Boost Your Business with Odoo CRM: A Comprehensive Guide

One of the greatest challenges for a growing business or industry is effectively managing its customers. Managing customers has never been easy, and as a result, the organization faces major problems. Now, here comes the role of ODOO CRM, which manages Customer Relationships effectively.

Odoo 18’s CRM is one of the most important and advanced modules in Odoo. The software helps businesses foster good interactions with their customers and build stronger relations with clients.

This blog will give you a detailed view of how CRM is enhanced and improved in Odoo 18.

What is Odoo CRM?

Odoo CRM is designed to handle their leads, opportunities, and customer interactions easily. It gives a very user-friendly interface and various features to meet the needs of businesses.

 Watch this video to get an overview of Odoo CRM

Main Features of Odoo CRM

1. Odoo CRM enables lead tracking, building strong connections with them, thus converting opportunities into loyal customers with ease. It provides tools to capture leads from multiple sources, qualify and assign leads to the right team members and monitor the progress of opportunities through a visual pipeline.

2. You can schedule meetings, calls, tasks and set reminders for important activities in Odoo CRM.

3. Odoo CRM shows helpful dashboards where KPIs can be analyzed further and reports on sales competency, lead conversion, and team efficiency are kept.

4. Odoo CRM can be easily integrated with other modules like Sales, Marketing, and Inventory seamlessly providing a common platform for all your business needs.

5. Access real-time customer information any place, any time with the Odoo Mobile App and update records.

Compare 🔍 Odoo CRM Pricing and Plans – Get the Best Value💰 for Your Needs!

Contact us

Benefits of Odoo CRM

• With Odoo CRM, you can get every single detail of your customer. It, therefore, contributes to a more specific customer-service delivery experience.

• Your team can work together smoothly if they have access to customer information, ensuring that every lead gets the attention it needs.

• Odoo CRM’s powerful analytics and reporting tools make it easy to spot trends and track success.

• Odoo CRM adapts to your needs, making it a smart decision for both small businesses and growing companies.

This is just a brief overview of how Odoo CRM works. 

But, every year, Odoo comes up with new versions which possess enhanced features and functionalities to equip the users with more efficiency and productivity. 

The latest version in the market is the Odoo 18 version. Now let us take you through the specifications of Odoo 18 CRM.

 Subscribe our newsletter here....

Latest Version of CRM : Odoo 18

Odoo 18 CRM not only offers features that help in simplifying lead and opportunity tracking but also strengthen customer relationships through real time data-driven insights and tools.

Highlighted features of Odoo CRM v18

● Customize the Kanban view to track the leads and opportunities with greater flexibility.

● Prioritize your opportunities with a new scoring feature that evaluates prospects based on interest, engagement, and sales potential.

● Use AI-driven lead scoring to predict conversion. These insights are based on historical data and customer interactions so it will help you focus on high-quality leads and close deals faster.

● With improved tools for emails, meetings, and calls, you can keep track of all your customer interactions.

● With the new CRM dashboard, you can easily generate detailed reports on sales, leads, and conversions. These reports are customizable, exportable, and give you real insights.

Better Performance, More Features – Upgrade to Odoo Latest Version Now!

Get In Touch with Experts

Why upgrading to Odoo 18’s CRM module is a smarter choice:

● Odoo 18’s easy-to-use interface and automation tools reduce manual work, giving sales teams more time to focus on selling.

● With better reporting and AI-powered lead scoring, Odoo 18 gives you helpful data to make smarter, real-time decisions.

● Odoo 18 makes it easy to create customized experiences for your customers by integrating CRM with email marketing.

● Odoo 18 is capable of easily tracking customer communication, enabling prompt responses and satisfaction to the customers.

Conclusion

To grow effectively, it is important to manage customer relationships well. Odoo CRM has successful distinctive features that help businesses track leads, manage opportunities, and create stronger customer connections.  Upgrading to the latest version of Odoo 18 proves to be a smarter choice for any business aiming to streamline its operations seamlessly.

Looking to streamline your customer management processes? Kanak Infosystems is ready to help you implement Odoo18 and transform your CRM experience.