| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Calendar (calendar) • Contacts (contacts) • Discuss (mail) • Invoicing (account) • Sales (sale_management) • Website (website) |
| Lines of code | 3130 |
| Technical Name |
portal_crm_quotation_mk |
| License | LGPL-3 |
| Website | https://www.odoo.com |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Calendar (calendar) • Contacts (contacts) • Discuss (mail) • Invoicing (account) • Sales (sale_management) • Website (website) |
| Lines of code | 3130 |
| Technical Name |
portal_crm_quotation_mk |
| License | LGPL-3 |
| Website | https://www.odoo.com |
🚀 Portal CRM to Quotation
Complete CRM and Quotation Management from Odoo Portal
📋 Overview
Transform your sales workflow by allowing employees to manage CRM Leads/Opportunities and create Sales Quotations directly from the Portal interface. This powerful module eliminates the need for full Odoo user access, enabling your sales team to work efficiently from anywhere.
✨ Key Features
📊 Comprehensive Dashboard
- Beautiful dashboard with CRM statistics
- Visual KPIs and metrics
- Quick access to all functions
- Real-time activity tracking
- Revenue and conversion metrics
📋 CRM Management
- Create, Edit, Delete leads/opportunities
- Clickable dynamic stage progression
- Win/Lost quick actions
- Full edit mode with all fields
- Smart filtering and search
📅 Activity Management
- Schedule activities with popup form
- Log internal notes directly
- Color-coded activity indicators
- Deadline tracking
- Overdue activity alerts
💼 Quotation Management
- Create quotations from leads
- Add, Edit, Delete quotation lines
- Send quotations by email
- Email template support
- View email logs in chatter
🎨 Modern Design
- Responsive design
- Beautiful CSS styling
- AJAX operations
- Modal popups
- Mobile-friendly interface
🔒 Security
- Portal users see only their records
- Proper access rights validation
- Secure data operations
- CSRF protection
- Role-based access control
📸 Screenshots
Beautiful Portal Dashboard with CRM Statistics
Comprehensive CRM Dashboard with KPIs
Lead Management Interface with Activity Indicators
Opportunities List with Dynamic Stage Bar
Full-Featured Lead/Opportunity Form with Edit Mode
Quotation Management with Product Selection and Email Sending
🎯 Use Cases
- Sales Teams: Enable field sales representatives to manage leads and create quotations on the go
- Remote Workers: Provide full CRM access without requiring full Odoo licenses
- Partner Portals: Allow partners to manage their own leads and opportunities
- Cost Optimization: Reduce Odoo user licenses while maintaining functionality
- Mobile Sales: Access CRM features from any device through the portal
📞 Support & Contact
Need help or have questions? We're here to assist you!
Email: mykhan440@outlook.com
WhatsApp: +92 302 5683130
We provide timely support and are committed to helping you get the most out of this module.
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