Customer Relationship Management
Customer relationship management is an inevitable part of any business operation that provides commercial opportunities and profits for a company. Attracting new customers and maintaining good, healthy relationships with existing ones will increase your company's profits. The Odoo platform offers advanced management aspects and tools for these purposes, which can be used for various customer relationship operations with potential and loyal customers.
Odoo CRM has various advanced features for company operations that can facilitate the conversion of customers into the company. Some of these are:
Advanced Dashboard
The Odoo CRM dashboard is an advanced main screen that provides ad-hoc operations for handling all aspects of a company's customer relationship management. The data in the dashboard can be filtered, organized, and grouped through various default and customizable options available. Additionally, the viewing parameters of the Odoo platform allow users to view the data in the dashboard under various parameters.
Activity Schedule
The Odoo platform allows users to leverage acquired leads to schedule and conduct various activities, transforming them into reliable customers. Activities such as meetings, phone calls, emails, and other customized events can be planned and scheduled based on the calendar.
Priority
The Odoo platform provides users with the ability to prioritize various available contacts and leads based on a star rating system. This will indicate the priority or importance of the lead to all users, as well as the initial action taken on the corresponding lead to secure their business.
Custom Alert
Users can customize various alerts related to potential customers and business opportunities to remind employees of available alerts. These alerts can be tailored based on various parameters that are based on the operational business terminology.
Rich guidance features
Odoo module provides its users with an additional advanced option to enrich their leads. This will allow users to track customer information based on available email IDs.
