CRM & SRM

The portal modules allows you to provide accesses on your system to customers or suppliers. Show only a part of your OpenERP application without developing all modules of your system. It is a useful module to allow customers, partners, suppliers, ... to use your system for particular tasks.

E-mail gateways can automatize and update cases in the CRM via e-mails. Users can create, assign or update cases to the CRM simply by sending or receiving e-mails without going into OpenERP interface. This module is a very useful tool to manage all from generic e-mails from the company (info, sales, support,...) and is dedicated to allow users to assign cases.

The direct marketing modules manages and automatizes the development, execution and monitoring of campaigns across multiple channels. It provides tools to manage offers, campaigns, steps, workflows, etc. The report composition engine allows you to create bulk documents.

The generic OpenERP Customer Relationship Management system enables a group of people to intelligently and efficiently manage leads, opportunities, tasks, issues, requests, bugs, campaign, claims, etc. It manages key tasks such as communication, identification, prioritization, assignment, resolution and notification.
OpenERP ensures that all cases are successfully tracked by users, customers and suppliers. It can automatically send reminders, escalate the request, trigger specific methods and lots of others actions based on your enterprise own rules.