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Customer Relationship Management (CRM) — Odoo

Great stories have a personality. Consider telling a great story that provides personality. Writing a story with personality for potential clients will assist with making a relationship connection. This shows up in small quirks like word choices or phrases. Write from your point of view, not from someone else's experience.

Great stories are for everyone even when only written for just one person. If you try to write with a wide, general audience in mind, your story will sound fake and lack emotion. No one will be interested. Write for one person. If it’s genuine for the one, it’s genuine for the rest.

Why Customer Relationship Management (CRM) — Odoo?Key FeaturesBusiness BenefitsWhy Choose LinkedERP?

Why Customer Relationship Management (CRM) — Odoo?

• Unified pipeline: manage leads, opportunities, and customers in one place.

• Native integration with Sales, Marketing, Helpdesk, and Accounting.

• User-friendly interface with mobile access for field teams.

Key Features

• Lead & Opportunity Management

   Visual pipelines, scoring and auto-assignment.

• Activities & Scheduling

   Tasks, meetings, calls, and reminders.

• Quotes & Orders

   Convert opportunities into quotations and orders.

• Email Integration

   Two-way email sync, templates, and tracked campaigns.

• Reporting & Forecasting

   Pipeline reports and KPI dashboards  



Business Benefits

• Shorter sales cycles with visual pipeline management.

• Higher conversion rates through lead nurturing.

• Improved customer satisfaction with timely follow-ups.

• Accurate forecasts for strategic decisions  

Why Choose LinkedERP?

• CRM implementation aligned to your sales KPIs.

• Custom workflows and integrations.

• Training and change management.

• Ongoing support for CRM optimization

Ready to transform your customer relationships with Odoo CRM?

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