CRM

Un diseño intuitivo con filtros inteligentes proporciona una visión más clara de todas sus actividades de ventas. Aproveche los consejos y las mejores prácticas para configurar e implantar su CRM de forma eficaz.

Genere automáticamente clientes potenciales a partir de correos electrónicos, llamadas VoIP, interacciones en redes sociales, visitas a sitios web, asistentes a eventos, tickets de soporte y mucho más.

Send offers with just a few clicks, manage your pipeline effortlessly using drag-and-drop, and much more.

Use predefined dashboards or create your own with the advanced reporting engine. Monitor the evolution of your KPIs over time and identify new trends. Share filters and insights with your team for better collaboration.

Analyse your sales pipeline using advanced filters, grouping options, drill-down capabilities and more.

Collect statistics on your lead sources to evaluate the ROI of your marketing campaigns.

Turn opportunities into offers with just a few clicks. Get a complete overview of the customer's history.

Get information about product availability directly in the offer. 

Manage activities and calls efficiently by organizing their orders and scheduling them for each opportunity, while instantly logging and analyzing them in the opportunity chat. Additionally, monitor and record your team's activities to ensure effective workflow management.

Get a clear overview of the opportunity flow. Work faster with the drag-and-drop interface. Set specific stages for each sales team. Analyze the reasons behind lost opportunities to improve your sales effectiveness.

Plan your next actions and schedule your daily work according to the most important opportunities and tasks.

Schedule meetings directly from an opportunity. Synchronise with mobile phones and Google Calendar.

Access all relevant information about the opportunity: pages visited on your website, emails, meetings, next actions, previous orders and more.

Design campaigns to automatically send emails tailored to the prospect segment and their activities. Use various marketing tools to improve customer acquisition from your website, including a search engine optimization tool, form builders, A/B testing tools, and more.

Habilite Live Chat en su sitio web para interactuar con los visitantes y convertirlos en clientes potenciales. Establezca reglas para países o páginas específicas y deje que el chatbot envíe mensajes predefinidos de forma automática.

Odoo calculates the probability of success based on various criteria, including previous performance.

Set customised rules to assign leads to the right sales team or salesperson based on quotas and segments.

Receive suggestions for merging leads when you convert them to opportunities. Automatically create contacts from leads.

Create templates for the most common communications with your customers or opportunities, simplifying your messaging process.

Automatically link all your email communications to the correct opportunity. Generate new leads automatically from incoming emails.

Track key opportunities with a single click and receive alerts on relevant activities.

Create a call queue for customers or opportunities and make calls directly from the browser, either automatically or manually. Automatically log calls, open customer profiles and plan next actions. Handle failed calls by rescheduling or sending follow-up emails. Receive incoming calls with an automatic pop-up. Fully integrated with Asterisk v13.2 VoIP server.