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  1. APPS
  2. Sales
  3. CRM - Stage Mail v 17.0
  4. Sales Conditions FAQ

CRM - Stage Mail

by BIT SYSTEMS https://bitsysgt.odoo.com , S.A. https://bitsysgt.odoo.com
Odoo

$ 20.06

v 17.0 Third Party
Apps purchases are linked to your Odoo account, please sign in or sign up first.
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • CRM (crm)
• Calendar (calendar)
• Contacts (contacts)
• Discuss (mail)
• Invoicing (account)
Lines of code 137
Technical Name bitsys_crm_stage_mail
LicenseLGPL-3
Websitehttps://bitsysgt.odoo.com
Versions 17.0 18.0
You bought this module and need support? Click here!
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • CRM (crm)
• Calendar (calendar)
• Contacts (contacts)
• Discuss (mail)
• Invoicing (account)
Lines of code 137
Technical Name bitsys_crm_stage_mail
LicenseLGPL-3
Websitehttps://bitsysgt.odoo.com
Versions 17.0 18.0
logo Logo de Odoo
Guatemala El Salvador Honduras
Bitsys - Partner Oficial de Odoo en Guatemala

Somos una empresa 100% chapina especializada en implementaciones y desarrollo a la medida con Odoo. Contamos con un equipo de expertos con años de experiencia en la automatización de procesos empresariales, brindando soluciones innovadoras y de calidad a nuestros clientes.

Visítanos: bitsys.odoo.com
  • Resumen
    Summary
  • Características
    Features
  • Funcionamiento
    How it works
Automatiza el envío de correos electrónicos basado en cambio de etapa CRM.

El módulo "CRM - Stage Mail" permite automatizar notificaciones por correo electrónico cuando los leads u oportunidades alcanzan etapas específicas en el pipeline del CRM. Esto ayuda a mantener una comunicación eficiente con los clientes, asegurando seguimientos y actualizaciones oportunas.

Automate email sending based on CRM stage transitions

The "CRM - Stage Mail" module allows you to automate email notifications when leads or opportunities reach specific stages in the CRM pipeline. This ensures efficient communication with customers, facilitating timely follow-ups and updates.

Características
Configuración de Correos Automáticos

Configura correos electrónicos automáticos para cada etapa del CRM.

Automatic Email Configuration

Set up automatic emails for each CRM stage.

Personalización de Correos

Personaliza los correos electrónicos con datos específicos del cliente.

Email Personalization

Customize emails with specific customer data.

Seguimiento de Correos Enviados

Rastrea los correos electrónicos enviados directamente desde el CRM.

Sent Email Tracking

Track sent emails directly from the CRM.

Funcionamiento

El módulo "CRM - Stage Mail" permite automatizar el envío de correos electrónicos en función de las transiciones de etapas en el CRM. Cuando un lead o una oportunidad alcanza una etapa específica en el pipeline, el sistema envía automáticamente notificaciones por correo electrónico. Esto garantiza una comunicación eficiente con los clientes, facilitando seguimientos y actualizaciones oportunas.

How It Works

The "CRM - Stage Mail" module allows you to automate email notifications based on stage transitions in the CRM. When a lead or opportunity reaches a specific stage in the pipeline, the system automatically sends email notifications. This ensures efficient communication with customers, facilitating timely follow-ups and updates.

Watch the video: https://youtu.be/S8QIfCasHYI

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