Top 5 Odoo CRM Features to Revolutionize Your Small Business


For a small business, it’s important to focus on delivering the best customer experiences. With CRM software, companies can drive efficiency in their business processes, increase customer retention rate, and optimize task management. 

However, when it comes to choosing the best CRM for small businesses, it’s important to have in-depth knowledge of the features of CRM software that you will be investing in. 

So, let’s start and see what makes Odoo CRM the top choice of small business owners and how they can leverage the Odoo CRM features to gain a competitive advantage. 

Interactive User Interface

With a modern user interface, Odoo CRM is flexible and easy to use. This means greater visibility into your sales pipeline so you can shorten the sales cycle and run your business smoothly.

Mobile View

Moreover, Odoo CRM users can also manage their selling activities on the go with the mobile user interface. Hence, using Odoo CRM will bring your business to your fingertips so you can stay on top of things.

Large Screen View

Odoo CRM is focused on improving the user experience and is also optimized for large screens. There is chatter on the right and an opportunity form on the other side so you can get a view of everything going in your CRM and communicate with your team. 

Seamless Lead Management 

One of the best Odoo CRM features is that it allows users to create campaigns and automatically send them. Moreover, Odoo CRM users can also leverage lead segmentation and keep track of all lead activities to run personalized campaigns.

Scoring Leads

Right from your CRM, you can score the leads based on certain criteria and perform A/B testing. Hence, you can easily decide which leads should be nurtured and converted into an opportunity to drive high sales. 

Live Chat

You can also leverage live chat on your website with Odoo CRM. This will streamline your interactions with your customers, improving the chance of converting them into leads. 

Activity Pipeline Management

Optimize your schedule and keep track of all activities with Odoo CRM. You can easily get a clear view of your opportunity pipeline and leverage the Odoo CRM features to stay ahead of the curve. Moreover, Odoo CRM allows users to customize their pipeline by segmenting it into different stages and adding descriptions. Additionally, you can also create sub-stages to keep track of all opportunities. 

Proactively Schedule Meetings

With Odoo CRM, you can schedule meetings from within the CRM and sync it with your Google Calendar to never miss a meeting. Moreover, this will allow you to have a proactive approach and set a meeting with the most important opportunities first so you can win more business.

Complete Customer Database

Another Odoo CRM feature is that it allows users to maintain and automatically update the customer database. You can also share the customer address book with your team to remove all bottlenecks in communication with the customers.

Maintain Customer History

Deliver the best customer experience by maintaining customer history and keeping track of their activities. This will help in better engaging the customers by providing the service according to their preferences.

Interactive Dashboards

Strategize better by analyzing all your data and pipelines to deliver better results and level up your business. You can also interact with your data by leveraging pre-defined dashboards or making your own dashboard to analyze all opportunities and perform advanced reporting.

Analyze and Visualize Data

Get all statistics about your leads and opportunities to evaluate them and create strategies to drive high profits. With Odoo CRM, you can visualize your leads, opportunities, and sales data to detect trends and have a clear understanding of all that’s happening in your business with just a glance. 

It’s A Wrap!

Odoo CRM is your best bet to revolutionize your business. The different Odoo CRM features will help streamline all your business processes, maximize revenue, and create meaningful customer relationships. Moreover, you can customize Odoo CRM to mirror your business and ensure greater productivity and an increased CRM user adoption rate in your company. 

So, what’s stopping you from leveraging Odoo CRM features to level up your business? 

RT Dynamic is an Official Odoo CRM Experts firm. From Odoo CRM IntegrationCustomizationMigration, and Support, we are a one-stop-shop for all your CRM needs. Get in touch now for a FREE Business Analysis. We will be glad to assist you!

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