Request a free demo: To see the app in action, copy this link into your browser https://faotools.com/s/u5rztc and ask for a personalized live-preview database. No phone number or credit card required, only a short email sign-up.
Contact us: For any questions about this app, copy this link https://faotools.com/s/iv9l9q and reach the team directly.
In Short
CRM Check List and Approval Process is an Odoo 19 Sales app (19.0.1.2.7). The tool to make sure required jobs are carefully done on each CRM pipeline stage. CRM checklists.
Make sure every required action on a CRM pipeline stage is actually done - and approved by the right people - before an opportunity moves forward. Define a checklist per stage (and per sales team), and Odoo blocks progress until every point is confirmed.
Pricing
The current price of CRM Check List and Approval Process is
38
32
(one-time purchase for Odoo 19, all-inclusive Odoo Apps Store price).
This promotional price is valid until
August, 15.
No additional paid dependencies are required: the price above covers the full functionality out of the box on top of a standard Odoo installation.
Perfect for
Sales managers
Turn your sales playbook into an enforced process - no opportunity advances with steps skipped.
Multi-team sales
Give each sales team its own checklist per stage, reflecting different regions or deal types.
Approvals & handovers
Require sign-off from the right role at each stage, with a full history for managerial control.
Why teams choose it
Key benefits before you dive into the details
Checklist per stage
Attach any number of checkpoints to each CRM stage - the actions for 'New' and 'Proposition' can be completely different.
Per sales team
Optionally scope a checkpoint to specific teams, so 'America' and 'Europe' can follow different steps.
Blocks progress
An opportunity cannot move to a later stage until its checklist is fully confirmed - mistakes are caught early.
Approval by role
Assign security groups per checkpoint - only authorized users can confirm, enabling multi-level and double approval.
Pipeline guards
Forbid skipping required stages and forbid regression to chosen stages - keep every deal on the intended path.
History & progress
Every confirm/reset is logged with user and date, and fulfillment progress shows on kanban and form views.
Ready to evaluate?
Add to cart now or start with a free demo request.
To purchase the app, click the Add to Cart button at the top of this Odoo Apps Store page.
Start a free demo: https://faotools.com/s/u5rztc
Free personalized demo. No phone number or credit card required. Free life-time updates and expert support within the major Odoo version.
Design checklists per stage and team
Turn your sales playbook into concrete, stage-by-stage checkpoints
Per pipeline stage
Define exactly what must be done on each CRM stage, in the order that fits your process.
- Any number of checkpoints per stage
- Each point has a title and optional notes
- Reorder points by sequence
Per sales team
Reflect different workflows for different teams without duplicating your whole pipeline.
- Scope a checkpoint to selected teams
- Leave it empty to apply for all teams
- Different steps for 'America' vs 'Europe'
Nothing moves forward unconfirmed
Odoo blocks the stage change until the checklist is complete and approved
Blocked until complete
Moving an opportunity forward requires every checkpoint of the previous stage to be confirmed.
- A clear error lists the not-done points
- An empty checklist always passes
- Mark a stage 'No need for checklist' (e.g. Cancelled)
Approval by role
Split responsibility so the right people sign off the right points.
- Assign security groups per checkpoint
- Only those users may confirm that point
- 'Not saved' points must be re-confirmed on return
Ready to evaluate?
Add to cart now or start with a free demo request.
To purchase the app, click the Add to Cart button at the top of this Odoo Apps Store page.
Start a free demo: https://faotools.com/s/u5rztc
Free personalized demo. No phone number or credit card required. Free life-time updates and expert support within the major Odoo version.
Control the pipeline and audit approvals
Guard the flow and keep a full record of who approved what
Guard the flow
Shape how opportunities may travel through the pipeline.
- Forbid skipping required stages
- Forbid regression to chosen stages
- A 'Checklist Super User' role can bypass all rules
Track & measure
Give managers instant visibility and a full audit trail.
- Every confirm/reset logged with user and date
- Progress bar on kanban and form views
- Done points restored automatically if a case returns
Ready to evaluate?
Add to cart now or start with a free demo request.
To purchase the app, click the Add to Cart button at the top of this Odoo Apps Store page.
Start a free demo: https://faotools.com/s/u5rztc
Free personalized demo. No phone number or credit card required. Free life-time updates and expert support within the major Odoo version.
Anybody who has access to stage settings can modify the value of check lists.
If set to "true", a lead/opportunity might be moved to this stage without fulfilling a check list. Usually used for "lost" stage, since it doesn't require any sort of extra actions. In such a case users can move any lead/opportunity to "lost" from any stage without doing anything (e.g. new > lost, proposition > lost).
If set to "false", a checklist of a current stage is required to be entered if moved to this stage (in case it is further through the pipeline). For example, "won" state requires certain actions. If you move a lead/opportunity from "proposition" to "won", you should confirm check points of the "proposition" stage. "False" is the default value for "no need for checklist" field.
When making a checklist you can choose the user groups for each checklist's statement. Only these user groups will be able to mark the statement as done. If someone else tries to mark the statement done, then the system will not let them save it and the warning will appear.
According to the current Odoo Apps Store policies:
- Every module bought for version 12.0 and prior gives you access to all versions up to 12.0.
