Odoo
Implementation
$ 29.99
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Employees (hr) • Calendar (calendar) • Contacts (contacts) • Discuss (mail) |
| Lines of code | 948 |
| Technical Name |
lucidbrainz_crm_ext |
| License | LGPL-3 |
| Website | https://lucidbrainz.com/?i=1 |
| Versions | 17.0 18.0 19.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Employees (hr) • Calendar (calendar) • Contacts (contacts) • Discuss (mail) |
| Lines of code | 948 |
| Technical Name |
lucidbrainz_crm_ext |
| License | LGPL-3 |
| Website | https://lucidbrainz.com/?i=1 |
| Versions | 17.0 18.0 19.0 |
Advanced CRM Extensions - ASTC Pipeline Management
Complete CRM Solution | ASTC ID Auto-Generation | Smart Validations | Tender Management
Overview
Advanced CRM Extensions by LucidBrainz Infotech is a comprehensive pipeline management solution for Odoo 17 that transforms your CRM with powerful features designed for professional opportunity tracking and management. This module enables automatic ASTC ID generation with yearly reset, smart field validations for dates and revenue, conditional submission date management for tender opportunities, and comprehensive master data with 10 sales channels, 15 solution types, and 12 blocker categories pre-configured. Perfect for B2B sales teams, tender & bid management, complex sales cycles, multi-stage opportunities, international sales operations, and enterprise CRM requirements. Features include mandatory fields for sales channel, solution type, blocker category, and customer country, optional key partner and contact person linkage, multi-user contributors tracking, interactive name field tooltip with format guide, lost reason mandatory validation, and enhanced reporting & analytics capabilities. Built following Odoo 17 best practices with proper model inheritance, efficient database queries, comprehensive error handling, and no core file modifications. Includes complete demo data with 37 pre-configured records that load automatically on installation!
Key Features
- Automatic ASTC ID Generation: Unique IDs auto-generated for every lead/opportunity in format ASTC<YEAR><SEQUENTIAL#> (e.g., ASTC202500001) with yearly counter reset on January 1st, displayed in opportunity form for easy identification and tracking
- Complete Master Data: Pre-configured with 10 Sales Channels (Direct Sales, Tender, Channel Partner, Referral, etc.), 15 Solution Types (AI, Security, Cloud, IoT, ERP, etc.), and 12 Blocker Categories with detailed descriptions - all ready to use on installation
- Smart Field Validations: Expected Closing Date must be today or future (prevents past dates), Expected Revenue must be positive (no zero/negative), Submission Date conditional validation for tender opportunities with friendly error messages and smart stage detection
- Enhanced CRM Fields: Mandatory Sales Channel, Solution Type, Blocker Category, and Customer Country fields ensure data consistency; Optional Key Partner (companies only), Contact Person (HR employee), and Contributors (multi-select users) for team collaboration
- Tender & Bid Management: Submission Date field with smart conditional logic - automatically required for Tender/Bid sales channels at Bid Preparation stage with intelligent keyword detection and clear validation messages preventing data entry errors
- Lost Opportunity Tracking: Mandatory lost reason selection when marking opportunities as lost with 5 pre-configured reasons (Disqualified, Dropped, Ownership & Staffing Gaps, Price Gap/Competitor Pricing, Customer Cancelled), prevents data inconsistency, better analytics on why deals are lost
- Name Field Tooltip: Interactive format guide appears on hover showing correct naming convention with 3 real examples - ensures consistency across all opportunities: (Account name – Partner name – Solution Type - Project name)
- Blocker Category Management: Track impediments with 12 comprehensive categories including Budget Constraints, Technical Requirements, Competition, Timeline Issues, Decision Pending, Stakeholder Alignment, and more with detailed descriptions and lead count tracking for analytics
- Reporting & Analytics Ready: Lead count per Blocker Category (computed field), all master data accessible for custom reports, consistent data structure for BI integration, tracking on all custom fields for complete audit trail and pipeline health monitoring
- Security & Access Control: User-level access for CRM users, Manager-level access for configuration menus, proper permission structure included with ir.model.access.csv, data integrity maintained through Python constraints and validations
- Professional UI/UX: Clean, intuitive interface consistent with Odoo design standards, mobile-responsive views, optimized form layouts, intelligent field placement and grouping for workflow efficiency, beautiful dashboard with kanban views
- Technical Excellence: Built on Odoo 17 best practices, efficient database queries, proper ORM usage with _sql_constraints, model inheritance for easy maintenance, comprehensive error handling with @api.constrains decorators, no core file modifications
- Easy Installation: One-click install from Apps menu, no additional configuration required, demo data loads automatically with 37 records, works seamlessly with existing CRM data, ready to use in minutes, no complex setup needed
- Team Collaboration: Contributors field enables multi-user assignment, Contact Person links to HR employees, Opportunity Owner tracking with default to current user, activity timeline, chatter integration for communication and notes
- Multi-Country Support: Customer Country field mandatory for geographic tracking, perfect for international sales operations, supports all Odoo countries from res.country model, enables region-wise reporting and analysis for global teams
Odoo 17 CRM Extensions Screenshots
📊 SALES CHANNEL MASTER DATA: Configuration menu showing Sales Channel list with 10
pre-configured channels including Direct Sales, Channel Partner, Government Tender, Private Tender,
Online Marketing, Referral, Inbound Lead, Cold Calling, Exhibition/Trade Show, and Reseller. Each
channel has a Description field for detailed categorization. This master data is automatically loaded
during module installation (x.sales.channel model) and is fully editable to match your business needs.
