SOLUTIONS BY MODULE
Sales & CRM
This module gives your sales team everything they need to move faster, close smarter, and build stronger customer relationships. From pipeline tracking to quote generation to account management—it’s all connected. No jumping between tools, no manual busywork.
Benefits
Beyond Setup:
Building ERP Success Together
Lead Management & Scoring
Capture, qualify, and rank leads based on rules, behavior, or AI‑based scoring.
Drag‑and‑Drop Pipeline Views
Move deals through stages visually using Kanban-style pipelines—simple to use, easy to track.
CRM with Full Customer History
Access all customer touchpoints, quotes, orders, and notes from one place.
Quote & Proposal Generation
Create clean, branded quotes and proposals directly from deals—send, track, and convert to sales orders instantly.
Mobile‑Ready Sales Tools
Review pipelines, approve quotes, or follow up on leads directly from your phone or tablet.
Recurring Sales & Subscription Support
Handle repeat orders, contract renewals, and usage-based billing for recurring revenue models.
Sales Orders & Invoicing Integration
Go from quote to order to invoice without duplicate data entry or system hopping.
Team & Performance Dashboards
Monitor rep performance, win rates, pipeline value, and quota progress in real time.
Customer Self-Service Portal
Let clients view quotes, track orders, and manage subscriptions or invoices from their own secure dashboard.
Align Sales and Finance—Without the Disconnect
When your CRM, quoting, and sales orders sync directly with finance, you eliminate rework and reduce delays. With Odoo’s fully integrated Sales & CRM modules—and Neu Media Technology’s implementation know-how—you get clean, real-time data flowing from deal to invoice. That means faster approvals, accurate forecasts, and tighter collaboration between your sales and finance teams.
Solutions That Move Deals Forward
From lead to invoice, every step made faster, clearer, and easier.
Capture and route leads to the right rep
Automatically assign incoming leads to the right salespeople based on territory, product, or workload.
Visualize your entire sales pipeline
Track deals by stage, priority, and owner in a way that’s simple to manage and easy to coach from.
Build quotes that sell—fast
Generate customized proposals with pricing, terms, and optional upsells in just a few clicks.
Convert quotes into orders and invoices
Close the loop between quoting, fulfillment, and billing—zero duplication, zero hassle.
Stay on top of sales anywhere
Access key sales tools and deal info on mobile so you can sell and respond even while traveling.
Manage recurring revenue and renewals
Support subscription or repeat sales cycles without manual tracking or billing chaos.
Track sales performance and forecast revenue
See which reps are hitting targets, what deals are stalled, and how close you are to quota.
Know every customer, every time
View full customer history including past purchases, open quotes, and communications—all in one record.
Let customers help themselves
Give clients access to a self-serve portal to download quotes, track orders, and pay invoices.
OTHER MODULES AVAILABLE
How We Help You Build a
Smarter Business with ERP
CRM
Keep leads from falling through the cracks.
Organize your sales pipeline, follow up at the right time, and close deals faster with smart lead tracking and built-in communication tools.
Sales
Quotes, orders, and invoices—all in one flow.
Create beautiful proposals in minutes, convert them to orders, and send invoices without switching tools or losing track.
Inventory
No more stock-outs or overstocking—quick.
Real-time inventory updates and tracking. Automate replenishment to ensure accuracy at top efficiency.
Accounting
Track finances with ease.
Manage receivables, tax invoices, vendor bills, expenses, and bank reconciliation—streamlined in one dashboard.
Purchase
Simplify procurement.
Compare vendors, automate POs, and control spending with visibility across all purchases and suppliers.
Manufacturing (MRP)
Plan, track, and manage production.
From raw materials to finished goods, get full visibility with real-time insights across operations.
HR & Payroll
Create employee management pipelines.
From attendance and payroll to performance tracking—manage the entire employee life cycle.
Website + eCommerce
Build a custom website with your ERP.
Sell online, integrate stock, and run promotions—no developer or third-party integration required.