Latest Odoo 15 Features Of CRM
Odoo 15 introduces new and creative features to the CRM module that make managing sales and customer relationships even more streamlined. You can now send emails and SMS directly from the CRM for instant communication with customers and leads. The CRM forecast report accommodates sales forecasting and tracking to facilitate decision-making.
Odoo 15 also supports multi-team functionality, where multiple teams can manage their leads and opportunities, all within one platform. Rule-based assignment allows leads to be automatically assigned to the right team member, so follow-ups can be completed faster.
Moreover, the new smart button functionality enables you to see similar leads, and it is easier to find matching opportunities in a shorter time. These enhancements automate CRM activities, enhance collaboration, and enable your sales team to work more productively, which ultimately fuels business growth.
Email and SMS send
Now from pipeline, users will be able to directly send Emails and SMS to bulk of customers.
CRM Forecast Report
CRM Forecasting Report is generated by applying following filters on Opportunities.
Upcoming Closings
My Pipeline Expected
Closing per month
Multi Teams
Odoo 15 now allows salespeople to be allocated to different sales teams. This feature enables salespeople to handle leads and opportunities across many teams, enhancing teamwork and allowing them to work on multiple sales processes at once.
Rule Based Assignment
In Odoo 15, leads can be automatically assigned based on specific rules. By default, all sales teams will use this feature unless set differently. This helps distribute leads fairly and ensures the right team members follow up on them.
Similar lead can also view in CRM using smart button
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.