CRM
IMPLEMENTATION SERVICE
Optimize your sales
force
The Odoo CRM software is a powerful tool that helps you attend to your customers and their needs. It tracks your potential contacts, provides reliable forecasts, and focuses your efforts on what really matters: doing business.
Take a look at Odoo's CRM
Each opportunity is displayed as a card in a list with all the essential information. Each stage provides an overview of the revenue you expect. The kanban view organizes the opportunities by stage. You can drag and drop them to easily change their stage.
Soluciones integrales de
CRM
Implementation
We assist you in the configuration of the CRM (stages, tags, activities, sales teams, and other settings).
Training
We provide you with specialized training that will enable you to manage the CRM independently and efficiently.
Support
We offer you the necessary support to optimize your use of the CRM, eliminating any obstacles or inconveniences.
Why Odoo's CRM?
Fluid communication
Communication is essential. Incoming emails are automatically incorporated into your workflow. Likewise, you can stay in touch with your team and your clients from a single place, allowing you to easily access the information you need at any time. It integrates with: email, live chat, SMS, VoIP, and WhatsApp.
Quote in a few clicks
Create professional-looking quotes quickly and easily through a user-friendly interface. Select the products from your catalog and let Odoo manage the process. It requires installing the Odoo Sales application.
Turn information into money
Effective decision-making is based on accurate information that is updated in real time. Evaluate your sales metrics using revenue forecasting features, team performance analysis, and dashboards tailored to your needs.
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information?
Get answers to all your questions.
Frequently asked questions
CRM implementation service
Odoo CRM is a comprehensive tool for managing and optimizing the sales process. It allows for detailed tracking of leads, opportunities, and customers, facilitating decision-making and improving the efficiency of your sales team. With a visual pipeline and real-time reports, you can identify areas for improvement and enhance your results.
As a certified Odoo partner, we have the experience and knowledge necessary to adapt and implement Odoo CRM to the specific needs of your business. We accompany you at every stage of the process, from the initial analysis and customization to integration and training, ensuring a smooth transition and a quick return on investment.
Our implementation process is divided into several phases:
- Analysis and diagnosis: We evaluate the current processes of your company and define clear objectives.
- Planning and customization: We adapt the CRM to your specific needs by configuring pipelines, custom fields, and automations.
- Integration: We connect Odoo CRM with other systems and modules of Odoo (such as Sales, Marketing, Inventory, and Accounting) for a unified flow of information.
- Training and support: We train your team and provide ongoing support to ensure maximum utilization of the tool.
Odoo is a fully integrated suite of applications, which means that the CRM natively connects with modules such as Sales, Marketing, Helpdesk, Inventory, and Accounting. This integration eliminates information silos, improves collaboration between departments, and facilitates centralized management of all business operations.
Our commitment does not end with the implementation of the system. We offer:
- Personalized training for your team, ensuring they thoroughly understand the features and benefits of Odoo CRM.
- Continuous technical support and advice to resolve questions and optimize processes.
- Periodic updates and improvements according to the needs of your business, ensuring that you are always taking advantage of the latest innovations from Odoo.
Yes, the application is free, forever, with unlimited users. Your first application is always free with Odoo and includes free hosting and support. You will only have to pay if you install more applications.