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Showing posts with the label best crm software

CRM Software for Small Business | Get Live Demo

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Our CRM is arranged with the abilities to sort opportunities, schedule appointments & meetings, manage contracts & sales orders, and maintaining the report of your business in an easy way. Our CRM also can track the customer interactions automatically and respond instantly to keep the deal alive for an increased conversion rate. ⦁ Lead Management ⦁ Opportunity Management ⦁ Account Management Lead Management By our lead-management your business can attain: 1. Descriptive lead capturing 2. Efficient management of activities 3. Add specific attachments and documents 4. Export the leads into desired formats 5. Import Leads 6. Effective lead classification Opportunity Management Our opportunity management in CRM offers you : 1. Multiple Swim-lanes for easy tracking 2. Create individual customer/company accounts 3. Assign opportunities to existing accounts/contacts 4. Create and manage quotations 5. Effective Sales order processing 6. Manage activit...

Create Odoo CRM Leads from your Website’s Contact form

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Create Odoo CRM Leads from your Website’s Contact form Ever wondered to have your website’s contact form submission added to CRM? If your answer is YES, you are at the right place. In this article, you will get knowledge of how to have your contact form’s submissions added to Odoo CRM leads. Odoo is one among the most popular Opensource Enterprise application for CRM. Odoo has an option to configure Incoming mail server, this will create a record in the configured table (we are going to configure that to Leads/Opportunity). Prerequisites: Basic understanding of Odoo PHP, JAVA or any other programming language of your preference. Follow the steps below to achieve the goal, 1. Setup Odoo Incoming Mail Server To setup an Incoming mail server, go to  Settings –> General Settings –> Configure the incoming email gateway . You will be redirected to the create form of Incoming Mail server. Create a new record and fill the information of your mail account. ...