A powerful suite of professional business applications at your finger tips.
Business Anywhere is a portal for streamlining & empowering your business. Application integrations previously out of reach of the small business, available instantly and securely on your domain at the click of a mouse.
Feature packed telephone with unlimited extensions & voicemail boxes.
A fully hosted PBX at your disposal. With over 20 professional features, unlimited mailboxes and internal extensions which your employees can use from anywhere, even take calls on their mobile phones at no cost. Add as many Direct Dial numbers as you like even 0845 / 0870 numbers and 0800 freephone numbers, add as many additional lines as you like from as little as £5 per month.
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Free domain, SSL, Email server & cloud storage.
Includes UK domain name. Unlimited Email addresses & mailing lists with your very own mail server. Free SSL security on all domains & email.
Securely sync & share files with colleagues or customers using the included cloud storage. Like having a private Dropbox for your business.
Collaboration tools
Work smarter & faster, keep in touch with colleagues and customers wherever they are with a suite video conferencing, multi-user chat/discussion apps, desktop sharing and collaborative working tools.
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Website Builder & Ecommerce
Forget about writing code simply drag and drop business features to build your website, then add more features as you grow: jobs, ecommerce with integrated payments systems, customer portal, events, company blog, call-to-action, newsletters and more.
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Point of Sale
Set-up in minutes, sell in seconds with Odoo POS, based on a smart interface that any Retailer/Restaurant can use. It's extremely flexible and easy to configure to meet your precise needs. Allowing you and your staff, to spend less time at the counter and more time with your customers.
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Accounting & Finance
Get paid faster with electronic invoicing and automated follow-ups, create and send professional invoices and receive payments online. Automatically create invoices from sales orders, delivery orders or base them on time and material.
Learn MoreApplication Features
See just a few of the features in the key applications available in our app store.
VOIP HD Digital Telephone Line & Fully hosted PBX
Reduce your business call costs. UK landline call rates: 1.8p per minute & calls to mobile from 8p per minute, a fraction of the cost of BT.
A fully hosted PBX for your business.
Includes over 20 professional business telephony features
Click individual features to see them in full.
Caller ID
Caller ID is a standard Hosted PBX feature which enables incoming calls to be identified by their Caller ID. An incoming caller’s ID is displayed on the users phone screen.
Similarly, all Hosted PBX extensions can be set to display a certain Caller ID when making outgoing calls. This is useful if a particular phone belongs to a particular department or if an individual wishes to display his/her direct number when placing outgoing calls.
Call Transfer
This essential phone feature allows users to transfer calls from their phone. Calls can be transferred to another user, voicemail, an external number, and other destinations.
Call transfers can be done in two distinct ways. The first method is called a Blind Transfer and it will connect two calls immediately. The second is called an Attended Transfer, and this method connects the person making the transfer with the intended recipient first. This gives the transferring user a chance to inform the recipient who is on the line before the actual transfer is made.
Call Parking
Call parking enables a call to be placed in a call parking lot with an assigned number. This parked call can be picked up by any user with any phone. The caller who is placed in the call parking lot will have on-hold music played to them while they are awaiting a pick-up. Calls are assigned specific parking lot numbers upon transfer. The parking lot number is essential to this system, so it is imperative that the person transferring the call notes which parking lot number the call is placed in – the number is read to the transferring user after dialling the extension for the parking lot. Calls can be answered simply by dialling the parking lot number.
This system is extremely useful when there are phones located where there may be more than 1 user (e.g. factory floor, newsroom, meeting room, etc…). Calls can be placed in a parking lot, and the receptionist can simply contact who the intended recipient is and tell them the code to access the call (e.g. “Jill your husband is on line 76” – Jill simply dials 76 on any phone and is connected to her husband).
Call Forwarding
This feature allows calls which would usually originate at a given location to be forwarded to another. Once call forwarding is activated, all calls are redirected to the intended destination immediately. Calls can be forwarded to another extension, phone number (such as a cell phone), an IVR, and more.
An example of this feature would be if a particular user had to leave the office for a given amount of time and wanted to receive their phone calls at another location.
Call Recording
Call recording is a useful feature which enables a calling or called party to record a conversation using their phone. Call recording can be set to always record, never record, or record strictly on an on-demand basis. Call recording can be useful for training and/or quality assurance. Some jurisdictions/countries do not allow a call to be recorded without prior consent, please check your local laws before recording a phone call.
Call Reporting
VOIPITS gives you the ability to view all phone calls in a graphical interface, this is useful for businesses who need to keep tabs on phone calls and certain individuals/extensions who cannot be directly observed or monitored constantly.
Voicemail
Voicemail is perhaps one of the most known and used feature of a phone system. Voicemail allows callers to leave a voice message which can be played back at a later date/time. By default, voicemails have two separate conditions/messages which can be played. 'unavailable calls' – when calls are un-answered: 'busy calls' – when a user sets their phone to Do Not Disturb mode (click for more info); When a call reaches a users voicemail, the caller is prompted to leave a message after a pre-recorded (or automated) message. Additional options can be set to route calls should they reach a users voicemail (see VMX Locater for more information).
Voicemail to Email
The voicemail to email Hosted PBX feature is a subscribed feature which when enabled, sends a copy of a user’s voicemail message to their specified email address. This feature allows users to listen to their voicemail messages via email or smart-phone device without having to physically use their desk-phone. This feature has many inherent advantages, however due to requirements which necessitate the use of an external email server, subscription to our voicemail to email service may be mandatory in order for this feature to function.
Auto-Attendant/IVR
An Interactive Voice Response(IVR)/Auto-attendant feature is perhaps one of the most desirable features for a business PBX. An IVR plays an automated message to all incoming callers. This message plays to the caller, specifies the options which are available to them, and subsequently prompts them to make their selection based on the nature of the call. Once the caller chooses the appropriate option, the call can be routed to the intended party, extension, department, etc. IVR’s are very robust and efficient tools in any business environment, and work to decrease the amount of time spent needlessly on the phone with a caller. Since the entire system is fully automated, calls are routed with more efficiency, and employees are able to maximize their productivity.
Do Not Disturb
The do not disturb feature allows users to set a condition on their handset phones which would automatically reject a call. This is somewhat similar to call forwarding, except that any incoming call will terminate to the users ‘busy’ voicemail (regular unanswered calls terminate to the ‘unavailable’ voicemail). This feature is useful when a user is occupied with an important task and cannot afford to take a call (e.g. important meeting, important task, eating lunch, etc…).
Call Queues
A Call Queue is a feature which places callers into a regulated on-hold system of priority such that the caller with the highest priority (usually the caller on hold the longest) is answered before a caller with a lower one. Call Queues are extremely useful when handling a large number of incoming callers at the same time. Callers can be placed in a queue to be answered by the first available representative (support representative), or placed in a queue which can be answered by a specific agent (sales rep.). While a caller is waiting in a queue, special music on hold and/or messages can be played to them. Users are also able to log in and out of certain queues. This can be useful for users who wish to take lunch and not have their phone ring, or for situations where additional agents can be of use.
