Odoo CRM Features | Review | Tutorial

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Odoo CRM includes many features that a Customer Relationship Management software should include. We will comprehend the tutorial and evaluate this app because it is one of the most critical modules of any ERP software. Handling & Managing each client is a critical factor for any business, whether small or large or in other ways either manufacturing service or trading-based industries. Buyer management is critical, specially all customers in one place or software system. This app assists you with a variety of tasks.

A detailed Odoo CRM review can be found in this blog post which helps you to understand various features that can be used within the Customer Relationship Management module. From Lead handling to nurturing to final sales order management. There are two different versions available viz: Odoo community & Enterprise edition. The difference between both the versions is that Community edition module can be used as free CRM software whereas; Enterprise consists of more functions with extra licensing costs.

Below are the list of a detailed review of features & tutorial of Odoo CRM

1) User Interface

Odoo CRM Review provides you with an intuitive user interface specifically designed for Salespeople. As we know Salespeople are more on-field and less in the office therefore, they can gain a better overview of sales activities within the team. Sales Dashboards provide a complete overview of sales pipelines, leads, opportunities, etc.

2) Low Data Entry

You can directly connect your leads via email. As soon as you receive leads via email or via the website – The leads get registered in CRM which reduces the data entry process of salespeople. Further, you can easily manage the quotes, and customers in a few clicks.

3) Mobile Friendly

The Customer Relationship Management mobile user interface helps your salespeople to update leads on the go without an internet connection. This provides your organization with a real-time overview of the sales team.

4) Lead Management Software

It also helps you with Lead nurturing where you can manage all your new leads, and nurture them to different stages such as opportunity, Quotation & finally sales order. The lead management feature allows you to gain a birds-eye view of the different sales teams.

5) Lead Scoring

As we know every lead which comes to us may not be converted into a sales order therefore with this module you can score your leads based on implicit and explicit criteria such as the number of page views by the lead, timezone, interest, etc. Based on your scoring you can manage the importance that needs to be given to each lead.

6) Importing Lead

There may be different platforms via which you may receive leads, you can easily import your leads via CSV file.

7) Acquiring Online Leads

There are many apps available where you can do lead acquisition via a website some of them include Form Builder, SEO tools, etc.

8) GeoIP and Live Chat

You can detect countries, states, and cities lead easily via visitor IP address. Further Odoo Live chat app allows you to discuss with your online website visitors which helps you in building more prospective leads.

9) Avoid Duplications

There are many apps available where you can do lead acquisition via a website some of them include Form Builder, SEO tools, etc.

10) Lead Assigning Rules

You can define your own rules for assigning leads to the different sales teams or salespersons based on product-specific, service-specific, country-specific, etc.

Another great feature is Opportunity management where you can organize different activities that are actually needed to convert into opportunity. In any industry, there are various stages that need to be followed by salespeople for converting a prospect into the lead and then lead into an opportunity. You can also define different stages of your opportunities, as in our case, the opportunity will be Discussion, Proposal, Negotiation, Closing, etc.

11) Sales Pipeline Management

Sales pipeline plays an important role in the growth of any business – Sales pipeline helps you to plan your growth activities in Advance. Odoo CRM offers you a clear picture of your opportunity pipeline. With different stages, you can better organize your sales pipeline.

12) CRM Stages Customization

You can easily customize your pipeline with different stages

13) Meetings Management

The customer relationship Management module helps you to Schedule meetings from the opportunity of the customer. Further, it is easily Sync with mobile phones and Google Calendar.

14) Daily Action Planning

You can also plan next-day action based on your daily work. With this function planning within every salesperson is easy to understand the list of tasks and important activities that need to be executed.

15) Lead Analysis

With Customer Relationship Management module you can understand and analyze lost reasons for your opportunities and take proper steps further for bettering your services.

16) Address Book

It offers you Customer management where you can share address books with different sales teams and sales people.

The above functions and features of Odoo CRM software have been fetched from Odoo enterprise edition version 14. Latest version 17 may differ based on the enhancements and upgrades. If you are looking out to get more understanding software feel free to contact us on sales@globalteckz.com

Conclusion & Review for SME using Odoo CRM

One of the biggest advantages Small and Mid-sized company gains using Odoo CRM software for their business as it is a cost-effective tool with extensive features on the CRM front. SMEs can start using CRM solutions and based on the requirements can move to other features of CRM such as Accounting Purchases and so on… For the initial stages, SMEs can opt for Odoo.sh which is based on minimum monthly license fees.

