Portal CRM Leads Pro | Submit & Track Leads/Opportunities Directly From Portal
by Odonity https://www.odonity.com$ 50.00
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Website (website) • Calendar (calendar) • Contacts (contacts) • Discuss (mail) |
| Lines of code | 812 |
| Technical Name |
odnt_portal_crm |
| License | See License tab |
| Website | https://www.odonity.com |
| Versions | 16.0 17.0 18.0 19.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Website (website) • Calendar (calendar) • Contacts (contacts) • Discuss (mail) |
| Lines of code | 812 |
| Technical Name |
odnt_portal_crm |
| License | See License tab |
| Website | https://www.odonity.com |
| Versions | 16.0 17.0 18.0 19.0 |
Portal CRM Leads Pro | Odonity
Let Your Customers Submit & Track CRM Leads Directly from the Portal
Turn your Odoo customer portal into a self-service CRM intake system. Portal users can create, review, and manage their own CRM Leads & Opportunities with a beautiful, guided interface — fully integrated with your sales pipeline.
Key Features
- Create CRM Leads & Opportunities from the portal
- Company, Contact & Address details captured in one shot
- Tag, Priority & Expected Revenue fields for sales teams
- Portal list with search, filters & group-by just like Sales Orders
- Auto-link to portal partner and sync with CRM pipeline
Perfect For
- B2B Companies collecting structured customer requests
- Service Providers tracking inquiries & project opportunities
- Web-first Businesses converting traffic into qualified leads
Module Screenshots
Portal CRM Leads Tile on My Account
Responsive Portal CRM Leads List with Search & Filters
Create CRM Lead Modal with Company, Contact & Address Fields
Lead Detail View with Stage, Tags & Salesperson
Edit & Delete Own Leads from Portal
Installation & Usage
- Install like a standard Odoo app
- Ensure CRM, Portal and Website modules are installed
- Give portal access to customers from Contacts
- Portal users open CRM Leads menu to submit and track leads
- Sales team manages stages, activities and follow-up from the CRM backend
Support & Customization
Need assistance or customization?
- Email: odonity.services@gmail.com
- Website: www.odonity.com
Portal CRM Leads Pro | Submit & Track Leads/Opportunities Directly From Portal
Let Your Customers Create and Track CRM Leads Directly from the Portal
This CRM extension by Odonity empowers your customers and partners to submit, review, and manage their own CRM Leads & Opportunities from the Odoo customer portal — with the same rich experience as Sales Orders, Invoices, or Subscriptions.
Key Features
- 📝 Modern portal form to create CRM Leads & Opportunities
- 👤 Auto-link leads to the logged-in portal contact (partner)
- 🏢 Capture full company, contact, and address details in one step
- 🏷️ Add CRM Tags, priority, type (lead/opportunity), and expected revenue
- 🔍 Portal list with search, sort, filter, and group-by (Stage, Salesperson, Date, Country)
- 🔄 Edit or delete own active leads from the portal (configurable via access rules)
- 📊 Seamless integration with your existing CRM pipeline and sales team workflow
- 💡 Works out of the box with standard CRM models
Installation
- Copy this module into your Odoo custom addons directory.
- Restart the Odoo server.
- Activate Developer Mode.
- Install the module from Apps > Portal CRM Leads Pro | Submit & Track Portal Opportunities.
- Grant portal access to your customers (Contacts → Portal Access).
- Ask users to log in to the portal and open CRM Leads to submit and track their requests.
Compatibility
- Compatible with standard CRM & Portal modules
- Works with Website-activated customer portals
Support & Contact
Need help or customization?
- 🌐 Website: https://www.odonity.com
- 📧 Email: odonity.services@gmail.com
About Odonity
Odonity develops modern, secure, and business-ready Odoo applications trusted by global enterprises. Discover our full CRM, Portal, and Productivity suite on the Odoo App Store.
Odoo Proprietary License v1.1 - Strict Commercial Use © 2025-Present Odonity. All Rights Reserved. Module Name: Portal CRM Leads Pro | Submit & Track Leads/Opportunities Directly From Portal (By Odonity) License Owner: Odonity (https://www.odonity.com) Support Email: odonity.services@gmail.com This software is protected by copyright laws and international treaties. It is licensed, not sold. You are granted a **non-transferable, non-sublicensable, and non-exclusive license** to use this software ONLY under the terms below: -------------------------------------------- STRICT TERMS OF USE -------------------------------------------- PERMITTED: - Use the module in one Odoo production instance only (with staging/test allowed only for that instance). - Use for internal company operations. - Request support, upgrades, or customization services from Odonity. PROHIBITED WITHOUT WRITTEN PERMISSION FROM ODONITY: - Modifying, altering, or extending the source code in any way. - Reselling, sublicensing, or redistributing any part of the module. - Sharing the code with third parties, including freelancers or other vendors. - Uploading this module to public or private repositories, websites, or forums. - Creating derivative works or using snippets in other modules. - Using the module as a base to develop similar competing products. WARNING: This software contains **branding, code-level markers, and security tracking** for anti-piracy purposes. Tampering with these or violating this license may result in: - Permanent termination of your usage rights - Legal action under local and international intellectual property laws - Immediate take-down notices for marketplaces and hosting providers -------------------------------------------- LICENSE VERIFICATION & SUPPORT -------------------------------------------- License Keys / Validation (optional): Odonity reserves the right to implement license key checks in future versions. Support is only available to verified license holders. Invoice or proof of purchase must be retained for all license claims. For official support, licensing clarifications, or enterprise usage, please contact: odonity.services@gmail.com | https://www.odonity.com -------------------------------------------- BY INSTALLING THIS MODULE, YOU AGREE TO BE BOUND BY ALL TERMS ABOVE. Unauthorized use, reproduction, or redistribution is strictly prohibited.
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