Queued calls have numerous options and configurations associated with them. A few of them as follows:
- Call recording
- Agent ring options
- Ring all agents
- Ring available agents only
- Ring certain agents only
- Alert agent how long a caller has been holding prior to answering call
- Call queue ‘weight’ to apply priority to calls from different queues which would be answered by one group of agents (i.e. support calls are higher priority than sales)
- Fully customizable timing and messaging options (how long a caller waits on hold, how often to play a message, automated message which estimates on-hold time, and more…)
Music On Hold
Music on hold is a feature which plays music to callers who have been placed on hold or are currently in a call queue. The music can be customized to play music pertaining to the demographic base of the callers, or simply present the callers with a number of custom recorded messages relating to the potential nature of the call. Another option is to record a message which can be played to callers to inform them of a potential issue which has been made aware (e.g. "we are currently aware of the escaped monkeys and are working to apprehend them. If this call is not concerning the ravenous monkeys, then please continue holding").
Office Hours
The Office Hours feature makes it possible to route a call based on the time, day of the week, or month. This feature can be useful for routing calls differently after business hours, during weekends, holidays, etc. A good example of this feature in use would be to play to callers a message indicating that the business is currently closed. The message can then inform the caller of the regular business hours and prompt them to leave a message or simply call back during business hours.
Call Screening
The Call Screening feature, when enabled, prevents a number from calling into the phone system. This is useful to prevent unwanted calling/solicitation, prevent harassment and/or abuse, stop telemarketing companies who just won’t give up, and more.
Instant Call Control
The Call Flow Control feature is a unique feature which gives control over the routing of incoming calls with the use of feature codes. This feature is useful in a situation where an incoming number/route would need to be changed on-the-fly.
A good example of this feature in use would be when an office closes for the day. A receptionist (or user) simply dials the code (or presses the BLF button assigned to it) to enable or disable the Call Flow Control.
For example:
- When the Call Flow Control is enabled (green BLF), all incoming calls will be directed to the standard IVR (or extension 200 if no IVR is present).
- When Call Flow Control is disabled (red BLF), all incoming calls will be directed to an IVR which alerts the caller that the office is closed.
- This IVR message should explain to the user that they may press 1 to leave a message with reception (extension 200 by default) or call back during regular business hours.
Ring Groups
Your Hosted PBX is capable of grouping together many extensions into a single dialled extension. For example, if there are sales agents with extensions 220, 221, 222, and 223, then it is possible to assign a 'Sales' ring group which when dialled, will call all of the phones simultaneously. Additional options can be configured such as: the ring strategy (ring all, ring sequentially, ring first available, and more), max ring time, announcement (to be played to the caller prior to dialling the group), whether to ring or play music, and more.
This feature is useful for IVR's and call queues as incoming calls can be directed to an entire department with ease. This can also be useful if you wish to contact a group of phones internally (technical support agents). It is as simple as assigning those phones to a ring group (such as 601), and dialling it from any system phone.
Conference Rooms
The conference room feature of your Hosted PBX works to create a meeting room whereby users (both internally and externally) can call in and talk to one another. Conference rooms can be moderated by an admin user, and as well can be password protected to prevent unwanted callers from accessing it. The conference room can be accessed by users internally by dialling the conference room access number. The conference room can be accessed by external users by entering a numerical code after dialling a number.
For example, your conference room can be linked to your IVR message without anyone ever knowing. A caller would dial your regular business number, and once they reached the IVR message, they would enter the access code (#XXX) followed by the password, and they would be connected to the conference room. Conference’s can easily be setup by contacting one or more parties via extension dialling. This conference, however, has restricted functionality, and may not work with outside parties.
Phone Directory
This is a feature which can be accessed both externally and internally. When the directory is called, the caller is prompted to enter the first three letters of a user’s first or last name. The directory will then search and match the input to the most probable user and play back that user’s name for verification.
Intercom & Paging
An intercom is a great feature to have in an environment where messages need to quickly be relayed to users across distances or offices. Paging/Intercom allows users to contact each other directly and immediately through the speaker phone (intercom and paging are automatically answered). Intercom allows one user to contact another user (or users in a ring group) instantly. All parties are able to speak and listen to each other. Paging allows one user to contact a group of users simultaneously. This differs from the intercom feature due to the fact that it is a one-way audio signal, meaning that those being paged cannot speak back to the pager. These two features have many advantageous uses. One such use would be efficient in a large work environment such as a warehouse or large office. If a user had an important message to relay to the entire office, they would simply dial the page code which contacted all departments/offices, and speak the message. Everyone (save for those on the phone) would instantly be notified.
Note: Intercom and paging may not work on certain phones. Intercom and paging are not available on the Hosted PBX phone system.
Busy Lamp Field (BLF)
Busy Lamp Field (BLF) is a lighted (green or red) indicator on your phone (or expansion module)Examples of BLF which can indicate status are:
- Whether an extension is in use (whether a user is on the phone or not)
- Speed-dial when key is pressed
- Whether or not there is a call parked (awaiting retrieval by someone)
- Whether Call Flow Control has been enabled/disabled (useful for turning on/off open/closed IVR – with a simple button press)
- A good example of the ‘extension in use’ BLF would be if someone calls in and wishes to reach Jim at extension 220. The receptionist would take a look at the BLF panel on their phone and see that Jim is on his phone (the light next to Jim’s name is RED), the receptionist can then ask the caller whether or not they would like to leave a message, or try back later. If the caller wants to leave a message, the receptionist simply transfers the call directly to Jim’s voicemail (*220).
Call Spy
The Call Spy feature enables certain privileged users to listen in on any phone call. This feature does not allow the user using call spy to interact with any member of the call being spied on. This feature also does not alert the party being spied on that someone else is listening.
This feature can be useful if an executive wishes to listen to an active call live without the call party knowing.
Direct Inward System Access (DISA)
Direct Inward System Access (DISA) is a system feature which allows a user to access the phone system from external sources. This feature allows users (for example, on a mobile device) to connect into the phone system in order to check voicemail, place calls, dial extensions, and more. This feature works by prompting users to first dial an applicable number (this can be your regular business number or a special number specifically for this purpose), then (this is strongly recommended) dial a special feature code which will then prompt the user to enter a special PIN code. After entering the credentials, the user has access to your system almost as if they were at their desk. An example of this would be if an employee needed to contact a client when they are not currently in the office. The employee could dial the special number, enter the feature code (#XXXXX), enter the PIN (XXXXX), and proceed to place a call. This is beneficial if the employee (or employer) only wanted clients to see the work caller ID number, and not the employee’s personal or work mobile caller ID. Another unique benefit to this feature is that the caller can use the phone system’s long distance service without worrying about paying ridiculous mobile long distance per-minute fees. In effect, DISA can work to be a calling card for employees.
