Discuss

Stand-alone module

News feed

Get instant access to the latest discussed topics in your company and keep track of the conversations you follow.

Start discussions

Create direct discussions with other employees, and create private discussion groups.

Subscribe to channels

Create open groups called Channels to follow discussions on specific topics. Start getting involved in projects by subscribing to existing channels or create new ones.

Star favorites

Star messages with important content to easily find them back in the Starred list.

Private Groups

Create secret groups and invite the users.

Status

See what colleagues are up to by checking if they are online, offline, away or out of the office.

Manage participants

Invite participants in private groups and restrict access to channels to a selected group of employee.

Chat window

Turn a conversation into a chat session to keep chatting while switching modules.

Mailing List

Choose to send messages by email allowing a channel to behave as a mailing list.

Mentions

Mention Odoo users (@odoo_username) in conversations, and even channels (#channel_name).

Smileys

Enliven your conversations with emoji.

Integration

Modules chatter

Include messages, internal notes, add followers and channels straight from any of the apps and keep track of them in the Discuss module.

Calendar

Manage

Manage Appointments & Events in a Business

Meetings and events are essential for an organisation to deal with customers or clients. The arrangement of meeting someone in a particular place is an appointment. We can discuss vital business matters during an appointment with a prominent individual, and well-planned events or meetings lead to a firm's success. It saves time and makes better decisions about your entrepreneurship. You can save the details of important events and appointments inside a calendar. Using QBIS ERP Calendar module, it is possible to secure your meeting date and view it for future references.

Benefits of QBIS ERP Calendar Module

A well-organised meeting in an organisation accomplishes success quickly. Let's see some of the features of conducting a meeting in an organisation.

Assist in Resolve Conflicts

An employee can face a negative influence on work when a problem or issue remains in the group. However, colleagues can share their stories through a scheduled meeting in the company. Hence, all conflicts resolve efficiently with a meeting, and you can add them to the calendar.

Make Better Decisions

The upcoming goals focused by the company discuss in an event. We can make vital decisions in a meeting, and its management becomes simple when organized in a calendar. Employees realise the motive behind the work when discussing their opinions at a conference.

Save your Time and Effort

You can set a meeting reminder within the QBIS ERP Calendar module. We did not waste much more time scheduling an event using QBIS ERP. All the process occurs smoothly and saves your effort for conducting an appointment in the QBIS ERP Calendar module.

Notes

Build your to-do list

Create stages

Break down your to-do list into stages which will be converted to columns into your dashboard.

Kanban view

Drag and drop notes easily from one stage to another in the kanban view.

Create notes

Add notes to your stages. Each note correspond to a mini-project that you will move from one stage to another as your project moves forward. 

Organise your notes

Text layout

Insert text styles like headers, bold, italic, lists and fonts with a simple WYSIWYG editor.

File attachments

Attach text files, image files document files to your notes.

Tags

Add tags to your notes for a clear organisation.

Filters and groups

Search notes easily with smart filters.

Colors

Group your notes by colour as a way to categorise your tasks. There are 9 colours to choose from and a colourless option.

Import

Upload any text file or document to your notes.

Export

Export notes as HTML, plain text or DocuWiki text documents.

Collaborate

Invite people

Add coworkers to your notes so they can follow the discussions and receive notifications.

Authorship colour

Every author typing some text in a note has a different background colour to show who wrote what. You can link a name to a colour.

Timeline slider

See the history of changes made to a note through a timeline, from first to last sentence.

Share

Easily share your notes with your colleagues by sending them as link or embed URL.

Access settings

Choose what others can do with your notes by granting viewing or editing access.

Chat

Enable chat for real time discussion with the people following your notes.

Show connected users

See who is connected to your notes right now

Contacts

Get all the personal details you need

Overview all meetings at a glance

See all meetings scheduled with a contact, send invitations, add useful information and synchronise everything with Google Calendar.

Access any contact in seconds

Use powerful filters to sort the data you need. Group your contacts by any relevant field, whether the country, the activity of the company or the salesperson in charge of the account.

Get a quick overview of every business interaction

From your suppliers to your end-users, access all your request for quotations, sales orders and purchase orders in a few clicks. See the complete history of each customer, including the total invoiced and overdue.

