Key Features of Accounting Module in Odoo 12

ERP Solutions oodles
3 min readDec 19, 2019
Key Features of Accounting Module in Odoo 12

Odoo is a comprehensive suite of enterprise applications including Customer Relationship Management (CRM), Human Resource Management (HRM), Accounting, Warehouse management and Point of Sale. Odoo CRM module is specifically designed to manage existing and potential customers efficiently. It enables businesses to check all of your leads/opportunities in one location, manage them from one stage to a different, and analyze the results.

Odoo CRM module enables business managers and sales executives to track their prospects and gather the relevant information in a single unified location. Also, Odoo CRM reduces the workload of business associates and gives them access to simply segmentable and well-visualized data.

We provide Odoo integration services to streamline and automate business operations. Our developers are skilled at working with different versions of Odoo.

Key Features of Odoo CRM

Priorities Activities

Prioritize the follow-up activities in the pipeline and meet your targets with efficiency

Track your sales activities

Track the sales stages easily and efficiently via the sales pipeline Kanban view.

Schedule Meetings

Schedule meetings directly from the opportunity of customer

Dashboards

Get all the mandatory details of ‘in progress’ and ‘accomplished business activities’ in your Dashboard

Get in touch with customers

It maintains communication with customers via email, phone, chat, and social media within your Odoo CRM.

Leads Promotion

Start campaign by causation auto-generated emails to customers in Leads.

Assign a salesperson to follow the lead and retail it to you.

Opportunities Analysis

In this, you can analyze your opportunities through a pipeline with advanced filters, grouping, drill-down, etc.

Lead Scoring

Score your leads supported explicit and implicit criteria and judge which lead satisfies the benchmark to become an opportunity.

Customized Alerts

Set custom alerts for opportunities supported some activities

Analyze Opportunity lost

Analyze the explanations behind the loss of opportunities and improve your sales potency.

Automate routines and Focus on sales

It automates your routine business activities, so there is no need to waste time maintaining data.

Odoo CRM General Workflow

CRM in Odoo can be explained as a series of events that start with identifying a Lead (a future sale possibility) and passes through different stages like Opportunity, Quotation, Sales Order and actual sale (invoice generation and payment).

Odoo integrates the customer Management module with these processes to accomplish effective customer Relationship Management.

The basic steps concerned in trailing a sale are often listed as below:

Lead: It is a possible future sale that can be created if a user enquires about a product.

Opportunity: It increases the possibility of a sale. The organization might appoint an individual to follow-up with the customer.

Pipeline: It’s a convenient mechanism provided by Odoo to trace chance.

Quotation: Once the opportunity is qualified, then the next level is to make a quotation and send to the customer.

Next, Quotation changes to Sale Order then to Invoice Generation and Payment.

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