.

Odoo 14 CRM Features

Exploring CRM Features in Odoo 14 for Business Growth

Odoo 14 includes a strong CRM (Customer Relationship Management) solution that improves sales and customer relations. Key features include lead management, opportunity monitoring, and an automated pipeline, which help sales teams stay organised and efficient. 

It connects smoothly with other Odoo modules like as email marketing, inventory, and helpdesk to facilitate cross-departmental collaboration. The CRM dashboard provides real-time insights, allowing firms to monitor performance and make data-driven decisions.

Odoo 14 also provides customisation options, allowing organisations to personalise the CRM to their individual requirements, hence increasing sales productivity and customer happiness.

Contacts View

For Demo data, all Contacts related profile pictures are added


Contact view In Odoo CRM

Contact view In Odoo CRM

Contact view In Odoo CRM


Manage Recurring Revenues

Here now users will be able to manage recurring revenues for Opportunities, Define recurring plans and revenues on Opportunities
Users can easily define Recurring Plans here.


recurring revenue in odoo crm


recurring plan in odoo crm


pipeline in odoo crm


New Rental Order directly from Opportunity

Users will now be able to directly create Rental orders from Opportunities.


odoo crm pipeline

The immense capability of Odoo ERP system is that it’s available to deploy on your own private network or on Cloud and can be easily used in web browser to do the job.

For more information visit: Installation and to consult Synconics Group as your Odoo ERP implementation partner, please mail us on contact@synconics.com

Share this post
.
Odoo 14 Features – Documents