Integrations

CRM

Keep track of all your contacts behaviour and enhance customer interaction.

Projects

Enable your project right way. Step by step get work done.

Sales

Send professional quotations and proposals to your contacts in a few clicks.

Purchase

Get all the items you need for your projects by automating purchase orders from your suppliers.

CRM

Sell Faster

Modern User Interface

An intuitive user interface designed for sales. A Dashboard for a better overview of the sales activities. Useful tips and best practices to configure and deploy your CRM.

Mobile

Sell on the road with QBIS ERP's mobile user interface.

Reduce data entry

Get leads automatically created from emails, VoIP calls. Send quotes in just a few clicks, manage your pipeline with drag & drop, etc.

Leads

Leads Nurturing

Create campaigns to automatically send emails tailored to the lead segment and activities of the lead.

Lead Scoring

Score your leads based on explicit and implicit criteria (on pages viewed, localisation, time). Define different actions based on lead score and team assignation rules.Decide which total score deserves to be converted into an opportunity.

Import Leads

Easily import prospects files with QBIS ERP's column matching tool.

Online Acquisition

Get more than 30 marketing apps to boost leads acquisition from your website: Search Engine Optimisation tool, form builders, etc.

GeoIP

Detect countries, states and cities of leads automatically from your visitor IP address.

Live Chat

Activate Odoo Live Chat on your website to talk to your visitors and convert them into leads. Define rules for key countries or pages.

Deduplication

Get proposition of leads to merge when converting a lead into an opportunity. Create contacts automatically based on leads.

Assignation Rules

Define your own rules to assign leads to the right sales team or sales person based on quotas and segments.

Call-to-actions

Optimise leads acquisition with QBIS ERP's five call-to-actions and the a/b testing tool.

URL Trackers

Track the source of the leads using UTM trackers in all your marketing campaigns.

Opportunities

Activities and calls management

Organise sequence of activities per opportunity. Schedule activities. Log every activity immediately in the opportunity's chatter with predefined actions. Track, log and analyse the activities of your team.

Pipeline management

Get a clear overview of the opportunity pipeline. Work faster with the drag & drop interface. Set up specific stages for each sales team. Possibility to create sub-stages to better organise the processes. Automatic archiving of lost opportunities. Manual archiving of other opportunities. Lost is no longer a stage but a separate field, enabling more powerful analysis of pipeline - e.g. Lost ratio per stage.

Customise stages

Customise your pipeline by adding description on stages.

Schedule Meetings

Schedule meetings from the opportunity of customer. Sync with mobile phones and Google calendar.

Plan Next Actions

Plan next actions and schedule your daily work based on most important opportunities and tasks.

360° Visibility

Get all information right into the opportunity: pages visited on your website, mails, meetings, next actions, preceeding orders, etc.

Log Calls

Log calls or trigger VoIP calls in just a few clicks. QBIS ERP proposes to automatically reschedule the next action after the call.

Lost reasons

Analyse lost reasons on your opportunities to improve your sales effectiveness.

Revised configuration options

Activate leads if needed.

Customers

Address Book

Get a clear address book shared amongst your sales persons.

Customer Preferences

Set customer preferences easily: language, delivery methods, financial data, etc.

Multi-Address

Have multiple addresses and contacts for a single company.

Full History

Get the full history of activities attached to any customer: opportunities, orders, invoices, total due, etc.

Efficient Communication

Emails Templates

Create template of emails for most common communications with your customers or opportunities.

Email Gateways

Get all your email communications automatically attached to the right opportunity. Create new leads automatically based on incoming emails.

VoIP

Create a dial queue on customers or opportunities, call from the browser automatically or manually. Log calls automatically, open the customer form, automate next actions, etc. Reschedule or send email for failed calls. An auto pop-up is generated for receiving calls. Integrated with Asterisk v13.2 VOIP server.

Custom Alerts

Follow key opportunities in just a click and get alerts based on relevant activities.

Reporting

Dashboard

Use predefined dashboards or build your own with the advanced reporting engine. Share filters with the team.

Opportunities Analysis

Analyse your opportunities pipeline with advanced filters, grouping, drill down, etc.

Cohort Analysis

Keep track of the evolution of your KPI's over time and detect trends.

