Create custom rules to automatically generate next-steps for specific workflows and generate personalized to-do lists to achieve goals and reach objectives with ease.
Personalize your own dashboard or use one pre-defined by Odoo to quickly evaluate the ROI of campaigns, visualize your team’s KPI’s at a glance and analyze your opportunities pipeline.
Keep the conversation going by leaving the chat pop-up open to facilitate live collaboration with any department within the company from anywhere in the suite, including sales, inventory, manufacturing, and bookkeeping.
Start public discussions to allow input from all employees or create private channels and invite only key individuals. Ensure the best possible solution to any problem by getting input from any sector of your operation.
Ensure efficient customer management by adding tags to your notes and quickly identifying the conversation you’re looking for with smart filters.
- Attach files to records
- Improve readability with text styling
- Easily search your notes
Share your notes as links, tag coworkers in notes so they can follow discussions, upload relevant files and control viewing or editing access directly on production orders, customer records or products themselves.
Read more about how Steersman can help your business stand out:
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Steersman’s Odoo ERP and E-Commerce package was perfect for a busy PPE distributor in need of an all-in-one product to streamline their operation.
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A detailed review of how various scheduled dates and lead times configured within the Inventory, Manufacturing and Purchasing modules interact in Odoo.
Basics of Business Software Integration for Non-Technical Managers
Basics about business software data and data exchange for non-technical managers preparing to purchase an integration for their business systems.