| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Calendar (calendar) • Discuss (mail) • Live Chat (im_livechat) • Sales (sale_management) • Website (website) • Contacts (contacts) • Invoicing (account) |
| Lines of code | 21823 |
| Technical Name |
pragtech_crm_advance |
| License | OPL-1 |
| Website | http://www.pragtech.co.in |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Calendar (calendar) • Discuss (mail) • Live Chat (im_livechat) • Sales (sale_management) • Website (website) • Contacts (contacts) • Invoicing (account) |
| Lines of code | 21823 |
| Technical Name |
pragtech_crm_advance |
| License | OPL-1 |
| Website | http://www.pragtech.co.in |
Compatible with Odoo v18
Your smartest sales closer is now your CRM.
CRM Advance is a customized Odoo app designed to simplify and supercharge your customer relationship management.
v
Built for sales teams and CRM executives, it delivers a personalized dashboard, intuitive lead management and automated sales tracking - all in one place.
With features like smart lead categorization, bulk actions and seamless appointment scheduling, CRM Advance streamlines your daily tasks and helps you focus on what matters : building relationships and closing deals.
The app empowers you to manage opportunities, assign leads and never miss a follow-up, making it the perfect solution for businesses seeking a scalable and structured CRM approach.
Experience the CRM built to help you win, from first contact to final deal.
What makes CRM advance stand out?
Dedicated CRM Dashboard
- Personalized dashboard for each user.
- Displays CRM metrics and key details specific to the current user.
- Quick access to active opportunities, meetings, follow-ups, and scheduled appointments.
"Opportunities" Menu
- A separate menu to view all opportunities in one place.
- Filters and list views are available for better tracking and reporting.
"My Wons" Menu
- Custom menu to display only won opportunities.
- Enables tracking of successful deals and performance analysis.
- Useful for generating reports on sales conversions.
Bulk Assignment via "Assign Salesperson"
- There is a new action for bulk assigning leads to a salesperson.
- Streamlines workload distribution across sales reps.
- Reduces manual assignment time significantly.
Lead Type Boolean Flags
- Two boolean fields : Lead Customer and Potential Customer.
- Automatically updated based on the selected customer type.
- Enhances data accuracy and segmentation in lead tracking.
Client Sequence for Scheduled Follow-ups
- A "Client Sequence" section is provided to set up follow-up timelines.
- Helps maintain a consistent communication cycle with leads and customers.
- Reduces the chances of missing important follow-up tasks.
Meeting Scheduler
- Built-in scheduler to book meetings with customers.
- Integrated with customer profiles for contextual meeting setup.
- Sends calendar invites and reminders if configured.
- Uses Google Meet integration
Customer Appointment Calendar
- A dedicated calendar view that clients can access via a shared Appointment URL.
- Clients can choose a preferred date and time based on real-time availability.
- Seamless integration with the internal meeting scheduling system.
Installation
To install the module, you need to go to the Apps menu and remove the filter from the search bar and type the module name pragtech_crm_advance, and click on the Activate button.
Configuration
Navigate to Settings > Calendar Settings. Provide the Client ID and Client Secret here. You can get the Credentials from “ https://console.cloud.google.com “.
- Create an incoming mail server
- Create an outgoing mail server
Workflow
Go to the Meeting Scheduler and create a new record. Provide the Duration, Users, and Working Schedule, then save it. The Appointment URL will automatically be created. Publish the URL by clicking the Publish button. If you need any extra information from the client side, then we can add the questions in the Questions tab.
Add the extra questions here and it will show in the Appointment Form. Also we can set the questions Mandatory or not.
Share the Appointment URL with the client. The client will open the URL, and they can book the appointment by choosing a preferred date and time based on real-time availability.
The appointment form will be like this. Here, you can see the extra question automatically added.
When the client submits the appointment, a lead will be created in the CRM, a Google Meet link will be generated, and the email will automatically be sent to the attendees.
