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Odoo CRM Implementation & Customization Services

 Build Stronger Customer Relationships, Optimize Your Sales Funnel, and Drive Growth

The Power of a Unified Odoo CRM

Unlike standalone CRM systems, Odoo CRM is fully integrated with Odoo Sales, Accounting, and Marketing, creating a cohesive and comprehensive business management platform. This integration means that data flows seamlessly from one module to the next, giving your team a complete picture of every customer from the moment they become a lead to the moment they become a long-term partner. Key benefits include.

Customer relationships are the lifeblood of any successful business. A robust Customer Relationship Management (CRM) system is essential for managing your leads, nurturing your opportunities, and providing excellent customer service. Odoo CRM is a powerful and intuitive platform that provides a 360-degree view of your customer interactions. At Deliverydevs, we are specialists in Odoo CRM implementation and customization, helping businesses of all sizes to streamline their sales processes, automate their marketing efforts, and build lasting relationships with their clients. Our goal is to transform your sales funnel into a well-oiled machine that converts leads into loyal customers.

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Centralized Customer Data

 Store all your customer information—communications, meeting notes, sales history—in one secure location.

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Improved Sales Pipeline Management

Visually manage your sales funnel with a simple drag-and-drop interface, allowing you to easily track the status of every opportunity.

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Smarter Decision-Making

 Leverage Odoo’s reporting and AI-powered insights to identify your most promising leads and opportunities.

Enhanced-Team-Collaboration
Enhanced Team Collaboration

Provide your team with a shared platform to communicate, schedule activities, and collaborate on opportunities, ensuring nothing falls through the cracks.

Our Comprehensive Odoo CRM Services

We offer a complete range of services to ensure your Odoo CRM implementation is perfectly aligned with your business goals.

CRM Strategy and Business Process Analysis

Before we start, we work closely with your team to define your sales funnel and identify the key stages of your customer journey. We then design a customized Odoo CRM workflow that is tailored to your business, ensuring that the system supports your unique sales processes.

Odoo CRM Customization & Development

When standard features are not enough, our developers can create custom solutions, such as.

Advanced Lead Scoring

Custom Reports & Dashboards

Third-Party Integrations

Odoo CRM Implementation & Configuration

We handle the entire setup of your Odoo CRM, including.

Lead & Opportunity Configuration

We set up lead capture forms on your website, configure lead scoring rules, and define your sales pipeline stages.

Automation Rules

We configure automation rules to streamline your process, such as automatically assigning leads to a salesperson or sending a follow-up email after a meeting.

Email & Communication Integration

We integrate your email and communication tools with Odoo to ensure that all customer interactions are logged automatically.

Training & Ongoing Support

We provide hands-on training for your sales and marketing teams, ensuring they can effectively use all the features of your new CRM. Our ongoing support services guarantee that your system remains up-to-date and your team always has the help they need.

In-Depth Look at Odoo CRM Features

Pipeline Management

Use the Kanban view to visually manage your opportunities. Drag and drop leads from one stage to the next, and track your progress in real time.
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Lead Nurturing & Automation

Automate your lead nurturing process with built-in marketing tools. Create email campaigns, track engagement, and move leads through the funnel automatically.
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Activity Management

Schedule and track all your sales activities—calls, meetings, and emails—directly within Odoo. This ensures you never miss a follow-up and that all interactions are logged.
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AI-Powered Lead Scoring

Odoo's predictive lead scoring automatically evaluates leads based on their activity and demographic data, helping you to prioritize your efforts and focus on the most valuable opportunities.
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Detailed Analytics

Get detailed reports on your sales pipeline, team performance, and lead sources. Use this data to identify bottlenecks in your process and optimize your strategy.
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Ready to Revolutionize Your Financial Operations?

With Deliverydevs and Odoo Accounting, you can turn your financial department into a strategic powerhouse. Contact us today for a free consultation to see how we can help you streamline your accounting, improve reporting, and boost your bottom line.

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