CRM Lead Portal

This Odoo application allows you to access CRM Leads from the website.

Main Features:

• Access CRM Leads from the website
• Sort Leads by :
  • Name
  • Assigned Date
• Sort Leads by : Group Leads by :
  • None
  • Lead Type

Click on My Leads

All CRM Leads of the User

Various Sort By options provided

Various Group By options provided

CRM Lead Workflow

This Odoo application allows you to define stages for Lead. You can create various stages for lead and then these stages will display on Lead

Main Features:

• Separate menu provided to create Stages for Lead.
• Lead stages displayed on Lead form view.
• Lead stages displayed on Lead kanban view view.

Separate menu provided to create Stages for Lead

Lead stages displayed on Lead form view

Lead stages displayed on Lead kanban view view

CRM Lead Attachments

odoo apps will manage document like PDF/Image/TEXT on CRM LEAD/Pipeline/Opportunity.

Main Features:

• Allows you to create document for CRM.
• Add CRM document from lead screen
• Quick view to show all document of each Lead screen.

You can add a new document by clicking “Add Document”, or view all attached documents by clicking the “Documents” button at the top.

CRM Lead document List

CRM Stage History Tracker

This odoo apps use to generate logs base on crm stage changes.It also display how much day state on particular stage.

Main Features:

• It display how much day state on particular stage..

CRM view Check stage logs

All CRM Stages life display

CRM - Automatically Stop Followers

In odoo when you create CRM Lead at that time current logged in user will be added as a follower of newly created lead document, So by installing this application you can stop adding that user as a follower in newly created lead document.

Main Features:

• Stop automatically adding follower to the newly created lead document.

This screen shows that no followers are added to the CRM lead.

With the module installed, the logged-in user is no longer automatically added as a follower when creating a new lead.

Archive or Active Leads

This Odoo application will allows you to Archive Lead and Opportunity, Once Lead and Opportunity is archived you can also Unarchive it.

Main Features:

• Archive Lead document.
• Unarchive Lead document.
• Archive Opportunity document.
• Unarchive Opportunity document.

This opportunity is active, and you can archive it using the Active button.

This lead is active, and you can click the Active button to archive it.

This Opportunity is archived, and you can restore it by clicking the Archive button.

This Opportunity is active, and you can click the Active button to archive it.

Add Checklist on CRM Leads/Opportunity

This odoo application allows you to use checklists for Lead and Opportunity, there is a separate menu provided from which you can configure number of checklist. Same checklist can be used for both lead and opportunity.

Key Features:

• Use Checklists into Lead.
• Use Checklists into Opportunity.
• Create checklist for specific Stage.

Create checklists from here

Create checklists for specific stage

System restriction when checklist is not checked for specific stage

Checklist status in Lead form view

Checklist status in Lead list view

Checklist status in Opportunity form view

Checklist status in Opportunity list view

Checklist status in Opportunity kanban view

CRM WhatsApp

This odoo application allows you to send WhatsApp messages from the Lead/Pipeline. Send WhatsApp message to the customer, Send it by WhatsApp Web or WhatsApp Mobile. You can configure message templates. So when you don't need to type same kind of messages again and again. Just save some pre-defined messages into multiple template and use it while sending WhatsApp message to the customer of Lead/Pipeline. Last sent WhatsApp message will display on chatter of Lead/Pipeline.

Key Features:

• Send WhatsApp message to the customer from Lead/Pipeline.
• Configure WhatsApp message templates, So you can use the template to load WhatsApp message automatically.
• Send message to the customer via WhatsApp Web.
• Send message to the customer via WhatsApp Mobile.
• System will use mobile number of Phone from the Lead/Pipeline to send WhatsApp message.
• Last sent WhatsApp message will display on chatter of Lead/Pipeline.

Send WhatsApp message to the customer from Lead/Pipeline

Message loaded automatically based on the WhatsApp Template, send it via WhatsApp Web or WhatsApp Mobile

Message received into WhatsApp successfully

Last WhatsApp message displaying in Chatter of Lead/Pipeline

Configure WhatsApp message template from here

WhatsApp message template

Lead Notification to the Customer

This Odoo application will send notification email to the customer when any lead of the customer is created into the system. It also display Lead Number on the lead screen so you can how many leads are there from particular customer. For example if lead for customer Bruce Wayne is created first time into the system at that time lead number on that lead will be 1, If you are getting 5th lead from Bruce Wayne then lead number will be 5 on that lead and so on.

Key Features:

• Send notification email to the customer when lead is created for him/her in the system.
• Display Lead Number on lead screen.

