CRM with Membership Information Odoo App
by Probuse Consulting Service Pvt. Ltd. http://www.probuse.com$ 10.27
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) • CRM (crm) • Calendar (calendar) • Contacts (contacts) |
| Lines of code | 99 |
| Technical Name |
create_member_crm |
| License | See License tab |
| Website | http://www.probuse.com |
| Versions | 14.0 15.0 16.0 17.0 18.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) • CRM (crm) • Calendar (calendar) • Contacts (contacts) |
| Lines of code | 99 |
| Technical Name |
create_member_crm |
| License | See License tab |
| Website | http://www.probuse.com |
| Versions | 14.0 15.0 16.0 17.0 18.0 |
CRM Pipeline & Opportunities with Membership Request Details
Seamless Membership Integration with CRM Leads and Opportunities
Membership Information Integration in Odoo CRM
This app enables CRM users to select the membership requested by the customer directly from the membership product field, along with specifying the quantity in the designated quantity field. This functionality streamlines the process of associating customer requests with specific membership products within the CRM system.
Main Features:
- Select Membership Product and Quantity in CRM Lead/Pipeline Form: Users can easily select the membership product and specify the quantity directly on the CRM lead or pipeline form, simplifying the tracking and management of customer requests.
- Automatic Transfer of Membership Details to Quotation: The system seamlessly transfers the selected membership product and quantity from the CRM lead to the corresponding quotation, following the standard Odoo flow for quotation creation.
- Access Membership Information via Smart Button: Users can quickly view the associated membership details by using the smart button available on the CRM lead form.
- Additional Resources: For a detailed walkthrough, please refer to the screenshots below and the instructional video provided.
Edition Compatibility:
Enterprise Odoo.sh Community
Example of Gold Membership Product (Odoo Standard)
Example of Silver Membership Product (Odoo Standard)
Example of Bronze Membership Product (Odoo Standard)
CRM Lead Pipeline with Membership Info Tab (Odoo Standard)
Odoo Standard: Sales Quotation Generated from CRM Pipeline Sales Quotation with Membership Product and Quantity from CRM Pipeline (Odoo Standard)
Invoice Created from Sales Order Flow (Odoo Standard)
CRM Lead Pipeline with Auto-Update Feature (Odoo Standard) Viewing Membership Status and Member Details via Smart Button
Open Member Form from CRM Pipeline via Smart Button (Odoo Standard)
CRM Pipeline Grouped by Membership Product and State (Odoo Standard)
Contact / Support
Introducing
Probuse Consulting Services Pvt. Ltd.
If you need any help or want more additional features, you may contact us through:
Email: contact@probuse.com
Website: www.probuse.com
Skype: mustufa_probuse
Probuse Consulting Service Pvt Ltd is an Software and Web development specialist which offers complete business application together. We are well experienced to provide a face for your business on the software and Internet level.
Probuse Consulting Service Pvt Ltd is a specialist in Odoo/OpenERP services and could give your business open source hand to drive.
Our Services
Odoo Implementation
Odoo Support
Odoo Customization
Odoo Migration
Odoo Training
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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