Buyer and seller 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.
Property sales
Конструктор коммерческих предложений
Create a polished quote in seconds. Use predefined products, price lists, and templates to instantly apply the right prices to quotations.
Quotation template
Design custom quotation templates in just a few clicks and reuse them to save time.
Contracts
Отслеживайте каждую стадию сделки, включая выставление счетов, допродажи и продление существующих договоров. Благодаря интеграции с модулем Подписки Odoo вы сможете контролировать работу с постоянными клиентами, платежи по подпискам и за предоставление услуг, а также получать оповещения о необходимости продления договоров. Дашборд MRR позволит вам легко измерять ежемесячный регулярный доход.
Личный кабинет клиента
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.
Property 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.
Адаптирован под мобильные устройства
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.
Property projects
Multi-project
Work on single or multiple projects at the same time. Perform multi-project analysis and searches.
Assign tasks
Choose the responsible person for a task and add followers that are notified of any changes in the task.
Sub-tasks
Create multi-level subtasks to give your work more structure. From a task's Kanban card, view its sub-tasks.
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.
Личный кабинет клиента
Portal users can have access to tasks and communicate about them, all in the same place.
Property 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.
Теги
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.
Property signatures
Secured identification
Получатели могут подписывать документы только через уникальную защищенную ссылку, привязанную к их электронной почте. Система фиксирует геолокацию пользователя, дату и время события и сохраняет эти данные в журнале проверки безопасности документа.
100% legal
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.
Broad document coverage
Электронные подписи подходят для любых коммерческих или торговых соглашений, NDA, договоров об аренде, различных контрактов и других документов. Однако для более конфиденциальных бумаг, таких как налоговые декларации или документы для госорганов, может понадобиться другой формат подписи либо помощь уполномоченного органа.
Create documents from templates
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.
Автоматические напоминания
Schedule automatic reminders so the person remembers to sign the document.
Online property services
Варианты товаров
Make your product available in several variants, such as size, colors, or other attributes, and display variant attributes or pictures on the product page.
Прайс-листы
Create and display different pricelists according to your customer's profile.
Личный кабинет клиента
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.
Платежные провайдеры
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.
Адаптирован под мобильные устройства
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.
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.
Объекты недвижимости
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.
