Relations clients
Inbound leads
Get leads automatically created from emails, VoIP calls, social media reactions, website visitors, event attendees, support tickets, etc.
Pipeline management
Get a clear overview of the opportunity pipeline. Work faster with the drag-and-drop interface. Set up specific stages for each sales team. Analyze lost reasons on your opportunities to improve your sales effectiveness.
Set up activities
Your planned calls are queued, ensuring a seamless switch from one task to the next.
Schedule meetings
Schedule meetings from the opportunity or customer. Sync with mobile phones and Google Calendar.
Plan next actions
Plan next actions and schedule your daily work based on the most important opportunities and tasks.
Full history
Get the full history of activities attached to any customer: opportunities, orders, invoices, total due, etc.
Photography sales
Un créateur de devis
Créez un devis soigné en quelques secondes. Utilisez des produits, listes de prix et modèles prédéfinis pour appliquer instantanément les bons prix aux devis.
Quotation template
Design custom quotation templates in just a few clicks and reuse them to save time.
Contrats
Track each phase of a contract, including invoicing, renewal, and upselling. Manage recurring revenue contracts with the fully integrated Odoo Subscriptions app, including memberships or service contracts, contract renewal alerts, and contract options, as well as track recurring revenue via the MRR dashboard.
Portail client
Provide customers with access to an online portal to view their quotes and sales orders, and to track the status of their deliveries in real-time. Customers can modify their orders and confirm them with an electronic signature or online payment.
Manage invoicing from sales orders
Invoice based on ordered or delivered quantities, or based on time and materials. Manage payment terms by customer or by invoice. Easily track and follow up on invoice aging.
Trackable KPIs
Monitor overall metrics such as total invoiced, MRR, churn, and CAC from a dedicated dashboard, or get an instant glance at key performance indicators and switch record lists directly within your daily sales view.
Session appointments
Online scheduling
Let your customers schedule meetings in just a few clicks based on their availability.
Set your availabilities
Configurez votre calendrier pour automatiser les rendez-vous.
Réserver une ressource
Set employee schedules and manage resources the right way. Manage bookings for resources such as tennis courts, restaurant tables, meeting rooms, etc.
No double booking
When a time slot is booked, it is removed from your calendar.
Adapté aux portables
Let customers schedule meetings from any connected device with Odoo's responsive user interface.
Analysez vos réservations
Reporting allows you to optimize your resources based on time demand and be there when your customers need you most.
Photography projects
Multi-project
Work on single or multiple projects at the same time. Perform multi-project analysis and searches.
Vue calendrier
Use the calendar view to overlook project deadlines. Simply drag and drop tasks in the calendar to reschedule.
Assigner des tâches
Choisissez la personne responsable d’une tâche et ajoutez des abonnés qui seront notifiés de toute modification de la tâche.
Dependencies
Set up dependencies among tasks to add a structural framework and enhance the organization of your work. Tasks can automatically be rescheduled in case of conflict.
Milestones
Use milestones to track major progress points that must be reached to achieve success.
Gestion budgétaire
Comparez les revenus et coûts attendus et réels de votre projet.
Documents créatifs
Preview
Online preview of most file formats: PDF, images, videos.
Folders
Hierarchical folders allow you to define workspace with their own tags and actions.
Étiquettes
Set multiple tags to structure documents per folder.
Share documents
Share a list of documents with customers and vendors to collaborate efficiently. Set a validity date on shared documents.
Document requests
Possibilité de créer des "documents manquants" et de les organiser comme des documents pour rappeler aux personnes de les téléverser.
Validation process
Easily implement custom validation processes with tags and automated actions.
Releases and signatures
Secured identification
Recipient parties may only sign a document digitally through a personal unique secure link associated with their email address. The system records the user's geolocation and the event's date and time and archives these in the audit log of the document.
100 % légal
Documents signed via Odoo Sign are valid electronic signatures under EU Regulation 910/2014 (eIDAS) for all European countries, and US ESIGN Act for the USA. They also meet the requirements for electronic signatures in 100+ countries.
Large couverture documentaire
Digital signatures are appropriate for any sales or commercial agreement, NDA, lease, contract, etc. More sensitive documents, such as tax returns and documents filed with public authorities, may require more advanced forms of signatures or the intervention of a registered trust authority.
Créer des documents à partir de modèles
Customize the editable fields in the PDF with the drag & drop function. Automate repetitive signatures using templates to save time and be more productive.
Multiple signatures
Make a document public so that everyone can sign their own copy, without any further action on your part.
Des rappels automatisés
Schedule automatic reminders so the person remembers to sign the document.
Your website
De beaux blocs de construction
Drag & drop building blocks with business features. Blocks are highly customizable, from the content to the layout.
Beaux thèmes
Tous les thèmes sont disponibles en standard, prêts à l’emploi, gratuitement. Inutile d’acheter des thèmes externes.
Adapté aux portables
Your website is automatically adapted to mobile devices. Choose whether or not to hide content on the mobile version.
Search engine optimization tools
Write search engine-friendly content with SEO Tools. Customize titles and meta tags on your pictures.
Convertissez les visiteurs en pistes
Convertissez les visiteurs en pistes grâce à des outils marketing intelligents : obtenez les données des visiteurs sur la base de leur IP, ajoutez des CTA intelligents, concevez des formulaires efficaces, etc.
Smart form builder
Créez facilement des formulaires personnalisés et intégrez-les à vos flux d’activité en quelques clics.
Invoices
Créer des factures clients
Issue clear, complete and professional invoices in seconds.
Handle recurring invoices
Set product invoicing frequency according to contract specifications.
Payment terms
Set up and use your preferred payment terms.
Get paid online
Send your invoices by email and add a link to Authorize, Paypal, Ingenico, Buckaroo, or Adyen to get paid quickly, easily, and securely.
Customization
Choisissez votre design, votre style et votre logo préférés pour personnaliser vos factures.
Invoice analysis report
Get a comprehensive overview of your invoices and sales status.
Knowledge
Créer des articles
Choisissez le format de l’article, puis rédigez et partagez toutes les informations comme vous le souhaitez en ajoutant des images de couverture et de nombreux autres outils d’édition.
Catégories
You can create your own categories and divide your content the way you prefer.
Propriétés
You can personalize your knowledge base with properties. The property fields are shared between child articles.
Contenu provenant d’autres apps
Knowledge allows you to retrieve content views from other apps.
Sharing
You can share articles with internal or external users and select editing accesses.
Sauvegarde automatique et historique des révisions
Never lose your past and current work.
