CRM Solutions- Bringing your Business to the Forefront

Sales Enhancement + Progressed Automation + Efficient Customer Service

Well-Organized Open Source CRM Flow

Is your business bearing the brunt of a poorly organized customer support system? Planning on upgrading to a software that can do the job for you? Odoo Open Source CRM allows you to track your leads better, work on real-time reports faster as well as in making your customized dashboards and forecasts look much smarter. 

Not just that! You can streamline your entire business under one platform and work hassle-free towards the numbers you expect to make.

Thus, it enables us to easily predict the upcoming activities by effectively reviewing the current performance. Moreover, it acts as a single place storage system through which we can connect to our customers via real-time messaging tools. Further, it can be easily integrated with other Odoo modules through which the entire work system is streamlined and experiences more efficiency with less effort.

What does CRM do?

  • Tracks & manages customer information efficiently
  • Get connected with your team within any device
  • Captures customer emails for better business use
  • Focus on lead generation by avoiding repetitive tasks
  • Gain more insights & recommendations for better business decisions

Why does CRM matter?

  • Eliminates clunky manual efforts and automates your business processes
  • Elevate your business to the next level by gaining more leads and customers
  • Organize & Optimize your business with updated market strategies
  • Store valuable customer details and make sure they are personal, relevant, and up-to-date

Enhance your business using Odoo CRM, an integrated business suite
to meet all your requirements

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Accurate forecasts for better decisions

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Customized dashboards for better business insights

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Progressed automation leading to better business time management

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Real-time overview to review and enhance business performance

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User-friendly and customer centric CRM

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Completely integrated with third party apps

Increased Success Rate + Boost Sales Productivity + Multiply Business Revenue

Lead Mining

Customize Your Lead Generation Strategy

  • Generate quality leads to ensure high business growth
  • Generate leads from scratch directly from your database
  • Configure leads based on country, industry, size, etc
  • Each generated leads will cost one credit
  • Credits can be purchased within the CRM, an in-app feature

Efficient Reporting System

Ensure More Accurate Business Decisions

  • Gain more business insights using the advanced reporting system
  • Availability of Pipeline and Activity analysis
  • Calculate the win/loss ratio with their respect medium
  • Make use of advanced filters and time ranges to calculate more accurate business details
  • Gain more insights on the opportunities, sales persons, sales team, & their respective stages

Using Odoo’s user-friendly CRM solution, collect all your customer data at an instant and engage them with more accurate services.

Convert Your Visits To Leads

  • Convert visitors of your website into leads
  • Perform data enrichment based on their IP address
  • Customize your website by understanding what your customers want
  • Enrich your leads automatically with company data based on their email address

Our Customized CRM Business Suite Solutions

  • Add and import multiple products from pipeline to quotation at ease
  • Management of automated followup sequences for every individual leads in order to provide reminders in desired intervals
  • Campaign Management for mass mailing activities
  • Mass mailing for existing partner's and New Leads
  • Customized Email templates
  • Schedule and assign activities to the sales executives
  • Transaction triggers and reminders along with their superiors for better control on the leads and pipeline
  • Stage based customized forms and views to track the documents and their respective process status
  • Incorporated Document Management

Our Third Party Integrations with Customized CRM

Integrate and Automate all your business functionalities

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Social Media Integrations

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Facebook Messenger Integration for effective Prospect to Lead conversion

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Google Apps Integration

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Google maps - Track real time sales person locations

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VOiP Integration

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Asterisk Integration - Enhanced multi-party video conferencing and collaboration capabilities

Ready to integrate your business with our advanced CRM solutions?

Key Benefits of our CRM Solutions

  • Improve your sales faster with modern user interface and reduced data entry
  • Make use of lead mining features to customize your lead generation strategy
  • Ensure more accurate business decisions using the efficient reporting system
  • Generate leads from scratch directly from your database and configure them based on country, industry, size, etc
  • Convert visitors of your website into leads by performing data enrichment based on their IP address
  • Make use of advanced filters and time ranges to calculate more accurate win/loss ratio of business details with their respect medium

Reasons to Partner with PPTS for Odoo CRM Solutions

  • Official Odoo Gold Partner in USA, France, & India
  • 9+ Years of Odoo Experience
  • 40+ Odoo Technical Experts
  • 65+ Odoo Implementations across the globe
  • 60+ Odoo modules developed & are ready to download from Odoo apps store
  • Open ERP Expertise from Version 6

Over 5 Million Customers benefit their business using Odoo! Join the success club now!