Sale more efficient

• Access Odoo from any device;
• Quickly send quotes and invoices;
• Connection with CRM provides control over sales stages;
• Receive real-time notifications;

CRM

• Automatically capture potential clients from emails, calls, marketing campaigns, or events. Send quotes in just a few clicks, manage the pipeline with Drag & Drop; Ability to track leads, close opportunities, and obtain accurate forecasts;
• Schedule activities based on sales scripts: calls, meetings, correspondence, and quotes. Get all the information you need, directly on the opportunity: viewed website pages, received emails, etc.
• Set up personalized dashboards for real-time reporting;
• Lead Nurturing, Lead Scoring, import Leads;
• Rules for assigning leads to a specific team or sales agent;
• Efficient sales pipeline management by setting sales stages and sub-stages;
• Schedule meetings directly from CRM, sync with mobile phones and Google Calendar;
• Total visibility on leads: visited website pages, emails, meetings, quotes, invoices, next actions, previous orders, etc.
• Analyze reasons for lost opportunities and improve sales efficiency;
• Set email templates for customer communication;
• Automatic notifications regarding sales tasks.

Sales

• You can quickly configure quotes, proformas, and invoices;
• Electronic signature;
• Transform quotes into sales orders with a single click or let customers do it themselves with online quotes and Odoo eSign;
• Provide customers access to an online portal to track their quotes, sales orders, and delivery status;
• Create email templates for specific products to provide buyers with relevant information, such as instructions, service notifications, etc.;
• Product management

Odoo Point of Sale

• Easy configuration, compatible with any device;
• Can be used offline;
• Set up customer loyalty programs;
• Register customers to track their buying habits. Then, you can send them special offers with Odoo Mailing. Record customer data and quickly send them invoices;
• Integration with Inventory Management - Odoo Inventory;

Efficient communication with customers

• Email templates for products, quotes, contracts, etc.;
• Email history for each client;
• Specific tools to increase customer satisfaction;

Rentals

• Create rental orders, schedule, deliver, return, and invoice from the same place;
• Get all necessary information directly on the rental order;

Synchronization with the Amazon platform

Advanced sales reports

Accounting

• Automatically sync bank statements by connecting with the bank or allow importing statements in file format;
• Manage invoices and expenses, control supplier invoices, and get a clear forecast of payment bills;
• Quickly create invoices, manage recurring invoices, and easily track payments;
• Ability to create and send invoices online;
• Automatically create invoices from sales or delivery orders;
• Easily generate P&L reports, balance sheets, or cash flow statements;
• Ability to set multiple payment terms or discounts;
• Odoo alerts on overdue receipts and payments;
• Specific reporting forms for Romania have been configured: Balance or Form 10, Profit and Loss Statement Form 20, Sales-Purchase Journal according to ANAF specifications, Trial Balance (8 columns); 
• Create depreciation plans for fixed assets and automatically post journal entries at the end of the month;
• Use templates for fixed assets, recurring expenses, and revenues for faster document posting;
• Invoice OCR (Optical Character Recognition) tools;

Controlling

• Create a profit center hierarchy;
• Ability to allocate all income and expenses to profit centers;
• Cost distribution between profit centers is possible;
• Reports can be run at hierarchy and profit center levels;
• Employee or material codes can be automatically assigned to profit centers;

Invoicing

• Automatically invoice based on sales orders, deliveries, or contracts;
• Ability to accept online payments and automatically send payment notifications;
• Easily track bank account operations and invoice status;
• Analyze sales situations with Business Intelligence tools;

Payment Management

• Integrated with major online payment systems, including card payments;
• Automated debt recovery process;
• Report on the status of each client;
• Dedicated customer portal for tracking invoices and payments;
• Payment via QR code;

Expense Reports

• Manage employee expense receipts and provide the option to attach documents;
• Ability to approve expense reports by validating documents uploaded by employees, with the ability to compare the payment order, invoice, and receipt;
• Track employee expenses from registration, validation, and reimbursement;
• Automatic digitization of invoices and payment documents through integration with artificial intelligence;
• All expenses are automatically recorded in accounting after validation;

Electronic signature of documents

Performance Reports

• Profit & Loss Report;
• Cash flow;
• Balance sheet generation;

Basic Operations

• Preparation of delivery orders based on availability;
• Configuration of warehouse zones;
• Stock transfer from one location to another;

Advanced Routing

• Direct drop-shipping from suppliers;
• Configure product routes for automatic transfer between warehouses or locations;
• Cross-Docking;
• Configuration of the order process;
• Warehouse Management through the same application with the ability to set supply rules;

Productivity

• Product scanning;
• Automatically send alerts to suppliers and manufacturers;
• Dedicated customer portal for order tracking;

Stock Replacement

• Based on stock forecasts, Odoo automatically sends purchase proposals;
• Automation of requests for quotes to specific suppliers;
• Purchase of raw materials;

Traceability

• Full traceability through the history of all operations for each document;
• Real-time display of stocks in your accounting software for accurate balance;
• Inventory tracking through barcodes and serial numbers;

Products

• Odoo supports multiple types of products that behave differently: physical products, consumables, services, digital products;
• Track product expiration dates;
• Custom barcodes for desired behaviors, such as a specific promotion;
• Multiple units of measure and automatic conversion: buy in tons and sell in kg;

