Flexible and personalized offers with learning CRM
Meet ever-increasing customer expectations and stand up to new competitors. With CRM processes that learn your customers’ characteristics and preferences, personalized offers, agile assortment design, and cross-channel retail services become your company’s standard
Structured sales processes with integrated self-learning components
Our AI solutions for CRM processes extend Odoo’s open-source CRM platform. Odoo CRM is a complete solution for CRM on which all sales processes are centralized. Whether selling on the phone, by e-mail, in your own web store or in online marketplaces, all customer and sales data is available online and centrally. Read more about Odoo CRM here.
Given the increasing amount of unstructured data and the growing complexity of customer relationships/processes, AI technology is becoming a necessity for CRM systems.
Thanks to our seamlessly integrated AI extension components, their CRM tools become smarter, providing you with more accurate sales insights and helping to make better decisions in sales processes.
HIGHER SUCCESS RATES AND INCREASING CUSTOMER SATISFACTION DUE TO
STRUCTURED SALES AUTOMATION:
Generate inquiries online and offline. Manage inquiries and respond quickly with intelligent recommended actions learned from past sales processes.
2Quotation process & price determination
Do you create quotes more often during the day? Do you use customized price lists? With Odoo, your offers can be created semi-automatically and with our intelligent pricing tool, prices can be dynamically adjusted to demand and the market situation.
3Order entry & processing
Order management and handover in processing is possible integrated within the system.
4Billing & payment tracking
Invoices can be created seamlessly in the next process steps after the sale is closed. Automatisms are possible.
KI-SUPPORTED LEAD GENERATION, SALES AND CUSTOMER SERVICE:
CRM features at a glance
Centralized contact management makes contact information such as names, addresses and company details in a searchable database, also quickly accessible on the go.
The integrated CRM solution provides a centrally stored communication flow so that processes and information are transparent at all times.
Manage the process of converting prospects into potential customers (leads) by automatically identifying, evaluating, and processing lead opportunities through the sales pipeline.
Integration with any mailbox enables management and segmentation of contact lists, as well as a central hub for internal collaboration.
Collect, upload, store, and share documents in a central location to make it easy for everyone to access information.
DSGVO compliant B2C and B2B online commerce, including subscription function, PayPal and credit card payments, as well as interfaces to 3rd party store systems such as Shopware, OXID, WooCommerce, Prestashop and Shopify.
Create quotes or proposals with automatically generated contract and condition texts and send them to customers. Offer templates help with the plant structures. Send to customers directly from CRM via email.
View an overview of your entire sales pipeline and the status / progress of each stage in the sales funnel.
Automate repetitive tasks by creating workflows that trigger actions or send reminders for the next actions. Our AI-based CRM extension components are able to recognize possible workflows in action patterns and prepare them for you.
Receive routine summary reports on sales figures or sales rep performance.
Generate sales forecasts or based on current lead & opportunity pipeline.
Tracking of visitor activities to the website, due to integrated full-featured CMS