Odoo Multi CRM Solution
| Technical name | odoo_multi_channel_crm |
| License | LGPL-3 |
| Website | webkul.com |
| Read description for | v 17.0 |
| Included Dependencies | Webkul Message Wizard Webkul Message Wizard |
| Extensions | Odoo Multi CRM Pipedrive Solution |
Odoo Multi CRM Solution
Gateway to connect Multiple CRM Solutions with Your Odoo!Connectors
Make your CRM Experience more better with our other Apps.
Odoo Multi-CRM Solution is the base module which needs to be installed first for the other CRM solution extensions to work properly. There is no limitation for installing other Customer Relationship Management solution extensions.
Information
Odoo, a single solution for all your business related problems; it is widely known for its backend functionalities.
Whether you want to manage products, orders, inventory, accounting, or CRM; Odoo can do it all perfectly!
Customer Relationship Management is one of the most crucial parts of a business. Healthier relationship with your customer is directly related to enhanced profit of your business.
A CRM solution helps you focus on your organization's relationships with your customers throughout your lifecycle with them, including finding new customers, winning their business, and providing support and additional services throughout the relationship.
Now manage your whole business in Odoo and use top CRM solutions for hassle-free customer relationship management at the same time! Are you wondering how is this possible?
No matter what CRM solution you are using to manage relationships with clients of your business; still you can manage all backend settings from Odoo.
Presenting Odoo Multi-CRM Solution for you!
Odoo Multi-CRM Solution helps you to connect multiple customer relationship management solutions to your Odoo.
Feeds To Store Data in Simplified Manner
There are multiple relational fields in an Odoo form which makes it a little complex structure; especially while importing data from other platforms. Hence, to avoid the complication; Feeds are used in Odoo Multi-CRM Solution.
Importing/Exporting Data in Odoo
You can easily import company, contact, product, user, and deal/lead, from your CRM solution to Odoo.
Moreover, you can also Export company, contact, product, user and deal/lead from Odoo to your CRM solution.
You can also schedule Import functions via cron for company, contact, product, user, and deal/lead.
Refurbished Dynamic Dashboard
Introduced a dynamic dashboard to track the data of all the connected CRM to your Odoo.
Import the data of any CRM solution directly from the dashboard.
Well-designed Donut Chart and Line Graph to analyze the data.
The dashboard also offers Clickable tabs and data cards.
Detailed Features List
Below is the list of features odoo module nameConnect Multiple CRM to Single Odoo
- Connect your Odoo with as many CRM solutions you want
Cron to Schedule the Functions
- Cron runs to evaluate the feeds in the scheduled time
- After a scheduled time, cron automatically deletes the synchronization history
Simplified Import Function
- Common Import Button for all Connections
- All you need to do is select the Connection(CRM solution) and Object(you want to import)
Streamlined Export Function from All the Connections
- Common Export Button for all Connections
- Select the records to export and export them desired CRM
Donut Chart to Analyze the data of All Connections
- Track the data of all connections from the chart
Line Graph to Analyze the data of All Connections
- Drop down to Select the Data Type (Order, Product, Category and Customer)
- Select the time period to show data(weekly or monthly)
- Track the data of all connections from the Line Graph
Clickable Data Cards for the Details of the Connections
- Connection Data Cards directs you to the dashboard of the selected connection
- The tabs are clickable and directs you to the respective mapping
Gateway to the CRM Solution Extensions’ Dashboard
- Single click in the Odoo Multi-CRM Solution Dashboard can take you to its extensions’ dashboard
Quick View to the Enhanced Dashboard
Connection Specific Configurations
Data Transmission Operations
Mappings
Help and Support
Get Immediate support for any of your query
You will get 90 days free support for any doubt, queries, and bug fixing (excluding data recovery) or any type of issue related to this module.
Write a mail to us:
support@webkul.comAny queries or want any extra features? Just drop a mail to our support.
Get in touch with our Expert:
https://webkul.uvdesk.com/en/customer/create-ticket/Any technical queries, want extra features, or anything else, our team is ready to answer all your questions, just raise a support ticket.
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