Leads Analysis

Get statistics about your sources of leads to evaluate the ROI of your marketing campaigns.

CRM Dashboard

Visualise your sales teams KPI's at a glance.

Integrations

Sales

Convert opportunities into quotes in just a few clicks. Get a complete overview of the customer history.

Inventory

Get product availabilities information right into the quotation. Trigger delivery orders and check delivery status from the order.

Powerful API

Make QBIS ERP - CRM do pretty much anything with the API: connect other software, automate lead creation, etc.

Google Docs

Use the Google Docs integration to link any document to your opportunities: qualification forms, advanced pricing tables...

All sales channel

Integrate all your sales channel: online sales (e-Commerce), inside sales (CRM) and in store (Point of Sale).

Marketing Apps

Boost leads acquisition and nurturing with QBIS ERP's marketing apps: Email Marketing, Events, URL trackers, landing pages, etc.

Sales

Sell More Efficiently

Modern User Interface

All the information you need, where you need it with a fast and intuitive user interface designed for salespeople.

Mobile

Use Odoo's mobile interface to sell on the road.

Reduce Data Entry

Send quotes in a just a few clicks. Convert quotes to sales orders and invoices from the same screen. Integrates with the CRM app to manage your sales pipeline from qualification to closing.

Sales warning

Get warnings before sending quotations to specific customers or for specific products.

Create Professional Quotations

Quotation Builder

Create a polished quote in seconds. Use predefined products, price lists, and templates to help your salespeople work more efficiently.

Quotation Template

Design custom quotation templates in just a few clicks and reuse them to save time.

Pro-forma

Send Pro-forma invoices to your customers.

Upselling

Quotations are optimised to help your company sell more by proposing extra options, additional products, applying closing triggers, discounts, etc.

Electronic Signature

Sell faster with electronic signatures, allowing your customers to review and sign your quotations online.

Variants Grid Entry V13

Add product variants to your sales orders with a grid, or matrix, displaying all the possible combinations of a product's attributes (e.g. sizes, colours).

Manage Orders & Contracts

Sales Orders

Convert quotations into sales orders in one click or, let your customers do it themselves with online quotes and Odoo eSign. Save time with the ability to modify sales orders, sell product kits, and ship partial orders.

Manage Invoicing from Sales Orders

Invoice on ordered or delivered quantities, based on time and materials. Manage payment terms by customer or by invoice. Easily track and follow up on invoice aging.

Customer Portal

Provide customers with access to an online portal to view their quotes, sales orders, and track the status of delivery orders in real-time.

Order-Specific Routes

Apply special routes from order lines: dropshipping, replenish on order, etc.

Contracts

Track each phase of a contract such as invoicing, renewal, and upselling. Fully integrated with QBIS ERP Subscriptions for managing recurring invoices such as memberships or service contracts, contract renewal alerts, and contract options as well as track recurring revenue via the MRR dashboard.

Incoterms®

Configure QBIS ERP Sales to automatically display Incoterms directly on the invoice.

eSignature

Use QBIS ERP eSign to easily get signatures on NDAs, contracts, or any PDF document.

Streamline Communication

Schedule Activities

Follow key quotations and orders in just a click and get alerts based on relevant activities.

Email Gateways

See all of your email communications automatically attached to the associated customer order, allowing you to trace back on discussions and negotiate more efficiently.

On-Boarding Emails

Create email templates for specific products to provide relevant information to buyers such as instructions, service reminders, etc.

Inter-Companies Rules

Automatically mirror sales and purchase orders in a multi-companies setup.

Maintain Products & Prices

Product Variants

Create and configure products with multiple attributes or variants such as size, colour, finish, etc.

Discounts

Apply discounts on any quotation line item and choose if the discount should be visible or hidden.

Product Types

Manage any type of product including services, stockable products, delivery charges, electronic products, or consumables.

Third-Party Shipper

Compute shipping costs automatically, print shipping labels and track your shipment. Works with UPS, DHL, FedEx, USPS, Bpost, Easypost.

Shipping Cost

Compute shipping costs based on multiple variables (weight, volume quantity, margin, delivery address, etc)

Coupons

Create a custom coupon code for a price list and allow your customers to activate their discount at purchase.

