Odoo is a powerful open source platform with dozens of apps to help you grow your business. Available apps range from CRM to eCommerce, and from accounting to manufacturing and project management. This Odoo CRM integration allows users to connect Odoo's CRM product to other apps. This integration works with instances that are cloud hosted at "odoo.com."
Send a Monday snapshot of team deals with a link to the breakdown.
Your sales lead gets a Monday view of open deal counts and values by stage, with the reporting period and any missing amounts clear.
Give teammates pipeline figures by stage, owner, and date.
Get a sales pipeline report in the same email thread, with the deal count or value and the filters behind it.
Turn emailed lead criteria into a prioritized, source-linked CSV.
Get a lead list from your existing sales records, with duplicates handled and a CSV that links back to the records behind every row.
Review listed deals, send justified follow-ups, and report holds.
Your quiet deals get personal follow-ups based on recent conversations, with a clear report on what was sent and what needs your review.
Email reps a vetted morning queue of companies to contact.
Give your reps a morning queue for outbound sales lead generation. They get fresh companies, buying signals, and roles to research.
Show the team which ad inquiries still need a lead match.
Your sales lead list catches up with yesterday's ad inquiries, while your team gets a short chat list of matches and missing details to review.
Report deal counts and amounts by stage in the team's chat.
Get answers from your data analysis chatbot when teammates ask about the sales pipeline, with the deal filters behind each figure.
Build a ranked prospect list for the team's revised target profile.
Get a ranked sales lead list on your target profile, with a reason each company fits and accounts your team already works left out.
Add qualified prospects to the CRM for reps to follow up.
Your sales team gets qualified leads with usable contact details and a clear reason to follow up, while possible duplicates go to review.
Keep the team's prospecting list fresh with qualified contacts.
Your team gets CRM contacts with validated work emails and mobile numbers every Monday. See how many candidates were excluded.
Give each rep a ranked call list and flag accounts needing research.
Your reps start each shift with a short call list. Every prospect has a phone number and a reason to reach out.