Odoo Enterprise - Custom (CRM)

Regions
Worldwide

Features

CRM
CRM
Contact Management, Sales Management, Marketing Automation, Customer Service and Support, Reporting and Analytics, Workflow Automation, Integrations and Data Management, Contact center, Product, Projects, Service & Staff, Digitalisation & Technology
Contact Management
Customer Profiles, Interaction History
Customer Profiles
Basic Information
Demographic data
Company information
Duplicate management
Duplicate automation
Auto-Formatting
Company data enrichment
Interaction History
Notes and comments on customer conversations
Past purchases and transactions
Communication channels
Sales Management
Lead Management, Opportunity Management
Lead Management
Lead generation and qualification
Lead scoring and prioritization
Lead assignment to sales teams
Automatic lead rotation
Opportunity Management
Sales pipeline tracking
Quotations and proposals
CPQ
Sales forecasts and targets
Target Account List
Digital Signing
Playbooks
Marketing Automation
Email Marketing, Events, Campaign Management, Social Media Integration
Email Marketing
Creating and managing email campaigns
Automated follow-up emails
Email tracking and analytics
Events
Events
Participants
Venue Management
Logistics
Sponsorship Management
Campaign Management
Target audience segmentation and targeting (ABM)
Planning and executing marketing campaigns
ROI analysis and reporting
Ad conversion management
Social Media Integration
Content planning and publication
Customer Service and Support
Ticket Management, Self-Service Support, Complaint Management
Ticket Management
Recording and tracking customer queries and issues
Ticket prioritization and escalation
Solution history and notes
SLA
Self-Service Support
Knowledge base with frequently asked questions
Online forums and communities
Complaint Management
Customer satisfaction surveys
Reporting and Analytics
Performance Reports, Data Analysis
Performance Reports
Sales performance and results
Marketing return on investment and effectiveness
Customer Satisfaction Surveys
Data Analysis
Customer segmentation and audience analysis
Trend analysis and predictive models
Data visualization and dashboards
Compliance
Workflow Automation
Task and Calendar Management, Process Automation
Task and Calendar Management
Task and Calendar Management
Calendar integration and scheduling
Automated notifications and reminders
Content Calendar
Process Automation
Workflow design and automation
Automated actions and triggers (sequences)
Approval workflows and process streamlining
Integrations and Data Management
Email Integration, System Integrations & Addons, Customization
Email Integration
Email client synchronization
Email tracking and archiving
Email templates and personalization
System Integrations & Addons
API connectivity for custom integrations
Document Management
Payment Platform
Customer Portal
Customization
Customized properties
Labels, tags and categories
Team Management
Contact center
Contact Channels, CCC-Tooling
Contact Channels
Multi-Channel
Voice / VOIP
Video Messaging
(Contact) Forms
Live chat
CCC-Tooling
Snippets
Coaching
Product
Product Management, Content creation, Website management
Product Management
Product Information
Product Trees
Content creation
Blogs
FAQ/ Helpcenter
Website management
SEO
CMS
Landingpages
Web builder
Projects
Administration
Administration
Project Registration
Project Control
Hours Registration
Service & Staff
Registration
Registration
Service Contracts
Service Objects & Locations
Digitalisation & Technology
Technology - Basics
Technology - Basics
Hosted by the vendor
Hosted by the customer
Hybrid hosting customer and vendor
Hosted by 3th party

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