Product Configurator

Configure and sell your products by easily selecting your variants attributes with exclusion and optional products.

Units of Measure

Sell product in multiple units of measure and let QBIS ERP manages the conversion.

Price lists

Compute the correct price based on customer conditions. Add price lists to individual products depending on each customer's segment. Automatically use the applicable price list based on order conditions such as quantity and/or time.

Intuitive Reporting

Trackable KPIs

Easily monitor a KPI dashboard for important information such total amount invoiced, sales per country/sales person/sales team, churn, MRR, lifetime value, CAC Ratio, upgrades/downgrades, etc.

Next Activities

Get a full overview of all your sales activities, next actions, and performance data.

Order & Invoicing Analysis

Choose whether your statistics are based on orders, invoices, or both. Group sales by any category such as product type, salesperson, country, and sales team.

Integrations

CRM

Add the QBIS ERP - CRM app and expand your functionality with a feature such as customisable sales pipelines, automated lead creation, etc.

Accounting

Generate invoices automatically based on sales orders, delivery orders, contracts. Easily reference all information needed on any customer statement.

Inventory

Check product availability information directly from the quotation. Trigger delivery orders automatically and check delivery status from the sales order.

Omni-Channel Sales

QBIS ERP is the only software in the world that allows you to integrate all of your sales channels:
Online Sales, eCommerce, Inside Sales CRM and In-Store Point of Sale.

eCommerce

Create a fully integrated online store and sell your products more efficiently.

Invoice

Manage invoices

Create customer invoices

Issue clear, complete and professional invoices in seconds.

Print or send by email

Print a hard copy of your invoices to send them by post or send them by email.

Issue refunds

Create credit notes and manage reimbursements.

Multi-company rules

Automatically mirror orders and invoices in multi-company setup.

Address autocomplete

Enter a valid VAT number and QBIS ERP will autocomplete the name and the address of the customer (Europe only).

3-Way matching payments

Compare what you have received with the vendor bill to release an invoice for payment.

Manage supplier invoices

Record supplier invoices in the system to manage payments and integrate them into accounting.

Handle recurring invoices

Set the frequency of invoicing for products in accordance with contract specifications.

Include Incoterms®

Use Incoterms® standards to make sure you have the right terms on your contracts.

Payments terms

Simple management view.

Customers payments

Batch deposit available. Customer Statements: manage the follow-up from a single simplified interface.

Handle payments

Invoices overview

Get a broad view on all invoices and filter them by status.

Payments

SEPA payments. Check printing in US format.

Import bank statements

Automatically link payments to your bank accounts with existing invoices by importing your bank statements into the system. Synchronisation with 24000 banks mostly in US, Australia and New-Zealand. Importation of files in format: OFX, QIF, CSV, CODA.

Multiple currencies

Allow customers to pay in their currency with an automatic currency converter and record gains and losses for each conversion. Automatic update of currency rates base on a chosen frequency: daily, weekly, monthly.

Get paid online

Send your invoices by email and add a link to Authorise, Paypal, Ingenico, Buckaroo or Adyen to get paid quickly, easily and securely.

Batch Payments

Select multiple vendor bills and pay them all at once. Work to credit a batch of customers via SEPA Direct Debit or credit card tokens.

Automate follow-ups

Create steps and automated actions to be taken by the system in case of a payment issue.

​​Reports

Full accounting reports

Get complete reports for journals, legal statements, chart of accounts, etc.

Sales reports

Get direct access to key information with dynamic and customisable dashboards.

Automated tax reports

Set up your tax rules to automatically calculate them in your invoice, and define where rounding occur to get accurate reports.

Integrations

Sales

Keep track of all the time and materials to be invoiced for each client.

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Inventory

Record invoices from and to your suppliers and manage stock linked to orders placed by customers. 

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Timesheet

Invoice timesheets recorded within your projects.

Attendance

Quick & Hassle Free

The QBIS ERP attendance module makes  check-in and out of work easy . The Check-in/Checkout key is located on the dashboard, and you may use it to check-in or out instantly. The employee's login information is stored in the QBIS ERP database, QBIS ERP will quickly recognise them and direct them to their appropriate Check-In page.

