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  1. APPS
  2. Sales
  3. Evo CRM v 18.0
  4. Sales Conditions FAQ

Evo CRM

by Evozard https://evozard.com
Odoo

$ 230.98

v 18.0 Third Party
Apps purchases are linked to your Odoo account, please sign in or sign up first.
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • CRM (crm)
• Expenses (hr_expense)
• Inventory (stock)
• Invoicing (account)
• Purchase (purchase)
• Sales (sale_management)
• Website (website)
• Calendar (calendar)
• Contacts (contacts)
• Discuss (mail)
• Employees (hr)
Lines of code 225
Technical Name evo_crm
LicenseLGPL-3
Websitehttps://evozard.com
You bought this module and need support? Click here!
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • CRM (crm)
• Expenses (hr_expense)
• Inventory (stock)
• Invoicing (account)
• Purchase (purchase)
• Sales (sale_management)
• Website (website)
• Calendar (calendar)
• Contacts (contacts)
• Discuss (mail)
• Employees (hr)
Lines of code 225
Technical Name evo_crm
LicenseLGPL-3
Websitehttps://evozard.com
EVOZARD Logo
Supports:
Community
Enterprise
Availability:
Odoo.sh
On Premise
Self-Hosted

Evo CRM Mobile App

Odoo 18 • Evo CRM Mobile Application

Transform your sales operations with a powerful mobile CRM experience. Empower sales teams and managers with instant access to opportunities, customer information, activities, and sales performance directly from their mobile devices.

Odoo v18 Android
Contact Support Request Customization

Complete Odoo CRM Experience on Mobile

Access opportunities, customers, activities, sales pipelines, and performance insights from a single mobile application. The EVO CRM Mobile App delivers a seamless CRM experience for sales teams and managers anytime, anywhere.

Key Highlights

Dashboard

Track sales performance, opportunities, and key CRM metrics from a single dashboard.

Opportunity Management

Create, update, and manage opportunities with real-time status tracking.

Sales Order Management

Create, update, and view sales orders directly from your mobile device.

Customer Management

Access customer information, contact details, and interaction history anytime.

Invoice Management

View customer invoices, payment status, and invoice details anytime, anywhere.

Expense Management

Create, update, and track business expenses directly from your mobile device.

Standard Odoo vs EVO CRM Mobile App

Standard Odoo EVO CRM Mobile App
Limited mobile access for CRM operations. Full CRM access from mobile anytime, anywhere.
Customer location details are available but do not provide direct map navigation from the CRM screen Tap the map icon to instantly open the customer's saved location in Google Maps for quick navigation.
Managing opportunities primarily through the web interface. Create, update, and track opportunities directly from the mobile app.
Sales updates depend on manual web-based entry. Instant CRM updates synchronized seamlessly with Odoo.
  • Screenshots
  • Features
  • Frequent Questions
Secure Login
01

Login

Authenticate with Odoo User Account

Provide sales teams with a modern and secure sign-in experience for quick access to sales orders, opportunities, and customer information.

✓
Clean login form with email/username input
✓
Secure password field with eye toggle
✓
Professional color scheme for trust and security
02

Dashboard

CRM Dashboard Overview

A beautifully designed CRM dashboard that provides sales teams with quick access to customers, opportunities, products, reports, and sales operations.

✓
View your opportunity summary with total created, won opportunities, conversion ratio, and user profile details at a glance.
✓
View the top 5 sales opportunities with customer details and expected revenue for quick pipeline insights.
✓
Track opportunities across sales stages with a dynamic bar chart.
CRM Dashboard
CRM Dashboard
Navigation Menu
03

Navigation Menu

Smooth Side Navigation Access

Manage your sales workflow efficiently with organized menu options, profile access, and secure logout functionality.

✓
Access all CRM features from a single, easy-to-use side menu.
✓
Access Customers, Opportunities, Products, Reports, Sales Orders, Invoices, Expenses, and more from a convenient side menu.
✓
Secure Profile & Logout Management
04

Customer

Customer Management

Easily manage customer records with advanced search, seamless browsing, and detailed customer information in one place.

