Sales

Easy quotation software.

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CRM App

Sell on the road with Odoo's mobile user interface.   

Create campaigns to automatically send emails tailored to the lead segment and activities of the lead.

Track the source of the leads using UTM trackers in all your marketing campaigns.

A Dashboard for a better overview of the sales activities. 

 

Define your own rules to assign leads to the right sales team or sales person based on quotas and segments.

Create template of emails for most common communications with your customers or opportunities.

 
 


The real customer centric CRM

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Sales App

Send quotes in a just a few clicks. Convert quotes to sales orders and invoices from the same screen  

Sell faster with electronic signatures, allowing your customers to review and sign your quotations online.

Follow key quotations and orders in just a click and get alerts based on relevant activities.

Design custom quotation templates in just a few clicks and reuse them to save time.

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

Automatically mirror sales and purchase orders in a multi-companies setup.

 
 


Send polished quotations
with Odoo Sign and online payment.

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Point Of Sale App

A single order can be paid as a split payment between multiple parties as well as with separate payment methods.

Quickly find your customers and products with the built-in search features.

Register your customer's VAT number and apply them to invoices.

Payments are directly integrated into Odoo Accounting to make bookkeeping simple and reliable.

 

Calculate product weight during checkout with the electronic scale integration.

Odoo's Point of Sale system is capable of performing at a scale of over 100,000 products.

 
 


Set-up in minutes, sell in seconds.

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Subscription App

Confirm a quotation with recurring products and the contract is created with the correct settings and products.  

Send sales orders and contract management page directly to customers through secured URL access.  

Set up conditions on each subscription template in order to differentiate your subscriptions in good health or in bad health.

Taxes are managed automatically in real time based on your settings for regions and rates. 

 

Customers can close the contract themselves and provide a reason for their decision.

Understand your business's forecasted annual MRR growth and forecasted annual contracts growth.  

 
 


Recurring billing & subscriber management the easy way.

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Rental App

Rent products in multiple units of time like days, weeks or months. Adapt your price based on your unit of time.

Easily follow the status of each item in the order (reserved, delivered, returned, invoiced).

See all of your email communications attached to the associated order, allowing you to trace back on discussions and negotiation.

Rental orders are optimized to help your company maximize revenues by offering options .

Invoice on orders. Manage payment terms by customers or by invoice. Track and follow up on invoices.

Manage several prices for your products (time-bounded, min quantity, discounts) and assign them to your customers.

 
 


All your rental process gathered in one place.

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