Sales Management

Go beyond pipeline monitoring – leverage Odoo to upsell and increase your average revenue. With Odoo, you can also engage in direct negotiations on quotations, giving you a comprehensive tool to enhance your sales strategies and outcomes.

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Sales Pipeline & Monitoring 

 Experience the power of our intelligent quotation software, allowing you to effortlessly send professional quotations complete with eSignatures and online payment options. With the ability to upsell and negotiate directly on the quotation, our system ensures flexibility and profitability. Clients can enhance their quotes by adding product descriptions, beautiful images, and additional information through simple drag-and-drop building blocks.

Keep a clear view of your sales pipeline and track your prospects throughout their buying journey. Once a quote is signed and accepted, Odoo seamlessly supports contract management.

Utilising Odoo, invoicing based on time and materials becomes a breeze. Easily record contracts, track invoicing phases, manage renewals and upselling opportunities, and handle subscriptions with Odoo's recurring contracts.

Curious to learn more? Click on the adjacent picture for an in-depth exploration. 

CRM – customer data and workflow management  

Effortlessly track leads, win opportunities, and generate precise forecasts with Odoo. Design custom dashboards to gain a comprehensive snapshot of your business at a glance. Delve deeper into real-time reports and flowcharts that are easily created and shared by anyone. Acquire the insights necessary for making informed, strategic decisions.

Schedule activities according to your sales scripts—calls, meetings, mailings, and quotations. Access all relevant information directly on the opportunity, including viewed website pages and received emails. With Odoo, accomplish more in less time and enhance your productivity.

Odoo • Text and Image
Odoo • Image and Text

Subscription management  

Does your business involve recurring subscriptions, such as monthly cleaning, weekly cake delivery, or bi-weekly consultancy? 

With Odoo, you can concentrate on fostering relationships and delivering services while our automated features handle your recurring sales and subscriptions. Generate clear contracts and flawless, automated invoices, manage taxes seamlessly, and handle payments—all according to your predefined settings.

Moreover, provide your customers with access to a user-friendly portal that offers a comprehensive view of their data and contract options. By empowering your sales team with automated processes, they can redirect their focus towards acquiring new customers, ensuring higher productivity and efficiency.

Other software connectors – great for Amazon sellers  

Once you've established credentials with your other software such as Amazon, Xero, or  WooCommerce, utilising the Odoo Connector module seamlessly integrates these platforms with your Odoo Database. This ensures smooth data flow between systems, eliminating the need for dual data entry. Manage your sales, deliveries, and stock effortlessly.

Now, you can concentrate on what you excel at—sales. Let Odoo synchronise your orders, freeing up your time to focus on your core strengths.


Odoo • Text and Image