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Web based CRM for SME'S

Updated 21 day ago

CRM Lifecycle

Features of CRM  module in Odoo are listed below:

  • Easy to use CRM with Lead and Request for Quotation features.
  • Multiple email triggering in RFQ to associated manager.
  • Multiple level state implementation in Request for Quotation with respect different slabs of revenue.
  • Map Contracts with respect to approved RFQs and then generated as Project tracker.
  • Each project Tracker mapped with a customer PO where each PO can be mapped with multiple Project.
  • Creating Project out of Customer and tracking down the cost targets and revenue generation.

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