Custom Multi-Pipelines

Create unlimited named workflows, each with its own ordered stage sequence. Assign opportunities to any workflow regardless of sales team — total pipeline independence.

Workflow Dashboard

Per-workflow kanban cards show Open Opps, Total, Unassigned, Overdue count + revenue, Quotations, and a weekly bar chart — identical to the native Sales Teams dashboard.

Stage Change Restriction

Lock manual stage changes for non-admin users. When enabled, stages can only advance via the Stop Work wizard. Sales Managers are always exempt — no disruption to admin flow.

Forward-Only Pipeline Mode

Enable Restrict Back Movement per workflow to enforce a strict linear sales process. Opportunities can only advance to higher-sequence stages — no going backwards.

Workflow Kanban Pipeline

Open the full CRM Kanban pipeline filtered to any single workflow. Columns show only that workflow's stages. Add new opportunities directly with the workflow pre-filled.

Analytics & Sales Reports

Per-workflow pipeline analysis (graph/pivot), activity reports, and sale analysis reports. All standard Odoo reporting views, scoped precisely to each workflow.

Quotation Tracking

Each workflow dashboard tracks draft and sent quotations (sale orders) linked to its opportunities, with total quotation amounts displayed at a glance.

Safe Archive & Reassign

Archiving a workflow with live opportunities triggers a smart reassignment wizard — preventing data loss. Deletion is also blocked until all opportunities are moved or cleared.

Workflow Manager Role

Assign a dedicated manager to each workflow. The manager gets read access to all opportunities in their workflow — without needing full Sales Manager privileges.

Feature Toggle in Settings

Enable or disable the entire workflow system via General Settings → CRM → Pipeline Configuration. Flip it off and the native team-based CRM works exactly as before.

Team Default Workflow

Set a default workflow on any Sales Team. When a rep selects that team on an opportunity, the workflow is auto-filled — reducing clicks and ensuring every opp is classified correctly.

Zero Disruption Install

Extends native crm.lead and crm.stage without replacing core logic. All existing team-based pipeline behavior is fully preserved after installation.

Enable in Settings

Go to General Settings → CRM → Pipeline Configuration and toggle the Workflow feature on.

Create Workflows

Go to CRM → Configuration → Workflows. Add a name, assign a manager, define stages, and set any restrictions.

Assign Opportunities

Select a Workflow on any opportunity form. The stage dropdown auto-filters to that workflow's stages only.

Track & Report

Use the Workflow Dashboard to monitor KPIs, open the pipeline kanban, or drill into analytics — all scoped to the workflow.

📦 Module installation — CRM Workflow Multi-Pipeline Manager as it appears in the Odoo Apps interface, ready to install on your Odoo 17 instance.

📊 Workflow Dashboard — Each workflow card shows Unassigned Opps, Open Opps + expected revenue, Overdue Opps + overdue revenue, Quotations count, and a weekly new-opportunities bar chart.

🗂️ Workflow Kanban Pipeline — The CRM pipeline opens filtered to a specific workflow. Kanban columns show only that workflow's stages (e.g. Contacted → New Visit → Technical Discussion). Opportunities display revenue, salesperson, and priority.

📝 Opportunity Form with Workflow — The Workflow field on the opportunity form. Selecting a workflow auto-filters the Stage dropdown to that workflow's stages only. The chatter logs all workflow and stage changes with full tracking.

📋 Workflows List — Overview of all workflows with key metrics at a glance: Open Opportunities, Overdue count, Expected Revenue, and Company. Quickly identify which pipelines need attention.

⚙️ Workflow Configuration Form — Set the Workflow Manager, Company, Stage Restrictions (Restrict Manual Stage Change / Restrict Back Movement), view live Statistics (revenue, overdue), and manage inline Stages — all from one form.

Multi-Product Companies

Run separate pipelines for each product line — different stages, different teams, different KPIs — all within one Odoo CRM instance.

Education & Admissions

Manage student enquiry workflows (Application → Interview → Enrollment) completely independent of the sales team structure.

Healthcare & Services

Enforce forward-only stage progression for compliance-sensitive sales or patient onboarding — no one can accidentally roll back a case.

Project-Based Sales

Create a workflow per project type (e.g. Installation, Consulting, Maintenance) so each type follows its own unique stage sequence and approval path.

Module Details

Dependencies & Models

Depends on:

New models added: