Odoo v9 anticipated CRM new features and improvements

Odoo v9 anticipated CRM new features and improvements

A new release of Odoo is pencilled in for July 2015 with the following hints released of what we can expect with the CRM module that includes the following;

Modern User Interface – A fast user interface designed for sales. Get all the information you need where you need it. Reduce data entry – Get leads automatically created from emails, VoIP calls. Send quotes in just a few clicks, manage your pipeline with drag & drop, etc… Mobile – Sell on the road with Odoo’s mobile user interface, working even if you don’t have an internet connection.

 

Lead Management Features & Improvements

– leads nurturing

– live chat

– lead scoring

– de-duplication

– import leads

– assignation rules

– online aquisition

– call-to-actions

– Geo-IP

– URL trackers

 

Opportunities Features & Improvements

– efficient pipeline

– 360 degree visibility

– schedule meetings

– log calls

– plan next actions

 

Quotations Features & Improvements

– quotation builder

– quotation template

– upselling

– electronic signature

 

Orders / Contracts Features & Improvements

– sales orders

– contracts

– time and materials contracts

– milestones

– odoo-sign

– recurring contracts

– customer portal

 

Efficient Communication Features & Improvements

– VoIP

– custom alerts

– email templates

– email gateways

 

Products / Prices Features & Improvements

– product variants

– price-lists

– discounts

– coupons

– product types

 

Reporting Features & Improvements

– dashboard

– lead analysis

– opportunities analysis

– order and invoicing analysis

– SaaS key performance indicators

 

Integrations Features & Improvements

– powerful API

– Google Docs

– expense invoicing

– accounting

– inventory

– all sales channel

– marketing apps

 

If you are seeking any of these new features and would like access to a beta test environment once available, please contact us to register your interest.