我们的方案（CRM/Sales) 是 IMDA 下预先批准的数字解决方案
用户/客户管理模块
线索管理
仪表板和报告/CRM 模块/客户组交付模块/发票/报价模块销售/交付模块
仪表板和报告
销售模块
智能警报/知识系统/高级仪表板/Whatsapp 发送销售/发票/PO Peppol/InvoiceNOW（仅包括第一年）
) 系统设置和配置
ii) 定制工作
自定义（表单、报告、工作流、修改 UI 和 • PDF 布局、创建自动化、添加数据字段。）
iii) 用户验收测试
iv) 系统调试
借助干净的 HTML 结构和引导 CSS，轻松设计您自己的 Odoo 模板
自 2022 年 4 月 1 日起，PSG 拨款支持将高达 70%。
除食品服务和零售行业外，从 2022 年 4 月 1 日至 2023 年 3 月 31 日，根据食品服务和零售业务振兴计划（请参阅 https://www.gobusiness.gov.sg/productivity-solutions-grant/faq/) 适用于这些解决方案类别：
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零售
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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.
Sell on the road with Odoo's mobile user interface.
Get leads automatically created from emails, VoIP calls. Send quotes in just a few clicks, manage your pipeline with drag & drop, etc.
Optimized view for large screens, with the opportunity form on the left and a scrollable chatter on the right.
Create campaigns to automatically send emails tailored to the lead segment and activities of the lead.
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.
Easily import prospects files with Odoo's column matching tool.
Get more than 30 marketing apps to boost leads acquisition from your website: Search Engine Optimization tool, form builders, etc.
Get proposition of leads to merge when converting a lead into an opportunity. Create contacts automatically based on leads.
Define your own rules to assign leads to the right sales team or sales person based on quotas and segments.
Optimize leads acquisition with Odoo's five call-to-actions and the a/b testing tool.
Track the source of the leads using UTM trackers in all your marketing campaigns.
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.
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.
Customize your pipeline by adding description on stages.
Schedule meetings from the opportunity of customer. Sync with mobile phones and Google calendar.
Plan next actions and schedule your daily work based on most important opportunities and tasks.
Get all information right into the opportunity: pages visited on your website, mails, meetings, next actions, preceeding orders, etc.
Analyze lost reasons on your opportunities to improve your sales effectiveness.
Activate leads if needed.
Get a clear address book shared amongst your sales persons.
Set customer preferences easily: language, delivery methods, financial data, etc.
Have multiple addresses and contacts for a single company.
Get the full history of activities attached to any customer: opportunities, orders, invoices, total due, etc.
Create template of emails for most common communications with your customers or opportunities.
Get all your email communications automatically attached to the right opportunity. Create new leads automatically based on incoming emails.
Follow key opportunities in just a click and get alerts based on relevant activities.
Use predefined dashboards or build your own with the advanced reporting engine. Share filters with the team.
Analyse your opportunities pipeline with advanced filters, grouping, drill down, etc.
Keep track of the evolution of your KPI's over time and detect trends.
Get statistics about your sources of leads to evaluate the ROI of your marketing campaigns.
Visualize your sales teams KPI's at a glance.
All the information you need, where you need it with a fast and intuitive user interface designed for salespeople.
Use Odoo's mobile interface to sell on the road.
Send quotes in a just a few clicks. Convert quotes to sales orders and invoices from the same screen. Integrates with the CRM app to manage your sales pipeline from qualification to closing.
Get warnings before sending quotations to specific customers or for specific products.
Create a polished quote in seconds. Use predefined products, price lists, and templates to help your salespeople work more efficiently.
Design custom quotation templates in just a few clicks and reuse them to save time.
Send Pro-forma invoices to your customers.
Quotations are optimized to help your company sell more by proposing extra options, additional products, applying closing triggers, discounts, etc.
Sell faster with electronic signatures, allowing your customers to review and sign your quotations online.
Add product variants to your sales orders with a grid, or matrix, displaying all the possible combinations of a product's attributes (e.g. sizes, colors).
Convert quotations into sales orders in one click or, let your customers do it themselves with online quotes and Odoo eSign. Save time with the ability to modify sales orders, sell product kits, and ship partial orders.
Invoice on ordered or delivered quantities, based on time and materials. Manage payment terms by customer or by invoice. Easily track and follow up on invoice aging.
Provide customers with access to an online portal to view their quotes, sales orders, and track the status of delivery orders in real-time.
Apply special routes from order lines: dropshipping, replenish on order, etc.
Track each phase of a contract such as invoicing, renewal, and upselling. Fully integrated with Odoo Subscriptions for managing recurring invoices such as memberships or service contracts, contract renewal alerts, and contract options as well as track recurring revenue via the MRR dashboard.