Application/Browser
The browser application of certain phones allows for extreme IP phone functionality and flexibility. In essence, the browser application screen on your phone works like a web-browser, with some limitations. These browsers connect to the Internet to provide users with information such as weather, traffic, finance, world news, and more. These browsers are fully customizable, and be configured to display a vast array of information to users. An example of this would be if a travel agent wished to provide forecast information to a particular destination. The user could simply select their browser while on the phone with a client, and read back the information in real-time without having to use a computer. There are many distinct advantages of the browser feature; however, it is only accessible on certain phones.
Dictation
Dictation is a useful feature which allows a user to record audio from their phone. The recording can then be sent to any email address specified to be listened to later.
Cloud Storage
Securely sync & share files with colleagues or customers using the included cloud storage. Like having a private Dropbox for your business.
Perfect for home and office
Access everything regardless of the device or platform
with the tools you are already using, regardless of the device or platform you are on. Pictures, videos, documents, contacts, communications - they are all available right where you need them whether they are coming from your local storage or remote cloud services.
Nextcloud puts your data at your fingertips, under your control. Store your documents, calendar, contacts and photos on a server in your data centre, at home or at one of our providers.
Access to all your files wherever you are.
Where are your photos and documents? With Nextcloud you pick a server of your choice, at home, in a data center or at a provider. And that is where your files will be. Nextcloud runs on that server, protecting your data and giving you access from your desktop or mobile devices. Through Nextcloud you also access, sync and share your existing data on that FTP drive at the office, a Dropbox or a NAS you have at home.
Share with others on your terms.
The easy web interface allows you to share files with other users on your server, to create and send password protected public links, to let others upload files to your cloud and to get notifications on your phone and desktop when a user on another cloud server shares files directly with you. And you can do all these things from the desktop or mobile clients, too.
Security first
we follow industry best practices around security (aligned to ISO27001)
we offer some of the highest open source security bug bounties
Workflow management
With Nextcloud, system administrators can control and direct the flow of data between users on or between servers. Rule based file tagging and responding to these tags as well as other triggers like physical location, user group, file properties and request type enables administrators to specifically deny access to, convert, delete or retain data following business or legal requirements. Nextcloud puts you in control of your data and keeps it safe.
Tracking changes to your files
The nextcloud Activity app shows file modifications, downloads of shares and changes to comments or tags, providing an overview in the browser, clients or via email notifications and an RSS feed.
Monitoring your Nextcloud server
The Monitoring app enables admins to monitor the health and performance of a Nextcloud system with a graphical UI and an API endpoint for monitoring apps.
Mobile and desktop clients
Nextcloud clients for Android, iOS and desktop systems allow you to sync and share files, in a fully secure way through an encrypted connection. The mobile clients feature automatic upload of pictures and videos you take and can synchronize select files and folders. The clients can handle multiple accounts, show all activity happening on your server and notify you of new events such as the availability of new shares.
External storage, securely encrypted
The external storage feature of Nextcloud gives you access to your data wherever it is. Nextcloud can access files stored with a wide variety of popular cloud service providers such as Amazon, Google and Dropbox, but you can also access them using standard protocols such as NFS, (S)FTP, WebDAV and more.
The Encryption App can encrypt data at rest for both local and remote storage, protecting data stored on networks outside of your infrastructure. Keys can be handled by an external key management server or stored locally, on the server. Nextcloud will keep your data where it is and retrieve it over a secure communication channel whenever you need to access it.
Calendar and Contacts
The Nextcloud Calendar and Contacts apps allow you to store, sync and share your plans and contacts. You can share with users or groups on your server or sync the calendar or contacts with your devices and access them wherever you are. The Calendar and Contacts app feature:
Easy to use interface with views for days, weeks, months and years
Private and shared calendars and addressbooks with permissions management
CalDAV and CardDAV sync with third party clients both on mobile and desktop (i.e with Thunderbird, iOS and more)
Secure audio and video calls
Operate your own secure and private audio/video communication. You can access it through a browser, invite customers or friends and collaborate in a group through secure, end to end encrypted audio and video communication. The WebRTC, peer to peer communication channel can not be intercepted even by the admin of the server. It provides an easy to use interface.
View and edit documents with Collabora
Collabora Online is a powerful LibreOffice-based online office suite with collaborative editing that works in all modern browsers.
Collabora Online supports editing your documents in real time with multiple other editors, showing high fidelity, WYSIWYG rendering and preserving the layout and formatting of your documents.
Collabora Online supports dozens of document formats including DOC, DOCX, PPT, PPTX, XLS, XLSX + ODF, Import/View Visio, Publisher and many more...
Add dozens more features through Nextcloud Apps
Nextcloud was designed as a platform, with functionality provided by apps which can be individually enabled and disabled.
The Nextcloud app store contains dozens of apps providing features Nextcloud users and admins might find useful. For users, features like an audio player, password manager, Task manager, Mail app, Ebook reader or the GPX file editor can be of interest. Server administrators looking for certain capabilities would find OpenID Connect SSO integration, more two-factor authentication mechanisms or a registration app useful.
Collaboration Tools
Work smarter & faster, keep in touch with colleagues and customers wherever they are with a suite video conferencing, multi-user chat/discussion apps, desktop sharing and collaborative working tools.
Video Conference
Chat with your colleagues and friends face-to-face over audio and video.
Help-Desk Chat
Have your website visitors contact you in real-time and increase conversions.
File-Sharing
Drag-and-drop files or select them from your computer or mobile device.
Video Messaging
Record and transmit voice messages to a channel, group or private conversation.
Link Preview
Post a link and immediately view its content. YouTube, Twitter, Gifs!
API
Integrate your chat to multiple services: GitHub, GitLab, JIRA, Confluence and others.
Extendability
Want a killer new feature? Add a new package. It is as simple as that.
Native Applications
Native client applications available for download on Linux, Windows and OSX.
Mobile Applications
Mobile client applications available for iOS and Android on their respective stores.
Odoo All In One
Website builder
Forget about writing code simply drag and drop business features to build your website, then add more features as you grow: jobs, ecommerce with integrated payments systems, customer portal, events, company blog, call-to-action, newsletters and more.
What you see is what you get
Insert text styles like headers, bold, italic, lists and fonts. with a simple WYSIWYG editor. Flexible and easy to use.
Building blocks system
Create your page from scratch by dragging and dropping pre-made, fully customizable building blocks.
Front end management
Click and change content directly from the front end: no complex back end to deal with.
Word processor text editing
Create and update your text content through an editor designed to replicate the word processor experience.
Increase visits
Promote Tool
Improve your ranking on search engines and your organic traffic thanks to keywords suggestions and meta tag tool.
Ecommerce builder
Effortlessly create custom designs for product pages to showcase your business in a unique way. Drag & drop building blocks to snap your designs into place and showcase your inventory. Add product attributes such as color, size, or style to keep product lines easy to navigate. Edit product pages with ease to always have your product information displayed the way you want it to be seen.
