Customer management and marketing

ניהול הלקוחות, ההזדמנויות והלידים במקום אחד עבור כלל הפעילויות של המערכת.

קביע​​​​ת דמו 

Customer management and marketing

Odoo's customer and marketing management system offers a comprehensive solution for customer relationship management, which includes tools for managing customers, contacts and marketing campaigns. Odoo enables organizations to optimize sales and service processes, improve customer experience and increase revenue through built-in integration with other Odoo applications.

קביע​​​​ת דמו 

ניהול קשרי לקוחות


פירוט השירות


CRM - ניהול קשרי לקוחות

The CRM application allows you to manage all leads and sales opportunities with the help of a friendly Pipeline in different views such as a list, graph, PIVOT table, Kanban up to the sales stage.

Thank to the Kanban view, there is a clear overview of all your sales opportunities and what stage each one is at. Easily with one click, sales opportunities can be converted into sales for both existing and new customers. With the help of the application you can manage your daily activities with the potential customers and schedule meetings and other activities that are synchronized with a calendar in the application. You can cut and filter the information in a flexible and dynamic way and view reports that reflect the true situation, with the help of the application your sales team can prioritize and provide business insights when contacting customers.

CRM - customer relationship management

CRM - ניהול קשרי לקוחות

אפליקציית ניהול קשרי לקוחות מאפשרת לרשום את כל הלידים, הזדמנויות המכירה והלקוחות שלך בתצוגות שונות כמו רשימה, גרף, טבלת PIVOT ,Kanban ועוד.

באמצעות תצוגת Kanban, יש סקירה ברורה של כל הזדמנויות המכירה שלך ובאיזה שלב כל אחת מהם נמצאת. בקלות ע"י לחיצת קליק אחד ניתן להמיר את הזדמנויות המכירה למכירות ללקוחות קיימים וחדשים כאחד. בעזרת האפליקציה ניתן לנהל את הפעילויות היומיומיות שלך מול הלקוחות ולתזמן פגישות ופעילויות נוספות המסונכרנות עם יומן באפליקציה. ניתן לחתוך ולסנן את המידע באופן גמיש ודינאמי ולצפות בדוחות המשקפים את מצב האמת, בעזרת האפליקציה צוות המכירות שלך יכול למצוא, לתעדף ולספק תובנות עסקיות בעת יצירת קשר עם לקוחות.

The contact management application gathers all the information about the contacts linked to the business (employees, suppliers, customers, etc.). The system displays all the data of the contact - 360 degrees of the customer in one place. With the help of smart buttons, you can access all the information related to the contact from all the system apps.


Using the tabs on the contact page, you can save details about purchasing, sales, accounts, meetings and more related to the contact. You can sort the data and segment customers by fields of activity, geography, salespeople and any relevant information.

The contact management application gathers all the information about the contacts linked to the business (employees, suppliers, customers, etc.). The system displays all the data of the contact - 360 degrees of the customer in one place. With the help of smart buttons, you can access all the information related to the contact from all the system apps.


Using the tabs on the contact page, you can save details about purchasing, sales, accounts, meetings and more related to the contact. You can sort the data and segment customers by fields of activity, geography, salespeople and any relevant information.

contacts

An e-mail marketing application allows the definition of automatic and customer-specific marketing campaigns. Using advanced filters, mailing lists of contacts can be compiled to specify target groups to whom you want to contact. You can easily create your email template using a friendly drag & drop editor or use ready-made templates.


You can track the statistics regarding the performance of your emails in real time (conversion percentage, number of leads and orders generated, revenue generated and more). All emails sent are recorded and stored in the system database.

שיווק בעזרת דואר אלקטרוני

Email marketing

שיפור קמפיינים שיווקיים



Get accurate and real-time statistics on every email sent. Easily track the number of leads generated, orders, amount of revenue generated, message open rate, click-through rate and improve your overall marketing strategy. Track opportunities created and track expected revenue.

שפר את הקמפיינים שלך



קבל נתונים סטטיסטיים מדויקים ובזמן אמת על כל אימייל שנשלח. עקוב בקלות אחר מספר הלידים שנוצרו, הזמנות, כמות ההכנסה שנוצרה, שיעור הפתיחה שלך, שיעור היציאה מדף הכניסה, שיעור ההקלקות ושפר את אסטרטגיית השיווק הכוללת שלך. עקוב אחר ההזדמנויות שנוצרו ועקוב אחר ההכנסות הצפויות.

Automation of campaigns

The Auto campaign generator app helps create targeted and automated marketing campaigns. By segmenting the customer (potential) database you can deliver the right message to them at the right time.


Creation of advanced marketing processes based on the leads and opportunities in the system and ongoing 24/7 monitoring effectively with the help of the CRM system. Thanks to advanced analysis, you can immediately see the performance of the campaign with KPI indicators such as opening percentage, exit percentage from the entry page, number of clicks and delivery status.

Improve your campaigns



Get accurate and real-time statistics on every email sent. Easily track the number of leads generated, orders, amount of revenue generated, message open rate, click-through rate and improve your overall marketing strategy. Track opportunities created and track expected revenue.

שפר את הקמפיינים שלך



קבל נתונים סטטיסטיים מדויקים ובזמן אמת על כל אימייל שנשלח. עקוב בקלות אחר מספר הלידים שנוצרו, הזמנות, כמות ההכנסה שנוצרה, שיעור הפתיחה שלך, שיעור היציאה מדף הכניסה, שיעור ההקלקות ושפר את אסטרטגיית השיווק הכוללת שלך. עקוב אחר ההזדמנויות שנוצרו ועקוב אחר ההכנסות הצפויות.

Marketing in social media

The application for marketing in social media consists of planning, management and analysis of the activity in social media from one place. Increasing awareness and presence on the Internet, with the help of publishing posts, monitoring responses, maintaining contact with customers, increasing the rate of leads and orders. The app ensures that your presence on Facebook, Twitter and LinkedIn is centrally controlled. You can create, plan (creating a timed post) and track the content on social media platforms and the results of the efforts become measurements.


  events

The events application is a platform for managing events of all sizes. A complete solution for managing the company's customer events, planning promotion timing and publishing the schedule and content of the company's events on the website: registering guests, collecting payments and issuing participation tickets, publishing the event plan and schedule, entry control and reporting to participants, managing lecture dates, content speakers and sponsors. You can manage the registration of events and the sale of tickets online and allow the choice of a payment method with a credit card or through an invoice and the definition of special conditions. The events are displayed in the application on many charts such as a calendar, Gant and more.


Additional solutions

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