Stage-gate your pipeline with disciplined checklists and approvals
Define mandatory checkpoints per stage and team, require role-based sign-off on the ones that matter, and stop deals advancing until the work is actually done — all with a full audit trail.
Reps skip mandatory steps under quota pressure, and managers only discover the gaps after a deal has stalled or closed. Spreadsheets, Slack pings and verbal sign-off leave no reliable record of what was checked, who approved it, or when — and the native Approvals module isn’t tied to CRM stages or checklists at all.
Define per-stage, per-team checklist items directly on the pipeline. Opportunities cannot move to the next stage until mandatory checkpoints are complete and approved where required, with every confirmation and decision logged for a permanent audit trail.
Everything you need to enforce pipeline governance
Every capability below is implemented in the module.
Stage-Specific Checkpoints
Attach mandatory checklist items to individual pipeline stages, so requirements evolve as a deal progresses instead of a single one-size-fits-all list.
Per-Team Checklist Configuration
Scope any checklist item to one or more sales teams, or leave it open to apply company-wide, without duplicating configuration.
Stage-Progression Blocking
Opportunities cannot advance to a later stage while a mandatory checkpoint for the current stage remains incomplete — enforcement is automatic, not a matter of discipline.
Role-Based Approvals With Full History
Route sign-off to a designated approver group and keep every confirm, approve, reject and reset decision permanently logged for audit and dispute resolution.
Group-Scoped Visibility
Restrict a checkpoint to a specific user group — Legal, Finance, management — so reps are never shown approval steps that aren’t theirs to act on.
Document Attachments at Checkpoint
Require supporting evidence before a checkpoint can be confirmed, and attach proposals, discount approvals or signed forms directly to the checkpoint record.
Pipeline-Wide Dashboard
A kanban and list dashboard surfaces every open checkpoint across all opportunities, grouped and filterable by status — no need to open records one by one.
Bulk Template Application
Apply the current stage’s checklist items across every open opportunity of one or more teams in a single action — no one-by-one setup when onboarding a new team.
Cycle-Time & Compliance Reporting
A pivot and graph report tracks average approval cycle time and completion rates by stage and team, giving compliance and audit teams the numbers they need.
How it works
Configure Checklist Items
Managers define checkpoints per pipeline stage, optionally scoping them to a team or restricting visibility to a group.
Checkpoints Generate Automatically
Every new or advancing opportunity gets the matching stage’s checkpoints created automatically — nothing to set up by hand.
Reps Confirm, Approvers Sign Off
Reps confirm each checkpoint, attaching evidence where required; items needing approval route to the designated approver group.
Track Progress & Compliance
A progress bar and warning banner show status on the opportunity, while the dashboard and report track completion and cycle time company-wide.
See it in action
From configuring checklist items to tracking compliance across the whole pipeline.
Configure checklist items per pipeline stage, with team scoping and mandatory/attachment/approval flags visible at a glance.
Each checklist item defines its stage, sales team scope, restricted group and approval requirements in one form.
Apply the current stage’s checklist templates in bulk across selected teams or opportunities in a single action.
A warning banner and progress bar on the opportunity show exactly when mandatory checkpoints are blocking advancement.
The Checklist tab on the opportunity lists every checkpoint with confirm, approve, reject and reset actions.
Approvers review evidence and sign off — or reject with a note — directly on the checkpoint record.
The Checkpoints dashboard groups every pending and completed item across the whole pipeline by status.
Switch to list view for a sortable, filterable view of every checkpoint across all opportunities.
The Checkpoint Analysis pivot tracks compliance rate and average approval cycle time by stage and team.
Frequently asked
Which Odoo apps does this module require?
It extends the standard CRM app and uses Odoo’s built-in messaging for notifications. No other paid apps or third-party services are required.
Can different sales teams have different checklists?
Yes. Each checklist item can be scoped to one or more sales teams, or left open to apply to every team, so regional or deal-type differences are handled without duplicating configuration.
What happens if a rep tries to skip a required step?
Moving the opportunity forward is blocked, naming the incomplete checkpoints, until every mandatory item for the current stage is confirmed — and approved where required.
Can I see every pending checklist item and approval across the whole pipeline?
Yes. The Checkpoints dashboard shows every open and completed item across all opportunities and teams, and the Checkpoint Analysis report tracks compliance and approval cycle time.
Get in Touch
Have questions or need customization? Every purchase includes 30 days of free support — we are here to help.
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CRM Check List and Approval Process gates every pipeline stage with configurable checklists and role-based approvals, backed by a pipeline-wide dashboard and compliance reporting.
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Discuss (mail) • Calendar (calendar) • Contacts (contacts) |
| Lines of code | 882 |
| Technical Name |
cerevantix_crm_check_list_and_approval_process |
| License | OPL-1 |
| Website | https://www.cerevantix.com |
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