Customer relationships
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.
Advertising sales
Quotation template
Design custom quotation templates in just a few clicks and reuse them to save time.
Sales orders
Convert quotations into sales orders in one click, or let your customers do it themselves with online quotes and Odoo eSign. Save time with the ability to modify sales orders, sell product kits, and ship partial orders.
Contracts
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.
Customer portal
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.
Pricelists
Compute the correct price based on customer conditions, such as region and price tier, or based on order conditions, such as quantity and time. Add pricelists to individual products depending on each customer's segment.
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.
Recurring contracts
Automatic contract creation
When you confirm a quotation with recurring products, the subscription contract is automatically created based on the confirmed order.
Automatic contract renewals
Customers' payment information is saved securely and their payment method is charged automatically when it's time to renew their subscription.
Automatic customer invoicing
As an alternative to automatic renewals, customers are automatically invoiced when it's time to renew their subscription. Accounting is automatically up-to-date, including invoice creation, validation, and payment encoding.
User-friendly customer portal
Customers can access all their documents online, at-a-glance and in detail: active subscriptions, interactive quotes that let them contact a salesperson, sales orders, and invoices (in pdf format).
Recurrence options
Configure custom recurrence periods (e.g. Weekly, Monthly, 2 Months).
KPI tracking
Track net and non-recurring revenue, average revenue per contract, annual run rate, lifetime value, logo churn, revenue churn, and contracts.
Billboard projects
Gantt view
Manage tasks on a timeline and track deadlines, progress, and task dependencies. Forecasts projects and resources easily, taking employee holidays into account. Compare the planned and effective hours. Allocate resources and use drag and drop to update the tasks.
Assign tasks
Choose the responsible person for a task and add followers that are notified of any changes in the task.
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.
Billing
Apply various policies to bill your clients: fixed price, milestones, or time and material. Automatically invoice time spent on tasks.
Budget management
Compare expected and actual revenues and costs for your project.
Installations
Map view
Plan and view your itinerary on the map, making it easier to organize your day.
Gantt view
Manage your team's tasks with a simple drag and drop: plan dates, change assignees, and set up dependencies. Avoid double booking or unassigned tasks, and schedule tasks in batches.
Automated task creation
Tasks can be generated automatically via an email alias or a web form, as well as from a sales order or a helpdesk ticket.
Timesheets
Use the integrated timer to track your working time directly from the task menu, and view time logs directly in the task chatter.
Customer reports
Customer reports are generated at the end of each task and include details of the products used, timesheets, and the worksheet.
Sign
Allow your customers to sign the report directly from the mobile app.
Operations planning
Planning
Display your shifts on a Gantt chart, calendar, or list view, and group them the way you want.
Shift templates
Create shift templates and apply them to your new shifts, allowing you to save time and never miss any information.
Recurrence
Repeat your shifts so that you don't need to manually encode the same actions every time.
Avoid conflicts
Get a warning if multiple shifts are scheduled at the same time for an employee.
Schedule portal
Your employees can view and manage their schedules on their personal portal.
Planning analysis
Create all kinds of reports based on the measures, filters, and time ranges you want.
Timesheets
Timer
Start tracking time automatically upon check-in. Stop the timer when completing a task to automatically fill your timesheet and immediately start timing the next assigned task.
Projects and tasks
Choose the project and task you want to timesheet from a drop-down menu; no copy-pasting is needed.
Allocated hours
Hours allocated to tasks are visible on your grid and color-coded for ease of use.
One-click validation
Get an overview of your team members' timesheets and approve them.
Invoice services on timesheets
Offer services to clients and bill them based on the amount of time spent working for them.
Timesheet analysis
Get timesheet statistics by task, project, team member, and billing type. Use precise data to review your team's performance from different angles.
Invoices
Create customer invoices
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
Choose your preferred design, style, and logo to personalize your invoices.
Invoice analysis report
Get a comprehensive overview of your invoices and sales status.
Your website
Beautiful building blocks
Drag & drop building blocks with business features. Blocks are highly customizable, from the content to the layout.
Beautiful themes
All themes are available in standard, out-of-the-box, for free. No need to buy external themes.
Mobile friendly
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.
Convert visitors into leads
Convert visitors into leads with smart marketing tools: get visitors' data based on IP, add smart CTAs, design efficient forms, etc.
Smart form builder
Create customized forms easily, and integrate them in your business flow in just a few clicks.
