roles) have worked on some of the major OpenPages projects for fortune 500 clients across the globe. Over the past year, we have experienced rapid growth and as of now we have a team of 15+ experienced and fully certified OpenPages consultants, OpenPages QA and OpenPages lead/architects at all experience levels.
Our key strengths:
Our expertise lies in covering the length and breadth of the IBM OpenPages GRC platform. We specialize in:
- Expert business consulting in GRC domain including use cases like Operational Risk Management, Internal Audit Management, Third party risk management, IT Governance amongst others
- OpenPages GRC platform customization and third-party integration
- Building custom business solutions on OpenPages GRC platform
Connect with us:
Feel free to reach out to us for any of your GRC requirements.
Email: [email protected]
Phone: +91 9665833224
WhatsApp: +44 7424222412
Website: www.Timusconsulting.com