Design & configure
Inline Editing
Create product pages using Odoo's unique 'edit inline' approach. No code required, what you see is really what you get.
Building blocks system
Create your product page from scratch by dragging and dropping pre-made, fully customisable building blocks. Describe products in a table to give maximum of specifications.
Sell digital products
You can now add digital products like eBooks to your online catalog.
Word processor text editing
Easily create and update your text content through an editor designed to replicate the word processor experience.
Product variants creation
Create a product available in several variants, like size, colours or other attributes.
Price-lists, products and stores
Create flexible price-lists, add variants to add to products options, and create multiple stores under one environment. Display available stock on products.
Integrated tools
Cross-selling and Upselling
Suggest optional products related to items to increase your revenues.
Promotional or coupon codes
Encourage potential customers using promo codes and coupons.
Options to boost sales
Define product categories, use attribute search, focus on promotions, coupons or gift certificates and push best products to the top of your page in order to multiply your sales.
Shopping experience
Easy search system
Make finding products easier by setting attributes on products (size, color, power, etc.).
Customer on boarding
Set-up step by step instructions to help customers go to checkout with no blocking issues.
Guest & registered user
Customers can choose to create a user profile or as guests. Registered users can retrieve their contact information upon check out and access a portal including related messages, orders, invoices, registered claims, etc.
Skip shipping address
Shipping address no more required when providing only services.
Live chat embedded
Provide your visitors with information in real time directly on your website, and secure your sales.
Easy checkout process
Simple checkout to avoid losing clients.
Customer portal
Access tracking of orders, advanced shipping rules and return management through the customer portal.
Order review
See details of your order at the end of the process.
Payment methods
Fully integrated
Fully integrated
Allow customers to pay with Paypal, Ogone, Adyen, Buckaroo, Authorize.net and SIPS Wordline. Online payment methods redirect customers to a 'Thank you' page on your website.
Billing & Accounting
Calculate & Bill Shipping Costs
Get delivery costs computed automatically using the embed Delivery Method configurator.
Integrated Accounting package
Odoo's chart of accounts contains national taxes, fiscal positions, accounts.
Tax rates
Fiscal positions allow you to adapt tax rates to the whereabouts of your customers.
Chart of accounts
Use the Custom package template to build your own chart of accounts. It embeds a set of generic preset accounts, taxes and more.
Reporting
Sales data analytics
Highlight the best product in terms of quantity sold. Find the best customer in terms of revenue. Display a graph with your monthly sales per product and add it to your Dashboard. Group your Sales by Partner and display the products in the column header.
Point Of Sale
Set-up in minutes, sell in seconds with Odoo POS, based on a smart interface that any Retailer/Restaurant can use. It's extremely flexible and easy to configure to meet your precise needs. Allowing you and your staff, to spend less time at the counter and more time with your customers.
Product categories
Organize your products with hierarchical product categories. Order them by popularity and display different categories in different point of sales.
Product Search
Quickly find products by their name, barcode, or description with the built-in search function.
Units of measure
Sell your products with custom or preset units of measure and update your stock accordingly.
Multiple barcodes
Configure multiple barcodes for the same product with barcode nomenclatures.
Product variants
Sell different sizes, colours, or configurations of the same product with product variants.
Large product count
Odoo's Point of Sale system is capable of performing at a scale of over 100,000 products.
Web Application
Browser support
Odoo POS is a web-based application and can be deployed on any device and OS running Chrome, Firefox, or Safari. Microsoft Windows, Apple OSX, Linux, Android, and iOS are all supported operating systems.
iPad first
Odoo POS is best used on a recent iPad or Android Tablet of comparable size and performance.
PC compatible
Odoo POS can also be used on standard PCs and tablets as well as industrial touch-screen terminals.
Works offline
Odoo's POS will keep working while offline. The web browser can be closed offline without loss of data.
HTML5 mods
Odoo's POS is Open-Source and can be customized with HTML5/JS extension modules.
Customer Relationship Management
The real customer centric CRM, track leads, close opportunities and get accurate forecasts. Automate activities based on your sales scripts: calls, meetings, mailing, and quotations. Get all the information you need, directly on the opportunity: page viewed, mail received, etc. Easily review your performances & next activities. Know exactly how you perform compared to your monthly targets. Organise your work based on your scheduled next actions.
Sell Faster
Modern User Interface
An intuitive user interface designed for sales. A Dashboard for a better overview of the sales activities. Useful tips and best practices to configure and deploy your CRM.
Mobile
Sell on the road with Odoo's mobile user interface, working even if you don't have an internet connection.
Reduce data entry
Get leads automatically created from emails, VoIP calls. Send quotes in just a few clicks, manage your pipeline with drag & drop, etc.
Leads
Leads Nurturing
Create campaigns to automatically send emails tailored to the lead segment and activities of the lead.
Lead Scoring
Score your leads based on explicit and implicit criteria (on pages viewed, localisation, time). Define different actions based on lead score and team assignation rules. Decide which total score deserves to be converted into an opportunity.
Import Leads
Easily import prospects files with Odoo's column matching tool.
Online Acquisition
Get more than 30 marketing apps to boost leads acquisition from your website: Search Engine Optimization tool, SEA, form builders, etc.
GeoIP
Detect countries, states and cities of leads automatically from your visitor IP address.
Live Chat
Activate Odoo Live Chat on your website to talk to your visitors and convert them into leads. Define rules for key countries or pages.
Deduplication
Get proposition of leads to merge when converting a lead into an opportunity. Create contacts automatically based on leads.
Assignation Rules
Define your own rules to assign leads to the right sales team or sales person based on quotas and segments.
Call-to-actions
Optimise leads acquisition with Odoo's five call-to-actions and the a/b testing tool.
URL Trackers
Track the source of the leads using UTM trackers in all your marketing campaigns.
Opportunities
Activities and calls management
Organize sequence of activities per opportunity. Schedule activities. Log every activity immediately in the opportunity's chatter with predefined actions. Track, log and analyse the activities of your team.
Pipeline management
Get a clear overview of the opportunity pipeline. Work faster with the drag & drop interface. Set up specific stages for each sales team. Possibility to create sub-stages to better organize the processes. Automatic archiving of lost opportunities. Manual archiving of other opportunities. Lost is no longer a stage but a separate field, enabling more powerful analysis of pipeline - e.g. Lost ratio per stage.
Customise stages
Customize your pipeline by adding description on stages.
Schedule Meetings
Schedule meetings from the opportunity of customer. Sync with mobile phones and Google calendar.
Plan Next Actions
Plan next actions and schedule your daily work based on most important opportunities and tasks.
360° Visibility
Get all information right into the opportunity: pages visited on your website, mails, meetings, next actions, preceeding orders, etc.
Log Calls
Log calls or trigger VoIP calls in just a few clicks. Odoo proposes to automatically reschedule the next action after the call.
