CRM Module - Pixagrama

CRM module in Odoo 17

CRM module features

Keep in contact with your customers and enhance continuous interaction with them during the contract period and the post-sales period , tracking opportunities at all stages of the sale between the customer and the sales staff .

Pipelines tracking

You can organize opportunities at all levels of the sales process, track the workflow through the Odoo system screen, follow events and calls between customers and sales staff.

Sales teams

set up sales teams, who is the leader for each team, what tasks they are assigned, and what targets are set.

Sales stages

one click moves a customer from one stage to another in seconds with the ability to add, delete or modify sales stages according to the company’s strategy

الموقع الإلكتروني:

Linking the contact form to the odoo erp system automatically registers the customer in the customer relations application as well as the email

KPI’s

analyzing how sales teams are achieving sales goals and creating new marketing campaigns that contribute to increased sales opportunities

Calls

Flexibility to schedule customer calls and send alerts to the sales team before each call, allowing you to organize and accurately commit to your customers.

تكامل الحسابات مع باقى النظام

أهم مميزات أنظمة اودو المحاسبية هى تكامل الإدارات تلقائيا و إتمام العمليات بشكل سريع ودقيق

التقارير

You can analyze the sales performance index for each stage to improve the performance of the organization’s sales and service staff, as well as the report’s variety and printability
.

المبيعات

When you transfer sales operations to the sales team, tasks are created automatically for each employee and follow up on meeting targets on a monthly basis.

Digital marketing

Create marketing campaigns targeting a wider range of customers within and outside the region and perform analytics for each campaign on the system to measure the performance indicator and return on investment