CRM is a strategy for managing an organization's relationships and interactions with customers. a CRM system enables people from different parts of a business to work together . The CRM formula allows you to manage your accounts receivable and ensure proper follow-up by easily consulting their history, by following their requests for quotes and orders. You can also create prospect sheets, track all received or past calls for the business activity.

  • Management of prospect cards

  • Management of customer address books

  • Telephone call management

  • Management of tenders and opportunities

  • Calendar Management and Appointments

  • Creating report card s


You can integrate the contact form of your website with Odoo and automatically fill in your database of prospects will then be able to decide on actions to be taken such as assigning the prospects according to their request to the competent persons, recalling these prospects with the requested information.

CLIENTS address book

The address book allows you to manage your customer lists by entering all the useful information you need: address, contact, assigned account, sales price list, You can also track the operations related to each customer such as related sales including reported amounts and amount due, claims.

Telephone Calls

You can easily trace all your incoming and outgoing calls. Incoming calls will be in the customer records in the communication history section. From these calls, you can schedule appointments, another call, or convert leads to customers. From this, you will be able to search for information by call date, subject, customer or prospect.

Calls for Tenders OPPORTUNITIES

The opportunities represent the calls for tenders to which you respond or the sales opportunities that you consider almost certain. This menu allows you to follow these markets by taking into account the communication history (sent or received emails and scheduled appointments), the expected income, the stage of, the planned closing date of the  It also allows you to manage the documents relating to these offers. You will be able to know in real time the activities related to each of these customers.


The schedule of meetings is shared between sales teams and is fully integrated with other modules such as leave management. This calendar can be synchronized on mobile phones that can use CalDAV


Forecast your monthly or daily sales, cumulative or not, and your future costs. Creating your custom reports via OpenOffice. 

4 simple ways to increase sales with a CRM

1. Increase the number of opportunities

secure your prospects as base continues to increase

A prospectus, or potential customer, is a person who comes in contact with the company's offer and may be interested in it.

The CRM system allows you:

  • Stack prospects on various criteria to prioritize activities and implement specific marketing strategies

  • Import databases obtained from attending events, from recommendations from current clients or from partners

  • Personalize the types of information that you have registered about prospects, depending on the company's needs

effective marketing campaigns

Once the database is created, you can move on to the next step, creating marketing campaigns:

  • Creates fast, single-activity or complex marketing campaigns with multiple activities

  • Enforces integrated email or online promotion campaigns

  • Segmented prospecting through the marketing lists

  • Record incoming responses and advance them quickly to sellers

2. Improves conversion rate

correctly analyzes the activities associated with the prospectuses

Transforming a prospectus into a client involves performing certain sales-specific activities such as marketing activities, telephone conversations, meetings, negotiations, etc.

how does CRM help you?

  • Determine types of sales activities specific to your business

  • Associates sales activities

  • Assign the vendor's activities

concentrate your efforts on the most profitable sales channels

It analyzes the positive results of the company and identifies the activities that have been successful. Thus, you will find out which are the most appropriate sales methods and channels for your company: the types of campaigns that generate the highest sales, the sales channels that bring the least time opportunities, etc.

  • Generate charts based on available CRM sales information

  • Create custom dashboards depending on the questions, opportunities, or issues you want to address

3. Increases the average sales value

identify opportunities to increase sales to a customer

Detailed customer needs analysis can provide you with extremely useful information so you can quickly identify what products you might be interested in and make an immediate offer.

Another effective way to increase sales is to provide ancillary or superior products, for example, a more expensive model for the product requested.

In this way, you will not have to resort to lowering the sale price.

In CRM you have:

  • Access to the full history of customer interactions

  • Information related to products for which it has shown interest in the past

  • Information about the interactions with the portal or the responses to the marketing campaigns

  • The ability to quickly create sales deals

safe yourself that you posses a solid informational base

Information is power, so it's important to permanently provide complete information about your products and services and your competitors so that you know the competitive advantages over them. 

Uses CRM to:

  • Creating a complete database on competition

  • System centralization of product documentation and workflows

  • Keeping best practices and workflows validated by experienced vendors

4. Shortens the sales cycle

guesses the sales stages correctly

Each company has its own sales cycle, with specific stages and average duration.

For a prospectus to become a client, different approaches are needed depending on the stage in which they are: initial contact, qualification, development, positioning.

Knowing these stages and the right arguments for each of them allow for rapid overtaking of the main barriers to sale.

Improving each sales stage has the effect of reducing the total sales cycle.

  • Set up the sales steps specific to your company and customize the sales flow

  • Provide employees with access to best selling practices and the most effective materials and arguments for moving to the next step

  • Use the best sellers experience to increase the efficiency of the entire team

activities for sale with performance indicators

Goal management can be successfully deployed with the CRM system.

  • It allows the correlation of the company's indicators with the activities carried out by the employees, thus favoring the increase of the quality of the work and of the individual performance.

  • Establish goals specific to each stage of sales: number of new prospects, phone calls, appointments, opportunities created, contracts concluded, etc.

  • Defines realistic taps for each seller, whether quantitative: number of new clients or recommendations, either value: sales volume over the x period, etc.

quickly identify decision-makers and customer needs

During the negotiation, a buyer's discovery process takes place: the seller comes into contact with people with different roles and interests. Identifying the decision-maker, tracking the direct and indirect needs of the decision-maker, as well as the objections of those who influence the decision, are the premises of building a successful offer. With the help of CRM, the vendor turns into a strategist: it has access to an overview of bargaining positions and the main barriers on sale.

It is fast in the sales flow to eliminate the bottlenecks

The role of a sales manager is to increase the performance of the team he leads. He can intervene in the sales process when he / she observes irregularities so he can correct them in time and ensure that the sales cycle time is as low as possible.

The CRM system offers:

  • Complex sales reports through which it can measure key business indicators, such  as: cost per opportunity, ROI of the activities carried out, lost opportunities vs. earnings, etc.

  • Flexibility in building reports, for easy identification of problematic situations

  • Possibility of in-depth analysis of sales data


CRM by Odoo

For Professional  Odoo implementation  and   Odoo customization  contact  Bassam infotech