Lost reasons
Analyse lost reasons on your opportunities to improve your sales effectiveness.
Revised configuration options
Activate leads if needed.
Customers
Address Book
Get a clear address book shared amongst your sales persons.
Customer Preferences
Set customer preferences easily: language, delivery methods, financial data, etc.
Multi-Address
Have multiple addresses and contacts for a single company.
Full History
Get the full history of activities attached to any customer: opportunities, orders, invoices, total due, etc.
Efficient Communication
VoIP
Create a dial queue on customers or opportunities, call from the browser automatically or manually. Log calls automatically, open the customer form, automate next actions, etc. Reschedule or send email for failed calls. An auto pop-up is generated for receiving calls. Integrated with Asterisk v13.2 VOIP server.
Emails Templates
Create template of emails for most common communications with your customers or opportunities.
Custom Alerts
Follow key opportunities in just a click and get alerts based on relevant activities.
Email Gateways
Get all your email communications automatically attached to the right opportunity. Create new leads automatically based on incoming emails.
Reporting
Dashboard
Use predefined dashboards or build your own with the advanced reporting engine. Share filters with the team.
Opportunities Analysis
Analyse your opportunities pipeline with advanced filters, grouping, drill down, etc.
Leads Analysis
Get statistics about your sources of leads to evaluate the ROI of your marketing campaigns.
Integrations
SALES
Convert opportunities into quotes in just a few clicks. Get a complete overview of the customer history.
INVENTORY
Get product availabilities information right into the quotation. Trigger delivery orders and check delivery status from the order.
POWERFUL API
Make Odoo CRM do pretty much anything with the API: connect other software, automate lead creation, etc.
GOOGLE DOCS
Use the Google Docs integration to link any document to your opportunities: qualification forms, advanced pricing tables...
ALL SALES CHANNEL
Integrate all your sales channel: online sales (e-Commerce), inside sales (CRM) and in store (Point of Sale).
MARKETING APPS
Boost leads acquisition and nurturing with Odoo's marketing apps: Email Marketing, Events, URL trackers, landing pages, etc.
Accounting & Finance
Get paid faster with electronic invoicing and automated follow-ups, create and send professional invoices and receive payments online. Automatically create invoices from sales orders, delivery orders or base them on time and material.
Beautiful user interface
A fast and modern user interface your users will love. Based on Google Material Design trend.
Mobile
Get an instant access to all accounting features, wherever you are, on tablets or smart phones.
Automate payments & letters
Post invoices automatically by regular mail or email. No need to print and post invoices, it's automated.
Collaboration & Alerts
Follow what interests you and get automatic alerts, collaborate on documents easily.
Reduce data entry
No need to create invoices manually, print and send them, register bank statements, follow-up payments... Automate more, save time.
Bank Interfaces
Get your bank statements automatically synced with your bank. Save time with Automated reconciliation.
Clean customer invoices
Odoo invoices are easy to create, beautiful and full featured. (payment terms, multiple taxes, discounts, pricelists
Advanced Payment terms
Support for multiple payments for one invoice, cash discounts, advance invoice, partial reconciliations.
Draft invoice propositions
Draft invoices are created automatically by Odoo based on sales order, timesheets or delivery orders.
On-the-fly payment reconciliation
When creating an invoice, Odoo suggests outstanding payments automatically so that you don't have to reconcile it later.
Get paid easily
Credit Card Payments
Get paid quickly by supporting online payment with credit cards. We support main payment gateways like Authorize.net, Ingenico, Paypal, Adyen, etc.
Automated follow-ups
Odoo proposes emails, follow-ups letters, and tasks automatically to ease your credit collection process.
Aged receivable balance
The aged receivable report gives you a clear overview of overdue payments and treasury forecast.
Customer portal
Your customer can track their order status, invoices, and payments through their portal.
Advanced customer statements
Get clear reports on customer statements and navigate easily through the documents to understand every customer use case.
Account payables
Control supplier bills
Simply register on the forum to post questions and answer existing ones.
Employee expenses
Track employee expenses, from the recording by every employee to the validation and reimbursement.
Forecast expenses
Get a clear forecast of your future bills to pay.
Pay bills
Print checks
Get a proposition of supplier bills to pay and print checks in batch in just a few clicks.
Deposit ticket
Keep track of deposit tickets in just a few clicks to ease the bank reconciliation process.
Automate wire transfers
Automate payments to suppliers with SEPA based on propositions by Odoo to pay at the right date.
Organize payment orders
Support your own payment flows with optional validation steps.
Bank & Cash
Automate bank feeds
Get your bank feeds automatically from the bank. 15,000 banks supported, mostly U.S., Canada and NZ ones.
Manage cash registers
Track every cash transaction with opening and closing easily.
Import Statements
If your bank is not supported, use OFX, QIF, CSV or Coda files to import statements easily.
Easy Reconciliation
Smart Reconciliation Tool
Get reconciliation propositions automatically, register extra journal items on the fly, search efficiently. Interface for manual reconciliations, for both open and paid invoices. Learning of account numbers based on first manual reconciliation.
Reconciliation Report
Audit differences between your accounts and your bank statement balance to ease reconciliation.
--WATCH THE VIDEO-VIDEO URL-https://youtu.be/UZpZFlFp4gE--
Bank Reconciliation
Odoo matches 95% of invoices & payments automatically and the smart matching tool allows to do the remaining 5% super fast.
Easy outstanding payments
Get partial and full reconciliation proposition directly from the invoice or the bank statement.
Advanced Access rights
Access Control Lists
Access rights are super flexible. Default configurations are already setup for accountants and advisers.
Optional validation process
Mark miscellaneous operations to review. It allows your adviser to ask the adviser to review key journal entries.
Multis
Multi-currency support
Get your currencies rate updated automatically every day.
Multi companies
Get all your subsidiaries integrated in the same system with consolidation reports in real time. Automate business flows with inter-company rules.
Multiple users
Define as many users as you want with different access rights.
Multi Journals
Organize your document into several journals (by departments, by type of activity) to split roles across several users.
Performance Reports
Business Intelligence reports
Use Odoo cubes to navigate through the information: consolidations, drill-up/down, group data, filters, etc.
Multiple standard reports are available - Profit & Lost, cash flow statements, cash reports, executive summary and aged payable/receivables, etc. Get standard reports and chart of accounts available for 80+ countries. Export to Excel and pdf.
Customizable dashboards
Create your own dashboard by assembling custom reports. Generate reports for any time period, comparing time period. Get dynamic calculation of certain fields e.g. YTD earning. Share filters and dashboard across teams.
Annotate any report
All reports are full dynamic allowing you to navigate easily. Create multiple annotations. Annotate reports to add your notes for the managers inline.
Customizable KPI's
Define your own KPIs based on formulaes: gross margin, customer acquisition costs, growth rate by products,...
