In our last article, we got things started for our small landscaping company, Hibou Roots, by showing you how quick and easy it is to build a webpage. But once we set up some contact information as a way for potential clients to contact us, we knew we needed a solution to keep everything organized and running smoothly. Enter CRM, Odoo's customer relations management tool.
With this new app in our our arsenal, we now have a funnel for new contacts and job growth opportunities. Depending on our specific configurations and customizations, we can have any email sent to our business automatically become a lead, which then becomes an opportunity, and then, if we play our cards right, a new client.
Let's jump into the CRM application, show you a few of it's features, and get us set up to start making that green! Of course I mean money, but also a beautiful lawn for our customers.
Get all that? If not, no problem! We offer hands-on training to teach you to use the tools that Odoo gives us. You can schedule an appointment and set up a time in order to explain your unique business needs of ask for a quick demo of Odoo's apps. You can also visit our free CRM documentation, where we post Odoo version-specific explanations and workflows of the many components to the CRM application. If that still isn't enough, we also offer Courses!