Website

Design your website

Website Configurator

Get a stunning website in 3 easy steps with our Artificial Intelligence Designer.

Beautiful Building blocks

Drag & drop building blocks with business features. Blocks are highly customisable, from the content to the layout.

Smart Color Presets

Always get the best colour combination. Button and text colours automatically adapt to the background for better readability.

Beautiful Gradients

Use and define colour gradients for texts, backgrounds or button colours.

Enhance Blocks with Shapes

Enhance your building blocks with shapes to get stunning visual effects in a few clicks.

Animations

Animate blocks, texts, and backgrounds with impressive effects.

Dynamic Blocks

Integrate dynamic content easily to get pages tailored to your visitors; recommended blogs, next events, favourite products, etc.

Highly Customisable

You are the designer: choose among multiple layouts for each block, and customise its colours and content.

Google Fonts Integration

Keep your brand assets. Load any font directly from the Google Fonts library.

Build Your Own Library

Save building blocks and build your library of reusable block content.

Mobile Friendly

Your website is automatically adapted to mobile devices. Choose whether or not to hide content on the mobile version.

Media Manager

Copyright-free pictures

Get access to millions of copyright-free, high quality, photos, videos and illustrations.

Optimised for Speed

Images get optimised automatically: resized according to where you drop them, compressed efficiently, etc.

Inline Filters & Transforms

Edit your images directly in the page, and preview the effect of filters and transformations instantly.

Branded Illustrations

Use illustrations to get images that perfectly match your brand colours for a perfect experience.

Enhance Images with Shapes

Add static or animated shapes on images to create modern visual effects in a few clicks.

Get more traffic

Multi-Languages

Translations made easy with inline translation and detection of visitor language with GeoIP.

Multi-Websites

Run multiple websites on the same database and share products between websites.

Convert Visitors into Leads

Convert visitors into leads with smart marketing tools: get visitors' data based on IP, add smart CTAs, design efficient forms, etc.

Blog Articles

Update your website content by publishing blog articles easily.

Search Engine Optimisation tools

Write search engine-friendly content with the SEO Tools. Customise titles and meta tags on your pictures.

Social Media Integration

The website builder is fully integrated with Odoo social marketing, email marketing, push notifications, etc.

Visitors Targeted Content

Make your page content automatically adapt to your visitors' country, the Ads they come from, their industries, etc.

Connect to visitors

Realtime Dashboard

Track your visitors in real time and connect with the most interesting ones in a single click: push notification, live chat, SMS, etc.

Visitor Portal

Visitors get instant access to their documents such as support tickets, invoices, projects, tasks, etc.

Smart Form Builder

Create customised forms easily, and integrate them in your business flow in just a few clicks.

Livechat

Chat with visitors instantly with the integrated live chat tool. Use our bot to answer when you are not online.

Forum

Let your visitors interact with each other in your forum section.

Helpdesk Tickets

Customers can submit support tickets. Give them a follow-up from the Helpdesk app. Get ratings on your service.

Developers Friendly

Code Editor

Customise your website with the integrated HTML, CSS, and JS editors. You can even edit pages with the Chrome inspector.

CSS Editor

Customise CSS rules in LESS for more power.

Large Community

Enhance your website with modules from our community apps store. The largest business apps store in the world.

Clean Stack

Odoo's dependencies are limited and modern: postgresql, boostrap, etc.

Cloud hosting or On Premise

We provide free website hosting, but you can download on Github and host on your own server, if you prefer.

Embed External Widget

Inject custom code and use it as a widget in any page.

Upgrades

Benefit from a free upgrade at every new Odoo version.

Free SSL Certificate

Get your free SSL certificate automatically on cloud-hosted websites.

Business features

E-commerce

Create your online store in a few clicks. Unlimited products.

Jobs Page

Attract new talents by publishing job offers. Make them apply online and collect their resume instantly.

CRM

Generate leads on your website and manage them in the CRM app.

Events

Publish your upcoming events on the website, and sell tickets online.

Sign

Customers can sign your quotations online.

eLearning

Create and publish courses online. Share them with your students for free or ask customers to pay for them.

Email Marketing

Great emails with no pain

Drag & drop editor

Use our pre-made building blocks to structure your email. Insert headers and footers, calls-to-action, images, links, snippets and many more in just a few clicks.

