Simplify your Business process from CRM to Accounting
Imagine a single platform that combines the prowess of Customer Relationship Management (CRM), Sales, Invoicing, Inventory Management, Website Management, and more — all harmoniously integrated for your convenience. That’s precisely what Odoo ERP offers: a unified, all-in-one solution that transcends conventional boundaries and propels your business toward operational excellence.
But that’s not all. Odoo ERP is designed with you in mind, offering a user-friendly interface that empowers you to make informed decisions, boost productivity, and foster collaboration across your organization. It’s like having an orchestra at your fingertips, with each module playing in perfect harmony.
Odoo CRM offers a comprehensive solution that enables users to seamlessly manage leads, convert them into opportunities, and ultimately create invoices while maintaining a transparent and organized record of financial transactions. In this blog post, we’ll explore how an Odoo user can utilize its user-friendly features to navigate the entire sales journey, from lead generation to invoice creation.
Lead Generation from Website:
Odoo CRM allows users to capture leads directly from their website, with configuration on form snippet directly from website, Here in this image you can see the action option in which clicking on submit it allows to perform certain action here we have selected ‘generate opportunity’ with ‘sales person’ allocation and ‘sales team’.
After preparing the necessary changes you can click on the SAVE button and you will generate the page.
Once you have clicked on the Submit button after filling all the details now let us see if a lead is converted in the Odoo 16 CRM.
Leads are automatically recorded in the CRM, making it easy to manage and assign them to responsible users.
Converting Leads to Opportunities:
Users can convert leads into opportunities with just a few clicks, especially by the smart button on the top as shown, you can see the personal and query details are filled automatically down there.
Then either you can assign opportunities to specific users for personalized follow-up or you can see it also automatically assigned as set up in configuration since website.
User-Friendly Features:
Odoo CRM offers user-friendly features for sales representatives like -
- Schedule follow-up calls or meetings with prospects.
- Send text messages and emails directly from the CRM.
- Create quotations with ease.
Quotation Creation with Smart Button:
Generate quotations directly from the CRM by clicking the smart button over the head of opportunity which will automatically take you to sales and prepare a draft quotation over it with customer details, only thing you need to do is add up the products requested by customer with the price.
Automate email notifications to customers for quotation approval. Customers can approve quotations digitally from the customer portal.
Internal users can review and approve quotations.
Sales Order and Delivery:
Convert approved quotations into sales orders, and along with the approve the delivery option is created with the truck icon on the top which allows you to deliver the quantity and manage the stock from the inventory and track deliveries within Odoo CRM.
Accounting Integration:
Seamless integration with Odoo’s accounting system, through which the invoice is first set to draft and then get on the confirmation before the accounting entries are settled in Journal ledger.
Maintain detailed journal entries for all financial transactions, including debit and credit records. Ensure accuracy and transparency in financial reporting.
Also auto reconciliation or manual bank reconciliation involves with Odoo — the complete one solution.