Predefined Executive Summary
Best practices KPIs are already defined by default in the system.
Perpetual fiscal year closing
No need to report balance sheet accounts from one year to another. Automatic calculation of P&L based on chosen dates, only need to write the handling of earnings for closure. Choose lock entry dates for non advisers and all users.
Legal Statements
Profit & Loss
Navigate easily through the flow of information fr/om the Profit & Loss report.
Cash flow statement
Get a cash flow statement in real time with lots of options in the filters.
General ledger
Search and filter in the general ledger easily and zoom into documents in just a click.
Advanced Taxes Management
Odoo's tax engine support a wide range of tax computations: price included / excluded, percentage, grid, tax on taxes, partial exemptions, etc.
Balance Sheet
Get your current year earnings automatically reported to your balance sheet to report at any time without having to close/open fiscal years.
Tax reports
Get your tax reports in accrual or cash based, formatted according to the right country.
Country-specific statements
Intrastat reports, VAT statement, P&L/BS of the country, listing of VAT subjected customer, etc.
Tax Audit Report
The tax audit report allows you to check how the tax report is computed for audit purposes.
Analytic Accounting
Hierarchies of cost accounts
Structure automatically your analytic accounts based on projects, contracts, departments, etc.
Fully integrated
Get analytic entries automatically produced based on timesheets, supplier bills, work orders, etc.
Multiple-plans
Manage multiple analytic plans with default values and assignations ratios between cost accounts or projects.
Subscriptions
Automatic Invoicing
Manage subscription and recurring revenues easily with contracts. Automate recurring invoices, payments and renewal alerts.
Recurring revenues & extra
Manage multiple subscription plans, templates and extra fees.
Renewal alerts
Your salesperson get automated alerts when contracts have to be renewed.
Customer portal
Your customers can change their plans, order upgrades or downgrade / unsubscribe through the customer portal. (based on your configuration)
Assets & Revenues
Assets Management
Track assets, depreciation boards and generate amortization entries automatically. Manage all events on your assets in just a few clicks.
Revenue Recognition
Manage multi-year contracts, automate deferred revenues entries and get clear dashboards on your recurring revenues.
Budgets
Track your budget and compare actual performance with different budget. Manage budget on your financial accounting or analytic accounts.
Revenue dashboard
Get all your SaaS metrics in a clear dashboard: MRR, Churn, CAC, CAC ratio, Growth forecasts, ARR, CLT, CLTV.
Connect
Web-service API
Connect third party applications with the Odoo web service API. We support all languages: python, PHP, java, c#, ruby, ...
Google spreadsheet integration
Connect Google spreadsheet to Odoo Saas to create your own dashboard in your favorite spreadsheet pulling data automatically from Odoo. Very useful for budgets, commission plans, etc.
Flexible Import-Export
Use the built-in import-export tool to mass import or export. You can export then import the same data to mass update through excel sheets.
Project Management
Schedule your teams across projects taking employees' holidays into account. Plan ahead for upcoming projects with forecasts based on comparable projects and estimate deadlines more accurately. Compare forecasts with real time sheets for increased profitability.
Agile Project Management
A host of agile project management capabilities for your business enabling you to work fluently and dynamically.
Clean and fast
Modern User Interface
A fast user interface designed for modern project management. Get all the information you need where you need it.
Mobile
Mobile-friendly. Track projects and tasks easily on the move. Stay connected, always.
Filters and Groups
Search tasks or issues easily with the smart filters. Analyze data with multi-level grouping.
Fully customizableCustomize the process of every project, rename stages and alerts according to your own activities, automate emails, etc.
Tasks
Customized Kanban View
Drag & drop tasks easily with the kanban view. Group tasks by stages, responsible, deadline, etc. Change name of “task/issues”. Change the meaning of the green/red status. Create specific stages per project. Define the process through custom tool-tips for each stage. Create tasks from sales orders.
Calendar of Deadlines
Use the calendar view on tasks to highlight project deadlines. Simply drag & drop tasks in the calendar to reschedule.
Multi-projects
Work on single or multiple projects at the same time. Perform multi-project analysis and searches.
Document Management
Manage documents related to tasks, issues or projects. (specifications, plans, etc.)
Gantt Chart
Manage tasks on a timeline with the Gantt chart view. The easiest way to track deadlines and timeline progress.
Graphs
Get graph charts to analyze the progress of your tasks: by stage, by responsible, by tag, by project, etc.
Pivot Table Analysis
Use the pivot table on tasks to perform deep statistical analysis on the performance of your projects.
Time Tracking
Track expected hours, effective hours, re-forecasts on tasks.
Archive tasks
Archive tasks done and have a clear view of the other tasks you still need to work on.
Issues
Customer tickets
Use issues to track support contracts, tickets, bug reports.
Email integration
Communicate with your customers by email. Everything is automatically attached to the issue to get a full visibility.
Service Level
Link SLA-related information to issues: time to open a ticket, time to close a ticket, statistics on the volumes and performances, etc.
Automate actions
Use triggers and automated actions to send automatic emails on different statuses: confirmation of ticket, customer satisfaction survey, etc.
Communication
Email Integration
Every project can have its own email address. Create tasks or issues by sending an email to the project. All recipients/cc. of the email will be added as follower of the task. Communicate on tasks by email.
Custom Alerts
Follow tasks in just a click and get alerts based on relevant activities.
Activity Log
The activity log attached to every task or issue gives you a detailed history of all activities on the document.
Chat with users
Chat online with other users to get real time answers to your questions. Use discussion groups to chat in tasks.
Real Time Collaboration
Use the etherpad integration to collaborate on tasks in real time with several users contributing to the same content.
Customer Services
Timesheets
Track time on projects and tasks using the timesheet app. Available as a Chrome plugin or a mobile app.
Customer Satisfaction
Use the customer satisfaction rating survey to get feedback from customers every time you close an issue. Configure the automatic email sent to customers after each milestone and receive their feedback directly. Analyze overall rating by project to improve your process.
Forecasts
Forecasts projects and resources easily from the Gantt chart taking employee holidays into account. Compare forecasts with real timesheets.
Portal front-end
Customers have access to their tickets from the portal.
Sales
Contracts
Manage fixed price (on milestones) or time and material based contracts. Automatically Invoice time spent on tasks or issues.
From sales to tasks
Generate tasks based on sales orders or template of projects that you reuse from customer to customer.
Multi-Purpose
Internal Projects
Track internal projects with tasks and manage teams efficiently by setting clear priorities.
After Sales Services
Effortlessly manage after sales services requests and configure a customized process in the kanban view.
Support Contracts
Automatically create issues by email, track support services and count hours on contracts.
Customer projects
Forecast project resources, track tasks and milestones, record timesheet and analyze the performance of the team.
Reporting
Dashboard
Use predefined dashboards or build your own with the advanced reporting engine. Share filters with the team.
Issues analysis
Get statisitics on your issues to analyze the performance of the customer service team.
