Glossaire

CRM

Customer Relationship Management

The tool for managing client relationships: prospects, opportunities and sales tracking.

Definition

CRM (customer relationship management) brings together everything about your clients and prospects: contact details, conversations, quotes, opportunities and the sales pipeline. It helps the sales team miss nothing and steer their work. In an ERP like Odoo, the CRM connects straight through to sales and invoicing.

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À voir aussi

Termes liés

Bill of materials (BOM)

The list of components and quantities needed to make a product.

Dashboard

A condensed view of the key business indicators.

ERP

Integrated business software bringing every process into a single system.

MRP

Planning production and component requirements.

POS

A software till, linked to stock and accounts.

WMS

Warehouse management software: locations, picking and goods-in.