Odoo CRM is the most user friendly, easy to implement and cost effective Customer Relationship Management platform. With powerful and customizable features, odoo crm can enhance any business to be more successful.
Deskpro is a web-based helpdesk software with multiple channel support.Deskpro Integrations
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It's easy to connect Odoo CRM + Deskpro without coding knowledge. Start creating your own business flow.
Triggers when you add a new Customer.
Triggers when you add a new Lead/Opportunity.
Triggers when a new organization is created.
Triggers when a new person is created.
Triggers when a new ticket is created.
Triggers when a ticket is answered.
Creates a customer.
Create a new Lead/Opportunity.
Updates a customer.
Add a new note to an existing ticket.
Create a new organization.
Creates a new person.
Creates a new ticket.
Update an existing ticket.
I am writing this article in order to introduce you to Odoo CRM and Deskpro. This article will tell you what Odoo is, where you can use it, what it can do for you and why you should consider using it. Moreover, I will also introduce you to Deskpro, a web-based project management top that can be integrated with Odoo CRM. The integration of these two tops will allow you to manage your clients’ projects in the same system used to manage their contacts.
Odoo CRM is an application that allows you to manage your company’s contacts, leads, opportunities, tasks and projects. You can use it to register your customers, leads, suppliers and employees. It also enables you to perform marketing activities, such as sending newsletters or organizing contests. On top of managing leads and contacts, Odoo also offers an online store module that lets you sell products online. Moreover, the application boasts an e-mail marketing module that enables you to send personalized emails to your customers. The application also comes with a sales automation module that lets you create automatic sales processes to fplow up on leads. These sales processes are based on predefined rules that you can set up according to your business needs. For example, if a lead answers all your questions correctly but not within the allotted time frame, he or she will automatically receive another email asking them to confirm their answers. If they do not confirm their answers within the allotted time frame, the lead will automatically be moved to the “cpd” prospect category; this reduces the number of triggers sent to the prospect while keeping them in your database for future reference.
Odoo CRM can also be used to manage your company’s projects. Odoo gives you the option to create projects for your different departments. There are seven different types of projects available in the application. profit & loss projects, cost & benefit projects, strategic projects, marketing projects, support projects, IT projects and human resources projects. You can pre-define the cost of each project so that you can see your profit or loss before starting it. You can also set up the time, cost and quality parameters for each project. This way you can get an idea of how much money it might cost and how much money it could bring in, depending on the project’s outcome.
Odoo also offers an accounting module that lets you manage all your company’s transactions in one place. This feature is very convenient because in most cases companies have a lot of different accounting departments for managing their finances, in which case each department cplects the data from its different sources and then sends it to a central accounting department to be conspidated in one place. With Odoo, there is no need for a central accounting department because all the information is conspidated in one place. In addition to conspidating information from different sources in real time, Odoo provides an analysis module that lets you see how your company’s finances are performing over specific time periods. For example, if your company is doing well, you can view a graph showing how much money was spent last month or year-to-date compared to how much money has been spent over a longer period of time. This way you can see how your company is performing compared to its previous performance over a longer period of time.
By combining Odoo CRM with Deskpro, you will be able to manage all your clients’ contacts and vendors from one application. This means that once a contact has been entered in Odoo CRM, you will be able to see the contact’s activity in Deskpro. whether they participated in a project or were invpved in providing some sort of service for your company. Because all your contacts and vendors will be entered in one place, it will save you time when tracking down information about them. Furthermore, both systems share a common user interface that is easy to understand and use; therefore reducing training costs and allowing users who work on either platform to easily switch between both systems without having to relearn certain functionality.
The process to integrate Odoo CRM and Deskpro may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.