Odoo 13 makes everything simplified and faster. Being integrated helps you retrieve all the information related to your sales like inventory, accounting, customer relations, and others.

1. Features of
Odoo 13
CRM
www.cybrosys.com

2. Sell Faster As You Go Lead Management Opportunity
Management Customers Management Productive
Communication Powerful Reporting Integrations.
Features

3.  Modern user interface:
A natural UI intended for sales. A dashboard for a superior review of
the business exercises.
 Reduce data entry:
Get leads automatically created from mails, website, VOIP calls &
send quotations in couple of clicks. And deal with your pipeline by
drag and drop.
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 Superior mobile view:
Sell from anywhere using mobile app (IOS/Android).
 Large/small screen view:
Optimized view for all types of screens, with the opportunity form on
the left and a scrollable chatter on the right small screen and on the
right and scrollable chatter on the bottom on the big screen.
Sell faster
as you go

4.  Leads Nurturing:
Create campaigns and send automated emails to the leads and
schedule activities based on the lead.
 Lead Scoring:
Statistical analysis determine the probability to close a lead based on
the state, country, phone quality, email quality, source & languages.
/
 Live Chat:
Use Odoo Live Chat on your website to chat with visitors and convert
them into leads and also define rules based on countries.
 Deduplication:
Eliminate the duplicate leads, while converting into opportunities and
create contacts from the lead automatically.
Lead
Management
1

5.  Import Leads:
Easily import your lead list with Company, Name, Email, Job
Position, Phone no. Mobile no. Address, State, Country, Websites,
with Odoo's column matching tool.
 GeoIP:
Statistical analysis determine the probability to close a lead based on
the state, country, phone quality, email quality, source & languages.
/
 Assignation Rules:
Define your own rules to assign leads to the right sales team or sales
person based on quotas and segments.
 URL Trackers:
Using UTM trackers, track the source of your leads in all marketing
campaigns.
Lead
Management
2

6.  Pipeline Management:
Get a clear picture of the opportunity in pipeline. Work faster with the
drag & drop interface. Automatic archiving of lost opportunities and
hidden in the pipeline.
 Customize Stages:
Create your own pipeline and add description for your each stages.
/
 Activities & Calls Management:
Assign activities per opportunity for your team and schedule them.
Log every activity immediately in the chatter with predefined actions.
Easily Track, log and analyse the activities of your team.
 Schedule Meetings:
Schedule meetings with the customer in opportunity & Sync with
mobile phones and Google calendar.
Opportunity
Management
1

7.  Plan Next Actions:
Plan next actions and schedule your daily work based on most
important opportunities and tasks.
 Log Calls:
Log calls or trigger VoIP calls in just a few clicks and Odoo proposes
to automatically reschedule the next action after the call.
 360° Visibility:
Get information right into the opportunity such as pages visited on
your website, mails, meetings, next actions, proceeding orders and
much more.
 Lost reasons:
Analyze lost reasons on your opportunities to improve your sales
effectiveness and to grow your business.
Opportunity
Management
2

8.  Customers Management
Get a fully controlled address book and shared it among your sales
people.
 Multi-Address:
Have multiple addresses and contacts for a single company and
manage it from single window.
 Customer Preferences:
Set your customer preferences easily such as language, delivery
methods, financial data.
 Track Customer History:
Get the full history of a customer in single window such as
opportunities, meetings orders, invoices, total due & more.
Customers
Management

9.  Emails Templates:
Create your own email templates for most commonly used- to
communicate with the customers.
 Email Gateways:
Get all your email communications automatically attached to the right
opportunity. Create new leads automatically based on incoming
emails.
 VoIP:
Integrated with Asterisk VOIP server. Receive & call from the
browser automatically or manually. Reschedule or send email for
failed calls.
 Custom Alerts:
Follow key opportunities in just a click and get alerts based on
relevant activities.
Productive
Communication

10.  Dashboard:
Build your own dashboards and share filters with the team. Visualize
your sales teams KPI's at a glance.
 Cohort Analysis:
Keep track of the evolution of your KPI's over time and detect trends.
 Opportunities Analysis:
Analyze your opportunities with advanced filters, grouping, drill down,
etc. based on stages, sales person, country & more.
 Leads Analysis:
Get statistics of your leads source to evaluate the ROI of your
marketing campaigns.
Powerful
Reporting

11.  Sales App
 Automation App
 Email App
 Social App
 SMS App
 Google Docs
 VoIP
 Powerful API
Integration

12. For More
Details
Check our company website for Odoo related blogs and
Odoo book.
www.cybrosys.com
Check our YouTube channel for functional and technical
videos in Odoo.
Cybrosys Technologies

14. Thank You