This screen shows the Lead Number highlighted, and a notification email is sent to the customer when the lead is created.

Notification Email sample

Quick Edit for CRM Leads

This odoo application use to quick edite record.

Key Features:

• Easily edit multipal record.

Shows a quick edit icon on each lead ; an error appears if required details are missing.

A small popup opens where you can quickly change lead information.

The lead is updated and shows the new details after editing.

Sale Team Leader Access in Odoo

The Odoo application in question provides a valuable feature that enhances collaboration within a sales team. With this application, Sales Team members have the capability to access and manage all the sale quotations and orders generated by their fellow team members. To illustrate this functionality, let's consider a scenario where Mahira is the designated team leader, while Thomas and Scarlett are her team members. Thanks to this Odoo application, Mahira gains the ability to conveniently access and oversee all the sale quotations and orders that have been created by Thomas and Scarlett. This streamlined access not only fosters transparency within the team but also promotes efficient coordination and management of sales-related tasks. In essence, it empowers team leaders like Mahira to effectively monitor and support the sales efforts of their team members.

Key Benefits:

• Team leaders have the ability to access all the sales orders and quotations created by their team members.

This screen displays how a sales team is organized, clearly showing who is the team leader and who are the team members.

Team Leader access their team member's sale quotations/orders

Create Task From Lead

This odoo application use to create Project Task from Lead.

Key Features:

• Create Task From Lead.

There is a button on the lead form to open the task creation popup.

A small popup opens where you fill in the task details to create a task from the lead.

The tasks created from the lead are shown on the lead form.

After filling the popup, the task is created and linked directly to the lead.

Created tasks can be easily viewed and managed in the project/task Kanban view.

Create RFQs from CRM Leads

This Odoo application allows you to create multiple Request for Quotations from Lead

Key Features:

• Create multiple RFQ from Lead.

Create RFQ from here

Add product and vendor details of the RFQ

You can select multiple vendors here

Click on Create RFQ

Access created RFQ from here

Created RFQ : PO00020

Created RFQ : PO00021

Timesheet for CRM Leads

This odoo application allows you to add timesheet details on the Opportunity screen.

Key Features:

• Separate Timesheet tab is provided on Opportunity screen to add timesheet details.
• You have to add Initially Planned Hours, Project and Timesheet details only other things will be calculated automatically.
• Progress, Hours Spent and Remaining Hours will be calculated automatically.

Timesheet details on Opportunity

Timesheet entry successfully created

CRM Lead Transfer

This module allows users to easily reassign leads or opportunities from one salesperson to another. Users can select whether they want to view Leads or Opportunities, and optionally choose a start and end date to filter records within a specific date range. If no dates are selected, the system will automatically load all available records. After clicking the "Load Lines" button, the filtered list of leads or opportunities will appear. Users can then choose the leads they want to transfer and assign them to a new salesperson. Once the "Transfer" button is clicked, the selected leads will be reassigned to the new salesperson, and an automatic email notification will be sent to the previous salesperson to inform them that their lead has been transferred. This helps streamline the lead management process and ensures smooth communication within the sales team.

Key Features:

• Choose whether to work with CRM leads or opportunities.
• Select the salesperson whose leads or opportunities you want to view.
• Filter records based on a specific date range, or leave it blank to view all available records.
• Click the Load Lines button to display relevant leads/opportunities based on the selected criteria.
• you can select the leads you want to reassign a new salesperson.
• The selected leads get updated with the newly assigned salesperson.
• The previous salesperson receives an automatic email notification whenever a lead is transferred from them.

This section displays all leads currently assigned to Thomas

Lead Transfer Popup

In the Lead Transfer popup, begin by selecting the type — either Lead or Opportunity. Next, choose the salesperson whose records you want to view. Optionally, you can specify a date range to filter the leads or opportunities. If no date is selected, all records for the chosen salesperson will be displayed. Click the Load Lines button to fetch and view the relevant data. From the list, select the specific leads you wish to reassign, choose the new salesperson, and then click the Transfer button to complete the reassignment.

You can view the leads that have been reassigned to the new salesperson

The previous salesperson receives an automatic email notification whenever a lead is transferred from them

CRM Mass Update Stage

This Odoo application will add allows you to update the stage of multiple CRM Pipeline at once. Simply select multiple Pipeline records, click on "Mass Update Stage", choose the desired stage, and click "Update". All selected pipeline will be updated to the chosen stage.

Key Features:

• Allows bulk stage updates for multiple CRM Pipeline.
• Instantly updates the stage of all selected pipeline with one click.
• Saves time by avoiding manual stage updates for each pipeline.

