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Sale more efficient

• Sell on the road with Odoo's mobile user interface;
• You can send fast offers and invoices;
• The CRM connection offers you control over the pipeline;
• Real time notifications;

CRM

• Automatically get more leads from clienți din e-mails, calls, marketing campaigns or events. Get leads automatically created from emails, VoIP calls. Send quotes in just a few clicks, manage your pipeline with drag & drop, etc.

• Schedule meetings from the opportunity of customer. Sync with mobile phones and Google calendar.

• Use predefined dashboards or build your own with the advanced reporting engine. Share filters with the team;
• Lead Nurturing, Lead Scoring, import Leaduri;
• Score your leads based on explicit and implicit criteria (on pages viewed, localisation, time). Define different actions based on lead score and team assignation rules;
  Create campaigns to automatically send emails tailored to the lead segment and activities of the lead;
• Customize your pipeline by adding description on stages;

• Schedule meetings from the opportunity of customer. Sync with mobile phones and Google calendar;

• Analyse your opportunities pipeline with advanced filters, grouping, drill down etc.

• Get statistics about your sources of leads to evaluate the ROI of your marketing campaigns;

• Create template of emails for most common communications with your customers or opportunities;
• Follow key opportunities in just a click and get alerts based on relevant activities;

Sales

• Send quotes in a just a few clicks. Convert quotes to sales orders and invoices from the same screen. Integrates with the CRM app to manage your sales pipeline from qualification to closing;
• Sell faster with electronic signatures, allowing your customers to review and sign your quotations online;

• Convert quotations into sales orders in one click or, let your customers do it themselves with online quotes and Odoo eSign;

• Provide customers with access to an online portal to view their quotes, sales orders, and track the status of delivery orders in real-time;

• Create email templates for specific products to provide relevant information to buyers such as instructions, service reminders etc;

• Manage any type of product including services, stockable products, delivery charges, electronic products, or consumables;

Odoo Point of Sale

• Set-up in minutes, sell in seconds. Compatible with any device;
• While an internet connection is required to start the Point of Sale, it will stay operational even after complete disconnection;
• Keep in touch with and keep them coming back with loyalty programs;
• Register your customers to keep track of their buying habits. You can then send them special offers and sale notices with Odoo Mailing. Register tax identifications for your business customers and give them invoices instantly (or send by email);
• Integrated Management. Real time control & accurate forecasts to manage procurements;

Easy communication with your clients

• Email templates for products, offers, contracts and others; 
• Email history for each client.
• Specific instruments to grow client satisfaction; 

Rentals

• Create your rental order, schedule, deliver, return, and invoice from one single view.Get all the information you need directly on the rental order;

• Keep an eye on the availability of your products and serial numbers from a Gantt view; 

Amazon connector to synchronize your sales

Advanced sales reports

Accountancy

• Automatically synchronizes bank statements via bank connection or allows import of statements as files;

• Manage invoices and expenses, control supplier invoices and get a clear forecast of payment invoices;

• 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 create P&L report, balance sheet or cash flow statement;

• The possibility of setting multiple payment terms or discounts;
• Odoo warns of outstanding receipts and payments;
• The specific reporting forms have been configured for Romania: Balance Sheet or Form 10, Profit and Loss account Form 20, Sales-Purchase Journal according to ANAF specification, Trial Balance (8 columns);
• Create amortization plan for fixed assets and automatically post accounting notes at the end of the month;
• Use templates for fixed assets, expenses and recurring income for faster posting of documents;
• Invoicing tools (OCR - Optical Character Recognition);

Controlling

• Allows the creation of a hierarchy of profit centers;
• Ability to allocate all income and expenses to profit centers;
• Cost distribution can be done between profit centers;
• Reports can be run at the level of hierarchies and profit centers;
• 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 the sales situation with BI - Business Intelligence tools;

Payment Management

• Integrated with the main online card payment systems;
• Automation of the debt recovery process;
• Report on the status of each client;
• Portal dedicated to customers, for tracking invoices and payments;
• Payment based on QR code;

Returns

• Manages supporting documents of employees and provides the possibility to attach documents;
• The possibility of approving statements by validating the documents uploaded by employees, the payment order, invoice and receipt can be compared;
• Track employee expenses, from their registration, validation and settlement;
• Automatic digitization of invoices and payment documents through integration with artificial intelligence;
• All expenses are automatically recorded in the accounting after their validation;

Electronic Signature of documents

Performance Reports

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

Basic operations

• Preparation of delivery orders according to availability; ​
• Warehouse configuration by zones;
• Transfer of stocks from one location to another;

Advanced routing

• Drop-shipping directly from suppliers;
• Configure product routing for automatic transfer between warehouses or locations;
• Cross-Docking;
• Setting up the ordering process;
• Warehouse management through the same application and 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 the stock forecast, Odoo automatically sends purchase proposals;
• Automation of the request for offer to certain suppliers;
• Purchase of raw materials;

