4 Compelling Reasons Why Odoo CRM is Preferred Choice of Business Owners

Imagine one or two key members of your company building relationship with clients/vendors contributing months/years while drenching out a treasure-trove of information about them; decides to leave your organization for personal/professional reasons.

Why to Choose Odoo CRM?

All the vital information regarding your clients/vendors is in their heads or digital records but isn’t centralized.

Bring Everything Together

Centralization of data is the key to keeping track of your customers/vendors.

Odoo CRM captures everything, be it email, number, company contacts, brand information, suppliers, and all those minute details that help you associate to your vendor/client in a better way even in the absence of key members.

As soon as the sales team confirms the order on their CRM system, the customer-relationship managers, accountants, stock managers, everyone receives a log of it. Undeniably, you can expect complete traceability of a lead from quotation to creating invoices.

Efficient Integration

The only shortcut to productivity is to get more done in less time.

Odoo CRM allows flawless integration with Sales, purchase, accounting, and other essential modules. You can bring all the departments and teams together and track each business interaction while enabling an automated business model.

Starting from the first call with a client, scheduling a demo, creating quotations, following up, getting on board, delivering services, and generating invoices, everything is effectively integrated.

Automated Data Validation

Your contact database is invaluable; maintaining accurate details about customers, vendors, or leads will make all the difference. Odoo CRM helps you build a well-rounded and secured database, ensuing uninterrupted audits.

Odoo lets you store finite details of customers like- preferences for language, delivery methods, financial data, etc.

You don’t have to input data every time you come across a lead; they are automatically generated from emails, so all you have to do is send quotes in few clicks.

Customize Your Business Process

With Odoo CRM, you can customize your pipeline by setting up specific stages and sub-stages for every department. Besides, you could also plan actions and schedule meetings for daily work based on opportunities and tasks.

Get a 360° visibility at each stage and access real-time reports to conduct opportunity and lead analysis.

In a nutshell, be it leads or potential customers, you can manage everything under Odoo CRM. If you are looking forward to adapting Odoo CRM for your business, consult our experts for free business evaluation.

Check the original version of this article: https://www.aktivsoftware.com/reasons-why-business-owners-are-choosing-odoo-crm/

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