Memberships
Easy signups
Send quotations directly to customers through a secured URL. Customers can confirm their orders online.
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).
Easy payments and customer invoicing
Save customers' payment information for automatic payments. Customers can also receive invoices by email automatically.
Recurrence options
Configure custom recurrence periods (e.g. Weekly, Monthly, 2 Months).
Health checks
Set conditions on subscription templates to differentiate between subscriptions in good health and those in bad health.
Customer churn analysis
Track the reasons why customers close their subscriptions.
Classes and appointments
Online scheduling
Let your customers schedule meetings in just a few clicks based on their availability.
Set your availabilities
Configure your calendar to automate appointments.
Book a resource
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.
Mobile friendly
Let customers schedule meetings from any connected device with Odoo's responsive user interface.
Analyze your bookings
Reporting allows you to optimize your resources based on time demand and be there when your customers need you most.
Point of sale
Quick search
Find your customers and products with the built-in search features.
Multiple barcodes
Configure multiple barcodes for the same product with barcode nomenclatures.
Product variants
Sell different sizes, colors, or configurations of the same product with product variants.
Product availability
Decide whether or not a product appears available or out of stock at your point of sale.
Stock & inventory
Monitor your stock in real-time, manage your inventory across all locations, and review shipments with the Odoo stock integration.
Invoicing
Generate and print invoices for your business customers.
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.
Social media integration
The website builder is fully integrated with Odoo social marketing, email marketing, push notifications, etc.
Smart form builder
Create customized forms easily, and integrate them in your business flow in just a few clicks.
Member relationships
Inbound leads
Get leads automatically created from emails, VoIP calls, social media reactions, website visitors, event attendees, support tickets, etc.
Leads nurturing
Automatically send emails tailored to each lead's segment and activity. Boost lead acquisition with built-in marketing tools like SEO, form builders, and A/B testing.
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.
Activities and calls management
Organize, schedule, and log activities and calls for each opportunity, right in the opportunity's chat. Monitor your team's activity to keep workflows running smoothly.
Customer preferences
Set customer preferences easily: language, delivery methods, financial data, etc.
Leads analysis
Get statistics about your sources of leads to evaluate the ROI of your marketing campaigns.
Staff planning
Schedule
Manage all shifts by organizing them by role, by employee or by project. The default Gantt view gives you a clear overview of what is already planned, and what is left to plan.
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.
Send schedule
Send your employees their respective schedules.
Unavailability
Let your employees unassign themselves from shifts through their portals.
Inventory
Locations
Create and manage specific storage locations, like shelves, aisles, cold storage rooms, and pallet racks.
Receipts
Manage incoming shipments with vendor-provided arrival dates and automatic unit of measure conversion for received quantities. (e.g. buy in tons and sell in kg.)
Lots/serial numbers
View a dedicated report to track products from supplier to customer. Rich product identity records enable advanced tracing into after-sales services.
Reordering rules
Trigger purchases, inter-warehouse transfers, and manufacturing orders based on customizable rules for minimum and maximum stock.
Audit trail
Log all user actions: such as stock moves, counts, adjustments, approvals of adjustments, and record modifications.
Costing methods
Supports first-in, first out (FIFO), average cost (AVCO), and standard price costing methods.
Purchases
Control vendor bills
Compare the information appearing on the Purchase Order, the Vendor Bill, and the Receipt to make sure you pay the correct bill (3-way matching).
Create RfQs for your suppliers
Configure each product to send out Requests for Quotations to each of your suppliers.
Monitor RfQs and orders
Keep track of the status of your quotes and orders, of the amount of the orders and the expected delivery date. No more generation of draft PO. Auto-complete when generating a draft invoice.
Manage incoming products
Keep track of your stock and determine quantity and locations for each batch of items you receive.
Automate ordering
Set up procurement rules to automatically order the necessary items based on stock levels, minimum quantities per location or per supplier, sales, or other parameters.
Check stock and availability
Keep track of stock, incoming orders and product availability.
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.
Training and safety knowledge
Create articles
Choose the article format, and write and share all the information the way you want by adding cover pictures and many more editing tools.
Categories
You can create your own categories and divide your content the way you prefer.
Properties
You can personalize your knowledge base with properties. The property fields are shared between child articles.
Content from other 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.
Autosave and revision history
Never lose your past and current work.
