odoo/addons/crm
Odoo Translation Bot 0093372184 [I18N] Update translation terms from Transifex 2015-12-20 02:54:53 +01:00
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doc
i18n [I18N] Update translation terms from Transifex 2015-12-20 02:54:53 +01:00
report [FIX] remove filter for new leads/opportunity (crm) 2014-11-28 14:26:25 +01:00
scripts/php
security [IMP] crm: Opportunities Analysis menu visible to Sale Manager 2015-04-21 15:26:57 +02:00
static/description [MERGE] forward port of branch 7.0 up to 3e3e35e 2014-11-05 21:10:15 +01:00
test [IMP] minor perf improvement during tests 2015-06-26 14:22:29 +02:00
tests [ADD] crm: test user notification 2015-09-29 15:27:46 +02:00
wizard [FIX] crm: same salesperson 2015-12-11 14:02:00 +01:00
README.md [IMP] Maifest for Github README.md on main apps 2014-08-12 11:33:15 +02:00
__init__.py [IMP] Crm: Add tracking mixin to manage utm campaign and add this mixin to mass_mailing, crm_lead and sale_order 2014-07-08 17:33:00 +02:00
__openerp__.py [DEL] Cleaning: key 'images' removed from all __openerp__.py 2015-01-06 14:20:38 +01:00
base_partner_merge.py [FIX] account, crm, l10n_fr: avoid exceptions when processing parameters 2015-11-03 21:38:53 +01:00
base_partner_merge_view.xml [REF] OpenERP --> Odoo in various UI texts 2014-07-18 13:45:41 +02:00
calendar_event.py [REF] Replace temp name by real name 2014-05-05 17:42:46 +02:00
calendar_event_menu.xml [FIX] crm: fp mistakes during d6ae7fb7db. 2015-04-27 13:21:51 +02:00
crm.py [MERGE] forward port of branch 7.0 up to cb29f9e 2015-07-29 12:07:34 +02:00
crm_action_rule_demo.xml [RENAME] sale_team renamed to sales_team. Update module name, file name and reference to the module. 2014-05-12 10:37:47 +02:00
crm_data.xml [IMP] Crm: Add tracking mixin to manage utm campaign and add this mixin to mass_mailing, crm_lead and sale_order 2014-07-08 17:33:00 +02:00
crm_demo.xml [REF] OpenERP --> Odoo in various UI texts 2014-07-18 13:45:41 +02:00
crm_lead.py [FIX] crm: merge opportunities for stages in 'both' type 2015-10-08 13:58:09 +02:00
crm_lead_data.xml [IMP] Crm: Add tracking mixin to manage utm campaign and add this mixin to mass_mailing, crm_lead and sale_order 2014-07-08 17:33:00 +02:00
crm_lead_demo.xml [IMP] Cleaning of reporting (group_by, filters), adding new favourites and default views, some renaming (py and xml files) 2014-08-26 11:56:49 +02:00
crm_lead_menu.xml [FIX] *: alias help message 2015-04-01 10:52:37 +02:00
crm_lead_view.xml [MERGE] forward port of branch saas-3 up to 4b1496f 2015-08-13 15:18:26 +02:00
crm_phonecall.py [FIX] crm: meeting from a logged phone call 2015-10-05 15:30:46 +02:00
crm_phonecall_data.xml [RENAME] sale_team renamed to sales_team. Update module name, file name and reference to the module. 2014-05-12 10:37:47 +02:00
crm_phonecall_demo.xml [RENAME] sale_team renamed to sales_team. Update module name, file name and reference to the module. 2014-05-12 10:37:47 +02:00
crm_phonecall_menu.xml [REF] OpenERP --> Odoo in various UI texts 2014-07-18 13:45:41 +02:00
crm_phonecall_view.xml [FIX] crm: create logged calls from tree view registers mobile phone 2015-06-10 09:27:25 +02:00
crm_report.xml
crm_report_view.xml Convert form views @version="6.1" 2014-06-12 13:55:40 +02:00
crm_segmentation.py [MERGE] new v8 api by rco 2014-07-06 17:05:41 +02:00
crm_view.xml [FIX] sale, crm_claim, crm_helpdesk: report menus 2014-07-22 19:13:13 +02:00
ir_http.py [FIX] website_hr_recruitment: add param to force all countries else it use GeoIP, check that country returned by GeoIP have jobs availables else fallback on all countries 2014-09-15 15:27:48 +02:00
res_config.py [CLEAN] crm: cleaned crm module before merging : 2014-05-12 13:41:49 +02:00
res_config_view.xml [FIX] mail, crm: be more friendly no lead alias 2015-06-22 15:53:03 +02:00
res_partner.py [FIX] crm: permissions on computed field 2015-07-22 15:39:26 +01:00
res_partner_view.xml [FIX] crm: permissions on computed field 2015-07-22 15:39:26 +01:00
sales_team.py [REM] fields: remove fields.Any, temporary artifact for ill-typed fields 2014-07-30 13:24:39 +02:00
sales_team_view.xml [FIX] crm: problem with planned revenues of the direct sales team opportunities 2015-03-30 13:12:31 +02:00
validate_email.py

