Popular odoo CRM Modules
CRM FOR SALES
Implement an efficient workflow and streamline sales activities from initial contact to final approval. Store and analyze client information to make better decisions.
CRM FOR HELPDESK
Provide an all-inclusive customer support through efficient communication. Prioritize, track, and solve client inquiries and tickets as they arise.
Turn leads into loyal customers with advanced sales techniques and support tools.
UNIQUE OFFERINGS AND SOLUTIONS
LEAD NURTURING
Find your leads based on different criteria: country, position, industry... and communicate automatically with them.
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Detect countries, states and cities of leads automatically from the visitor IP address.
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Track the source of the leads using UTM trackers.
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Activate Odoo Live Chat on your website to talk to your visitors and convert them into leads.
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Score your leads based on explicit and implicit criteria.
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Define your own rules to assign leads to the right sales team or salesperson based on quotas and segments.
VOIP CONNECTORS
Call customers automatically or manually from your web browser and create a dial queue.
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Create a dial queue on customers or opportunities, call from the browser automatically or manually.
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Log calls automatically, open the customer form, automate next actions, etc. Reschedule or send email for failed calls.
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Get notified by automatic pop-ups when receiving calls.
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Integrated with Asterisk v13.2 VOIP server.
CALL CENTER INTEGRATION
Assist clients at all times and improve your first call response rates.
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Gain complete oversight over the caller's information and history.
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Use the Summary dashboard to create, configure, and review service level agreements (SLA) for your monitors.
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Automate routing and processing of incoming support calls.
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Integrated with any call center tool.
SUPPORT CONTRACTS & Ticketing
Provide help-desk services to your clients and sell support contracts.
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Track, prioritize, and solve customer tickets.
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Multi Channels; Get in touch with your customers through email, website form, live chat.
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Create your SLA rules and let Odoo take action automatically.
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Define dynamic email templates to automate the most common responses.
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Use canned responses in live chat for instant answers.
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Provide smart self-service customer knowledge base
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Up-sell your services using time-limited deals.
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Create automated alerts and notifications for your team to quickly assist clients.
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Track support time on each contract using the time-sheet app.
Get accurate forecasts
Use actionable data to make better decisions.
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Get the insights you need to make smarter decisions.
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Design custom dashboards to get a picture of your business at a glance.
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Dig deeper with real-time reports and flow charts.
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Easily review your performances & next activities.
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Know exactly how you perform compared to your monthly targets.
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Organize your work based on your scheduled next actions.
Stay connected to your customers
Real-time messaging to enhance collaboration.
Get a quick overview of what's going on in your team. See when a colleague logs a call or sends a quote. Share ideas and files in real-time and catch-up on things you missed when you were away.
AN ADVANCED CRM FOR A SEAMLESS CX
DATA COLLECTION
Gather accurate and actionable information related to your customers including addresses, preferences, and order history.
SELF SERVICE
Allow customers to close their tickets from a dedicated portal and provide them with an online forum and learning material.
MULTI-CHANNEL SUPPORT
Create and resolve tickets through email, live chat, website form, leads, or on external channels such as a forum or social media.
POWERFUL REPORTING
Visualize your KPIs using customized dashboards and maximize your opportunities through cohort and leads analysis.
Plennix offers you all the smart and scalable tools you need to grow your organization.