Sell Faster
Modern User Interface
A user-friendly interface equipped with intelligent filters provides a clearer view of all your sales efforts. Implement strategies and recommendations to set up and launch your CRM effectively.
Mobile
Access your CRM anytime, anywhere with Odoo's mobile-optimized design.
Inbound leads
Automatically gather leads from emails, VoIP conversations, social media feedback, website visitors, event participants, support tickets, and other sources.
No more encoding
Effortlessly send quotes in a matter of clicks and organize your pipeline with intuitive drag-and-drop functionality.
Set up activities
Your designated calls are lined up, promoting an effortless changeover from one task to another.
Payments terms
Set up and apply your preferred payment terms for smooth transactions.
Customers payments
Effortlessly track payments with features like batch deposit options.
Leads
Leads Nurturing
Implement tailored automated email campaigns based on lead segments and their engagement. Leverage various marketing tools to boost lead generation on your website, including SEO, form builders, and A/B testing.
Predictive lead scoring
Bridge ERP assesses the chances of success by considering multiple criteria, such as previous outcomes.
GeoIP
Automatically identify the countries, states, and cities of your leads based on their IP address.
Live chat
Enable Bridge ERP Live Chat on your site to engage with your visitors and turn them into potential customers. Set specific rules for important countries or web pages. The chatbot will automatically deliver preset messages.
Deduplication
Propose leads for merging during the conversion of a lead into an opportunity. Automatically create contacts based on the leads.
Credit limit
Set specific credit limits and receive notifications if a customer's limit is exceeO
Opportunities
Activities and calls management
Streamline activities and calls by prioritizing and scheduling them for each opportunity, while quickly logging and reviewing them in the opportunity's chat. Also, monitor your team's activities to ensure smooth workflow management.
Pipeline management
Obtain a detailed snapshot of your opportunity pipeline. Streamline your process with an easy-to-use drag & drop interface. Establish unique stages for every sales team. Assess the reasons behind lost opportunities to enhance your sales efficiency.
Customize stages
Customize your pipeline by adding a description on stages.
Schedule Meetings
Arrange meetings stemming from customer opportunities. Sync with smartphones and Google Calendar.
Plan Next Actions
Outline your next steps and arrange your daily agenda based on the key opportunities and essential tasks.
360° Visibility
Collect all pertinent information directly in the opportunity: pages browsed on your site, email communications, scheduled meetings, next steps, prior orders, etc.
Log Calls
Log calls in the chatter or trigger VoIP calls in just a few clicks. Bridge ERP proposes to automatically reschedule the next action after the call.
Customers
Address Book
Establish a centralized contact list accessible to all your sales team members.
Customer Preferences
Quickly set customer preferences: language, delivery options, financial info, etc.
Multi-Address
Maintain multiple locations and contact information for a single business.
Full History
Access the complete activity history for any customer: opportunities, orders, invoices, and outstanding balances.
Efficient Communication
Emails Templates
Create a collection of email templates for the typical communications with your customers or potential clients.
Email Gateways
Automatically link all your email interactions to the corresponding opportunity. Generate new leads effortlessly from incoming emails.
VoIP
Set up a dial queue for customers or leads, initiate calls directly from your browser either automatically or manually. Automatically log calls, access customer profiles, and streamline subsequent actions. Reschedule or send emails for unsuccessful calls. An automatic pop-up appears for incoming calls. Compatible with Asterisk v13.2 VOIP server.
Custom Alerts
Monitor important opportunities effortlessly and get notified about relevant events with just one click.
Multi team
A salesperson may belong to several teams
Reporting
Dashboard
Leverage standard dashboards or design your own with the sophisticated reporting system. Share your filters with the team.
Opportunities Analysis
Examine your opportunities pipeline using sophisticated filters, categorization, and detailed analysis.
Cohort Analysis
Monitor the progression of your KPIs over time and identify emerging patterns.
Leads Analysis
Analyze the performance of your lead sources to assess the effectiveness of your marketing efforts.
CRM Dashboard
Get a quick overview of your sales team's key performance indicators.
Integrations
Sales
Convert opportunities into quotes in just a few clicks. Get a complete overview of the customer history.
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Inventory
Get product availabilities information right into the quotation. Trigger delivery orders and check delivery status from the order.
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Email Marketing
Boost leads acquisition and nurturing.
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