Client 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
您的计划外呼会进入队列，实现任务之间无缝切换。
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
报价单制作工具
数秒内生成专业报价单。使用预设产品、价目表与模板，快速为报价单匹配对应价格。
Quotation template
轻点几下即可创建自定义报价单模板，可重复使用以节省时间。
合同
追踪合同的各个阶段，包括开票、续约和追加销售。通过深度集成的 Odoo 订阅应用管理经常性收入合同，支持会员合约、服务合同，提供合同续约提醒与合同选项配置，并可借助 MRR 仪表板追踪经常性收入。
客户门户
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.
可追踪的 KPI
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
配置日历，自动安排预约。
预订资源
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.
移动友好
Let customers schedule meetings from any connected device with Odoo's responsive user interface.
分析您的预约
Reporting allows you to optimize your resources based on time demand and be there when your customers need you most.
Photography projects
Multi-project
同时从事单个或多个项目。执行多个项目分析和搜索。
日历视图
Use the calendar view to overlook project deadlines. Simply drag and drop tasks in the calendar to reschedule.
分配任务
为任务选择负责人，并添加关注者，任务有任何变动都会收到通知。
依赖项
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.
预算管理
对比项目的预期收入、成本与实际收入、成本。
Creative 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.
标签
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
可以创建 “丢失文件” 类型并照常管理，以便提醒用户上传这类文件。
验证流程
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% 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.
全类型文档支持
电子签名适用于各类销售协议、商务协议、保密协议（NDA）、租赁合约等文件。报税表、提交给政府机构的文件等敏感度更高的资料，则可能需要更高等级的签名形式，或是由注册可信机构介入。
根据模板创建文档
通过拖放功能自定义 PDF 中的可编辑字段。利用模板自动化重复签名流程，节省时间、提升工作效率。
Multiple signatures
Make a document public so that everyone can sign their own copy, without any further action on your part.
自动提醒
Schedule automatic reminders so the person remembers to sign the document.
您的网站
精美的构建模块
Drag & drop building blocks with business features. Blocks are highly customizable, from the content to the layout.
精美的主题
所有主题全部免费，即使是标准套装也可即装即用，无需付款购买新主题。
移动友好
您的网站会根据移动设备自动调整。选择是否要在移动版本上隐藏内容。
Search engine optimization tools
使用 SEO 工具撰写适合搜索引擎收录的内容，并自定义图片的标题与元标签。
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.
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.
自定义设置
选择您喜欢的设计、风格和徽标，让您的发票个性化。
Invoice analysis report
Get a comprehensive overview of your invoices and sales status.
Knowledge
创建文章
选择文章格式，通过添加封面图片和更多编辑工具，按自己的方式撰写和分享所有信息。
类别
您可以创建自己的类别，并按照自己喜欢的方式划分内容。
物业管理
您可以使用属性来个性化打造您的知识库。属性字段在子文章之间共享。
来自其他应用的内容
Knowledge allows you to retrieve content views from other apps.
Sharing
您可以与内部或外部用户共享文章，并选择编辑访问权限。
自动保存和修订历史
Never lose your past and current work.