Personalize

Add your text and graphics in real-time directly within the editable content of your building blocks and get a live preview of what your email will look like.

Action Button

Actions - like approvals - are immediately available in the email notifications.

Themes

Pick one of our awesome themes and change the layout of your email according to your taste without losing time starting from scratch.

Templates

Save your emails as a template and reuse them for your future campaigns.

Manage your campaigns

Import contacts

Easily import your contacts to QBIS ERP from any CSV document.

Create custom mailing lists

Segment your subscriber's database by assigning them to one or several mailing lists. You can also select your customers, leads or opportunities from QBIS ERP - CRM as the recipients of your campaigns.

Reply to

Specify an email to which the recipient can reply by clicking on the “Reply to” button from his inbox.

Schedule

Select a time and date to schedule your campaign to be sent later.

Sample testing

Send a sample of your mailing to selected email addresses to get a preview before actually launching it to your whole mailing list.

Opt-out

Automatically remove from your mailing list the contacts who opted out.

A/B testing

Send your email to a fraction of your email list.

Improve delivery rate

Fully responsive

Display optimally your email on whatever screen: desktop, laptop, tablet or mobile.

Undelivered emails

Track last 24 hours undelivered emails, and get notified why they failed.

Mail server

Set up several email servers with their own IP/domain to optimise open rates.

Get insights

Archive your campaigns

Keep track of all emails sent and stock them in QBIS ERP'S database.

KPI's

Get real-time statistics on emails' performance: number of leads and orders created, revenue generated, delivery rate, open rate, click rate, bounce rate.

Tracking links

Add a tracking code to the links within your email campaigns and get a complete view of the performances for each campaign on a dedicated dashboard.

Measure your revenues

Follow your opportunities through Odoo CRM and analyse the conversion rate, the expected revenue and the generated revenue of each of your campaigns. Use filters for more in-depth analysis.

Employees

Manage

Create employee profiles

Gather all information concerning each employee at one place.

Manage contracts

Keep track of your employees' status, job titles, contract type and dates, and their schedule.

Manage timesheets

Create weekly and monthly timesheets and follow the time spent by your employees on projects.

Handle attendance

Keep track of your employees' presence at work. HR managers can easily report employees' monthly presence with the menu entry and state.

Manage leaves

Manage holidays, legal leaves and sick days.

Dashboards

Get a dashboard per manager.

Collaborate

Enterprise social network

Follow employees and documents, join discussion groups, share files, and chat in real time.

Gamification

Design challenges, goals and rewards with clear targets and objectives to drive engagement and reward your employees' performance.

Integrations

Recruitment

Turn applicants into employees in just a click.

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Expenses

Let your employees record expenses keep track of them.

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Appraisals

Review employees' performance with ease.

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Time Off

Manage leave requests

Employee requests

Allow your employees to record requests themselves, and get notified for each new request.

Approve or refuse requests

Answer your employee requests in just a click.Use green button for approved and calculated leaves. Use grey button for pending leaves that will be managed later.

Add comment

Insert a note to your approval or refusal to add information for your employees.

Add allocations

Setup the quantity of leaves allocated per capita to allow your employees to record their leaves according to their allocation.

Customise leaves type

Create new leaves type for unusual situations.

Manage each level

Allow managers to handle requests for their own team and review each request yourself.

Reporting

Personal Dashboard

A great dashboard for employees to see their own account, managers for their teams, and administrator for the whole company.

Gantt Chart view

Get the planning of your whole team, for the day, week, month and year to get a clear overview of your team's availability.

Calendar view

Plan ahead and keep an eye on your team's availability for the day, the week and the month in a clear calendar.

Reports

Get stats on the number of leaves per capita, per department and per leave type, and export them in PDF in just a click.

Lunch

An ERP system makes it simple to maintain the food supply system. The Lunch module in QBIS ERP allows you to place orders ahead of time. Installing the QBIS ERP Lunch module, which is beneficial to the business, will eliminate all concerns regarding food supply. This program aids in the management of a company's deliveries, orders, and needs. The QBIS ERP Lunch module allows you to check prices, place advance orders, and track payments.