Alta Vista Insurance Agency
Information about the Alta Vista Insurance Agency instance of Odoo, the Open Source ERP.
Installed Applications
- Sales
- From quotations to invoices
- Invoicing
- Invoices & Payments
- CRM
- Track leads and close opportunities
- Website
- Enterprise website builder
- Accounting
- Manage financial and analytic accounting
- Purchase
- Purchase orders, tenders and agreements
- Project
- Organize and plan your projects
- eCommerce
- Sell your products online
- Email Marketing
- Design, send and track emails
- Studio
- Create and customize your Odoo apps
- Documents
- Document management
- Recruitment
- Track your recruitment pipeline
- Employees
- Centralize employee information
- Sign
- Send documents to sign online and handle filled copies
- Helpdesk
- Track, prioritize, and solve customer tickets
- Subscriptions
- Generate recurring invoices and manage renewals
- eLearning
- Manage and publish an eLearning platform
- Discuss
- Chat, mail gateway and private channels
- Contacts
- Centralize your address book
- Calendar
- Schedule employees' meetings
- Social Marketing
- Manage your social media and website visitors
- Fleet
- Manage your fleet and track car costs
- Marketing Automation
- Build automated mailing campaigns
- Live Chat
- Chat with your website visitors
- Appointments
- Allow people to book meetings in your agenda
- Surveys
- Send your surveys or share them live.
- SMS Marketing
- Design, send and track SMS
- VOIP
- Make calls using a VOIP system
- Online Jobs
- Manage your online hiring process
Installed Localizations / Account Charts
- 1099 Reporting
- Easily export 1099 data for e-filing with a 3rd party.
- US Checks Layout
- Print US Checks