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Customer Relationship Maximized

AI-native CRM to track leads, get accurate forecasts and close more opportunities.

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Track opportunities easily in the sales software

Your pipeline at a glance.

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.

Efficient organization

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.

Effortless communication means no miscommunication
First call
3 days
Schedule a demo
2 days
Make a quotation
3 days
Follow-up quote
20 days
1st reminder
2 days
2nd reminder

Effortless communication
means no miscommunication

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.

 

Integrates with

Integrates with:

Email
Live chat
SMS
VoIP
Attractive quotations in two clicks

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.

Width30 cm (11 3/4")
Height75 cm (29 1/2")
Underframe for table topSteel, Epoxy powder coating
Misc. load100 kg (220.8 oz)
LegSteel or Aluminum.
Packaging 1 box (135 x 985 x 65)
1 box (183 x 915 x 165)
Total weight: 33.66kg (35.6 oz)
Alu frame: 15.87kg (17.6 oz)
Site the-wood.com
MyCompany
250 Executive Park Blvd, Suite 3400
San Francisco CA 94134
United States

Invoicing AddressDeco Addict
ECDACDD4C51
BCA5CBCA123
Shipping AddressDeco Addict
77 Santa Barbara Rd
Pleasant Hill CA 94523
United States
Tax ID: US123456789
Quotation # S00099
Quotation Date10/25/2023
Expiration11/07/2023
SalespersonMitchell Admin
DescriptionQuantityUnit PriceTaxesAmount
Large Meeting Table1.00 Units4,000.0015%$4,200.00
[DESK0023] Customizable Desk (Custom, White) 160x80cm, with large legs1.00 Units750.0015%$750.00
Untaxed Amount$4,750.00
New Quotations / S00084 ⚙ Choose Products 🔍 Search... 1-40 / 135  ⟨ ⟩
☆ Wall Shelf Unit
[FURN_0009]
Unit price: $ 1.98
On Hand: -1.00 Units
☆ Customizable Desk
[FURN_0096]
Unit price: $ 750.00
On Hand: 45.00 Units
Legs: SteelColor: White
★ Customizable Desk
[FURN_0097]
Unit price: $ 750.00
On Hand: 50.00 Units
Legs: SteelColor: Black
☆ Customizable Desk
[FURN_0098]
Unit price: $ 800.40
On Hand: 54.00 Units
Legs: AluminiumColor: White
☆ Office Chair Black
[FURN_0269]
Unit price: $ 120.50
On Hand: 8.00 Units
☆ Individual Workplace
[FURN_0789]
Unit price: $ 885.00
On Hand: 16.00 Units
Turn reporting data into money

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.

Measures ▾ Insert in Spreadsheet 📶 📈 🥧 ▦ ⚏ ☰ November 2023 None October 2023 December 2023 Sum
14 12 10 8 6 4 2 New Qualified Proposition Won prop Stage