Track leads, close opportunities and get accurate forecasts.
Schedule activities based on your sales scripts: calls, meetings, mailing, and quotations. Get all the information you need, directly on the opportunity: website pages viewed, mail received, etc.
Real-time messaging to enhance collaboration. Get a quick overview of what's going on in your team. See when a colleague logs a call or sends a quote. Share ideas and files in real-time and catch-up on things you missed when you were away.
Know exactly how you perform compared to your monthly targets.
Organize your work based on your scheduled next actions.
Send clear and complete quotations to your prospects. Add product descriptions, beautiful images, and additional information simply by dragging and dropping building blocks.
Convert quotations into sales orders with a single click, or let the customer sign off on it with a simple electronic signature.
Invoice customers based on time and materials, easily record contracts and track invoicing phases, maintain renewal and upselling opportunities, and manage your subscriptions with Odoo's recurring contracts.
The customer portal gives your customers access to their quotations, sales orders, and delivery orders. Save time and use Odoo Sign to easily get signatures on NDAs, contracts, or any PDF document.
Point of Sales (POS)
Odoo POS is based on a smart interface that any retail company can use without difficulty. Because it's extremely flexible, you can configure Odoo POS to meet your precise needs.
Set up new stores quickly and easily with just an internet connection. Then use your Point of Sale everywhere, anytime.
While an internet connection is required to start the Point of Sale, it will stay operational even after complete disconnection.
Odoo Inventory app automatically inputs any transaction from the POS in the stock. You can see in real-time the availability of products without losing time. Furthermore, the POS is compatible with Odoo eCommerce. You won't need to set up separate stocks for the two apps and be a truly multi-channel business, without a headache.
From Scheduling to Invoicing. All your rental process gathered in one place. Create your rental order, schedule, deliver, return, and invoice from one single view. Get all the information you need directly on the rental order.
Keep an eye on the availability of your products and serial numbers from a Gantt view. Need to maintain or check your products' quality? Keep them unavailable in-between two rentals with padding time.
Send clear rental orders to your customers. Configure products according to their requirements and maximize your revenues by offering optional products.
Drill down sales and invoicing data by product, serial number, product category, customer, period, etc. Perform accurate reporting and efficient decision making.