v 14.0 Third Party 244
Download for v 14.0 Deploy on Odoo.sh
Required Apps CRM (crm)
Sales (sale_management)
Invoicing (account)
Included Dependencies
Lines of code 11711
Technical Name crm_kit
LicenseLGPL-3
Websitehttps://www.cybrosys.com
Also available in version v 13.0 v 15.0
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Required Apps CRM (crm)
Sales (sale_management)
Invoicing (account)
Included Dependencies
Lines of code 11711
Technical Name crm_kit
LicenseLGPL-3
Websitehttps://www.cybrosys.com
Also available in version v 13.0 v 15.0
Community
Enterprise

CRM Kit

Complete CRM Kit for odoo14

Overview


Motivating your sales representatives is one of the key factors for successful sales. The commission plan module helps to motivate your sales teams and salespersons to achieve the goals and earnings. A commission based plan is a monetary incentive for motivating salespeople to meet their sales quota. In the CRM kit, we have 2 types of plans product-wise and revenue-wise further under revenue-wise we have two types the straight commission and graduated commission. The CRM Kit also includes the CRM Dashboard which helps you to see the Overview of the CRM module. Here, you can view all details related to CRM modules such as Leads, Opportunities, Expected, and Total Revenue, also we can see the different reports on the various CRM activities.

Features


Give Commission to Sales team and Salesperson.

Two types of commission plan

Print commission plan report

Upcoming and recent activities.

Different views for user and admin.

Lost reason analysis and monthly goal.

Year to date bar graph and target field in user settings.

Clickable Dashboard Cards.

Configuration


For creating new commissions:
Create a new commission
Choose a name to distinguish that type.
Select the type of the commission:
-Product: commissions are calculated using as a percentage based on the selected product in the form.
-Revenue->
Straight revenue: Commissions are calculated using a fixed percentage of the revenue sold. You can fill the percentage in the field "Commission rate".
Graduated revenue: Commissions are calculated as a percentage of the revenue generated at amount intervals. You can fill in the amount intervals
and percentages in the "Graduated Revenue Commission" field.
For adding Commission in Salesperson & Sales team:
Go to CRM -> configuration->Salesperson or Sales team
Edit the Salesperson
Choose a commission type
Save it.
For printing Commission in Xlsx report:
CRM->Reporting ->Commission Report
Select appropriate fields then click on print XLSX button

Screenshots


The Clickable Dashboard Card Helps to Record Analysis.

Funnel chart and Year to Date chart helps to understand the target. Also have the pie chart for lead analysis by month and activity.

User Target for Year to Date.
Target: Settings>User Settings>Below the access right tab.

Top Deals is listed and the Monthly goal gauge helps in achieving the goal.

View upcoming activities and Total revenue by salesperson.

Tree view for commission plan.
Configuration>Commission Plan

The commission plan with Product Category configuartion.
Type>Product Wise.

The commission plan with Straight Revenue commission.
Type>Revenue Wise>Straight Commission.

The commission plan with Graduated Revenue commission.
Type>Revenue Wise>Graduated Commission.

Select commission plan for Sales Person.
Configuration>Sales Person.

Select commission plan for Sales Team.
Configuration>Sales Team.

Print the Commission Plan Report in XLSX Format.
Reporting>Commission Plan.

Dashboard View for User.

Suggested Products


Our Services


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Our Industries


Trading

Easily procure and sell your products

POS

Easy configuration and convivial experience

Education

A platform for educational management

Manufacturing

Plan, track and schedule your operations

E-commerce & Website

Mobile friendly, awe-inspiring product pages

Service Management

Keep track of services and invoice

Restaurant

Run your bar or restaurant methodically

Hotel Management

An all-inclusive hotel management application

Need Help?


+91 86068 27707

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