Configure Odoo Sales to automatically display Incoterms directly on the invoice.
Use Odoo eSign to easily get signatures on NDAs, contracts, or any PDF document.
Follow key quotations and orders in just a click and get alerts based on relevant activities.
See all of your email communications automatically attached to the associated customer order, allowing you to trace back on discussions and negotiate more efficiently.
Create email templates for specific products to provide relevant information to buyers such as instructions, service reminders, etc.
Automatically mirror sales and purchase orders in a multi-companies setup.
Create and configure products with multiple attributes or variants such as size, color, finish, etc.
Apply discounts on any quotation line item and choose if the discount should be visible or hidden.
Manage any type of product including services, stockable products, delivery charges, electronic products, or consumables.
Compute shipping costs automatically, print shipping labels and track your shipment. Works with UPS, DHL, FedEx, USPS, Bpost, Easypost.
Compute shipping costs based on multiple variables (weight, volume quantity, margin, delivery address, etc)
Create a custom coupon code for a pricelist and allow your customers to activate their discount at purchase.
Configure and sell your products by easily selecting your variants attributes with exlusion and optional products.
Sell product in multiple units of measure and let Odoo manages the conversion.
Compute the correct price based on customer conditions. Add pricelists to individual products depending on each customer's segment. Automatically use the applicable pricelist based on order conditions such as quantity and/or time.
Easily monitor a KPI dashboard for important information such total amount invoiced, sales per country/sales person/sales team, churn, MRR, lifetime value, CAC Ratio, upgrades/downgrades, etc.
Get a full overview of all your sales activities, next actions, and performance data.
Choose whether your statistics are based on orders, invoices, or both. Group sales by any category such as product type, salesperson, country, and sales team.
Issue clear, complete and professional invoices in seconds.
Print a hard copy of your invoices to send them by post or send them by email.
Create credit notes and manage reimbursements.
Automatically mirror orders and invoices in multi-company setup.
Enter a valid VAT number and Odoo will autocomplete the name and the address of the customer (Europe only).
Compare what you have received with the vendor bill to release an invoice for payment.
Record supplier invoices in the system to manage payments and integrate them into accounting.
Set the frequency of invoicing for products in accordance with contract specifications.
Use Incoterms® standards to make sure you have the right terms on your contracts.
Simple management view.
Batch deposit available. Customer Statements: manage the follow-up from a single simplified interface.
Get a broad view on all invoices and filter them by status.
Automatically link payments to your bank accounts with existing invoices by importing your bank statements into the system. Synchronization with 24000 banks mostly in US, Australia and New-Zealand. Importation of files in format: OFX, QIF, CSV, CODA.
Allow customers to pay in their currency with an automatic currency converter and record gains and losses for each conversion. Automatic update of currency rates base on a chosen frequency: daily, weekly, monthly.
Send your invoices by email and add a link to Authorize, Paypal, Ingenico, Buckaroo or Adyen to get paid quickly, easily and securely.
Select multiple vendor bills and pay them all at once. Work to credit a batch of customers via SEPA Direct Debit or credit card tokens.
Create steps and automated actions to be taken by the system in case of a payment issue.
Get complete reports for journals, legal statements, chart of accounts, etc.
Get direct access to key information with dynamic and customizable dashboards.
Set up your tax rules to automatically calculate them in your invoice, and define where rounding occur to get accurate reports.
A fast user interface designed for modern inventory management. Get more work done with less effort with or without barcode scanners.
Compare the information appearing on the Purchase Order, the Vendor Bill, and the Receipt to make sure you pay the correct bill (3-way matching).
Launch purchase tenders, integrate vendor's answers in the process and compare propositions. Choose the best offer and send purchase orders easily. Use reporting ton analyse the quality of your vendors afterwards.
Buy goods from a supplier at a negotiated price, on a recurring basis during a specific period of time.
Configure each to product to send out Requests for Quotations to each of your suppliers.
Send RfQs by email directly from the app or print and send them by post, all in just one click.
Send out RfQs for multiple products at the same time.
Add a custom message to your suppliers for each of the RfQs sent.
Save time by setting up rules to automatically send RfQs to your suppliers based on your stocks levels.
Add product variants to your purchase orders with a grid, or matrix, displaying all the possible combinations of a product's attributes (e.g. sizes, colors).
Keep track of the status of your quotes and orders, of the amount of the orders and the expected delivery date. No more generation of draft PO. Auto-complete when generating a draft invoice.
Keep track of your stock and determine quantity and locations for each batch of items you receive.
