Electricity Sales CRM in Odoo: Lead Generation to Installation Workflow
by Reliution https://www.reliution.com/$ 479.00
In-App Purchases| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Appointments (appointment)
• Employees (hr) • Sales (sale_management) • eCommerce (website_sale) • Calendar (calendar) • Discuss (mail) • Contacts (contacts) • CRM (crm) • Invoicing (account) • Website (website) |
| Lines of code | 7677 |
| Technical Name |
rcs_lighting_service |
| License | LGPL-3 |
| Website | https://www.reliution.com/ |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Appointments (appointment)
• Employees (hr) • Sales (sale_management) • eCommerce (website_sale) • Calendar (calendar) • Discuss (mail) • Contacts (contacts) • CRM (crm) • Invoicing (account) • Website (website) |
| Lines of code | 7677 |
| Technical Name |
rcs_lighting_service |
| License | LGPL-3 |
| Website | https://www.reliution.com/ |
Electricity Sales CRM in Odoo: Lead Generation to Installation Workflow
Streamline your electricity business operations with Electricity Sales CRM in Odoo: Lead Generation to Installation Workflow. Designed specifically for electricity service providers, electrical contractors, and utility companies, this comprehensive CRM software transforms how you manage your sales pipeline.
From the initial lead generation to the final electricity installation, this module enforces a structured, error-free workflow. It replaces manual tracking with automated processes, ensuring mandatory data collection at every stage. With built-in appointment scheduling, site inspection tools, and role-based quote approvals, and automated sales commission management, your team can focus on closing deals rather than managing paperwork.
Empower your sales team with a system that automates communication, validates client requirements, and facilitates seamless collaboration between Salespersons, Team Leaders, and Managers. Whether you are managing qualified leads or finalizing a client quotation, this business management software ensures precision and efficiency in every interaction.
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Copy Link : https://www.reliution.com/contact-us-odoo-development/
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Hot Features
Stage-Based Data Validation:
Enforces mandatory data entry (e.g., Phone, Email) when moving leads to stages like Awaiting Response or Qualified ensuring high data quality.
Automated Email Notifications:
Sends instant status updates to customers when they reach critical sales pipeline stages, keeping them engaged automatically.
Integrated Appointment Scheduling:
Seamlessly books site visits and appointments, notifying both the assigned salesperson and the customer.
Site Inspection Management:
Dedicated tools to record detailed inspection data, with options to Start Inspection and Complete Site Inspection directly within the CRM.
Role-Based Quotation Approvals:
Implements a secure approval hierarchy where CRM Team Leaders review and CRM Managers approve quotes before they reach the client.
Customer Portal Confirmation:
Allows clients to review and approve their electricity quotation directly via the website portal, automatically updating the CRM status.
Smart Lead Sources:
Easily configure and track lead sources to understand where your best opportunities are coming from.
Real-Time Alerts:
Popup notifications and email alerts ensure team managers and staff never miss a scheduled task or approval request.
Detailed Features
Set Up
Download and install the Electricity Sales CRM in Odoo: Lead Generation to Installation Workflow module from the Odoo App Store.
Define Roles: Assign User rights for Salesperson, CRM Team Leader, and CRM Manager to appropriate staff members.
Commission Setup: Managers define commission rules.
Check Emails: Verify that default email templates are active to enable automated
notifications.
Ready to Go: Your structured electricity service management software is now ready to process
leads!
Work Flow
Lead Creation: A new lead is entered with a Name, Legal Name, and Lead Source.
Qualification: Moving the lead to "Awaiting Response" or "Qualified" triggers a validation popup for contact info and sends an automated email to the client.
Scheduling: The user clicks to Book Appointment. Notifications are sent to the assigned user and the logged-in user.
Inspection: On the appointment date, the user clicks "Start Inspection," fills out the "New Site Inspection" tab, and completes the process via the wizard. When products are entered with pricing, the system automatically calculates the commission earnings for the assigned salesperson in real time.
Quotation: A quote is created based on the inspection, and also you can preview the PDF by clicking on Preview button.
Approval: The Team Leader reviews the quote and forwards it to the CRM Manager for final approval.
Client Action: The Manager clicks "Offer Quote." The client receives an email, logs into the portal, and confirms the order, updating the CRM stage automatically.
Installation Initiation: After Quotation Confirmed by User , You can get back to CRM Lead and Start Install Initiation Stage and User receives the mail and Completed Installation by clicking the button Mark Installation as Completed.
Industry-Specific Use Cases
Streamline the journey from a customer inquiry to the final connection of service, ensuring all technical requirements are met during the site visit.
Use as specialized electrical contractor software to manage complex project bids, enforce safety inspections, and secure proper internal approvals before sending estimates.
Manage large-scale electricity project management pipelines where strict data validation and managerial oversight are non-negotiable.
Perfect for businesses requiring a detailed installation process workflow, ensuring that every qualified lead is technically vetted before a contract is signed.
Frequently Asked Questions (FAQs)
The module comes with pre-configured validation logic designed for best practices in electricity sales, ensuring essential data like phone and email are captured before a lead advances.
It uses a role-based system. A Salesperson prepares the quote, but it requires review from a CRM Team Leader and final approval from a CRM Manager before it can be officially sent to the client.
No, customers can access a secure link sent via email to view and confirm their electricity quotation directly on your website portal.
Absolutely. It is scalable and serves as the best CRM for electrical contractors, whether you are a small team needing organization or a large provider requiring strict compliance.
Yes, automated popup notifications and emails are sent to both the assigned user and the scheduler to ensure no appointment is missed.
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