Customer Relationship Magic
AI-native CRM to track leads, get accurate forecasts and close more opportunities.
Track opportunities easily in the sales software
In our Customer Relationship Management (CRM) system, each opportunity is listed as a card with all the essential information. Each stage gives an overview of your expected revenues.
The Kanban view organizes opportunities by stage. Drag and drop them on the pipeline to move them from one stage to another.
Never miss out on a follow-up
Schedule calls, meetings, mailings, or quotations in a few clicks in the contact management software. Odoo automatically plans the next activity based on your sales script.
Customer management with effortless communication
Communication is key to enhancing customer relationships. Incoming emails are automatically added to your pipeline, and all contact with your team and customers is made from a single place, ensuring easy access to information at all times.
Attractive quotations in two clicks
Create professional-looking quotations in no time with the user-friendly interface of our sales tool. Select your products from the catalog and let Odoo handle the rest.
Turn reporting data into money
Smart decisions for your sales strategy should be based on accurate and real-time data. Dig deeper into your sales metrics with revenue forecasts, team performance analysis, and custom dashboards.
All the features done right .
Automate lead creation, team assignment, scheduled activities, and focus on what really matters.
Send quotes in just a few clicks, manage your pipeline by drag-and-dropping, and more.
Too many leads? Our AI scores leads to ensure you always work on the right priorities.
Set up CRM with BHI
Certified Odoo reseller. Installation, training, automation.