Set up procurement rules to automatically order the necessary items based on stock levels, minimum quantities per location or per supplier, sales, or other parameters.
Design drafts of invoices which you can easily modify or cancel later.
Keep track of orders that have been created for a date in the future.
Organize the movement of items between two locations you own.
Define sale price, type, barcode and reference to easily differentiate similar products.
Add the reference used by each supplier for the item to make it easier to find for both them and you.
Add variations such as color, memory capacity, etc. on the product to allow for a cleaner list of products.
Reference all the suppliers distributing the item, order them by priority, and record their delivery time and minimal quantity to save time on new orders.
Search products with the supplier reference on the purchase order.
Purchase in different units of measure and let Odoo manages the conversion.
Keep track of stock, incoming orders and product availability.
Define the product’s exact position within your warehouse.
Define the length of the warranty and specify customer and manufacturer lead times.
Add specifications to the product for its point of sale or for the website.
Specify your accounting category and define customer and supplier accounts and taxes.
Use predefined dashboards or build your own with the advanced reporting engine Share filters with the team.
Get forecasts of product availabilities based on confirmed sales orders, purchase orders or manufacturing orders as well as internal moves.
Save huge amounts of time and effort on all transactions made between your group’s companies - transactions are automatically reconciled in all modules, for example, automatically mirror sales orders and purchase orders in multi-company setup.
Manage multiple companies within a single Odoo environment.
The unique Odoo double entry inventory management allows full traceability from the supplier to the customer. Nothing is lost, everything is moved.
Scan products in your warehouse using the barcode scanner. Control your dashboards and track orders wherever you are.
You are now able to update any transaction (picking, manufacturing order) after being posted through the new lock/unlock button.
A fast user interface designed for modern inventory management. Get more work done with less effort with or without barcode scanners.
Easily manage a single inventory or a complex multi-warehouses environment by activating features on demand.
Pack orders and deliver with or without barcode scanners. Odoo prepares delivery orders for you based on availabilities.
Do an inventory for a zone, a specific product, a lot or a pallet/box; Odoo prepares cycle counts for you.
Use hierarchical locations to structure your warehouse: zones, rows, shelves, etc.
Use extra apps to manage manufacturing orders, repairs orders, etc.
Control incoming products and compare to what was ordered from the supplier.
Pack products in just a click and assign barcodes to packs for an easy tracking of the orders.
Scrap products in just a few clicks and get clear reports on scrap: their costs, reasons and volumes.
Use the simple transfer interface to move products from one location to another.
Deliver to customers straight from your supplier based on products, orders or customers.
Unload incoming material and directly transfer to outbound gates with little to no storage in between.
Define your own storage and removal strategies; fifo, nearest available zone, lifo, etc.
Design your own order process flow. Deliver to customers in one step (delivery order) or several steps: picking, packing, shipping.
Design your own product routes to automate transfer orders between warehouses or locations.
Manage all your warehouses with the same system and define replenishment rules between warehouses.
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.
Your customer can track their order status into the customer portal: orders, invoices, delivery order status, etc.
Define alerts on products or suppliers that should appear for a salesperson when they make quotations.
Odoo's scheduler will trigger all operations automatically for you based on product availabilities and forecasts of orders.
Search documents to process easily. Just scan a barcode or filter based on any criteria: customer, product, etc.
Have proposition of purchase orders (or request for quotations) created by Odoo based on your future stock forecast.
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.
Purchase raw materials or manufacture products to order. Define your own routes specific to warehouses, products, orders, etc.
Have the history of all operations attached to every document (picking, delivery order, quality control) for full traceability.
Tracks manufacturer lots with barcode or serial numbers. Define and choose which transactions require tracking (delivery orders, receptions, internal moves, etc.)
Get your inventory valuation posted in real time in your accounting software for an accurate balance sheet in real time.
Odoo supports several product types that have different behaviour: physical products, consumables, services, digital products.
Add as many custom fields as you want on products to handle your business needs.
Track expiration dates on products.
Odoo supports multiple unit of measures and converts automatically for you: buy per tons and sell in kg.
Create custom barcodes with specific codes to implement desired behaviors, such as a specific promotion.
Odoo WMS supports FIFO, Average Cost (AVCO) and Standard Price for product costing methods.
Reincorporate landed costs into your product cost to get an accurate valuation of your inventory.
Use continental or Anglo-Saxon accounting (to record cost of goods sold)
Set up perpetual (real time, automated) or periodic inventory valuation mode by product.
Use predefined dashboards or build your own with the advanced reporting engine. Share filters with the team.
Get forecasts of product availabilities based on confirmed sales orders, purchase orders or manufacturing orders as well as internal moves.