A True Customer Centric CRM

Features & Integrations

Unleash your Growth Potential

Efficient Organisation

Track leads, get accurate forecasts, and focus on what matters: closing opportunities.

Sales Management

Connect quotes and sales orders to opportunities. Handle any transaction with ease and focus on the customers.

Focus on selling Great Services

workforceX Helps You Win By:

Get friendly with your MRR, LTV and more through the customisable dashboard overview filled with detailed insights.

Automatically apply the correct pricing and taxes to every customer. Skip time-consuming tasks to focus on what matters most: selling!

Dig deeper into your sales metrics with revenue forecasts, 
team performance analysis, and custom dashboards.

Create professional-looking quotations in no time with a user-friendly interface.

Smart decisions based on real-time data.

Generate forecasts within seconds, gain a deep understanding of your growth trajectory, and assist your company in meeting its objectives. Utilise statistical insights to evaluate the effectiveness of your current strategies. Dig deeper into your sales metrics with revenue forecasts, team performance analysis, and custom dashboards.

Turn reporting data into money.

Real-Time Lead Pipeline Overview

Obtain a rapid overview of your team’s activities, including call logs and quotes. Collaborate in real-time by sharing ideas and files, and stay updated on any missed developments during your absence. Each opportunity is listed as a card with all the essential information; and each stage gives an overview of your expected revenues.

Manage all aspects of your leads in a single place.

Sell more with instant quotations

Create clean, professional, and interactive quotations instantly with Odoo’s powerful quotation builder. Enhance them with product descriptions, striking images, and additional details through a straightforward drag-and-drop interface for building blocks.

Present your products and services in a professional manner.

User-Friendly Point Of Sale

Our POS offers everything your store requires, featuring an intuitive interface suitable for any retail business. Its remarkable flexibility allows you to tailor our POS precisely to your specific requirements. Save time with online payments, and close deals faster with e-signatures on quotations, contracts, and any other PDF. Improve their shopping experience with loyalty programs: points, rewards, and gift cards.

Flexible Invoicing

Integrated Payments

Customer Portal

Subscription Management

Integrated Inventory Management

The Odoo Inventory app seamlessly records every transaction from the POS directly into your stock, ensuring real-time product availability updates without delays. Additionally, it seamlessly integrates with Odoo eCommerce, eliminating the need for separate stock setups. This enables you to effortlessly operate as a multi-channel business without any hassle.

Real Time Reports

Inventory adjustments

Delivery Tracking

Product Lead 

Empower Your WorkforceX Today

Sales Manager

Account Executive

Scroll to Top