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Features Tour

Everything you need to
Sell Faster.

A comprehensive look at the tools designed to boost your sales performance.

Sell Faster

Tools built for the modern salesperson.

Modern UI

An intuitive user interface designed for sales. Dashboard for better overview and useful tips.

Mobile

Sell on the road with the mobile UI, working even without an internet connection.

Reduce Data Entry

Get leads automatically created from emails and VoIP. Send quotes in just a few clicks.

Generate Leads

Acquisition, nurturing, and scoring.

Acquisition
  • Online Acquisition: 30+ marketing apps (SEO, Form builders).
  • Live Chat: Talk to visitors and convert them into leads.
  • Import: Easily import files with column matching.
  • GeoIP: Detect location automatically from IP.
Management
  • Lead Scoring: Score leads based on explicit/implicit criteria.
  • Nurturing: Automated email campaigns tailored to segments.
  • Deduplication: Merge proposition when converting to opportunity.
  • Assignment: Define rules to assign leads to the right team.

Manage Opportunities

Organize your pipeline and close deals.

Activity Mgmt

Log every activity immediately. Schedule calls and meetings directly in the chatter.

Pipeline

Drag & drop interface. Create specific stages and sub-stages. Auto-archive lost opportunities.

Next Actions

Plan next actions and schedule daily work based on top priorities.

360° Visibility

See everything: pages visited, mails, meetings, and preceding orders.

Customers

Address Book

Shared clear address book.

Full History

Opportunities, orders, invoices.

Preferences

Language, delivery methods, multiple addresses.

Communication

VoIP Integration

Dial queue, auto-logging, call from browser, auto pop-up on receiving calls. Integrated with Asterisk.

Email Templates

Templates for common communications.

Custom Alerts

Follow key opportunities and get activity alerts.

Advanced Reporting

Make smarter decisions based on real data.

Dashboard

Predefined or custom dashboards. Share filters with the team.

Opportunity Analysis

Analyze pipeline with grouping, drill down, and filters.

Lead Analysis

Evaluate ROI of marketing campaigns based on lead sources.

CRM Reporting

Fully Integrated.

Sales

Convert opportunities into quotes. Overview customer history.

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Inventory

Get product availability in quotes. Trigger delivery orders.

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Powerful API

Connect other software, automate lead creation, do almost anything.

Odoo Events icon
Events

Generate leads from event registrations

Sales Channels

Integrate Online Sales, Inside Sales, and Point of Sale.

Marketing Apps

Boost leads with Email Marketing, Events, Link Trackers.

Ready to boost your sales?

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