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SynByteIT ERP, CRM & Sales
CRM & Sales
A visual sales pipeline and complete order-to-cash system, every CRM and Sales feature shown in full below, capturing leads, managing opportunities, quoting, ordering, delivering and invoicing with no double entry.
- Built on Odoo Community
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Who it's for
Ideal for
Trading, retail, professional services, manufacturing and any business that wants a clear sales pipeline and fast, accurate quote-to-invoice. Fully connected to the rest of SynByteIT ERP, so CRM & Sales works as one system with your finance, stock and HR.
CRM, Core Features
- Visual kanban pipeline, drag-and-drop deal stages, customisable per sales team
- Lead management, capture from email / web forms, auto-assign by rules, qualify & convert
- Customer (partner) records, full contact & company profiles, history, notes & attachments
- Activities & follow-ups, schedule calls, emails & meetings with deadline reminders
- Email integration, log emails against deals, send from Odoo, threaded view
- Sales teams, multiple teams, dashboards & individual targets
- Tags & segmentation, custom tags, filter by segment / source, bulk actions
- Lost-reason tracking, define reasons, track why deals are lost
CRM, Pipeline & Lead Management
- Lead capture, web forms, email alias & manual entry with auto-deduplication
- Pipeline stages, fully customisable, probability % per stage, rotten-lead detection
- Opportunity management, expected-revenue tracking, close-date forecasting, 1–3 star priority
- Customer assignment, round-robin rules & escalation to manager
- Won / Lost tracking, one-click marking, lost-reason dropdown, restore lost
- Forecasting, expected vs actual, pipeline value by stage, salesperson performance
CRM, Activities & Communication
- Activity types, call, email, meeting, to-do & upload, colour-coded
- Chatter message log, internal notes & customer-facing messages, full audit trail
- Email templates, pre-built with dynamic fields, send in one click
- Calendar integration, meetings sync to calendar, team schedule, reminders
CRM, Reporting & Analytics
- Pipeline report, value by stage, salesperson / team, date filter
- Activities summary, overdue count, completed vs pending, by salesperson
- Win / Loss analysis, win rate %, average deal size, lost-reason breakdown
- Lead-source report, leads & conversion by source, ROI per channel
- Sales forecast, expected revenue, weighted pipeline, target vs actual
- Custom filters, group by any dimension, export to Excel / PDF
Sales, Quotation & Order Management
- Quotation builder, professional PDF quotations, product lines, per-line discount
- Product catalogue, full list with variants, descriptions, images & internal notes
- Order confirmation, one-click SO, customer e-signature, auto stock reservation
- Delivery tracking, link to delivery orders, partial-delivery tracking & status
- Order templates, save common orders, reuse for repeat clients
- Customer portal, clients view / download orders, accept quotes online
- Multi-currency, quotes in any currency with auto exchange rate
- Units of measure, sell in different units with auto conversion
- Variants & attributes, colour, size & type variants per product
- Notes & terms, internal & external notes, default T&C, custom footer
Sales, Pricing, Discounts & Pricelists
- Pricelists, multiple, by customer segment (B2B vs retail)
- Discounts, line-level & global order discount with policy settings
- Margins, cost price per line, margin % visibility at quote stage
- Taxes, VAT / tax rules per product, Qatar 0% VAT configurable
- Payment terms, Net 30, 50% upfront, custom, applied per customer
- Minimum quantities, enforce minimum order qty to protect margins
Sales, Invoicing & Payments
- Invoice generation, from sales order, partial or full, one click
- Invoice status, Draft → Posted → Paid, visual status on SO
- Down payments, request deposit / advance, deduct from final invoice
- Credit notes, raise easily, linked to original invoice
- Payment follow-up, overdue alerts & reminder emails
- Receipt printing, branded professional PDF invoice
Sales, Reporting & Analytics
- Sales dashboard, revenue this month / quarter, orders count & value, top salesperson
- Product performance, best sellers, revenue by category, margin analysis
- Customer analysis, revenue by customer, repeat rate, lifetime value
- Salesperson report, orders & revenue vs target, commission base
- Order funnel, quotations vs confirmed orders, quote-to-order %
- Forecast report, expected orders, backlog value, delivery timeline
- Excel / PDF export, any report, custom date ranges
CRM → Sales, End-to-End Flow
- Lead captured (CRM) → qualified → pipeline stages: New → Proposal → Negotiation
- One click 'New Quotation' from an opportunity carries all customer & deal data into Sales
- Quote sent → accepted → Sales Order confirmed automatically
- Delivery order auto-generated (Sales + Inventory) → invoice raised (Sales + Accounting)
- Payment registered & matched → opportunity marked Won, metrics updated
- No double data entry across CRM, Sales, Inventory & Accounting
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From the live system
CRM & Sales in SynByteIT ERP
Real screens on Odoo Community. Click to enlarge.
SynByteIT ERP · Odoo Community
CRM pipeline, Drag-and-drop deals through every stage
SynByteIT ERP · Odoo Community
Quotations & sales orders, Quote-to-order with live status and totals
SynByteIT ERP · Odoo Community