✓
Quickly find customers with smart search and seamless load-more scrolling.
✓
View customer profiles with images and address details at a glance.
✓
Tap the phone icon to instantly call customers using their saved contact number.
✓
Tap the map icon to open Google Maps and navigate directly to the customer's saved location.
CRM Dashboard
Customer Create
Customer Create
05

Customer

Customer Create & Update

Manage customer information, updates, and related business records from a single customer profile screen.

✓
Create customers with complete profile details.
✓
Update customer information anytime.
✓
View related Opportunities, Sales Orders, and Invoices.
06

Opportunities

Opportunity Management

Manage and track all opportunities with powerful search, filters, and seamless navigation.

✓
Manage opportunities with smart search and load-more scrolling.
✓
Filter opportunities by created date, expected closing date, and status.
✓
Tap the phone icon to instantly call the customer associated with the opportunity.
Opportunity List
Opportunity Filter
Opportunity Update
Opportunity Create
07

Opportunities

Quick Opportunities Create & Update

Employees can create and manage sales opportunities with a simple and streamlined workflow.

✓
Easily create and update opportunity information.
✓
Quickly add new opportunities using the floating action button.
✓
Keep opportunity details organized and up to date.
08

Product

Product Management

Manage and explore your product catalog with quick search and advanced filtering options.

✓
Browse products with seamless load-more scrolling.
✓
Quickly find products using smart search functionality.
✓
Filter products to locate the right items faster.
Product Management
Sales Order List
Order Details
09

Sales Order

Sales Order Management

Manage and track sales orders efficiently with search, filters, and detailed order information.

✓
Browse sales orders with seamless load-more scrolling.
✓
Search and filter sales orders by order date and status.
✓
View complete sales order details from a dedicated order screen.
10

Sales Order

Sales Order Create & Update

Create and manage sales orders easily with flexible product selection and quick updates.

✓
Easily create new sales orders and add products.
✓
Update sales orders and modify product details anytime.
Create Sales Order
Update Sales Order
Invoice List
Invoice List
11

Invoice

Invoice Management

Manage and track invoices with quick search, filters, and detailed invoice information.

✓
Browse invoices with smooth load-more scrolling.
✓
Search and filter invoices for faster access.
✓
View complete invoice details in a dedicated screen.
12

Expense

Expense Management

Manage and track expenses efficiently with search, filters, and seamless navigation.

✓
Browse expense records with smooth load-more scrolling.
✓
Search and filter expenses by expense date and status.
Expense Management
Create Expense
Create Expense
13

Expense

Expense Create & Update

Create and manage expense records quickly with a simple and user-friendly interface.

✓
Easily create new expense records.
✓
Update expense details anytime with ease.
14

Activity

Activity Management

Manage and track sales activities efficiently with quick actions, filters, and seamless updates.

✓
Browse activities with smooth load-more scrolling.
✓
Easily mark activities as done or cancel them when needed.
✓
Filter between My Activities and All Activities for better tracking.
✓
Create and update activities quickly with a user-friendly interface.
Activity List
Activity Update
Reports
Reports Analytics
15

Reports

Reports Management

Gain valuable sales insights with interactive reports and real-time opportunity analytics.

✓
Track created, won, and lost opportunities along with conversion ratio percentages.
✓
View the top 5 opportunities with customer names and opportunity values.
✓
Analyze opportunity distribution across sales stages with a pie chart report.
✓
Compare opportunity stages and revenue performance using an interactive bar chart.
16

Contact

Contact Management

Manage contact records quick actions, and complete profile information in one place.

✓
Quickly find contacts seamless load-more scrolling.
✓
View contact profiles with images and address details at a glance.
✓
Tap the phone icon to instantly call contacts using their saved contact number.
✓
Tap the map icon to open Google Maps and navigate directly to the contact's saved location.
✓
Create and update contacts with complete profile details.
Contact List
Contact Create
Settings
17

Settings

Settings Management

Personalize your CRM experience with language and theme customization options.

✓
Switch between English, French, and Spanish languages with ease.
✓
Choose from multiple theme colors to customize the app appearance.