Importance of CRM Software for Your Business

While we have discussed the features of Odoo CRM, it is essential to understand the importance of Customer Relationship Management (CRM) software for businesses in trading, manufacturing, or service industries. Customers are at the heart of any business, and effectively managing them is crucial for long-term success. Below are the key benefits of implementing a CRM solution.

1. Automating Business Processes

CRM software automates lead capture from various sources, ensuring no lead is missed.
It optimizes branding and advertising efforts by managing lead flow efficiently.
Businesses can focus on closing deals rather than manually tracking customer interactions.

2. Boosting Lead Conversion

CRM software defines roles and hierarchies within the sales team, ensuring accountability.
Sales targets and follow-ups are tracked, improving lead nurturing and conversion rates.
It maintains a history of customer interactions, allowing seamless handover if an employee leaves.

3. Personalized Product Offerings

CRM solutions enable businesses to offer customized products based on customer preferences.
It considers factors like location, industry, and buying behavior to recommend relevant products.
Helps in cross-selling and upselling by analyzing customer data.

4. Shortening the Sales Cycle

CRM helps identify bottlenecks in the sales process.
Businesses can assign senior resources or provide training to improve sales efficiency.
Automates processes from lead generation to sales order, reducing turnaround time.

5. Customer & Market Segmentation

CRM software allows businesses to segment customers based on geography, behavior, and other criteria.
Helps in designing targeted marketing campaigns for specific customer groups.
Ensures better engagement and higher conversion rates.

6. Campaign Management & ROI Tracking

CRM software helps track the effectiveness of marketing campaigns.
It provides insights into lead generation from different marketing channels.
Businesses can analyze cost factors and optimize future marketing investments.

7. Enhancing Customer Service & Support

CRM helps businesses manage customer queries and complaints efficiently.
Tracks service requests and automates follow-ups for better customer satisfaction.
Identifies customers who require periodic support or product upgrades.

8. Increasing Customer Loyalty

Improves customer satisfaction through automated follow-ups and personalized communication.
Helps in retaining customers by providing timely services and engagement.
Loyal customers contribute to repeat business and referrals.

9. Task Management & Sales Team Productivity

Automates task assignments for sales teams, ensuring better organization.
Tracks follow-ups, meetings, and customer interactions.
Reduces manual effort and increases overall sales team efficiency.

Get Started with Odoo CRM For a live Odoo CRM demo, contact us at sales@globalteckz.com.

Frequently Asked Questions

Q1. What type of software is Odoo?

Odoo is an ERP software which is also called as Enterprise Resource Planning system that helps in handling various departments of an organization including Sales Purchase warehouse inventory accounting so on and so forth. Although it can be used for specific department purpose as well example Odoo Customer Relationship Management only to handle the Sales department or Inventory for handling stocks and warehouse etc.

Q. Is Odoo an ERP or CRM?

Odoo, is an ERP software where CRM is a part of overall system. You can use it for single purpose or overall management of your business such as CRM, Sales, Project management, Manufacturing, Inventory management, Accounting, Human Resources Management, etc. into a single software solution.

Q. What CRM means?

CRM stands for Customer Relationship Management which is a combination of practices, strategies and technologies that companies use to manage and understand customer interactions and data throughout the customer lifecycle. Technology such as Odoo CRM or any other salesforce tool help you in better understanding of your customer buying patterns and lead management.

Q. What are the 3 types of CRM?

Operational | Collaborative | Analytical CRM all three of them have different focus and goals based on customer and targets.

Q. Is Odoo CRM training is easy ?

Odoo CRM training is easy to learn as the process has been very much simplified. Based on your organizational structure – Odoo can be configured and customized as per your business requirements. A typical training would take around 3 to 4 hours.

Q. What is the cost and pricing for implementing Odoo CRM ?

It hugely depends on which edition you are selecting – Example Enterprise edition will cost you higher but provides you with more functions where as Community edition can cost you lower with limited functions. A basic costing for implementing only Odoo CRM would be around 500 to 800 USD depending on the configurations and customizations required.