Customer Relationship Management (Rainbow)

Track Leads 1

Close Opportunities2

Get Accurate Forecasts3

Track opportunities with plenty of views – kanban,

list, calendar, pivot, graph, cohort, dashboard and

activity

Work inside sales funnel and get instant visual next

actions, new messages, top opportunities and

expected revenues

Boost sales process with great management for

business of any size

Pipeline Tracking

Social Network Integration

Bring social intelligence to

sales process

Gain insights from the social

media sites

Load the collected data into

the address book

Find duplicates, merge

leads and assign them to

the right salesperson in a

single operation

Automatically create

leads from the incoming

emails or phone calls

Spend less time on

administration and more

time on qualifying leads

Analyze leads efficiently

and compare performance

by campaign, department,

channel or sales team

Lead Management Made Easy

Manage all customer

interactions from the

opportunity like emails,

phone calls, internal

notes, meetings and

quotations

Organize Opportunities

Follow opportunities

that are interesting and

be notified about

specific events : deal

won or lost, stage

changed, new customer

demand, etc.

Organize opportunities

to stay focused on best

deals

Route the incoming emails to the

appropriate opportunities or sales team

New leads are created on the fly

Interested salesperson are

notified automatically through

email and other alternatives if any

Work with the email

application , no one needs

to change the way they

work, so everyone stays

productive

Route, sort, filter

incoming emails

automatically

Odoo CRM

handles

incoming emails

Email Integration and Automation

Sync your sales inbox with odoo email system

Manager can set up a timeline for the tasks assigned to

the team members

Schedule meetings and phone calls using the integrated

calendar

You can see your agenda and your colleague’s agenda

in a single view

Manager can view the end to end activities of the team

Collaborative Agenda

Assign the person who is in charge of the task and schedule meetings, phone calls

Lead Automation / Marketing Campaigns

01Use our Marketing campaigns to automate lead

acquisition, follow ups and promotions

02 Define automated actions (e.g. ask a salesperson

to call, send an email, set up a reminder etc.)

based on triggers

03

Optimize campaigns from lead to close, on every

channel. Make smarter decisions about where to

invest and show the impact of marketing activities

on your organization’s bottom line

Customize Sales Cycle

TSR QA/QC TL FPC QA DOC SA CUSTOMER

• Customize by configuring sales stages that

perfectly fit your sales approach

• Odoo allows you to create own template for

the stages

• Control statistics to get accurate

forecasts to improve your sales

performance at each stage of

customer relationship

Leads Customer

Reporting & Dashboard

• Get the insights you need to

make smarter decisions

• Design custom dashboards to

get a picture of your business

• Dig deeper with real-time

reports and flow charts

Dialler Integration

Adds calls statistics and recordings to

leads and opportunities

Assign leads to calls, lead field in

active channels/ calls history form

Create opportunities from calls with a

click

Click to call from leads and

opportunities

Auto create and open leads for

incoming calls for unknown callers

Thank

Thank

You