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About Odoo Sales

Impress your clients by sending polished, professional quotations with the greatest of ease; complete with easy-to-use eSignature and online payment options. With the Odoo Sales app, companies can now choose from an array of sophisticated templates for their quotations, as well as preview exactly what the customer will see.

The efficient design and intuitive interface of the Odoo Sales app allows companies to close deals faster than ever before. Which, in turn, helps them get paid quicker. And, thanks to the useful eSignature feature, customers can easily review and sign online quotations from anywhere in the world.

This fully integrated app allows users to communicate more effectively and efficiently. Odoo Sales lets users get custom alerts for relevant activities, communicate directly from quotations (via email), and automatically keeps complete records of negotiations.

In our latest version, we have updated Incoterms based on 2020 legislation. Also, users can display margins (both as a percentage and as an amount) on Quotations and Sales Orders. In addition to that, they can now categorize orders with tags. Confirmed orders with delivered items will now show a wizard to guide users on how to handle them when they try to cancel.

Maximize Revenue
Design, implement, and adjust your pricing strategy to maximize your company’s revenue. Use pricelist rules to compute the right price, based on customer conditions. Convince customers to buy more with custom discounts and coupons.

Quotations to Sales Orders
Convert quotations into sales orders with a single click, or you could just as easily let the customer sign off on it with a simple eSignature in seconds.

Contract Management
Invoice customers based on time and materials, easily record contracts, track invoicing phases, maintain renewal and upselling opportunities, as well as manage your subscriptions with Odoo's recurring contracts.

Improve Customer Relations
The customer portal gives your customers access to their quotations, sales orders, and delivery orders. Save time and use Odoo to easily get eSignatures on NDAs, contracts, or any PDF document.

About Sales Creatio

Sales Creatio is a cloud CRM system for comprehensive sales force automation from lead management to large enterprise sales. Employ out-of-the-box reference processes to manage the entire sales cycle! Creatio recognized in Gartner 2016 Magic Quadrant for the CRM Customer Engagement Center, as well listed in Five Categories of The Gartner CRM Vendor Guide 2016 (SFA, Partner Relationship Management, Inside Sales and Customer Service Software).
There are three editions available: team, commerce and enterprise. Prices start from $25 per user / month.

Product Features

  • 360° customer view
  • Opportunity management
  • Orders and invoices
  • Sales forecasting
  • Products and services
  • Collaboration tools
  • Quote management
  • Contract management
  • Document flow automation
  • Project management
  • Field sales

About Xactly

Xactly helps companies reach their sales goals efficiently and quickly by eliminating commission errors and providing full compensation visibility. It is one of the best performing secure sales incentive compensation solutions for enterprise-level organizations on the market.

Xactly offers solutions for more efficient sales compensation program by replacing most manual processes, that would be otherwise performed via spreadsheet-based applications. It drives performance of sales teams by providing on-demand information from anywhere, at any time, from plan design & calculations to reporting & analytics.

Modules, included in Xactly platform are: Xactly SimplyComp, for DIY Compensation performance; Xactly Express, an effective Incentive Compensation Management tool; Xactly Incent - Sales Performance Management tool; Xactly Objectives, for MBO Plan Management; Xactly Inspire, for Sales Coaching; and Xactly Insights, for advanced analytics.

Features

  • API
  • Audience Targeting
  • Budgeting
  • Calendar Management
  • Contact Management
  • Contact Sharing
  • CRM Integration
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Email Integration
  • Expense Tracking
  • External Integrations
  • Forecasting
  • Google Apps Integration
  • Inventory Tracking
  • Lead Management
  • Lead Scoring
  • Marketing Automation
  • Multi-Currency
  • Multi-User
  • Notifications
  • Project Management
  • Referral Tracking
  • Scheduling
  • Supplier Management
  • Third-Party Plugins/Add-Ons
  • Travel Management
  • Call Tracking
  • Call Disposition
  • Softphone
  • Sales Motivator

Features

  • API
  • Audience Targeting
  • Budgeting
  • Calendar Management
  • Contact Management
  • Contact Sharing
  • CRM Integration
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Email Integration
  • Expense Tracking
  • External Integrations
  • Forecasting
  • Google Apps Integration
  • Inventory Tracking
  • Lead Management
  • Lead Scoring
  • Marketing Automation
  • Multi-Currency
  • Multi-User
  • Notifications
  • Project Management
  • Referral Tracking
  • Scheduling
  • Supplier Management
  • Third-Party Plugins/Add-Ons
  • Travel Management
  • Call Tracking
  • Call Disposition
  • Softphone
  • Sales Motivator

Features

  • API
  • Audience Targeting
  • Budgeting
  • Calendar Management
  • Contact Management
  • Contact Sharing
  • CRM Integration
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Email Integration
  • Expense Tracking
  • External Integrations
  • Forecasting
  • Google Apps Integration
  • Inventory Tracking
  • Lead Management
  • Lead Scoring
  • Marketing Automation
  • Multi-Currency
  • Multi-User
  • Notifications
  • Project Management
  • Referral Tracking
  • Scheduling
  • Supplier Management
  • Third-Party Plugins/Add-Ons
  • Travel Management
  • Call Tracking
  • Call Disposition
  • Softphone
  • Sales Motivator

Summary

    No key features associated with this application.

Summary

    No key features associated with this application.

Summary

  • Commission Estimator

  • Managerial Reports

  • Dashboards for Reps and Managers

  • Single Sign-On CRM Integration

  • Customizable Data Integration

  • Flexible Comp Plan Design

  • Sales Rep/Manager Dashboards

  • Data Integration

  • Plan Documents

  • Multi-Currency

Pricing

Subscription

$12.00
1 user(s) / month
Included in plan:
  • New customers get a discount on the initial number of users purchased.