We have a Dedicated CRM Dashboard. Personalized dashboard for each user. Displays CRM metrics and key details specific to the current user.
We have an Assign Salesperson action for bulk assigning leads to a salesperson.
To Assign Salesperson, just click on the action and select the salesperson from the selection.
Now the salesperson is assigned.
For the customer type Boolean Flags, we have Lead Customer, Potential Customer booleans. When a lead is generated first time, then it will be Lead Customer, and if we have already won an opportunity from the client, then it will be Potential Customer. To check that, open a new Lead.
We can see here first time that the client will be Lead Customer.
Convert it to an opportunity, and when it is won. Check the customer record again.
We can see here, now the client will be a Potential Customer.
Custom My Wons menu to display only won opportunities of the current user.
It will show all the won opportunities of the current user.
A separate Opportunities menu to view all opportunities in one place.
To set up Client Sequence, first need to set up the Custom Email Template Header. Create a new record and add or create the Email Templates, then set the Next Trigger Duration (days).
Now, create the Sequence record. Set the Responsible person, Names of the client, and Custom Email Template Header. Set to Running, then the sequence starts to run. The sequence history of clients will be shown by clicking the Clients smart button.
In the Clients smart button, we can see the sequence history. We can see whether the mail has been sent or not, and whether the client has replied to the mail or not. If the client replies to the mail, then the sequence will automatically stop.
Supercharge your Odoo CRM with CRM advance | Quick demo
Empower businesses through intelligent, cost-effective solutions
Modern businesses face complex challenges. Our Odoo apps are designed to turn those challenges into opportunities - making your workflows intuitive, efficient and scalable. Crafted to make your business run smoother, faster and smarter.
Experience the difference of solutions built for real business needs, not just features.
CRM Advance offers features like smart lead categorization, boolean flags for identifying "Lead Customer" vs "Potential Customer," and a centralized "Opportunities" menu. These help CRM executives efficiently filter, track, and act upon leads based on their status and history. Bulk assignment functionality further saves time by distributing leads across sales teams with just a few clicks.
The "Client Sequence" feature allows users to automate follow-up emails using pre-configured email templates and intervals. By creating sequence records with assigned responsible persons and tracking email status, it ensures that no follow-up communication is missed, enhancing customer engagement and improving conversion chances.
Clients can access a shared Appointment URL, view real-time availability, and book meetings by choosing their preferred date and time. The form may include customized questions set by the admin. Once submitted, the appointment automatically creates a lead in the CRM. This process is streamlined and integrated with Google Meet, making scheduling seamless and professional.
The "My Wons" menu displays only the won opportunities specific to the logged-in user, making it easier to analyze successful deals and personal performance. In contrast, the "Opportunities" menu provides a broader view of all CRM opportunities, filtered by various criteria for full pipeline management.
Using the "Assign Salesperson" bulk action, CRM users can select multiple leads and assign them to a chosen salesperson in one step. This significantly reduces manual effort and ensures fair and efficient workload distribution across the sales team.
The application uses two boolean fields to identify the lead type. When a customer is contacted for the first time, the system marks them as a Lead Customer. Once an opportunity is won from that customer, their status changes to Potential Customer, enabling better segmentation and targeted follow-ups.
CRM Advance
One-time Setup | 90 Days Support | Multilingual Compatibility
What's included in this
User Manual for Easy Onboarding
90 Days Support (Monday to Friday, 10 AM – 7 PM IST)
One-Time Setup for Seamless Integration
We support for English / French / Spanish at an additional cost
Works & tested on standard installations of Odoo with no third party apps
Free support only for odoo installations with no third party apps
Paid support availaible for Odoo installations with third party apps.
Our Service Offerings
Odoo Dedicated Resources
Odoo Success Packs
Odoo Turnkey Projects
Get Instant Personalized Demo
CONTACT
Powerful apps, seamless integrations and expert support.
Optimize your business with our perfect Odoo strategy.
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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