Project management

An application for managing tasks and projects with a friendly interface - Drag & Drop, supports the Agile methodology (Kanban view) Tasks can be assigned to employees / subcontractors. You can set milestones, depending on tasks, and receive notifications. It is possible to integrate budgetary monitoring of a project, with a visual display of planning versus execution. Intuitive display, in several ways: Gantt chart, calendar, task table and graphic. Can be extracted and loaded from Excel. Includes: analysis and display tools for management - dashboard and pivot tables. The information can be cut and filtered flexibly and dynamically. It is possible to manage the project tasks while cooperating with the various parties with the help of digital communication from within the application (including conference calls), and allow mutual viewing and updates through the corporate portal. Documents can be combined for each task, in conjunction with the documents application.

Service and support center

The customer service center application presents an overall view of the support team, balance and load distribution of service calls, status of service calls according to priorities and association of a care provider for the call, compliance with the definitions of service level rules (SLA), reports and more. Regular updating of the customer on the progress of the service call by automatically sending emails when the service call is transferred to different stages on the Kanban.

User-friendly interface and integration with project and task management, work hours tracking and customer billing. Multi-channel digital communication with the customers and partners (customer portal, messages, chat, forums, emails) from the opening of the call at the call center, through the handling of the organization to the closing of the call.

Multi-channel communication with customers wherever they are:

Connect to VOIP & Call center

Connection to the switchboard to receive and remove calls from the system with one click in the CRM application. With one click from the kanban display in the CRM pipeline, you can schedule a call from within the system for yourself or for the phone of the company's employees. By hovering over your contact's card and clicking to add to the list of next-in-queue activities.

The Odoo VoIP widget offers more options than just calling customers. You can send emails, schedule meetings, view their order details or internal notes from the team and more.

Odoo VoIP integrates with applications such as CRM, sales, helpdesk, invoices and more, so you can optimize the work flow and prevent tedious manual work for the staff.

Timesheets

An application for employee working hours reports according to tasks and projects, the reporting is carried out using a mobile phone or a computer using a friendly interface and is made possible by manually writing the working time or by activating a stopwatch that measures the working time. With the help of the application, you can analyze actual hours versus planned hours, grant manager approvals, monitor employee activity, issue invoices to clients based on the time worked for them. The application is integrated, among other things, with the project management application and you can get insights about the time spent on projects and avoid exceeding budgets.