Optimization of the workflow in the company Odoo using the CRM-system module

DOI: 10.31673/2518-7678.2021.014350

Abstract

This article provides a brief definition of Odoо ERP-system (Enterprise Resource Planning), talks about commonly used modules, informs about the type of software distribution. Odoo ERP system is enterprise resource planning software used company-wide for the management of business processes. Odoo provides seamlessly integrated functional business apps called Odoo apps that form an ERP solution when combined. Also it demonstrates the operation of modules such as: "Contacts", "Sales" in the form of a "black box", business process presentation and class diagram. Particular attention is paid to the CRM (customer relationships management) system module, the logic of its use is presented in the form of a business process. CRM, the customer relationship management in Odoo allows you to manage the complete customer leads, opportunities and common clients. It includes overview the ongoing processes, upcoming activities and also the previous month performance. Also, track all the leads from different resources and convert them into opportunities. The main provisions of the module are considered to ensure the effective implementation of the work plan in companies, transparent display of the amount of work performed and saving working time.

Key words: Odoо ERP-system, Odoo modules, open source, CRM system, black box, pie chart, bar chart, class diagram, business process diagram.

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