Enhance customer relationships and drive sales efficiency with the powerful CRM and Sales solutions offered by BIAS.
With Odoo’s CRM and Sales module, businesses can manage leads, customer interactions, and the sales cycle, all in one place. Outbound calls, follow-ups, and even quotations are handled in one system seamlessly and in an organised manner. At Balanceia, we customise this module according to the business processes so that the sales team will not spend time tracking information but converting opportunities. The entire sales process, from initial contact to closing, can be managed and monitored easily step-by-step.
The Sales and CRM module enables you to manage every stage of the selling process from lead capture to closing the sale with transparency and management. All these are integrated into the whole Odoo ERP system so that the CRM can function in real time with billing, inventory, and project management modules.
Follow up on fresh leads, assign them to the correct team members, and track their status in real-time.
See a pipeline with all of your prospects and move them as needed using the drag-and-drop feature, which corresponds to all the selling process steps.
Keep a complete record of emails, calls, meetings, and notes—all linked to the customer’s profile.
Create and send quotes directly from the CRM. Once approved, convert them into sales orders with a single click.
Take follow-up reminders, divide the work, and review what is left to be done so nothing is forgotten.
Access team activity, deal value, and conversion rate dashboards, and see them in a glance.
Most sales teams begin with basic systems like email, email chains, CRM systems, and spreadsheets. Once leads start multiplying and teams grow, those basic systems fail. That’s where an integrated CRM built within an ERP system like Odoo – makes a difference. Unlike standalone CRMs that only manage contacts and notes, Balanceia’s CRM module is connected to the rest of your business. That means your sales, invoicing, stock, and delivery operations share the same data.
What This Means for Your Team:
Upon closing a deal, the customer's information and the product and pricing details automatically populate into the relevant quotations, sales orders, and invoices.
To provide efficient follow-ups, sales teams have visibility to the customer’s payment status, pending deliveries, and follow-up needs, all from a single application.
All customer information is current and available to all marketing, sales, and operations teams, allowing clear and uninterrupted collaboration.
“It’s not just a CRM, it’s part of your entire workflow.”
Work becomes more efficient and precise with this degree of integration. Scaling becomes a possibility, even when no additional structural complexity is desired, particularly for companies based in the UAE.
Swift Sales Solutions Unleashed
Each sales team is different. Some focus on outbound calling and cold leads, while others use inbound interest, product demos, or longer sales cycles. The beauty of Odoo’s CRM is that it can be configured to accommodate all these setups without adding complexity. At Balanceia, we configure the CRM to reflect how your team works, whether you have five or fifty reps.
Works for:
Automate the assignment of leads, track cold call activity, and follow up easily. The clear visibility from the dashboard of which reps have which deals and where they stand makes the difference.
Use tags and filters to sort qualified leads, view lead source performance, and nurture prospects through structured activities and reminders.
Have a clean, organised process that develops along with your company. No additional third-party software or plugins to maintain - add users, establish pipelines, and get going.
Sell to multiple geographies, currencies, or languages - all from one unified system. Perfect for companies selling across the UAE and Gulf regions.
Software alone doesn’t solve problems. The initial setup, upkeep, and sustained stability transform an instrument into a business asset. That’s where we step in. At Balanceia, we don’t merely provide CRM software, we deploy it for your company to run right from day one. Our in-house team attends all configurations with industry knowledge in retail, manufacturing, services, and trading. Regardless of whether you need a best sales CRM for small business, a sales CRM for start-ups, or one that is appropriate for a scaling outbound team, Balanceia allows your tools to serve your goals.With Balanceia, You Get:
We custom-fit the CRM module to your sales organisation, customer path, and reporting requirements.
Since we're based in the UAE, we're there for you when you need us - not through ticket systems, but by being with you in person.
When the time comes for billing, inventories, or even project management, your CRM will already be prepared to manage them.
Our system is designed to activate only the critical functions needed, so team is presented with a streamlined interface devoid of extraneous elements.
Seamlessly connect with customers for meaningful engagements and lasting relationships.
Streamline your sales pipeline, optimizing each stage for efficiency and growth.
Analyze data-driven insights to enhance sales strategies and maximize performance
Simplify tasks with automation, allowing your team to focus on what they do best—selling.
Seamlessly connect with customers for meaningful engagements and lasting relationships.
Streamline your sales pipeline, optimizing each stage for efficiency and growth.
Analyze data-driven insights to enhance sales strategies and maximize performance
Simplify tasks with automation, allowing your team to focus on what they do best—selling.
Experience exponential growth with BIAS CRM and Sales Module, where lead management, streamlined workflows, a comprehensive customer view, and data-driven decision support converge to propel your business forward.
At whatever point along your sales journey, whether starting or trying to scale, Balanceia ensures you design a bespoke CRM to provide the clarity, speed, and results essential for your business.
Plan your rollout after checking our CRM & Sales solutions.