Tasks analysis
Get statistics on your tasks to analyze the performance of your projects.
Stock Control & Inventory
Decrease your process times, automate transactions, reduce your stock levels and get complete traceability on all operations with the double entry inventory system. This allows full traceability (from customer to supplier, not limited to your warehouse), advanced reporting (e.g. inventory valuation on manufacturing counter-parts locations) and a very simple user interface.
Clean and fast
Double Entry Inventory
The unique Odoo double entry inventory management allows full traceability from the supplier to the customer. Nothing is lost, everything is moved.
Mobile
Scan products in your warehouse using mobile devices. Control your dashboards and track orders wherever you are.
Modern User Interface
A fast user interface designed for modern inventory management. Get more work done with less effort with or without barcode scanners.
Flexible
Easily manage a single inventory or a complex multi-warehouses environment by activating features on demand.
Basic Operations
Delivery Orders
Pack orders and deliver with or without barcode scanners. Odoo prepares delivery orders for you based on availabilities.
Inventory Counts
Do an inventory for a zone, a specific product, a lot or a pallet/box; Odoo prepares cycle counts for you.
Multiple Locations
Use hierarchical locations to structure your warehouse: zones, rows, shelves, etc.
Manufacturing, Repairs
Use extra apps to manage manufacturing orders, repairs orders, etc.
Incoming Shipments
Control incoming products and compare to what was ordered from the supplier.
Packing
Pack products in just a click and assign barcodes to packs for an easy tracking of the orders.
Scrap Products
Scrap products in just a few clicks and get clear reports on scrap: their costs, reasons and volumes.
Stock Transfers
Use the simple transfer interface to move products from one location to another.
Advanced Routing
Drop-shipping
Deliver to customers straight from your supplier based on products, orders or customers.
Cross-Docking
Unload incoming material and directly transfer to outbound gates with little to no storage in between.
Put away & Removal strategies
Define your own storage and removal strategies; fifo, nearest available zone, lifo, etc.
Pick - Pack - Ship
Design your own order process flow. Deliver to customers in one step (delivery order) or several steps: picking, packing, shipping.
Push & Pull Routes
Design your own product routes to automate transfer orders between warehouses or locations.
Multi-Warehouses
Manage all your warehouses with the same system and define replenishment rules between warehouses.
Productivity
Barcode Scanners
Nice unified interface. Use barcode scanners for every inventory operation: inventories, incoming shipments, packing orders, etc. Scan the goods and confirm the reception or sending of those only through the scanner (no keyboard needed). Support EAN13, EAN14.
Customer Portal
Your customer can track their order status into the customer portal: orders, invoices, delivery order status, etc.
Custom Alerts
Define alerts on products or suppliers that should appear for a salesperson when they make quotations.
Smart Scheduler
Odoo's scheduler will trigger all operations automatically for you based on product availabilities and forecasts of orders.
Powerful search
Search documents to process easily. Just scan a barcode or filter based on any criteria: customer, product, etc.
Replenishments
Minimum Stock
Have proposition of purchase orders (or request for quotations) created by Odoo based on your future stock forecast.
Purchase Propositions
Get purchase order propositions based on supplier lead times, product demand and inventory forecasts.
Make-to-Order
Purchase raw materials or manufacture products to order. Define your own routes specific to warehouses, products, orders, etc.
Request for Quotations
Want to negotiate a price with suppliers every time you buy a specific product? Odoo can trigger request for quotations automatically based on future needs.
Traceability
Lots Tracking
Tracks manufacturer lots with barcode or serial numbers. Define and choose which transactions require tracking (delivery orders, receptions, internal moves, etc.)
Serial Numbers
Put serial numbers on pallets or boxes to track their content.
Activity Log
Have the history of all operations attached to every document (picking, delivery order, quality control) for full traceability.
Perpetual Valuation
Get your inventory valuation posted in real time in your accounting software for an accurate balance sheet in real time.
Products
Product Types
Odoo supports several product types that have different behaviour: physical products, consumables, services, digital products.
Kits
Odoo's kitting features allows your salesperson to sell a kit, but you will deliver a set of products.
Custom fields
Add as many custom fields as you want on products to handle your business needs.
Multi-Level Variants
Define multiple level variants in just a few clicks. Create matrix based on colors, sizes, attributes, etc.
Multiple unit of measures
Odoo supports multiple unit of measures and converts automatically for you: buy a pallet of beer, sell packs of beers.
Expiration Dates
Track expiration dates on products.
Multiple barcodes
Create custom barcodes with specific codes to implement desired behaviours, such as a specific promotion.
Costing
Costing Types
Odoo WMS supports FIFO, LIFO, Weighted Average Price and Standard Price for product costing methods.
Landed Costs
Reincorporate landed costs into your product cost to get an accurate valuation of your inventory.
Valuation Methods
Simply register on the forum to post questions and answer existing ones.
Reporting
Dashboards
Use predefined dashboards or build your own with the advanced reporting engine. Share filters with the team.
Inventory Forecast
Get forecasts of product availabilities based on confirmed sales orders, purchase orders or manufacturing orders as well as internal moves.
Perpetual Inventory Valuation
Set up perpetual (real time, automated) or periodic inventory valuation mode by product.
Customer transaction drill down
Review and drill down to the details of your customer transactions right from your sale order.
Human Resources & Recruitment
Oversee all important information for each department at a glance. Restrict visibility of sensitive information to just HR managers, or make other information public for all employees to see such as employee directory. Receive alerts for any new leave requests, allocation requests, applications, appraisals, and more.
Recruitment
Job offers
Post job offers on your website and follow the application process within the Kanban view
Employment websites
Link job offers from different employment websites to your module and keep an eye on all your offers
Back end
Manage everything from application emails to automatic answers right from the app
Candidacies
Keep track of all your applicants
Automatic indexation
Create a repository with all your applicants’ resumes, well organised and instantly accessible
Integration
Employees Integration
Turn a candidate in the recruitment process into an employee in the system in one click.
Employee Management
Create employee profiles
Gather all information concerning each employee at one place.
Manage contracts
Keep track of your employees’ status, job titles, contract type and dates, and their schedule.
Manage time sheets
Create weekly and monthly time sheets and follow the time spent by your employees on projects.
Handle attendance
Keep track of your employees’ presence at work. HR managers can easily report employees' monthly presence with the menu entry and state.
Manage leaves
Manage holidays, legal leaves and sick days.
Dashboards
Get a dashboard per manager.
Collaborate
Enterprise social network
Follow employees and documents, join discussion groups, share files, and chat in real time.
Gamification
Design challenges, goals and rewards with clear targets and objectives to drive engagement and reward your employees’ performance.
Expenses
Review expense records
Review employee’s notes to complete, validate or refuse them. Add a comment when refusing to give employees an explanation.
Manage per team
Follow expenses for a whole team.
Record
Ask questions and give answers
Allow employees to record expenses for their professional spendings with a clear overview of all the spendings for a defined period, for events, travels, etc.