Trasability

• You have total traceability through the history of all operations for each document;

• Real-time inventory display in your accounting software for an accurate balance sheet;

• Stock tracking by barcodes and numerical series;

Products

• Odoo supports several 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 measurement and automatic conversion: buy in tons and sell in kg;

Stock Evaluation

• Costing methods;

• Set up perpetual (real-time, automated) or periodic stock valuation mode by product;

• Enter shipping costs into the product cost to get 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, their schedule;

• Create weekly or monthly time sheets and track the time employees spend on projects;

• Manage attendance, easily generate reports with monthly employee attendance;

Leave Management

• The possibility to centrally view employees' vacations;
• 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 by email.
• Generate reports and statistics to help you ensure company productivity;

Stimulating Collaboration

• The possibility to create the company's own social network;

• You can create discussion groups, with the possibility to share documents and communicate more easily;

• Gamification - create employee challenges, goals and rewards with clear targets to drive engagement and reward employee performance;

Evaluation and Feedback

• The possibility of creating evaluation forms, follow-up, evaluation calendar and automation of the evaluation process;

Recroutment Process

• Recommend open positions in your company to friends and acquaintances;
• Follow the progress of the candidates and see how many points you have collected;
• Personalize the account dedicated to your team;

Fleet Management

• You easily track the fleet, contracts, monitor costs, insurances and receive notifications with expiration dates;

Website development, 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 having experience as a web designer;
• You have access to professional images and illustrations that you can use for free;
• Odoo Artificial Intelligence Design makes the best design and color proposals for you;
• Multi-website - the possibility of having several sites, in different languages;

E-commerce

• You have all the e-commerce tools to create a modern online store for free;
• Intuitive system that helps you easily create product pages;
• With Drag & Drop you can configure the design, set the inventory and display all the characteristics of the products (size, color, etc.);
• Through the integrated e-commerce platform, you can easily track inventory and sales, through automatic stock adjustments and reporting;

• The dedicated customer portal helps keep order tracking and complaint data organized, allowing customers to download invoices and delivery orders, as well as track order status;

• Increase the value of the shopping cart through marketing optimization, up-sell and cross-sell. Customers will automatically receive product recommendations and complementary alternatives;
• Safe online payment and confirmation;
• Possibility of integration with courier companies and parcel tracking directly from Odoo; ​

SEO Optimization

• You have all the necessary tools for SEO; ​

Visitors conversion

• Possibility to include 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 driving 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 information in real time, directly on the site, through a pop-up chat window;
• Newsletter registration pop-up, 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 a great 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 created;
• Push Notifications on the website, to capture the attention of visitors;

Email Marketing

• Easily create newsletters with just Drag&Drop;
• Create campaigns from scratch or using existing templates;
• You can segment and filter databases down to the smallest detail;
• Increase sales through lead nurturing campaigns. You can take contacts directly from CRM and segment them according to the sales process. In this way, you can provide customers and potential customers with personalized information based on their needs;
• The possibility to program the campaigns;
• Dynamic content that adapts to any type of screen: phone, desktop or tablet;

• Get accurate and real-time statistics for every email sent. Easily track the number of leads, orders, amount of revenue generated, open rate, bounce rate, click rate and improve your overall marketing strategy. Track opportunities generated and track expected revenue.

Marketing Automation

• Create automated and effectively targeted marketing campaigns;

• Segment your database to increase communication impact and results;

• You have the ability to set up advanced, automated marketing flows that deliver 24/7;

• Configure campaigns based on the customer journey. You can easily create a multi-stage, multi-path campaign, set desired actions and select time triggers directly in the workflow;

• Automate tasks like moving a lead into your sales funnel, assigning leads to your sales team, updating a listing, and more;

• Use if/then actions to perform certain tasks after an email has been opened, clicked, or replied to;

Events

• Effectively coordinate on-site and online events

• A complete management platform capable of managing events of any type or size.

• Odoo Events covers all aspects of an event planner's work, from organizing events and selling tickets to visibility and promotion.

• Organize the event calendar and coordinate the speakers;
• Sell ​​tickets online, through an automated registration and payment process;
• Promotional and marketing tools;

SMS Marketing

• Create SMS campaigns, which usually have a 98% open rate compared to other campaigns;
• Send now or schedule campaigns;
• Technical details optimized by Odoo;

• Segment based on past orders, abandoned carts, subscriptions, event attendees, handpicked contacts, etc.

Surveys

• Create quizzes with a modern design and test them;
• Easily distribute questionnaires using the Odoo system and collect responses;
• Advanced response analysis;
• Live quiz sessions;
• Real-time statistics;