CRM - Customer Business Nature
by Viindoo https://viindoo.com/apps/app/17.0/viin_crm_business_nature$ 53.44
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Calendar (calendar) • Contacts (contacts) • Discuss (mail) |
| Community Apps Dependencies | Show |
| Lines of code | 371 |
| Technical Name |
viin_crm_business_nature |
| License | OPL-1 |
| Website | https://viindoo.com/apps/app/17.0/viin_crm_business_nature |
| Versions | 15.0 16.0 17.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Calendar (calendar) • Contacts (contacts) • Discuss (mail) |
| Community Apps Dependencies | Show |
| Lines of code | 371 |
| Technical Name |
viin_crm_business_nature |
| License | OPL-1 |
| Website | https://viindoo.com/apps/app/17.0/viin_crm_business_nature |
| Versions | 15.0 16.0 17.0 |
CRM - Customer Business Nature
Enhance CRM Leads/Opportunities with business profile fields and sync them from related customers
Integrated into the CRM application, this module adds detailed fields in CRM. Hence, it is easier to sort and search for partners and customer companies. Besides, staff can easily capture customer portraits and exploit reasonable needs.
Key Features
Built natively on Odoo/Viindoo to streamline real business operations:
Add business profile fields (e.g
Industry, Business Type, Ownership Type, etc.) to CRM Leads.
Includes a wizard to sync these fields from partners to existing leads
This module is the foundation for business profiling in CRM and requires `viin_crm_business_nature_patch1` to activate synchronization
Filter feature on lead/opportunity view
Group by feature on lead/opportunity view
Information on opportunity
Information on lead
See CRM - Customer Business Nature in Action
See how this module solves real business problems in a working Viindoo environment.
Need help with CRM - Customer Business Nature?
For questions, implementation support, or consulting services, contact Viindoo.
Pre-Sales & Partnership
When contacting us, please include:
- Odoo/Viindoo version (CE/EE).
- Number of users and business scope.
- Other modules currently in use.
Technical Support
For faster troubleshooting, please provide:
- Order number or app reference.
- Odoo/Viindoo version & edition.
- Steps to reproduce the issue.
- Screenshots/logs if available.
Technical Requirement
Works Great With These Modules
Extend CRM - Customer Business Nature with complementary Viindoo apps:
CRM - Customer Business Nature - Patch1
Adding customer's Enterprise Scale, Ownership Type and Industry to Lead/Opportunity
Module viin_crm_business_nature_patch1Website Partner Business Nature
Add field 'Business type' and 'Employee size' to Contact Us form on website
Module viin_website_partner_business_natureCRM - Business Nature ISIC
Add ISIC 4-level industry hierarchy to Lead/Opportunity
Module viin_crm_business_nature_isicWho Should Use This Module?
Built for teams that need this capability fully integrated into their Odoo/Viindoo stack.
Executives & Business Owners
Need clear visibility into operations and a stack that scales without bespoke development.
Operations / Department Leaders
Want to streamline daily workflows, remove manual handoffs, and keep data consistent across teams.
Implementers & Odoo Partners
Looking for production-ready Viindoo modules to deliver projects faster and at lower risk.
Installation
- Navigate to Apps.
- Search with keyword viin_crm_business_nature.
- Press Install.
Instruction
Instruction video: CRM - Business Nature
1. Manage Business Type and Employee Size on the Leads/Opportunities form view
When a lead is assigned to you, you will qualify and add more information related to this customer. Especially partner as a company, the CRM software supports you add information about Business Type and Employee Size. This will help users to have a better understanding of the customer profile.
After qualifying, company information will be automatically transferred from lead to opportunity. Also, the new contact for this company will be created with the filled information from the lead.
2. Analysis by Business Type and Employee Size
On each lead/opportunity view, the CRM software provides a filter/group by criteria Business Type and Employee Size to help users analyze the leads/opportunities by each selected criteria.
Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
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