Add comments
Write notes to expense records to add information for reviewers.
Check status
Have a clear overview of all expenses’ statuses at once as well as separately.
Add attachments
Easily add attachments to expense records to provide reviewers with proof of spendings such as tickets, bills, etc.
Submit to Managers
Submit drafts of expenses to managers to request for an approval.
Appraisals
Create appraisal plans
Setup several plans for each department. Create different phases, and add custom actions and forms to organise your appraisals the right way.
Sort appraisals
Filter and sort appraisals by employee, status, deadline, appreciation and plan name to get a clear overview of evaluations.
Organise interviews
Easily configure who should receive a form. Define & select forms per roles. Manage evaluation schedule with stages. Request interviews for specific stages of your appraisal plan and for each employee. Track interviews and setup reminders in the calendar view.
Create Surveys
Design surveys
Use existing templates to quickly create surveys or design your own surveys from scratch. Create multiple surveys for each step of the evaluation process.
Create templates
Turn existing surveys into template to easily use them again or customise existing ones.
Manage Leave Requests
Employee requests
Allow your employees to record requests themselves, and get notified for each new request.
Approve or refuse requests
Answer your employee requests in just a click. Use green button for approved and calculated leaves. Use grey button for pending leaves that will be managed later.
Add comment
Insert a note to your approval or refusal to add information for your employees.
Add allocations
Setup the quantity of leaves allocated per capita to allow your employees to record their leaves according to their allocation.
Customise leaves type
Create new leaves type for unusual situations.
Manage each level
Allow managers to handle requests for their own team and review each request yourself.
Reporting
Personal Dashboard
A great dashboard for employees to see their own account, managers for their teams, and administrator for the whole company.
Gantt Chart view
Get the planning of your whole team, for the day, week, month and year to get a clear overview of your team’s availability.
Calendar view
Plan ahead and keep an eye on your team’s availability for the day, the week and the month in a clear calendar.
Reports
Get stats on the number of leaves per capita, per department and per leave type, and export them in PDF in just a click. Test surveys, Proof your surveys with colleagues and/or manager before sending them out to other employees. Ask for comments and reviews to perfect the content.
Export answers
Turn any evaluation filled by employees into a PDF form that can then be printed instantly.
Automate Process
Create automatic actions
Allow Odoo to automatically send emails and requests for evaluation to each employee according to the schedule that was setup in the evaluation plan.
Help Desk
Track, prioritise, and solve customer tickets. Organise your tickets the way you want with the amazing kanban view. Get an instant overview of your team's workload and check the status of a ticket based on your custom tailored SLA rules.
Maximise your productivity
Create different teams
You can create different teams to assign tickets to, and for each team you can create a unique email alias, which customers can contact directly.
Assigning tickets
Tickets can be assigned automatically balanced amongst team members, randomly, or manually.
Prioritise your tickets
You can choose different levels of priority for your tickets.
Configure automated emails
Keep your customers updated on the progress of their ticket by sending them customised automated emails at each stage.
Canned responses
Create predetermined responses which can be used in Live Chat or emails sent in the ticket chatter to answer frequently asked questions in a quick and efficient manner.
Customers can create tickets via multiple channels
Create tickets via email
Customers can easily create tickets via email. Incoming emails automatically create a ticket and depending on the email aliases they can be assigned to the corresponding teams.
Create tickets via website form
Customers can create a ticket via an online form. The website form can be customised according to your preferences.
Create tickets via Live Chat
You can interact with your customers via the Live Chat and instantly create a ticket directly via the chat window.
Create tickets on the fly
If you notice that a customer has mentioned an issue on an external channel such as a forum, Twitter, or Facebook, you can manually create tickets in the system and get started right away.
Analyse your work
Set your own SLA rules
Set the standard for your teams by creating your own SLA rules, determining specific deadlines within which tickets should be responded to, and resolved based on priorities.
Helpdesk Dashboard
Get a full overview of all your tickets with the Helpdesk dashboard and keep track of your performance and success rate.
Customer rating
Customers can provide feedback on their customer experience in just a click by using the customer rating system. This allows you to track their level of satisfaction as well as the rating of the team member in charge of the ticket for easy KPI tracking.
Self Service
eLearning
You can make your learning materials such as slides, videos, or documentation available on your website via Odoo Slides, sharing them with customers by publishing your content on your Helpdesk page. No need to re-import everything a second time on the Helpdesk page, all your educational content stays in sync.
Help Centre Forum
Questions or issues that you receive frequently you can post in the online forum which can then serve as a FAQ section where customers can easily find answers to their most common problems.
Manufacturing
A modern solution to an old problem, Get accurate planning directly based on real manufacturing times, Display worksheets during operations, show alerts to workers based on quality or changes, MRP, Quality, Maintenance, and PLM all fully integrated.
Manage
Manufacturing orders
Manage your products into assembly lines or manual assembly.
Work orders
Launch production of items needed in the final assembly of your products.
Repair orders
Manage repairs of items under warranty or as a service.
Schedule & plan
Plan manufacturing
Get a clear view on your whole planning and easily reschedule manufacturing.
Organise work orders
Have access to all available resources and plan ahead with your production.
Manage Bill of Materials
Keep track of availability of items in stock and production time.
Workcenter Capacity
MRP II scheduler using capacities and schedules of work-centres.
Define Flexible Master Data
Create multi-level Bills of Materials
Set a Bill of Materials within another in order to manufacture components of a product in another Bill of Materials.
Optional routing
Create new routings for work orders in order to sequence your production depending on the routing used.
Version changes
Allow your products to evolve and add configurable options when creating orders.
Phantom of Bill of Materials
Create phantom BoM to manufacture and sell products in kits or to build replacement parts.
Customise
Manually edit operations
Design specific templates for each operation and use the set of tools to find solutions for any issue.
PLM
Versioning
Easily get differences between versions to track changes.
Document Management
Store plans and worksheet directly on bill of materials and routings.
Engineering Changes
Track changes with a great kanban process for ECOs.
Quality
Control Points
Automatically trigger quality checks for the manufacturing department.
Quality Checks
Deploy your statistical process control easily with checks.
Quality Alerts
Organise your work using the kanban view of quality alerts.
Maintenance
Preventive Maintenance
Trigger maintenance requests automatically based on KPIs.
Corrective Maintenance
Trigger corrective maintenance directly from the control centre panel.
Calendar
Schedule maintenance operations with a calendar.
Statistics
Get all maintenance statistics computed for you: MTBF,...
Work-center Control Panel
Tablets
Set tablets on every work centre to organise their work efficiently.
Record production
Register productions, scan products, lots or serial numbers.
Worksheets
Display worksheets directly on the work centre with instructions for operator.
Misc Operations
Scrap products, create quality alerts, perform checks, right from the work centre.
Alerts
Use alerts to show changes or quality checks to the operator.