README.md

Odoo CRM

Boost sales productivity, improve win rates, grow revenue with the Odoo Open Source CRM.

Manage your sales funnel with no effort. Attract leads, follow-up on phone calls and meetings. Analyse the quality of your leads to make informed decisions and save time by integrating emails directly into the application.

Your Sales Funnel, The Way You Like It

Track your opportunities pipeline with the revolutionary kanban view. Work inside your sales funnel and get instant visual information about next actions, new messages, top opportunities and expected revenues.

Social Network Integration

Bring social intelligence to your sales process. Gain insights from social media site LinkedIn to find prospects easily and load their data automatically into your address book.

Lead Management Made Easy

Create leads automatically from incoming emails. Analyse leads efficiency and compare performance by campaigns, channels or sales team.

Find duplicates, merge leads and assign them to the right salesperson in one operation. Spend less time on administration and more time on qualifying leads.

Organize Your Opportunities

Get your opportunities organized to stay focused on the best deals. Manage all your customer interactions from the opportunity like emails, phone calls, internal notes, meetings and quotations.

Follow opportunities that interest you to get notified upon specific events: deal won or lost, stage changed, new customer demand, etc.

Email Integration and Automation

Work with the email applications you already use every day. Whether your company uses Microsoft Outlook or Gmail, no one needs to change the way they work, so everyone stays productive.

Route, sort and filter incoming emails automatically. Odoo CRM handles incoming emails and route them to the right opportunities or sales team. New leads are created on the fly and interested salespersons are notified automatically.

Collaborative Agenda

Schedule your meetings and phone calls using the integrated calendar. You can see your agenda and your colleagues' in one view. As a manager, it's easy to see what your team is busy with.

Lead Automation and Marketing Campaigns

Drive performance by automating tasks with Odoo CRM.

Use our marketing campaigns to automate lead acquisition, follow ups and promotions. Define automated actions (e.g. ask a salesperson to call, send an email, ...) based on triggers (no activity since 20 days, answered a promotional email, etc.)

Optimize campaigns from lead to close, on every channel. Make smarter decisions about where to invest and show the impact of your marketing activities on your company's bottom line.

Customize Your Sales Cycle

Customize your sales cycle by configuring sales stages that perfectly fit your sales approach. Control statistics to get accurate forecasts to improve your sales performance at every stage of your customer relationship.

Drive Engagement with Gamification

Leverage sales' natural desire for competition

Reinforce good habits and improve win rates with real-time recognition and rewards inspired by game mechanics. Align sales teams around clear business objectives with challenges, personal objectives and team leader boards.

Leaderboards

Promote leaders and competition amongst sales team with performance ratios.

Personnal Objectives

Assign clear goals to users to align them with the company objectives.

Team Targets

Compare revenues with forecasts and budgets in real time.