Grow your business online

The real customer centric CRMTrack leads, close opportunities

and get accurate forecasts.

ODOO | CRM

Get accurate forecastsUse actionable data to make better decisions.

Get the insights you need to make smarter decisions.

Design custom dashboards to get a picture of yourbusiness at a glance. Dig deeper with real-time reports and flow charts thatanyone can create and share.

Integrated Data Technology, Inc. (516) 867-6752 info@i-datatech.com www.i-datatech.com

Odoo CRM Features

Sell Faster

Modern User InterfaceAn intuitive user interface designed for sales. A Dashboardfor a better overview of the sales activities. Useful tips andbest practices to configure and deploy your CRM.

Reduce data entryGet leads automatically created from emails, VoIP calls.Send quotes in just a few clicks, manage your pipeline withdrag & drop, etc.

MobileAn intuitive user interface designed for sales. ADashboard for a better overview of the sales activities.Useful tips and best practices to configure and deployyour CRM.

Large screen viewOptimized view for large screens, with the opportunity formon the left and a scrollable chatter on the right.

Leads

Leads NurturingCreate campaigns to automatically send emails tailored tothe lead segment and activities of the lead.

Activate Odoo Live Chat on your website to talk to yourvisitors and convert them into leads. Define rules for keycountries or pages.

Easily import prospects files with Odoo's column matching tool.

Score your leads based on explicit and implicit criteria (onpages viewed, localisation, time). Define different actionsbased on lead score and team assignation rules. Decidewhich total score deserves to be converted into anopportunity.

Get proposition of leads to merge when converting a leadinto an opportunity. Create contacts automatically based onleads.

Live Chat

Lead ScoringDeduplication

Import Leads Define your own rules to assign leads to the rightsales team or sales person based on quotas andsegments.

Assignation Rules

Online Acquisition

GeoIP

Call-to-actions

URL Trackers

Get more than 30 marketing apps to boost leads acquisitionfrom your website: Search Engine Optimization tool, SEA,form builders, etc.

Optimise leads acquisition with Odoo's five call-to-actionsand the a/b testing tool.

Detect countries, states and cities of leads automatically fromyour visitor IP address.

Track the source of the leads using UTM trackers in allyour marketing campaigns.

Address Book

Full History

Multi-Address

Customer Preferences

Get a clear address book shared amongst your sales persons. Have multiple addresses and contacts for a single company.

Get the full history of activities attached to any customer:opportunities, orders, invoices, total due, etc.

Set customer preferences easily: language, delivery methods,financial data, etc.

Integrated Data Technology, Inc. (516) 867-6752 info@i-datatech.com www.i-datatech.com

Customers

Opportunities

Activities and calls managementOrganize sequence of activities per opportunity. Scheduleactivities. Log every activity immediately in the opportunity'schatter with predefined actions. Track, log and analyse theactivities of your team.

Pipeline managementGet a clear overview of the opportunity pipeline. Work fasterwith the drag & drop interface. Set up specific stages for eachsales team. Possibility to create sub-stages to better organizethe processes. Automatic archiving of lost opportunities.Manual archiving of other opportunities. Lost is no longer astage but a separate field, enabling more powerful analysis ofpipeline - e.g. Lost ratio per stage.

Customize stages

Schedule Meetings

360° Visibility

Log Calls

Customize your pipeline by adding description on stages.

Schedule meetings from the opportunity of customer. Syncwith mobile phones and Google calendar.

Lost reasons

Revised configuration options

Plan Next ActionsPlan next actions and schedule your daily work based onmost important opportunities and tasks.

Get all information right into the opportunity: pages visitedon your website, mails, meetings, next actions, preceedingorders, etc.

Log calls or trigger VoIP calls in just a few clicks. Odooproposes to automatically reschedule the next action afterthe call.

Analyze lost reasons on your opportunities to improveyour sales effectiveness.

Activate leads if needed.

Efficient Communication

VoIP Custom Alerts

Emails Templates

Email Gateways

Create a dial queue on customers or opportunities, callfrom the browser automatically or manually. Log callsautomatically, open the customer form, automate nextactions, etc. Reschedule or send email for failed calls. Anauto pop-up is generated for receiving calls. Integratedwith Asterisk v13.2 VOIP server.

Get all your email communications automatically attachedto the right opportunity. Create new leads automaticallybased on incoming emails.

Follow key opportunities in just a click and get alertsbased on relevant activities.

Create template of emails for most commoncommunications with your customers or opportunities.

Reporting

Dashboard

Opportunities Analysis

Cohort Analysis

Leads Analysis

CRM Dashboard

Use predefined dashboards or build your own with theadvanced reporting engine. Share filters with the team.

Visualize your sales teams KPI's at a glance.

Get statistics about your sources of leads to evaluate theROI of your marketing campaigns.

Analyse your opportunities pipeline with advanced filters,grouping, drill down, etc.

Keep track of the evolution of your KPI's over time anddetect trends.

Integrated Data Technology, Inc. (516) 867-6752 info@i-datatech.com www.i-datatech.com