Odoo CRM
Odoo CRM gives your sales team one clear view of every lead and opportunity — so nothing slips through the cracks. Track your pipeline, automate follow-ups, and close faster. As a Certified Odoo Partner in Singapore, Omnisoft sets it up around the way your team actually sells.
How Omnisoft Helps
Set up to match how you sell Out of the box, Odoo CRM is powerful — but the value comes from configuring it to your sales process, stages, and team. We set up your pipeline, automate lead capture, integrate CRM with Sales and Invoicing, and train your team so it actually gets used. See how we connected systems end-to-end for [I Apparel →]
Keep opportunities within view
Your pipeline at a glance.
Each opportunity is listed as a card with all the essential information; and each stage gives an overview of your expected revenues.
Efficient organization
The Kanban view organizes opportunities by stage. Drag and drop them on the pipeline to move them from a stage.
Features
Sell Faster
Sales team from Good to Great!
Modern User Interface
An intuitive user interface with smart filters gives a better overview of all your sales activities. Use tips and best practices to configure and deploy your CRM.
Inbound leads
Get leads automatically created from emails, VoIP calls, social media reactions, website visitors, event attendees, support tickets, etc.
Set up activities
Your planned calls are queued, ensuring a seamless switch from one task to the next.
Mobile
Use your CRM on the go with Odoo's mobile-friendly interface.
No more encoding
Send quotes in just a few clicks, manage your pipeline with drag and drop, etc
Managing Leads
Never miss out on a follow-up
Schedule calls, meetings, mailings, or quotations, and Odoo automatically plans the next activity based on your sales script.
Effortless communication
means no miscommunication
Communication is key. 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.
Features
Leads
Never miss out on a follow-up
Leads Nurturing
Create campaigns to automatically send emails tailored to the lead segment and activities of the lead. Get several marketing modules to boost leads acquisition from your website: Search Engine Optimization tool, form builders, a/b testing tool, etc.
Assignation Rules
Define your own rules to assign leads to the right sales team or sales person based on quotas and segments.
Live chat
Activate Odoo Live Chat on your website to talk to your visitors and convert them into leads. Define rules for key countries or pages. Chatbot sends predefined messages automatically.
Predictive lead scoring
Odoo computes the probability of success according to several criteria such as past performance.
Deduplication
Get proposition of leads to merge when converting a lead into an opportunity. Create contacts automatically based on leads.
You can edit colors and backgrounds to highlight features.
Lead mining
Generate new leads directly into your Odoo database.
All these icons are completely free for commercial use.
Leads
Tell what's the value for the
customer for this feature.
Opportunities
Get a clear overview of the opportunity pipeline. Work faster with the drag & drop interface. Set up specific stages for each sales team.Analyze lost reasons on your opportunities to improve your sales effectiveness.
Customers
Get the full history of activities attached to any customer: opportunities, orders, invoices, total due, etc.
Efficient Communication
Get all your email communications automatically attached to the right opportunity. Create new leads automatically based on incoming emails.
Reporting
Visualize your sales teams KPI's at a glance.
Modern User Interface
A small explanation of this great
feature, in clear words.
Streamlined Sales Process in One Platform
Lead Management
Effortlessly create, track, and manage leads, set stages, define probabilities, and plan next actions
Quotations & Sales Orders
Quickly generate professional quotations, convert them into sales orders, and monitor progress through delivery
Invoicing & Payment
Simplify invoicing based on sales data, track payments, and ensure seamless reconciliation.
Reporting
- Gain actionable insights through dashboards and reports on lead conversion, pipeline health, and revenue performance.
Ready to Implement Odoo? Let's Talk
Contact us for a personalised meeting