CRM with Membership Information Odoo App
by Probuse Consulting Service Pvt. Ltd. http://www.probuse.com$ 9.81
Availability |
Odoo Online
Odoo.sh
On Premise
|
Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) • CRM (crm) • Calendar (calendar) • Contacts (contacts) |
Lines of code | 100 |
Technical Name |
create_member_crm |
License | See License tab |
Website | http://www.probuse.com |
Versions | 16.0 14.0 18.0 15.0 17.0 |
Availability |
Odoo Online
Odoo.sh
On Premise
|
Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) • CRM (crm) • Calendar (calendar) • Contacts (contacts) |
Lines of code | 100 |
Technical Name |
create_member_crm |
License | See License tab |
Website | http://www.probuse.com |
Versions | 16.0 14.0 18.0 15.0 17.0 |
CRM Pipeline / Opportunity with Requested Membership Information
Membership Integration with CRM Lead / Pipeline / Opportunity
CRM with Membership Information Odoo App
This app allows your CRM users to select membership requested by the customer on the membership product field and quantity field as shown.
Main features:
- Allow your users to select a membership product and membership quantity on the CRM lead/pipeline form.
- The system also passes a membership of products and quantity from CRM to Quotation created by CRM (Odoo Standard Flow to Create Quotation Create).
- You can view a member using the smart button on the CRM form.
- For more details please check the below screenshots and watch the video.
Edition Compatibility:
Enterprise Odoo.sh Community
Gold Membership Product Example (Odoo Standard)
Silver Membership Product Example (Odoo Standard)
Bronze Membership Product Example (Odoo Standard)
CRM / Lead Pipeline (Odoo Standard) with Membership Info Tab
Created Sales Quotation (Odoo Standard) From CRM Pipeline with Membership Product and Quantity Passed from Membership Info Tab
Created Invoice (Odoo Standard) From Sales Order (Odoo Standard) Flow
CRM / Lead Pipeline (Odoo Standard) with Auto Updated Membership Status and Member Smart Button
Open Member Form View (Odoo Standard) From CRM Pipeline Member Smart Button
CRM Pipeline Group by Membership Product and Membership State
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 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
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