Stock Valuation

• Costing methods;
• Configure perpetual (real-time, automated) or periodic stock valuation based on the product;
• Include transportation costs in the product cost for an accurate inventory valuation;

Advanced Reporting and Forecasting

Human Resources Management

• Create employee profiles with all information in one place;
• Manage contracts, track employee status, position, contracts, and schedule;
• Create weekly or monthly timesheets and track employees' time spent on projects;
• Manage attendance, easily generate reports on employees' monthly attendance;

Leave Management

• Centrally view employees' leaves;
• Simple leave request-approval process. Employees request the desired type of leave directly from the application, managers accept or reject the request, and employees receive an automatic response via email;
• Generate reports and statistics to help ensure company productivity;

Promoting Collaboration

• Create your company's own social network;
• Create discussion groups, with the ability to share documents and communicate more easily;
• Gamification - create challenges, goals, and rewards with clear targets to stimulate employee involvement and reward performance;

Evaluation and Feedback

• Create forms for evaluation, follow-up, evaluation calendar, and automate the evaluation process;

Recruitment Process

• Recommend open positions in your company to friends and acquaintances;
• Track candidate progress and see how many points you've earned;
• Personalize the dedicated account for your team;

Fleet Management

• Easily track the fleet, contracts, monitor costs, insurance, and receive notifications with expiration dates.

Creating a Website, 100% FREE

• You can create your own website, 100% free, including hosting and domain;
• With the help of predefined templates, you can build a simple and easy website without any web design experience;
• You have access to professional images and illustrations that you can use for free;
• Odoo Artificial Intelligence Design provides you with the best design and color suggestions;
• Multi-website - the ability to have multiple websites in different languages;

Online Store

• You have all the e-commerce tools to create a modern online store for free;
• An intuitive system that helps you easily create product pages;
• With Drag & Drop, you can configure the design, set inventory, and display all product features (size, color, etc.);
• Through the integrated e-commerce platform, you can easily track inventory and sales through automated stock adjustments and reporting;
• The dedicated customer portal helps keep data organized with order tracking and complaints, allowing customers to download invoices and delivery orders, as well as track the order status;
• Increase the shopping cart value through marketing optimizations, up-selling, and cross-selling. Customers will automatically receive product recommendations and complementary alternatives;
• Secure online payment and confirmation;
• Possibility of integration with courier companies and tracking shipments directly from Odoo;

SEO Optimization

• You have all the necessary tools for SEO included;

Conversion of Visitors

• The possibility of including contact forms connected to CRM;
• Add a tracking code to URLs and measure all marketing campaigns from the first click to the final sale. Identify which campaigns are most effective in attracting visitors to your site and generating revenue;
• Use call-to-action buttons and Social Media to attract potential customers;
• Integrated Live Chat - you can provide visitors with real-time information directly on the site through a pop-up chat window;
• Newsletter Signup Popup, integrated with the email list;
• Blog;

Forum

• Increase customer satisfaction by providing them with all the information they need;
• Identify the needs of your community and come up with solutions;
• Reward content creators on the forum;
• The forum is also an excellent advantage for SEO.

Social Marketing

• Plan, monitor, and analyze social media accounts from a single platform;
• Integration with Facebook, Instagram, LinkedIn, Twitter, YouTube;
• Ability to create posts, schedule them, and track statistics and leads generated;
• Push Notifications on the site to capture the attention of visitors;

Email Marketing

• Easily create newsletters with Drag & Drop;
• Create campaigns from scratch or use existing templates;
• Segment and filter databases down to the smallest details;
• Boost sales through lead nurturing campaigns. You can take contacts directly from CRM and segment them based on the sales process. This way, you can offer personalized information to customers and potential customers according to their needs;
• Ability to schedule campaigns;
• Dynamic content that adapts to any screen type: phone, desktop, or tablet;
• Get precise and real-time statistics for each email sent. Easily track the number of potential customers, orders, generated revenue, open rate, bounce rate, click-through rate, and improve the overall marketing strategy. Track generated opportunities and monitor expected revenues.

Marketing Automation

• Create efficient and targeted automated marketing campaigns;
• Segment your database to increase communication impact and results;
• Configure advanced, automated marketing flows that deliver 24/7;
• Set up campaigns based on the customer's journey. You can easily create a multi-step campaign with multiple paths, set desired actions, and select time triggers directly in the workflow;
• Automate tasks such as moving a potential customer into your sales funnel, assigning leads to your sales team, updating a record, and more;
• Use if/then actions to perform specific tasks after an email has been opened, clicked, or responded to;

Events

• Efficiently coordinate on-site and online events;
• A complete management platform capable of handling events of any type or size.
• Odoo Events covers all aspects of event planning, from organizing events and selling tickets to visibility and promotion;
• Organize the event calendar and coordinate speakers;
• Sell tickets online through an automated registration and payment process;
• Promotion and marketing tools;

SMS Marketing

• Create SMS campaigns, which typically have a 98% open rate compared to other campaigns;
• Send campaigns now or schedule them;
• Technical details optimized by Odoo;
• Segment based on previous orders, abandoned carts, subscriptions, event participants, manually selected contacts, etc.

Surveys

• Create modern-designed surveys and quizzes;
• Easily distribute surveys using the Odoo system and collect responses;
• Advanced analysis of responses;
• Live survey sessions;
• Real-time statistics.