Pricing

Team

$25.00
1 user(s) / month
Included in plan:
  • 360° customer view
  • Collaboration tools
  • Business process management
  • Lead management
  • Document flow automation
  • Knowledge management
  • Mobile app
  • Analytics
  • Synchronization and integration
  • Customization and administrative tools
  • Customization and administrative tools
  • Out-of-the-box process for large sales
  • Products and services

Commerce

$30.00
1 user(s) / month
Included in plan:
  • 360° customer view
  • Collaboration tools
  • Business process management
  • Lead management
  • Document flow automation
  • Knowledge management
  • Mobile app
  • Analytics
  • Synchronization and integration
  • Customization and administrative tools
  • Orders and invoices
  • Products and services
  • Product catalogue management

Enterprise

$50.00
1 user(s) / month
Included in plan:
  • 360° customer view
  • Collaboration tools
  • Business process management
  • Lead management
  • Document flow automation
  • Knowledge management
  • Mobile app
  • Analytics
  • Synchronization and integration
  • Customization and administrative tools
  • Opportunity management
  • Out-of-the-box process for large sales
  • Orders and invoices
  • Sales forecasting
  • Contract management
  • Products and services
  • Product catalogue management
  • Project management

FAQs

    What platforms does this service support?
  • All Odoo apps support Windows, Android and Cloud-Based.

  • Does this service offer guides, tutorials and or customer support?
  • Yes. Our Odoo experts are readily available to provide guidance and free demos of our products. We have an online chat, or you can contact our customer support service during business hours.

  • Does this service integrate with any other apps?
  • Yes, it integrates perfectly with all of our applications.

  • What are some applications this service is commonly used in tandem with?
  • All Odoo applications can be perfectly integrated, and therefore function very well together.

  • Does this service offer multi-user capability (e.g. teams)?
  • As with all Odoo applications, you can choose the number of users you would like.

  • Who are the main user groups of this service?
  • Odoo works for any company that wants to grow/scale without being slowed down by their internal system. There is no time lost on database migration, Odoo offers great usability, and affordable plans for businesses of any size and industry.

  • Does this service offer an API?
  • Yes, you can get a web-service API to access all your custom objects easily. No extra code required.

FAQs

    Who are the main user groups of this service?
    • Enterprises
    • Mid-size companies
    • Startups
    • Small companies
  • Does this service offer guides, tutorials and or customer support?
  • Support:

    • Phone support
    • Knowledge base
    • Customer success management
    • Academy
    • Community
    • ITIL/ITSM
  • What is this service generally used for?
    • Account and contact management
    • Intelligent data enrichment
    • Data enrichment through social media
    • Profile completeness
    • Customer segmentation
    • Interactions and communication history
    • Search and merge duplicates
    • Customer database analytics
  • What are some applications this service is commonly used in tandem with?
    • Twitter,
    • Facebook,
    • Google Contacts and Calendars,
    • LDAP,
    • IMAP,
    • MS Exchange,
    • Google Maps,
    • OpenStreetMap,
    • MailChimp / Mandrill
  • Does this service offer an API?
  • Creatio provides open configuration and extensive API to allow any customizations and integrations required for your business.

  • What platforms does this service support?
  • Platforms: Android, iOS, Mac, Windows, Web-based.

  • Does this service offer multi-user capability (e.g. teams)?
  • Software offers multi-user capability.

FAQs

    Does this service offer multi-user capability (e.g. teams)?
  • No.

  • Does this service offer guides, tutorials and or customer support?
  • Support: Phone/Electronic Support, Online Community Access, 24/7 Integration Restart, Phone Support.

  • Who are the main user groups of this service?
  • Main users of Xactly are enterprise-class businesses.

  • What is this service generally used for?
  • This service is generally used as a sales compensation application.

  • Does this service offer an API?
  • Yes, it offers API.

  • What platforms does this service support?
  • Xactly is a web-based software.

  • Does this service integrate with any other apps?
  • Integrations: Salesforce, Workday, SAP, Microsoft Dynamics, Oracle, Sage Intacct, SpringCM.

  • What are some applications this service is commonly used in tandem with?
  • It is commonly used in tandem with CRM and accounting systems.

Vendor Information

Founded:
-
Based in:
-
Employees:
-
Likes:
Followers:
41.9k

Vendor Information

Founded:
-
Based in:
-
Employees:
-
Likes:
Followers:

Vendor Information

Founded:
-
Based in:
San Jose
Employees:
501-1000
Likes:
Followers:
22.9k

Other

Who uses Odoo Sales
  • Freelance
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
  • Windows
Mobile Platforms:
  • Android
Languages:
Arabic, Bulgarian, Catalan, Czech, Danish, German, Greek, English, Estonian, Basque, Finnish, French, Hebrew, Hindi, Croatian, Indonesian, Japanese, Georgian, Korean, Latvian, Macedonian, Dutch, Portuguese, Russian, Slovenian, Spanish, Thai, Vietnamese, Chinese
Regional Restrictions:
No restrictions.

Other

Who uses Sales Creatio
  • SMEs
  • Enterprises
Desktop Platforms:
  • Web App
  • Windows
  • Macintosh
Mobile Platforms:
  • iOS
  • Android
Languages:
Arabic, German, English, French, Italian, Portuguese, Hebrew, Polish, Russian, Spanish, Turkish
Regional Restrictions:
No restrictions.

Other

Who uses Xactly
  • SMEs
  • Enterprises
Desktop Platforms:
  • Web App
Mobile Platforms:
  • iOS
  • Android
Languages:
English
Regional Restrictions:
No restrictions.
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