Select multiple pipeline and click on Mass Update Stages

Select the stage you want to apply to the tasks, then click the 'Update' button.

You can see that the stage has been updated here

Lead & Pipeline Sequence Number

Unique Sequence Number on Lead and Pipeline apps helps you manage numbering by generating unique sequence numbers for every lead and pipeline in the Odoo CRM system, making it easier to track

Key Features:

• Generates unique sequence numbers for every lead and pipeline record.
• Helps in organizing and tracking lead and pipelines efficiently.

A unique sequence number is automatically generated on Lead

You can see the sequence number in the lead list view

A unique sequence number is automatically generated on Pipeline

You can see the sequence number in the Pipeline list view

Auto Email on Lead Stage Movement

This Odoo application will add helps automate your CRM workflow by sending emails automatically when a lead reaches a specific stage in the pipeline. You can set an email template for each stage, and whenever a lead moves into that stage, the system will automatically send the configured email. This makes it easier to stay in touch with customers and keep your team informed—without having to manually send emails.
With this module, communication becomes faster, more consistent, and completely hands-free. Whether it's sending a welcome email, follow-up message, or internal alert, everything happens automatically based on the stage the lead is in. It saves time, improves customer experience, and ensures that no important message is forgotten.

Key Features:

• Set a specific email template for each CRM stage.
• Emails are automatically sent when a lead enters a stage with a template.
• Improves communication with customers and internal teams.
• Saves time by removing the need to send emails manually.
• Only sends emails for stages where a template is configured.

The lead is currently in the 'New' stage, and then I move it to the 'Qualified' stage

In the 'Qualified' stage, you can see that an email is sent to customer

Set a specific email template for CRM stage.

Auto Assign Crm Lead

Automatically assign incoming leads to the correct sales team based on filter conditions like source or country. Leads are shared with team members using rules or round-robin, and each one gets an email with lead details. This saves time, keeps things organized, and makes sure leads are fairly shared among the team.

Key Features:

• Automatically assign incoming leads to the correct sales team based on filter conditions (e.g., source, country, etc.).
• Salespeople receive an email notification with all lead details (name, phone, email, team). Keeps everyone informed and responsive.

Filters are set on the sales team to auto-assign leads based on conditions (e.g., "Source = Search engine"). Each team member also has personal filter conditions, shown below their name.

After clicking the button on the sales team screen, it redirects here and shows the filtered lead records.

When the "Run Cron", the system checks all leads against the filter rules (e.g., Source Name = "Search engine").

If a lead matches the filter, it gets assigned to this sales team (London Team) and distributed to the team members (like Mr. Jean or Mr. Luca) based on the conditions set and a notification (like email) can be sent.

You can see the updated leads' Salesperson and Sales Team here.

You can see that an email is sent to the team member (Mr. Luca), showing the list of leads assigned to them along with details like lead name, phone, email, team, and user.

CRM Product Quotation

This Odoo application will add product prices on quotations are dynamically fetched based on the customer's assigned pricelist, ensuring that each customer sees their own pricing for the same product. From the CRM lead form, users can click the "Create Quotation" button to generate a quotation. If a quotation already exists and the user adds new lines to the CRM lead, clicking the button again will create a new quotation only for the newly added lines, avoiding duplication of previously quoted items.
Additionally, if multiple quotations have already been created from a lead and the user now chooses the "Single Quotation" option, the system will automatically cancel all previous quotations linked to that lead. A new single quotation will then be created, including all existing and new lines from the CRM lead, ensuring everything is consolidated into one updated quotation.

Key Features:

• Product price is fetched based on the customer's assigned pricelist.
• Create Quotation" button is available on CRM pipelines.
• Creates a quotation linked to CRM pipeline lines.
• If new products are added later, only those new lines are quoted again.
• Option to switch to "Single Quotation" mode.
• Switching to "Single" cancels all previous quotations for that pipeline.
• Creates a new consolidated quotation with all current lines.

Select the 'Quotation Created as Multiple' option, then add products and their quantities. Product prices are automatically fetched based on the customer's assigned pricelist. After Click on the 'Create Quotation' button to generate the quotation.You can view the generated quotation in smart button.

You can view the generated quotation here.

When new products are added to the CRM pipeline and the 'Create Quotation' button is clicked again, a new quotation is generated only for the newly added lines

You can view the generated quotation in list view.

Then select the 'Single' option and click 'Create Quotation', the system cancels all previous quotations and creates one consolidated quotation containing all lines

You can see that a new quotation has been created

You can see that all previous quotations are canceled, and a new consolidated quotation is created