Lead Management
Activate the Leads option in Odoo CRM to manage genuine inquiries and interactions seamlessly, converting potential leads into opportunities effortlessly.
Customizable Lead Stages
Lead Scoring and Qualification
Integrated Communication Tools
Customer Detail
Capture detail according to customer preference and their need.
Interaction History Tracking
Comprehensive Customer Profiles
Document Management
Reports
Pivot view feature allows users to manipulate and summarize data, filter data, and transform tabular data into a more meaningful format.
Generate clear and concise reports
Filter data depending on a particular field
Publish the filtered report as an xlsx report
Activity Management
An activity is an appointment, call, task, mailing, or email that must be created or executed by a user.
Efficient Task Scheduling
Automated Follow-Ups
Centralized Activity Dashboard
Frequently Asked Questions (FAQs)
Our loan CRM efficiently captures leads from diverse sources and manages them through customizable stages for seamless tracking and conversion.
Yes, our CRM automates follow-up tasks with reminders and notifications, ensuring timely engagement to improve lead nurturing and conversion.
Our CRM offers detailed analytics and lead scoring capabilities, enabling you to prioritize leads effectively based on behavior and interaction history, thus optimizing conversion strategies.
We provide comprehensive support and training resources, including onboarding sessions and access to user guides, videos, and a dedicated support team, ensuring smooth adoption and utilization of the CRM.
Our CRM centralizes customer information, enabling personalized interactions and timely responses to inquiries, ultimately enhancing customer satisfaction and loyalty.
"Capture leads effortlessly and turn them into loyal clients with our cutting-edge loan CRM—your ultimate solution for seamless lead management!"