Our Features

01

CRM Dashboard

02

Customer Management

03

Sales Order Management

04

Opportunity Management

05

Invoice & Expense Management

06

Activities & Product

Frequent Questions

Can users manage opportunities from the mobile app? ▼

Yes, users can create, update, and track opportunities directly from the mobile application with real-time status updates.

Need customization? Who to contact? ▼

Please contact us on Google Chat email: evozard@gmail.com

Can users view invoices and customer information from the mobile app? ▼

Yes, users can access customer details, invoice lists, invoice status, and invoice details anytime from their mobile devices.

Overview

This module provides a complete mobile-first CRM solution by integrating opportunity tracking, sales orders, invoices, expenses, and customer management into a single application. It ensures seamless synchronization with Odoo for real-time sales operations and improved customer relationship management.

Best for: Sales representatives, sales managers, business development teams, account managers, and organizations looking for a mobile-based CRM system to manage opportunities, sales orders, invoices, and customer interactions efficiently.

Why Use This Module?

→ Create and manage sales orders directly from mobile devices
→ Access customer, invoice, expense, and business data anytime, anywhere
→ Increase sales team productivity with a mobile-first CRM experience
→ Monitor sales performance through dashboards and reporting insights
→ Improve opportunity management efficiency
→ Real-time synchronization with Odoo backend

This Application is Suitable For

Sales Teams Manage opportunities, customer interactions, and sales activities efficiently from a single mobile platform with real-time Odoo CRM synchronization.
Sales Managers Monitor sales pipelines, track team performance, review opportunities, and gain complete visibility into sales activities with real-time CRM insights.
Business Owners & Executives Stay informed about sales performance, customer engagement, revenue opportunities, and business growth through a centralized mobile CRM experience.

Odoo Configuration

Odoo Settings - Pricelists
  1. Install the Module — Install this module in your Odoo instance.
  2. Go to Settings in Odoo → Open the Sales section → Under the Pricing section, enable the Pricelists checkbox.
  3. Once enabled, product prices will be fetched automatically based on the configured Pricelist.

How it Works - Visual Workflow (Mobile App)

Quick setup and seamless CRM operations from your mobile device.

1. Install Odoo Module
→
2. Configure Odoo Settings
→
3. Login to Mobile App
→
4. Dashboard
→
5. Manage CRM Activities
→
6. Sync with Odoo

Initial Setup:

  1. Install Odoo Module
  2. Odoo Configuration (Follow the Odoo Configuration steps above before proceeding)
  3. Install Mobile App on your device
  4. Enter Username and Password.
  5. Click Login to connect with Odoo.

CRM Operations:

  1. Access the CRM Dashboard and Side Menu.
  2. Create, update, and track customer activities.
  3. View and manage Opportunities.
  4. Manage quotations and sales-related information.
  5. All changes synchronize instantly with Odoo CRM.

Technical Specifications

Odoo Version: 18.0
Edition: Community & Enterprise
Android Compatibility: Android 5+, tested on Android 16

Privacy & Security

Secure authentication with Odoo CRM integration.
Secure storage of customer, lead, and CRM data.
Complete control over customer records, opportunities, and sales activities.
Real-time synchronization with advanced security measures.

Get Android Mobile Application (APK File)

To receive the Mobile Application APK for seamless CRM management on your mobile device, follow the simple steps below.

1. Contact us via email at evozard@gmail.com
2. Attach a copy of your purchase invoice.
3. We will send you the APK file within 3 to 5 business days.

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Portal User Project Management Access

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Contact Us


+91 8000168707, +91 9426376468
evozard@gmail.com
Connect on Google Chat

Support & Contact

Need help? Our team is ready to assist you.

  • Website: https://www.evozard.com
  • Email: evozard@gmail.com
Support Request Customization

Compatible: Odoo 18 • Community & Enterprise • Odoo.sh

© 2026 EVOZARD • All Rights Reserved

EVO CRM Mobile App & Intelligent Sales & Customer Management for Odoo

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Odoo is a suite of open source business apps that cover all your company needs: CRM, eCommerce, accounting, inventory, point of sale, project management, etc.

Odoo's unique value proposition is to be at the same time very easy to use and fully integrated.

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