Recurring support
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.
Donor 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.
Donor email marketing
Drag-and-drop design
Create detailed emails using Odoo's extensive library of drag-and-drop building blocks, packed with a variety of options designed to enhance the engagement of all messages.
Professional-grade themes
Kickstart your email journey by choosing one of Odoo's stunning pre-made email theme templates, and proceed to customize it however you'd like to fit any unique business need.
Personalize templates
Save any email creation as a template to use at any time in the future with a single click.
Schedule mailings
Seamlessly schedule all mailings with just a few clicks, helping you save time and adequately prepare every detail of a workflow well in advance.
Total target audience control
Detailed recipient filter functionality allows users to take full advantage of your management platform, and use its integrated data, to fine-tune their target audience in countless creative ways. Create mailings for leads, event or eLearning course attendees, subscribers, and so much more. Save any marketing filter used for audience segmentation to quickly reuse it in the future.
Measure revenue
Analyze opportunities and check in on the conversion rate, expected revenue, and generated revenue for each campaign, with the fully-integrated Odoo CRM application. Utilize the wide array of filter options for more in-depth statistics.
Fundraising events
Attendees management
Manage classes and resources, create a group of attendees, set min/max capacities. Add custom questions at subscriptions, per attendee or per subscription. Customize entrance badges and analyze attendee profiles.
Mobile registration
Use your smartphone to see the list of attendees, or simply use your phone's camera to scan badges and update the list of attendees.
Event organization
Manage calendar of events, multiple locations and organizers.
Follow-up
Send automated follow-up emails or satisfaction surveys and allow reviews.
Sell tickets online
Sell registrations to your events with the multi-ticketing feature. Register several people at once. During the subscription process, the participant will be able to detail each attendee in a new screen.
Dashboards & reporting
Real time information and data on your event.
Online donations and sales
Product variants
Make your product available in several variants, such as size, colors, or other attributes, and display variant attributes or pictures on the product page.
Pricelists
Create and display different pricelists according to your customer's profile.
Customer portal
Visitors get instant access to their documents, such as support tickets, invoices, projects, tasks, etc.
Easy checkout process
The checkout process is straightforward. Add extra custom steps if needed.
Payment providers
Allow customers to pay with Stripe, PayPal, Authorize.Net, Adyen, Mollie, Ogone and others, or create your own payment methods.
Sales data analytics
Analyze your sales based on sold quantities and revenues or group them based on the salesman.
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.
Programs and projects
Multi-project
Work on single or multiple projects at the same time. Perform multi-project analysis and searches.
Calendar view
Use the calendar view to overlook project deadlines. Simply drag and drop tasks in the calendar to reschedule.
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.
Budget management
Compare expected and actual revenues and costs for your project.
Documents
Preview
Online preview of most file formats: PDF, images, videos.
Folders
Hierarchical folders allow you to define workspace with their own tags and actions.
Tags
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
Ability to create "missing documents" and organize them like documents to remind people to upload them.
Validation process
Easily implement custom validation processes with tags and automated actions.
Program expenses
Expense submissions
Easily submit expense requests from the desktop version, the mobile app, or by emailing the receipt to an email alias.
Add attachments
Easily add attachments to expense records to provide reviewers with additional information, such as tickets, invoices, etc.
Expense reports
Speed up the approval process by grouping related expenses in a single expense report, so all the expenses can be approved with one click.
Review expense records
Review employee's notes to complete, validate, or refuse expenses. Add a comment when refusing expenses to give employees an explanation.
Accounting integration
Once approved, journal entries for the expense will be posted and reconciled.
Reinvoice your expenses
Easily invoice your expenses to a customer.
Community feedback
Images
Upload custom images to use as a vivid background of your survey or to better illustrate certain questions/answers.
Unlimited surveys and forms
Add as many questions as you'd like. Utilize the 'no question limit' to gather as much (or as little) information as possible.
No data loss
All survey results are automatically saved and readily available.
Real-time analysis
Utilize the 'See Results' feature to view real-time results, metrics, and charts based on responses.
Conditional display rules propagation
When copying a survey, its conditional display rules are also propagated to the copy.
Question layout
The question layout is based on rules to make the form as neat as possible.
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.
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.
