$ 312.51
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Calendar (calendar) • Contacts (contacts) • Discuss (mail) • Invoicing (account) • Sales (sale_management) • Project (project) • Attendances (hr_attendance) • Employees (hr) • Inventory (stock) • Purchase (purchase) |
| Community Apps Dependencies |
Show
•
Add Custom Fields on Lead Form
• Auto Sequance on lead Form • CRM Claim Management • Create Lead from Project Issue Advance • Create Lead from Task Advance in Odoo • Create Project Issue from Leads Advance • Create Task from Lead Advance in Odoo • Email CC Added As Follower for All Application • Lead Auto Response For CRM • Lead Stage Automation in Odoo • Link Customer to Lead/Pipeline in Odoo • Purchase Order From LEAD in Odoo • Project Issue in Odoo |
| Lines of code | 2929 |
| Technical Name |
bi_all_in_one_crm_bundle |
| License | OPL-1 |
| Website | https://www.browseinfo.com |
| Versions | 14.0 13.0 16.0 17.0 15.0 12.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Calendar (calendar) • Contacts (contacts) • Discuss (mail) • Invoicing (account) • Sales (sale_management) • Project (project) • Attendances (hr_attendance) • Employees (hr) • Inventory (stock) • Purchase (purchase) |
| Community Apps Dependencies |
Show
•
Add Custom Fields on Lead Form
• Auto Sequance on lead Form • CRM Claim Management • Create Lead from Project Issue Advance • Create Lead from Task Advance in Odoo • Create Project Issue from Leads Advance • Create Task from Lead Advance in Odoo • Email CC Added As Follower for All Application • Lead Auto Response For CRM • Lead Stage Automation in Odoo • Link Customer to Lead/Pipeline in Odoo • Purchase Order From LEAD in Odoo • Project Issue in Odoo |
| Lines of code | 2929 |
| Technical Name |
bi_all_in_one_crm_bundle |
| License | OPL-1 |
| Website | https://www.browseinfo.com |
| Versions | 14.0 13.0 16.0 17.0 15.0 12.0 |
All in One CRM Bundle Odoo Apps
Advance CRM All in one Bundle Odoo Apps
CRM Advance All in one Features Odoo Apps
Advance All in One CRM Bundle Odoo App helps to manage multiple CRM operations like create tasks from lead, create issue from lead, create lead from issue etc. Configured CRM for lead stage change automatically for that set default salesperson. CRM claims can be raised from claim options. Users can add a custom field on the Lead/pipeline form, also when any email comes with cc then added cc will automatically become follower on created record via incoming mail server .
Features
Advance Create Task from Lead
User can easily create task from lead with email thread advance option.
Advance Create Issue from Lead
User can easily create issue from lead with email thread advance option
Advance Create Lead from Issue
User can easily create lead from issue with email thread advance option
Advance Create Lead from Task
User can easily create lead from task with email thread advance option
Lead/Pipeline Auto Stage Change
Lead stage will changed automatically when answered or replied crm message.
Default Lead Sales Person.
Sales person on lead will set default as per configuration.
Email CC Added As Follower.
Email cc will automatically added in followers of record from incoming mail.
Create Purchase Orders from Opportunity
Create different purchase orders according to vendors.
User Can Easily Do The Claim
User can do Claim when he is not satisfy given service.
Create Custom Field.
You can add custom field on the Lead form run time from GUI.
Auto Email Reply.
Automatically reply to customer while creating lead or pipeline or filling up website contact us form.
Link Customer with CRM Lead/Pipeline.
Customer will link with CRM lead created form incoming mail.
Sequence in CRM Leads
Helps to add sequence in CRM Leads..png?ed98f14)
All in one CRM Bundle features
All these advance crm features comes with single install.Create Task from Lead
User have to select mail options and also change task name, assign to, deadline or task description..
Lead Stage Change Automatically Flow
CRM Configuration
Under CRM > Configuration > Settings enable "Set Default Salesperson" and select salesperson, enable "Auto Stage Assigned" and select crm stages in change to stage when answered and change to stage when received answer state.
Create Purchase Orders from CRM
Create purchase order according to vendors, order will be create vendor wise.
Create Project issue From Opportunity
User have to select mail options and also change issue name, assign to, or issue description.
CRM Claims Menu
Claim can be raised from Sales, where After-Sale is provided into menu. Claims can be raised from Claim option. On clicking Claim option, a new page will be displayed where claims that are already raised will be displayed and also new claim can be raised.
Create Lead from Project issue
User have to select mail options and also change lead name, assign to, or lead description.
Email CC as Follower in Lead
User can see created lead from incoming mail subject, mail body as a message and mail cc will added as follower.
Create Lead from Task
User have to select mail options and also change lead name, assign to, closing date or lead description.
Auto Email Reply for CRM Lead/Opportunity
CRM Configuration
Under CRM > Configuration > Settings user have to select email template or default sales person for auto reply.
Link Customer on Lead/Pipeline in CRM
User can see customer is created and automatically linked with CRM and added to followers.
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Free Support
You will get 90 Days free support incase 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. Please note that You're not allowed to distribute this module after purchase! Incase of any question regarding this module feel free to email us on ticket@browseinfo.in or raise a ticket on support.
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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