Modern User Interface
An intuitive user interface designed for sales. A Dashboard for a better overview of the sales activities. Useful tips and best practices to configure and deploy your CRM.
Sell on the road with CloudBI's mobile user interface.
Reduce data entry
Get leads automatically created from emails, VoIP calls. Send quotes in just a few clicks, manage your pipeline with drag & drop, etc.
Large screen view
Optimized view for large screens, with the opportunity form on the left and a scrollable chatter on the right.
CRM Key Features Capabilities:
Create campaigns to automatically send emails tailored to the lead segment and activities of the lead.
Score your leads based on explicit and implicit criteria (on pages viewed, localisation, time). Define different actions based on lead score and team assignation rules. Decide which total score deserves to be converted into an opportunity.
Easily import prospects files with Odoo's column matching tool.
Get more than 30 marketing apps to boost leads acquisition from your website: Search Engine Optimization tool, form builders, etc.
Optimize leads acquisition with CloudBI's five call-to-actions and the a/b testing tool.
Track the source of the leads using UTM trackers in all your marketing campaigns.
Detect countries, states and cities of leads automatically from your visitor IP address.
Activate CloudBI Live Chat on your website to talk to your visitors and convert them into leads. Define rules for key countries or pages.
Get proposition of leads to merge when converting a lead into an opportunity. Create contacts automatically based on leads.
Define your own rules to assign leads to the right sales team or sales person based on quotas and segments.
Activities and calls management
Organize sequence of activities per opportunity. Schedule activities. Log every activity immediately in the opportunity's chatter with predefined actions. Track, log and analyse the activities of your team.
Get a clear overview of the opportunity pipeline. Work faster with the drag & drop interface. Set up specific stages for each sales team. Possibility to create sub-stages to better organize the processes. Automatic archiving of lost opportunities. Manual archiving of other opportunities. Lost is no longer a stage but a separate field, enabling more powerful analysis of pipeline - e.g. Lost ratio per stage.
Customize your pipeline by adding description on stages.
Schedule meetings from the opportunity of customer. Sync with mobile phones and Google calendar.
Plan Next Actions
Plan next actions and schedule your daily work based on most important opportunities and tasks.
Get all information right into the opportunity: pages visited on your website, mails, meetings, next actions, preceeding orders, etc.
Log calls or trigger VoIP calls in just a few clicks. Odoo proposes to automatically reschedule the next action after the call.
Analyze lost reasons on your opportunities to improve your sales effectiveness.
Revised configuration options
Activate leads if needed.
Get a clear address book shared amongst your sales persons.
Set customer preferences easily: language, delivery methods, financial data, etc.
Have multiple addresses and contacts for a single company.
Get the full history of activities attached to any customer: opportunities, orders, invoices, total due, etc.
Create template of emails for most common communications with your customers or opportunities.
Get all your email communications automatically attached to the right opportunity. Create new leads automatically based on incoming emails.
Create a dial queue on customers or opportunities, call from the browser automatically or manually. Log calls automatically, open the customer form, automate next actions, etc. Reschedule or send email for failed calls. An auto pop-up is generated for receiving calls. Integrated with Asterisk v13.2 VOIP server.
Follow key opportunities in just a click and get alerts based on relevant activities.
Use predefined dashboards or build your own with the advanced reporting engine. Share filters with the team.
Analyse your opportunities pipeline with advanced filters, grouping, drill down, etc.
Keep track of the evolution of your KPI's over time and detect trends.
Get statistics about your sources of leads to evaluate the ROI of your marketing campaigns.
Visualize your sales teams KPI's at a glance.
Convert opportunities into quotes in just a few clicks. Get a complete overview of the customer history.
Get product availabilities information right into the quotation. Trigger delivery orders and check delivery status from the order.
Use the HUB Docs integration to link any document to your opportunities: qualification forms, advanced pricing tables...
All sales channel