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  1. APPS
  2. CRM
  3. Smart Contacts - Organised by Role v 18.0
  4. Sales Conditions FAQ

Smart Contacts - Organised by Role

by Tech Joe
Odoo

$ 9.99

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 • Contacts (contacts)
• Invoicing (account)
• Purchase (purchase)
• Sales (sale_management)
• Discuss (mail)
Lines of code 495
Technical Name smart_contacts
LicenseLGPL-3
You bought this module and need support? Click here!
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Contacts (contacts)
• Invoicing (account)
• Purchase (purchase)
• Sales (sale_management)
• Discuss (mail)
Lines of code 495
Technical Name smart_contacts
LicenseLGPL-3
ODOO 18 COMPATIBLE

Smart Contacts

Contacts that actually make sense

Replaces Odoo's jumbled contact list with clean, role-based menus - Customers, Vendors, Employees and more. One contact, multiple roles, zero duplication.

$9.99  ·  One-time payment
 Install in under 2 minutes     Works with existing contacts     No subscription fee

The Problem

Odoo's default contacts are a mess

Every vendor, customer and employee piles into one undifferentiated list. Finding the right person means filtering, guessing and clicking - every single time.

One giant list

Customers, vendors and employees are mixed together with no separation.

Wrong contacts in Sales

Vendors appear in the customer dropdown on sales orders, causing errors and confusion.

Duplicate records

Teams create the same person twice - once as customer, again as vendor - because multi-role is missing.

Wasted time daily

Your team filters the same views repeatedly just to find the right contact. It adds up fast.

The Solution

Every contact in exactly the right place

Smart Contacts replaces the default Contacts app with a clean, role-based system that your whole team will enjoy using from day one.

Smart Contacts Menu Structure

All Contacts Customers Vendors Employees Business Partners

Role-Based Menus

Dedicated menu items for Customers, Vendors, Employees and Business Partners. Land exactly where you need to be - every time.

Role Toggle Bar

Every contact form shows toggle switches for all four roles. One contact can be a Customer AND Vendor simultaneously - no duplication needed.

Context-Aware Filtering

Sales shows only customers. Purchase shows only vendors. The right contacts appear in the right places - automatically, always.

Replaces, Not Adds

Cleanly hides the default Contacts app on install. No duplicate icons on your home screen - just one organised system from day one.

Multi-Role Support

A supplier who also buys from you? Enable Customer + Vendor toggles. One clean record, both relationships fully tracked and filtered correctly.

Works With Existing Data

Installs on top of your existing contacts without deleting anything. All your data stays intact - just better organised going forward.

See It In Action

Screenshots from a live Odoo 18 instance

Real screenshots - what you see is exactly what you get.

Smart Contacts role toggle bar on a contact form
Role Toggle Bar Each contact shows toggles for all four roles. This vendor has Vendor on. Enable Customer too and they instantly appear in Sales - same record, no duplication.
Sales quotation with customers-only dropdown
Sales - Customers Only The Sales quotation customer field only shows contacts marked as Customers. Vendors never pollute your sales workflow again.

Comparison

Smart Contacts vs Default Odoo Contacts

Feature Default Contacts Smart Contacts
Separate menu per contact type All in one list 5 dedicated menus
Multi-role contacts (Customer + Vendor) Duplicate records Toggle any combination
Sales shows only customers All contacts shown Enforced automatically
Purchase shows only vendors All contacts shown Enforced automatically
Role chip label on every record Not available Computed automatically
Replaces original app cleanly N/A Original app hidden on install

Pricing

Simple, honest pricing

Pay once. Use forever. No monthly fees, no seat limits, no upsells.

Smart Contacts

$9.99

one-time payment · all updates included

  •  Unlimited users on one Odoo instance
  •  All current and future features
  •  Role-based menus and toggle bar
  •  Sales and Purchase integration
  •  Odoo 18 compatible
  •  Community support via email

Installation

Up and running in under 2 minutes

No developer mode required. Works on Odoo.com cloud and self-hosted.

1

Buy & Download

Purchase from the Odoo App Store. Download the .zip file.

2

Upload the Module

Go to Settings → Technical → Modules. Click Upload a Module and select the zip.

3

Install

Search for Smart Contacts in the Apps list and click Install.

Done!

The original Contacts app is replaced. Your new role-based menus are live immediately.

 Odoo App Store (Recommended)

The official marketplace. Secure payment, guaranteed compatibility badge, and automatic update notifications.

apps.odoo.com/apps/modules/18.0/smart_contacts/

 Direct / Support

Questions before buying? Need help after install? Reach out and we respond within 24 hours.

hello@smartcontacts.io

Smart Contacts  ·  Built for Odoo 18  ·  LGPL-3 License  ·  $9.99 one-time

Odoo is a trademark of Odoo S.A. Smart Contacts is an independent community module, not affiliated with Odoo S.A.

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