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About PlayBook CRM

With operations and intelligence from Marketing to Renewals, PlayBook is designed as a centralised revenue lifecycle management system for all the revenue generating teams in the organisation.

The old school "switching between multiple platforms" to figure out your company's growth is a thing of the past. PlayBook brings in a rad approach to the traditional Sales and Customer Success processes by introducing a view where reps no longer haggle between tasks but focus on objectives to ensure productivity and output.

Coming soon - Create your own playbook for CXOs and VPs can define plays for their reps - from SDRs to CSMs to minimise dependencies on operational support while they focus on growth.

PlayBook works exceptionally well for Startups and SMEs.

Our Support - Phone/Email/Chat and FAQs (coming soon)

About Odoo CRM

With over 5 million users, Odoo is the #1 Open Source CRM software!

Odoo CRM allows sales teams to easily keep track of their top leads and opportunities. Users can personalize their sales cycle, take control of their statistics/forecasts, and even create marketing campaign automation to increase their overall sales performance.

With Odoo CRM, users can get more leads than ever before. They can also follow-up on phone calls and meetings. Sales teams are able to analyze the quality of their leads, make faster decisions, and save time by integrating emails from all contacts directly into this fully integrated application.

In our latest version (Odoo 14), UTM fields are available as optional fields. Users can handle recurring revenues and manage renewal intervals, as well. Also, you can turn emails received in your Outlook mailbox into leads, and log their content as internal notes. In addition to that, users can now search for leads and opportunities based on phone numbers.

Users can track their opportunities pipeline in just a few simple steps, thanks to Odoo's user-friendly Kanban view. Users get an overview of their sales funnel, as well as instant visual information about their next steps, new messages, best opportunities, and expected incomes.

The one-of-a-kind Odoo CRM marketing campaign system automates lead acquisitions, follow-ups, and special offers. Users can also determine automated actions based on predefined rules.

Odoo CRM's key features are: a Kanban view to track the sales opportunities pipeline, a clear view of the next steps and actions to complete, automated creation of leads based on incoming emails (or coming directly from a website), and users can use their own email client! What more could you ask for?!

Features

  • 2-Factor Authentication
  • API
  • Calendar Management
  • Contact Management
  • Contact Sharing
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Email Integration
  • External Integrations
  • File Sharing
  • File Transfer
  • Google Apps Integration
  • Lead Management
  • Lead Scoring
  • Marketing Automation
  • Multi-User
  • Notifications
  • Scheduling
  • Social-Media Integration
  • Task Scheduling/Tracking
  • Third-Party Plugins/Add-Ons
  • Call Tracking
  • Click-to-Dial
  • Sales Automation
  • Pipeline Management

Features

  • 2-Factor Authentication
  • API
  • Calendar Management
  • Contact Management
  • Contact Sharing
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Email Integration
  • External Integrations
  • File Sharing
  • File Transfer
  • Google Apps Integration
  • Lead Management
  • Lead Scoring
  • Marketing Automation
  • Multi-User
  • Notifications
  • Scheduling
  • Social-Media Integration
  • Task Scheduling/Tracking
  • Third-Party Plugins/Add-Ons
  • Call Tracking
  • Click-to-Dial
  • Sales Automation
  • Pipeline Management

Summary

  • SaaS Revenue Lifecycle Management

  • Toggling between multiple platforms is a thing of the past

  • Inbuilt CRM for - Marketing, Inside Sales, Sales, Customer Success, Renewals

  • Inbox View to maintain objectivity and productivity across tasks and deaks

  • Coming Soon - Create your own playbook for CXOs and VPs to guide their reps through operational work

  • Support - Call/Email/Chat and FAQs (coming soon)

  • PlayBook works exceptional well for Startups and SMEs

Summary

    No key features associated with this application.

Pricing

Tribe

$100.00
upto 5 users/month
Included in plan:
  • CRM
  • Team Targets
  • User Targets
  • Dashboards
  • Email Support

Kingdom

$150.00
upto 10 users/month
Included in plan:
  • All Tribe Features
  • Setup Guidance
  • Email Support

Empire

$250.00
upto 25 users/month
Included in plan:
  • All Kingdom Features
  • Assisted Setup
  • Email/Call/Chat Support

Pricing

Subscription

$24.90
1 user(s) / month
Included in plan:
  • New customers get a discount on the initial number of users purchased.

FAQs

    Does this service offer multi-user capability (e.g. teams)?
  • Yes. We have 5 teams - Marketing, Inside Sales, Sales, Customer Success, Renewals

  • Does this service offer guides, tutorials and or customer support?
  • Yes, both video and infographics coming soon

  • What platforms does this service support?
  • It's a cloud based software and works on multiple browsers such as Chrome, Firefox, Safari etc.

    Coming soon - iOs and Android mobile apps

  • Does this service offer an API?
  • Yes, we can build APIs on demand

  • What is this service generally used for?
  • It can be used as a CRM for revenue generating/contributing teams - Marketing/Inside Sales/Sales/Customer Success/Renewals.

    Revenue Management and Target Setting for CXOs and VPs

    Company Health check for CEOs

  • Who are the main user groups of this service?
  • SaaS companies <100 employees and <30 users

  • Does this service integrate with any other apps?
  • GSuite

  • What are some applications this service is commonly used in tandem with?
  • The output from PlayBook CRM can be used in accounting. Our CRM can help maintain customer management information in Tandem with Customer Success/Engagement Softwares.

FAQs

    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 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.

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

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

  • 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.

  • 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.

Vendor Information

Founded:
-
Based in:
-
Employees:
-
Likes:
Followers:
6

Vendor Information

Founded:
-
Based in:
-
Employees:
-
Likes:
Followers:
47.1k

Other

Who uses PlayBook CRM
  • Startups
  • SMEs
Desktop Platforms:
  • Web App
  • Windows
  • Macintosh
Languages:
English
Regional Restrictions:
No restrictions.

Other

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

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