Features
Sell Faster
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.
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.
Set up activities
Your planned calls are queued, ensuring a seamless switch from one task to the next.
Leads
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.
Predictive lead scoring
Wera computes the probability of success according to several criteria such as past performance.
GeoIP
Detect countries, states and cities of leads automatically from your visitor IP address.
Live chat
Activate Wera 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.
GeoIP
Detect countries, states and cities of leads automatically from your visitor IP address.
Deduplication
Get proposition of leads to merge when converting a lead into an opportunity. Create contacts automatically based on leads.
Assignation Rules
Define your own rules to assign leads to the right sales team or sales person based on quotas and segments.
URL trackers
Track the source of the leads using UTM trackers in all your marketing campaigns.
Lead enrichment
Enrich contacts' information based solely on an email address or a phone number.
Opportunities
Activities and calls management
Effectively manage activities and calls by organizing their order and scheduling them for each opportunity, while promptly logging and analyzing them in the opportunity's chat. Additionally, monitor and record your team's activities to ensure efficient workflow management.
Pipeline management
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.
Customize stages
Customize your pipeline by adding a description on stages.
Schedule Meetings
Schedule meetings from the opportunity of customer. Sync with mobile phones and Google calendar.
Plan Next Actions
Plan next actions and schedule your daily work based on most important opportunities and tasks.
360° Visibility
Get all information right into the opportunity: pages visited on your website, mails, meetings, next actions, preceeding orders, etc.
Customer's
Address Book
Get a clear address book shared amongst your sales persons.
Customer Preferences
Set customer preferences easily: language, delivery methods, financial data, etc.
Multi-Address
Have multiple addresses and contacts for a single company.
Full History
Get the full history of activities attached to any customer: opportunities, orders, invoices, total due, etc.