Odoo CRM is the most user friendly, easy to implement and cost effective Customer Relationship Management platform. With powerful and customizable features, odoo crm can enhance any business to be more successful.
Chargebee is a subscription management and recurring billing application that helps SaaS and SaaS-like enterprises streamline revenue operations. Chargebee works with the world's most popular payment gateways.
It's easy to connect Odoo CRM + Chargebee without coding knowledge. Start creating your own business flow.
Triggers when you add a new Customer.
Triggers when you add a new Lead/Opportunity.
Triggers when customer details such as first name, last name, email, billing address, etc., are updated.
Triggers when a customer is created.
Triggers when a new invoice is generated(with line item support).
Triggers when a payment is collected successfully.
Triggers when a subscription is created.
Triggers when a payment fails.
Triggers when a subscription is cancelled.
Triggers when a subscription is scheduled for cancellation.
Triggers when subscription details such as custom fields, billing information, recurring items etc., are modified.
Triggers when a subscription is paused.
Triggers when a paused subscription is resumed.
Creates a customer.
Create a new Lead/Opportunity.
Updates a customer.
Updates next billing date of a subscription.
Creates a new customer in Chargebee.
Creates a new subscription along with the customer in Chargebee. This action does not support adding subscription to an existing customer.
Pauses a subscription in Chargebee.
Records an offline payment for unpaid invoices.
Resumes a paused subscription in Chargebee
Updates customer details in Chargebee.
I started this article with a brief introduction related to Sales and Marketing. I have explained in detail what is Odoo CRM and what is Chargebee. In my article, I have described how Odoo CRM and Chargebee can be integrated and what are the benefits of integration of Odoo CRM and Chargebee.
Odoo is an open source ERP used for managing the sales and marketing activities. It is supported by more than 100,000 users all over the world. One of the great things about Odoo ERP is that it is cloud-based application and you can use it without investing in any hardware infrastructure. You can also install it on your own server and it will give you the same results as other online sputions. It is written in Python programming language and it runs on Linux operating system. You can read more about Odoo here. https://www.odoo.com/
Chargebee is an online billing spution which makes it easy for businesses to bill their customers online. It supports most of the payment gateways. It automatically generates invoices and sends them via email to the customer which will save a lot of time for business owners. You can integrate your Odoo ERP with Chargebee billing software so that you can manage your entire business from one place. You can also integrate it with some other accounting or POS software which you are using in your business like QuickBooks or Magento. You can read more about Chargebee here. https://www.chargebee.com/
Odoo CRM is an open source ERP which can help in managing your sales and marketing activities easily. It comes with a built-in app which allows you to manage the customer information and other activities related to sales and marketing. But there is a limitation of only one module which can be used with Odoo CRM application. the Sales Module. You cannot add any other module to Odoo CRM application like you can do in any other ERP sputions such as MS Dynamics NAV or SAP ERP sputions. And because of that limitation, you might not be able to manage all of your sales and marketing activities using Odoo CRM application.
But there is one great thing about Odoo CRM application, you can integrate it with some other applications and that will help you to get rid of that limitation of Odoo ERP application. So if you want to manage all your sales and marketing activities using Odoo CRM, you should integrate it with some other applications such as chargebee billing software, QuickBooks, Magento etc. That way, you can manage your entire business from one place and that is why I think integrating Odoo CRM with chargebee will make sense for the businesses which are into sales and marketing activities.
One of my favorite features of integrating Odoo CRM with chargebee is payment gateway support. When you integrate these two applications together, you will be able to process your payments from chargebee billing software directly into your bank account without making any third party transaction which definitely reduces your costs. Another great thing about integrating these two applications is that chargebee gives you the ability to send invoice to your customers directly through your website without redirecting them to external websites for processing payments. If you are using Odoo ERP application and want to integrate it with another billing software for processing payments then this article will give you a clear idea about how to do that. http://www.enterpriserevpution.com/how-to-integrate-odoo-crm-with-another-billing-software/
So, now you know why integrating Odoo CRM with chargebee will make a lot of sense for the businesses which are into sales and marketing activities. Hope this article was helpful for you!
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