CRM Property Booking
End-to-end booking workflow inside CRM with DP/DLD, SPA document control, commission invoicing, and printable booking reports.
CRM Property Booking adds a dedicated Booking process for property brokerages, enabling a clean lead-to-booking lifecycle and commission billing to Developers — without disrupting standard CRM/Sales behavior.
🎯 Key Features
- Lead Owner label on CRM Lead customer field (UI-only).
- Booking button on CRM Lead to create/open Booking records (Quotation button hidden in CRM UI only).
- Deal Owner & Developer partner roles with checkbox flags on Contacts.
- Booking stages with validations: EOI/Booking → DP + DLD → SPA → Done.
- Automatic calculations for DP/DLD amounts and commission amount from property unit price.
- SPA document control (upload/download) required before confirming SPA.
- Commission invoice generation to the Developer with auto line description.
- Print Booking from booking form + Print Booking Wizard (date range, developer, deal owner).
- Security group “Booking Manager” to control access to bookings and menus.
Booking Workflow
Stage 1 — EOI / Booking
|
Stage 2 — DP + DLD
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Stage 3 — SPA
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Done
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Commission Invoicing
- From the Done stage, the system creates a customer invoice where the Customer is the Developer. The invoice contains a commission service line with an auto description:
- Commission for property type {Property type} of {Property unit name} having price {Property unit price}
- Taxes remain selectable by the user as per your accounting configuration.
Menus Access Control
Menus
CRM → Booking |
Access Control
The module includes a dedicated security group: Invoice creation can be restricted based on accounting permissions if required by your setup. |
🖼️ Screenshots
Explore the key features and interfaces of the CRM Property Booking
| Request Installation Support | Chat with Expert |
Binary Bridge Technology Services
📧 Email: odoo@bbtech.ae | 📱 WhatsApp: +971 56 128 6321 | 🌐 Website: www.bbtech.ae
Get expert assistance from Binary Bridge – your go-to partner for Odoo-based custom modules and implementations.
Professional Odoo Solutions | Enterprise Security | Expert Support📧 Email: odoo@bbtech.ae | 📱 WhatsApp: +971 56 128 6321 | 🌐 Website: www.bbtech.ae
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Discuss (mail) • Invoicing (account) • Calendar (calendar) • Contacts (contacts) |
| Lines of code | 868 |
| Technical Name |
bb_crm_booking |
| License | OPL-1 |
| Website | https://bbtech.ae |
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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