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Discover CRM in Odoo 18: Sales & Marketing Features

Odoo 18 introduces a host of innovative features to enhance CRM system management, streamline CRM sales processes, and boost marketing effectiveness. Whether you’re leveraging CRM in Odoo 18 CRM to optimize your sales strategies or utilizing advanced marketing tools, this latest version provides comprehensive solutions to elevate your business operations..

CRM Sales Commission

A new “Sales Commission” module will be released in Odoo 18 to efficiently compute sales commissions and set personalized goals for each salesperson. Users can set goals for a specific salesperson and then review a report on their actual monthly, quarterly, yearly, etc., sales activity. This new module helps compute sales commissions based on various criteria. It allows combining different rules with specific weights for products or categories. Achievements and targets can be based on:

  • Amount Invoiced

  • Amount Sold

  • Margin

  • Sold Quantity

  • Invoiced Quantity

Odoo 18 Sales Commission

Predictive Lead Scoring

With CRM in Odoo, predictive lead scoring leverages machine learning to rank high-value prospects based on past interactions and data. This feature helps sales teams focus on leads with the highest potential, improving conversion rates and sales efficiency.

Improved Automated Actions for Follow-Up

Odoo 18 enhances workflow automation by offering improved follow-up actions. This includes automated task assignments and email mailings based on lead activity, ensuring timely and relevant interactions with prospects.

Advanced Data Reporting

Advanced reporting tools in Odoo 18 provide deeper insights into campaign performance, lead conversion rates, and sales activities. These tools are essential for effective sales management, offering detailed analytics and performance metrics.

CRM Recording Tool

A powerful new recording tool has been introduced in Odoo 18 for web client tours, helping in capturing and reviewing user interactions.

Social Share App

Marketers using Odoo 18 will be treated with an entirely new app – Social Share! With this app, you will be able to send people cards that can be posted online in one click. 

Predictive Marketing Analytics

Odoo 18 incorporates AI-driven predictive marketing analytics to forecast campaign performance, optimize ad spend, and target audiences more effectively.

Automated Content Creation

Generate personalized and dynamic content for ads, social media posts, and email campaigns with automated content creation tools with the help of AI.

Multi-Channel Lead Nurturing

Odoo 18 supports automated lead nurturing across multiple channels, including social media, email, and SMS. This comprehensive approach ensures that leads are effectively managed and engaged throughout their journey.

 

Email Marketing Contact Name Splitting

Split the first and last names of recipients in the mailing lists for more personalized emails and email campaigns.

 

More in Marketing

  • Define the visibility of your Event (via a link public or logged users only)

  • See who clicked in your mailings

  • Better mail composer

  • Easier mail server configuration

Conclusion: Why Upgrade CRM to Odoo 18?

Odoo 18’s robust suite of CRM and marketing features is designed to transform how businesses manage sales and marketing. With enhancements in CRM in Odoo, this version offers tools and functionalities that drive efficiency and effectiveness. Explore the latest features and discover how Odoo 18 can boost your sale’s performance.

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