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Geolocation Based Attendance for CRM | CRM Visit Tracking with Geolocation | CRM Geolocation Attendance

by
Odoo

56.71

v 15.0 Third Party 1
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Attendances (hr_attendance)
CRM (crm)
Employees (hr)
Discuss (mail)
Calendar (calendar)
Contacts (contacts)
Lines of code 356
Technical Name bi_attendance_geolocation_crm
LicenseOPL-1
Websitehttps://www.browseinfo.com/demo-request?app=bi_attendance_geolocation_crm&version=15&edition=Community
Versions 15.0 16.0 17.0 18.0
You bought this module and need support? Click here!
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Attendances (hr_attendance)
CRM (crm)
Employees (hr)
Discuss (mail)
Calendar (calendar)
Contacts (contacts)
Lines of code 356
Technical Name bi_attendance_geolocation_crm
LicenseOPL-1
Websitehttps://www.browseinfo.com/demo-request?app=bi_attendance_geolocation_crm&version=15&edition=Community
Versions 15.0 16.0 17.0 18.0
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Check in/Check out Geolocation for CRM Odoo Apps

Real Time Location Verification for CRM

Effortless Attendance with GPS Tracking

Seamless Geolocation Integration for CRM

Check-In/Check-Out Geolocation for CRM module in Odoo enables salespeople to log their visit details by checking in and out at customer locations, with geolocation and geofencing features. Upon arrival at a customer’s location, they can check in, and their exact location is recorded in the CRM. If the meeting occurs at a different spot, such as a café, they can check in from there, provide a reason for the location change, and update the system with the new location. The module also tracks the time spent at each visit and logs all activities under log notes, ensuring accurate tracking of meeting locations and durations for effective customer relationship management.



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Check-in and Check-out Location Tracking

Allows salespersons to check in and check out at customer locations with real-time geolocation tracking.

CRM Geo Fencing

Supports geofencing to track if salespersons are meeting customers at locations other than the contact address

Outside CRM Geo Fencing Distance Reason Log

Salespersons can log a reason when meeting customers at alternative locations instead of the registered contact address.

Meeting Attendance Log

Records meeting time spent during each visit for better tracking and reporting.

CRM Geo Fencing

Users can add the "CRM Geo Fencing" area in kilometer or meter.


Partner Geolocation

User can see the partner address and in the Partner Assignment tab, user can see the latitude and longitude of the partner address.


Check-In button in CRM Pipeline/lead

User can see the Check-In button and Attendance tab in CRM pipeline/lead.Click on the "Check-In" button.


Give Reason why not Check-In/out from the assign location wizard

After clicking the "Check-In" button, if the salesperson location is outside the CRM Geo Fencing area, a wizard will open where the user need to provide a reason for not checking in from the assigned location and click on "Submit" button.


Check-In Time and Message in Attendance with Chatter Log

User can see the Check-In time and message added in the Attendance tab. The user can also view the Check-In log in Chatter. Now, click on the Check-Out button.


Give Reason why not Check-In/out from the assign location wizard

After clicking the "Check-Out" button, if the salesperson location is outside the CRM Geo Fencing area, a wizard will open where the user need to provide a reason for not checking out from the assigned location and click on "Submit" button.


Check-Out Time and Message in Attendance with Chatter Log

User can see the Check-Out time and message added in the Attendance tab. The user can also view the Check-Out log with how much time spend in client location in Chatter.


If a salesperson Check-In and Check-Out locations are within the CRM Geo Fencing area, then the Check-In and Check-Out messages will be blank, and no "Give Reason why not Check-In/out from the assign location" wizard will appear.


Version : 15.0.0.0
29 May 2025

Initial release of the app.


Can I Use this module with Odoo Online ?

This Odoo app can not be used with Odoo Online (SaaS).

Do I got free support when I buy an App ?

Yes, 60 Days Free Support Is provided with module in case any bug or issue with module.

Do I have to buy module for each version ?

Yes, Starting version 13.0, Every version of the module is sold separately.

How can I install the module I bought ?

You need to copy paste the module that is inside the zip file to your addons folder. If you are installing the module into an existing database, you need to enable the Technical Features to click on Apps > Update Modules List. Your new module will now appear in the list of modules that you can install.

The module I bought doesn't work, What should I do ?

Please raise your ticket to use on ticket@browseinfo.in We will back to you shortly.

Get Support, For Free!

60 Days Free Support


In case any bugs or issue (Except data recovery)

At Browseinfo we offer end to end solution for Odoo services. Which includes analysis & consultation on the workflows and integration part.

Have Any Question ?

+91-6351620270

Write Email

Sales : sales@browseinfo.in
Support : ticket@browseinfo.in


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