Accessible from CRM → Configuration → Sales Channel menu. Shows 1-10 of 10 records with search
functionality for easy filtering.
🎯 SOLUTION TYPE MASTER DATA: Configuration panel displaying 15 ready-to-use solution categories
including AI Solutions, Business Automation, Cloud Services, Cyber Security, Data Analytics, Data Center,
ERP Implementation, IT Consulting, IT Infrastructure, IoT Solutions, Mobile App Development, Network
Solutions, Security Solutions, Smart City Solutions, and Web Development. Each type helps categorize
opportunities for better reporting and pipeline analysis. Based on x.solution.type model. Accessible
from CRM → Configuration → Solution Type menu. Shows 1-15 of 15 records. All entries are translatable,
customizable, and can be extended with additional types as needed.
⚠️ BLOCKER CATEGORY CONFIGURATION: Two-column list view showing Blocker Category names on the
left and their detailed Blocker Details descriptions on the right. Categories include: Approval Required
(Internal or customer approval process is pending), Budget Constraints (Customer has budget limitations
or budget approval is pending), Competition (Strong competition from other vendors), Decision Pending
(Waiting for customer's decision or approval from stakeholders), Legal/Compliance Issues (Legal review,
compliance requirements, or contract negotiations pending), No Blocker (No blockers identified. Project
is progressing smoothly), Payment Terms (Negotiation on payment terms, milestones, or pricing), Resource
Availability (Required resources not available), Scope Clarification (Project scope needs to be defined
or clarified), Stakeholder Alignment (Multiple stakeholders need to be aligned or convinced), Technical
Requirements (Technical specifications need clarification or customization required), Timeline Issues
(Customer's timeline doesn't match our availability or implementation schedule). Shows 1-12 of 12 total
records. Based on x.blocker.category model with name and description fields.
💡 NAME FIELD TOOLTIP: Interactive tooltip displayed when hovering over the Opportunity Name
field in the opportunity form, showing comprehensive format guide implemented using JavaScript
(static/src/js/name_field_tooltip.js). The tooltip includes a lightbulb icon with blue "Name Format
Guide" header, explains "How to write the opportunity name", displays the standard format in a
highlighted box: "e.g. (Account name – Partner name – Solution Type)", and provides clear examples
for consistency. This ensures all team members follow naming conventions for easy searching, filtering,
and reporting across the CRM. The opportunity form shows "Global Solutions: Furnitures" in Qualified
stage with Expected Revenue $3,800.00, ASTC ID field visible, Account Name, Key Partner, Email, Phone,
and Blocker Category fields on the left side. Implemented as an OWL component inheriting from form
controller for seamless integration with Odoo 17's modern JavaScript framework.
✏️ OPPORTUNITY CREATION FORM: Comprehensive opportunity form view for "Abigail Peterson's
opportunity" (created opportunity from crm.lead model) showing all enhanced CRM fields in action.
Left section displays: ASTC ID (ASTC202500001 - auto-generated, read-only char field), Account Name
(Abigail Peterson - mandatory res.partner field), Key Partner (Azure Interior with full address: 4557
De Silva St, Fremont CA 94538, United States - optional res.partner field with is_company domain),
Email (abigail.peterson39@example.com), Phone (8686786108), and Blocker Category (Approval Required -
mandatory many2one to x.blocker.category). Right section shows: Opportunity Owner (Mitchell Admin -
default to current user), Contact Person (Abigail Peterson - many2one to hr.employee for linking to
employee records), Expected Closing date (11/24/2025 with 3-star priority rating - validated to be
today or future), Contributors (Mitchell Admin - many2many to res.users for multi-select team members),
Tags field, Solution Type* (AI Solutions - mandatory many2one to x.solution.type), Sales Channel*
(Direct Sales - mandatory many2one to x.sales.channel), Submission Date* (11/24/2025 - conditional
required for tender opportunities with smart validation), and Customer Country* (India - mandatory
many2one to res.country). Form is in "New" stage (1m) showing typical pipeline progression: New →
Qualified → Proposition → Won stages. Activities panel on right shows planned activity "Convert to
quote" for Mitchell Admin and creation timestamp from OdooBot at 8:59 PM with "Lead/Opportunity created"
log entry. All mandatory fields marked with red asterisk (*) ensuring data quality and consistency.
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© 2025 LucidBrainz Infotech | All Rights Reserved | License: LGPL-3 | Version: 17.0.1.0.0
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