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Odoo Multi CRM Pipedrive Solution - What is Pipedrive?
Pipedrive is a deal-driven customer relationship management CRM solution that also works as an account-management tool with the ability to assist with marketing and the entire sales process. Pipedrive's proactive nature automatically tracks and organizes calls and emails and synchronizes schedules across devices.
So, basically, it is a software that helps you enhance the customer relationship management of your business. Maintaining the interaction and a healthy relationship with the customers is one of the most important steps towards success and growth in business.
Pipedrive CRM offers full visibility into your sales pipeline in real time. It is easy-to-use Pipedrive CRM so you do not need to manually update reports or wonder how your team is tracking toward quota. Hence, you can focus on other important things in your business.
Odoo is a complete suite to manage your business, whether you want to manage the accounting of your business or want to manage the resources of your business.
Integrating Pipedrive with Odoo leads to hassle-free customer relationship management. Yes, Odoo Multi CRM Pipedrive Solution facilitates you to connect Odoo with your Pipedrive. The module allows you to easily import or export data from Odoo to Pipedrive without any hassle.
Feeds To Store Data in Simplified Manner
- Mapping Model for Different objects such as company, contact, product, user, and deal/lead.
- There are multiple relational fields in an Odoo form which makes it a little complex structure; especially while importing data from other platforms. Hence, to avoid the complication; Feeds are used in Odoo Multi CRM Solution.
- The module Introduced a dynamic dashboard to track the data of all the connected channels to your Odoo.
Manage company Data efficiently in Odoo
- You can easily import company, contact, product, user, and deal/lead, from your Pipedrive to Odoo.
- Moreover, you can also Export company, contact, product, user and deal/lead from Odoo to your Pipedrive.
- You can also schedule Import functions via cron for company, contact, product, user, and deal/lead.
Prerequisites For Using Odoo Multi CRM Pipedrive Solution Module
Odoo Multi CRM Pipedrive Solution Module works in conjunction with the following module:
You would require to install this module first for Odoo Multi CRM Pipedrive Solution to work perfectly.
Odoo Multi CRM Pipedrive Solution Features
Connect Multiple Pipedrive to Single Odoo
- Connect your Odoo with as many Pipedrive solutions you want.
Cron to Schedule the Functions
- Cron runs to evaluate the feeds in the scheduled time.
- After a scheduled time, cron automatically deletes the synchronization history.
Simplified Import Function
- Common Import Button for all Connections.
- All you need to do is select the Connection and Object(you want to import).
Streamlined Export Function to All the Connections
- Common Export Button for all Connections.
- Select the records to export and export them desired Connection.
Centralized Location to Store Data in Simplified Form
- Introduced Feeds to Store Data in Text Form.
- Feeds get automatically deleted once the related record is created in Odoo.
Clickable Data Cards for the Details of the Connections
- Connection Data Cards directs you to the dashboard of the selected connection.
Donut Chart to Analyze the data of All Connections
- Track the data of all connections from the chart
Line Graph to Analyze the data of All Connections
- Select the time period to show data(weekly or monthly).
- Track the data of all connections from the Line Graph.
Configure Feeds in Odoo Multi CRM Solution
- Integrating Pipedrive with Odoo leads to hassle-free customer relationship management. Yes, Odoo Multi CRM Pipedrive Solution facilitates you to connect Odoo with your Pipedrive. The module allows you to easily import or export data from Odoo to Pipedrive without any hassle.
- Mapping Model for Different objects such as company, contact, product, user, and deal/lead.
- There are multiple relational fields in an Odoo form which makes it a little complex structure; especially while importing data from other platforms. Hence, to avoid the complication; Feeds are used in Odoo Multi CRM Solution.
- The module Introduced a dynamic dashboard to track the data of all the connected channels to your Odoo.
- Cron runs to evaluate the feeds in the scheduled time.
- After a scheduled time, cron automatically deletes the synchronization history.
Charts And Graphs To Show Data And Progress
- Pipedrive CRM offers full visibility into your sales pipeline in real time. It is easy-to-use Pipedrive CRM so you do not need to manually update reports or wonder how your team is tracking toward quota. Hence, you can focus on other important things in your business.
- Connection Data Cards directs you to the dashboard of the selected connection.
- Introduced Feeds to Store Data in Text Form.
- Feeds get automatically deleted once the related record is created in Odoo.
- Common Import Button for all Connections.
- All you need to do is select the Connection and Object(you want to import).
Also, check other Other Odoo Modules
Odoo Multi CRM Pipedrive Solution -
Webkul's dedicated support provides you with the customizations and troubleshooting solutions for Odoo Multi CRM Pipedrive Solution.
For any query or issue please CREATE A TICKET HERE
You may also check our other top-quality Odoo Modules.
Specifications
Product Version1.3.3.1
Released2 years ago
Last UpdatedMay 24, 2024 (7 months ago)
License Single application
Supported VersionsOdoo 14.x 15.x 16.x 17.x
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