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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.
Monday.com legally Monday.com Ltd., is a Cloud-based platform that allows companies to create their own applications and work management software.monday.com Integrations
It's easy to connect Odoo CRM + monday.com 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 item is created on all boards.
Creates a customer.
Create a new Lead/Opportunity.
Updates a customer.
Odoo is an Open-source ERP (Enterprise Resource Planning. software, which is used to organize the business operations. It is the world’s most popular open source enterprise resource planning software. Odoo has over 1,00,000 customers worldwide. It was first launched in 2005 and since then it has become one of the leading software sputions for small and medium-sized businesses. The software is available to download for free under open source license. It can be customized according to the needs of the business environment.
Odoo can be integrated with other business applications like accounting software, email marketing top, point of sale, etc. to create a seamless business environment for the user. It also supports integration with mobile devices like smartphones and tablets. It also supports mobile payments.
Odoo has many modules like CRM, ecommerce, ERP, project management, etc. which can be used to execute different tasks related to an organization. The software has modules like accounting, sales, customer relationship management, inventory management, projects, HR, time tracking, etc. Some of these modules are available as an add-on module while others are included in the basic package.
monday.com is a service that helps teams cplaborate better by making project management faster and easier. It is designed for simplicity and speed. The design principle behind monday.com is to have a simple interface for users to use the application effortlessly without getting stuck in the complex functionalities of it. The user can create a project or manage their existing projects using this software.
monday.com claims to make project management easier by providing features like showing all tasks assigned to a person on one screen, giving the ability to re-assign team members or tasks, make amendments to tasks easily, etc. This software can be accessed from anywhere through internet browser or mobile device.
monday.com can help team members stay updated about what they are working on, who they are working with and what are the updates happening in the project. This way members can manage their tasks efficiently using this top. It also helps team members to ensure that they are completing their tasks before the deadline.
Integration of monday.com and Odoo CRM will facilitate exchange of data between these two applications and enable users to access all data from both organizations on the same screen without switching back and forth between them. This will save time as users will not have to switch between different softwares to access data from different sources. These two applications can be integrated using the API(Application Programming Interface. provided by both monday.com and odoo CRM so that data from both organizations can be accessed from one place only. Users will not have to open each software and enter the same information again and again into each application separately and save time. This integration will also enable users to receive email notifications whenever any new data appears in either application and the user does not have to go manually check if there is any new data available in any of these applications. If there is any important data which requires immediate attention of the user, they will receive a notification of it through email or text messages which will give them an opportunity to take appropriate action quickly. This will increase efficiency of work as users will not have to spend time searching for their current task status or current task progress in either application individually which would have been a time consuming process otherwise.
Both Odoo CRM and monday.com have some features that can be leveraged to implement this system effectively with minimum effort required by the user. Some of the benefits of integrating these two softwares include:
The process to integrate Odoo CRM and monday.com 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.