CRM Service Level Agreement (SLA)

by
Odoo

102.81

v 15.0 Third Party
Live Preview
Required Apps CRM (crm)
Lines of code 708
Technical Name crm_sla_odoo
LicenseSee License tab
Websitehttp://www.probuse.com
Also available in version v 14.0
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Required Apps CRM (crm)
Lines of code 708
Technical Name crm_sla_odoo
LicenseSee License tab
Websitehttp://www.probuse.com
Also available in version v 14.0

CRM Service Level Agreement (SLA)

Customer SLA for CRM Pipelines in Odoo

CRM Pipelines SLA and Deadline and SLA Time Logs

This app allows your Sales / CRM team to manage SLA (Service Level Agreements) on Pipeline / Leads based on customer SLA. Basically it provides a feature to allow you to run your Pipelines of a crm based on Service level agreements with your customer.


Main Features:

  • Allow your sales team to create and manage SLA Levels under configuration.
  • Allow your sales team to create and manage service level agreements under configuration.
  • Allow your team to create and manage SLA categories under configuration.
  • Sales / CRM teams of Odoo Standard.
  • Systems create SLA time logs when users move Leads/Pipelines/Opportunity from one stage to another stage based on service level agreements setup.
  • Allow your team to set SLA level on the customer form which will be used to compute the deadline while creating Leads/Pipelines/Opportunity for that customer based on service level agreements with your customer.
  • Allow your CRM user to set priority of Pipelines on Leads/Pipelines/Opportunity form.
  • Requested date will be set automatically as the current date but you still can change it and based on that requested date, the system will compute the deadline using SLA level for that customer.
  • SLA time logs will give you details by stages about time the user has spent for that stage based on service level agreements setup and it also show delays if any on working for that stage for that task.
  • This app will help you to manage deadlines of Pipelines based on SLA with your customer and also make SLA logs based on stages of Pipelines of the Leads/Pipelines/Opportunity.
  • For more details see below screenshots or watch the video.

Menus Avalible:
  • CRM
    • SLA
      • SLA Deadline Levels
      • Service Level Agreements
      • SLA Category
    • Reporting
      • SLA Analysis

Edition Compatibility:


Enterprise Odoo.sh Community

CRM Menu (Odoo Standard)

SLA Deadline Levels - List View

Configuration: CRM/SLA/SLA Deadline Levels

Manager can configure multiple levels for SLA and which will be set on customer form and based on that task will be having its deadline for SLA deadline date.

SLA Deadline Levels - Form View

Menu: CRM/SLA/SLA Deadline Levels

Allow you to configure different types category of tasks by priority based on that you can setup Hour / Days / Week which will be using by Tasks to set Deadline Date on Pipeline form.

SLA Deadline Levels - Form View

Menu: CRM/SLA/SLA Deadline Levels

Allow you to configure different types category of tasks by priority based on that you can setup Hour / Days / Week which will be using by Tasks to set Deadline Date on Pipeline form.

Service Level Agreements - List View

Menu: CRM/SLA/Service Level Agreements

Service Level Agreements Form View

Menu: CRM/SLA/Service Level Agreements

This configuration allow you to setup SLA timings for given Sales Team by Calendar. This will create SLA Time Logs on CRM while team/technician/responsible moving and working on crm stages while working on it.

Service Level Agreements Form View

Menu: CRM/SLA/Service Level Agreements

This configuration allow you to setup SLA timings for given Sales Team by Calendar. This will create SLA Time Logs on CRM while team/technician/responsible moving and working on crm stages while working on it.

Resource Calendar (Odoo Standard)

New Fields to Set hours per Day & per Week on Calendar.

SLA Category List View

Sales Teams List View (Odoo Standard)

Sales Teams Form View (Odoo Standard)

Example 1

Pipeline Form View (Odoo Standard)

Pipeline Form View (Odoo Standard)

Example 2

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Pipeline Form View (Odoo Standard)

Pipeline Form View (Odoo Standard)

Pipeline SLA Level Config On Customer

Pipeline SLA Level Config On Customer

SLA Analysis

Menu: CRM/Reporting/SLA Analysis

Contact / Support
Introducing Probuse Consulting Services Pvt. Ltd.

If you need any help or want more additional features, you may contact us through:
Email: contact@probuse.com
Website: www.probuse.com
Skype: mustufa_probuse

Probuse Consulting Service Pvt Ltd is an Software and Web development specialist which offers complete business application together. We are well experienced to provide a face for your business on the software and Internet level.

Probuse Consulting Service Pvt Ltd is a specialist in Odoo/OpenERP services and could give your business open source hand to drive.

Our Services

  • Odoo Implementation

  • Odoo Support

  • Odoo Customization

  • Odoo Migration

  • Odoo Training

Odoo Proprietary License v1.0
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