| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Sales (sale_management) • Calendar (calendar) • Contacts (contacts) • Discuss (mail) • Invoicing (account) |
| Community Apps Dependencies | Show |
| Lines of code | 25810 |
| Technical Name |
crm_kit |
| License | LGPL-3 |
| Website | https://www.cybrosys.com |
| Versions | 13.0 14.0 15.0 16.0 17.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Sales (sale_management) • Calendar (calendar) • Contacts (contacts) • Discuss (mail) • Invoicing (account) |
| Community Apps Dependencies | Show |
| Lines of code | 25810 |
| Technical Name |
crm_kit |
| License | LGPL-3 |
| Website | https://www.cybrosys.com |
| Versions | 13.0 14.0 15.0 16.0 17.0 |
CRM Kit
Complete CRM Kit for odoo16
Explore This Module
Overview
The CRM Kit module is the combination of the CRM Dashboard module by Cybrosys Technologies and the Commission plan module which will provide an intrusive functional environment for the operation of the Customer Relationship Management, with tools to manage the Leads and Opportunities, performing Activities on them and turning them into the reliable business. Moreover, the Salesperson and the sales team are rewarded based on the business Opportunities they bring into the company with a well-structured plan which can be crafted in the beginning.
Features
Configuration
For creating new commission plans:
-
Creating new commissions:
Initially Create a new commission and Choose a name to distinguish that typ
-
Select the type of the Commission:
Product-based: Commissions are calculated as the percentage of the price based on the selected product in the form.
Revenue-based: A certain percentage of revenue is given as Commission to the Salesperson
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 the percentages in the "Graduated Revenue Commission" field.
For adding Commission in Salesperson & Sales team:
- Edit the Salesperson or Sales team
- Choose a commission type
- Save it
For printing Commission in XLSX report::
- CRM -> Reporting -> Commission Report
- CRM -> Reporting -> Commission Report
Screenshots
Clickable Dashboard Card
The Commission Plan window can be accessed from the Configuration tab of the module and selected on the Commission Plan menu. Here all the Commission Plan details of the operation in respect to the functioning of the Odoo CRM will be depicted.
Commission Plan based on Product Category
The Commission Plan Creation window can be accessed from the Commission Plan window and while selecting the Type the Product Wise options can be selected. Further, the Product Categories with respect to the respective Product Category based Commission Plan can be defined.
Revenue-based Commission Plan: Straight Revenue Commission Plan
The second form of Commission Plan in the Odoo CRM Kit where the Sales Revenue and its
percentage
calculation will be provided as Commission to the Salesperson.
While Creating a Straight Revenue Commission plan the Commission type can be selected as
Straight
Commission. Further, the commission rate can be defined under the Straight Revenue
Commission
tab.
Revenue-based Commission Plan: Graduated Revenue Commission Plan
While Creating a Graduated Revenue Commission Plan the Commission type can be selected as Graduated Commission. Further, the commission rate can be defined under the Graduated Revenue Commission tab.
Assigning Commission Plan for Salesperson
In the CRM Kit under the respective Salesperson description tab, there will be a dedicated tab the Commission Plan where the respective Commission Plan with respect to the operation can be defined.
Assigning Commission Plan for Sales Team
In the CRM Kit under the respective sales team description tab, there will be a dedicated tab the Commission Plan where the respective Commission Plan with respect to the operation can be defined.
Print the Commission Plan Report in XLSX Format
The CRM Kit also holds an advanced operations feature where the Admins, as well as every User, can take the Print out of the Commission Plan Reports based on their need and for the period of operations that are required. The Reports can be generated in XLSX formats and can be saved based on the need. To take the printout of the Commission Plan Report you should go to the Reporting tab of the CRM KIt and further select the Commission Plan menu and select the Required entries and Click to Print XLS.
Year to Date Chart and Lead Analysis
A dedicated insight will be provided with the help of the Funnel Chart on the Leads with indications as New, Qualified, Proposition, and Won. The Donut graph based on the monthly Lead operation will provide a clear picture of the monthly Lead operations. Additionally, the Activity Donut graph will describe the activity analysis on the leads.
Set custom targets for Salesperson
For each of the individual Salespersons, you will be able to set dedicated Targets using the CRM Kit. This will ensure that the Salesperson is motivated to keep with the business. The Targets can be set under the Settings tab > User Settings > Below the access right tab.
Top deals and Monthly Goal Gauge.
The Top Deals listing will help the Salespersons to promote them easily without moving to the sales module. Moreover, the Top Deals can be listed out based on the custom ones which are being defined. The Monthly Goal Gauge will provide insight on the targets and the achievement rate of each of the Salesperson.
Upcoming Activities and Total Revenue
Activities and their effective management are the keys for the effective operation of the
Customer
Relationship Management operations of the company. With the CRM Kit, the user will have a
dedicated
Upcoming Activities tab which will provide the complete information in regards to the CRM
operations
of the business. This will ensure that the Salesperson is always planned for the scheduled
Activities
and will not disappoint the clients.
The Total Revenue by Salesperson donut chart will provide a complete insight on the Revenue
achieved
or Won, Lost and the Expected Revenue which will be achieved.
Dashboard View of the User
The Admin, as well as the User who has access to the CRM Kit, can function the various operations with it and each of the Users and the Admin have a separate CRM Dashboard based on the operational authorization. The Following screenshot depicts the User view of the CRM Dashboard. Here the information relating to the respective user and their operations will be only depicted and the ones which the respective User has authorization to can be modified.
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Please log in to comment on this module
Odoo Client Error on V16 Community
Hi,
Please check this image URL for error screenshot: https://ibb.co/x2XvbYd
Unable to access the CRM Dashboard after creating a sale order with commission plan set.
Odoo Client Error in v16 Community
Hi,
Please check this image URL for error screenshot: https://ibb.co/x2XvbYd
Unable to access the CRM Dashboard after creating a sale order with commission plan set.