- Starting from version 13.0, every module version should be purchased separately.
- Disregarding the version, purchasing a tool grants you a right to all updates and bug fixes within a major version.
Please note that the faOtools team does not control those policies. For all questions, please contact the Odoo Apps Store representatives directly.
The most straightforward approach is to use the Odoo store's built-in workflow:
1. Open the module's page and click the button Deploy on odoo.sh
2. After that, you will be redirected to the GitHub page. Log in to your account, then click 'Create a new repo' or use an existing one. Please ensure your repository is private. It is not permitted to publish the apps under the OPL-1 license. If necessary, create a new repo for your Odoo.sh project
3. Then, go to odoo.sh and click the Deploy button. In the pop-up window, submit the decision and click 'Continue.' This action will trigger the installation process.
These steps will install the app for your project's production branch. If you want to deploy the apps for other branches or update the module, you should undertake the following actions:
1. Upload the source code for the app from the Odoo store
2. Commit the module to a required GitHub repository. Ensure none of the app folders/files are ignored (i.e., not included in your repo's .gitignore). Repositories are automatically created by odoo.sh and may include some crucial items by default (e.g., /lib). You should upload all module directories, subdirectories, and files without exceptions
3. Deploy a target branch of the odoo.sh project or, if your settings assume that, wait until it is automatically built.
2. Re-start the Odoo server;
3. Turn on developer mode (technical settings);
4. Update the apps' list (the apps' menu);
5. Find the app and push the button 'Activate'/'Install';
6. Follow the guidelines on the app's page if those exist.
Yes, sure. Simultaneously, Odoo automatically adds all dependencies to a cart, so you should exclude previously purchased tools to avoid double payment.
A red/orange warning does not influence the app's features. Regretfully, sometimes our modules do not pass standard automatic tests since the latter assume behavior that conflicts with our app's goals. For example, we change the price calculation, while the standard Odoo module tests compare the final price to a standard algorithm.
So, first of all, please check the deployed database features. Does everything work correctly?
If you still assume that the warning influences real features, please contact us and forward full installation logs and the full list of deployed modules (including core and third-party ones).
No, we only distribute the tools through the official Odoo apps store.
Regretfully, we do not have the technical means to provide individual prices.
No, third-party apps can not be used on Odoo Online. Unfortunately, Odoo SaaS blocks such a possibility.
Yes, our tool requires all modules marked in dependencies to work correctly. The price marked on the app page already includes all necessary dependencies.
The price for our modules is set in euros. The Odoo store converts prices to other currencies according to its internal exchange rate. Thus, the price in US Dollars may change when the exchange rate is updated.
Opportunity checklist per CRM stage and team
CRM stage checklist settings
The checklist should be confirmed before going further
Approval is shared among various user roles
Opportunities checklist progress: Odoo kanban view
Optionally prohibit skipping stages
Optionally forbid opportunity regression
Odoo opportunity checklist: tree view
The super rights to approve any check items and move opportunities
Odoo demonstration databases (live previews)
For this app, we might provide a free personalized demo database.
To demand such a database, press the button "Live Preview" on the top of this page or copy the link https://faotools.com/s/u5rztc
You do not need a phone number or credit card to contact us. You should only pass a short email sign-up, which does not take more than 30 seconds.
By your request, we will prepare an individual live preview database, where you can apply any tests and check assumptions for about two weeks.
Bug reporting
If you encounter bugs or inconsistent behavior, do not hesitate to contact us. We guarantee to provide fixes within 60 days of purchase and are intensely interested in improving our tools even after this period.
To send us a bug report, press the "Website" link at the top of this page and push the button "Bug Report" (the tab Support). Alternatively, copy the link https://faotools.com/s/gbtlp1
You do not need a phone number or credit card to contact us. You should only pass a short email sign-up, which does not take more than 30 seconds.
Please include as many details as possible in your request: screenshots, Odoo server logs, a full description of how to reproduce your problem, and so on. Usually, it takes a few business days to prepare a working plan for an issue (if a bug is confirmed) or provide you with guidelines on what should be done (otherwise).
Public features requests and module ideas (free development)
We are strongly motivated to improve our tools and would be grateful for any feedback. If your requirements are of public use and might be efficiently implemented, the team will include those in our to-do list.
Such a to-do list is processed regularly and does not assume extra fees. Although we cannot promise deadlines and final design, it might be a good way to get desired features without investments and risks.
To share ideas, press the "Website" link at the top of this page and push the button "Share Features Ideas" (the tab Support). Alternatively, copy the link https://faotools.com/s/len7a0
You do not need a phone number or credit card to contact us. You should only pass a short email sign-up, which does not take more than 30 seconds.
Questions and misc issues
Feel free to contact us with any other concerns, doubts, or questions: press the "Website" link at the top of this page and push the button "Raise Question" (the tab Support). Alternatively, copy the link https://faotools.com/s/iv9l9q
You do not need a phone number or credit card to contact us. You should only pass a short email sign-up, which does not take more than 30 seconds.
About the team
faOtools (faotools.com, former odootools.com) is the developers and business analysts team that helps you extend Odoo's potential. Since 2012, we have worked side by side with end users for whom Odoo is the primary business tool, turning their real needs into ready-to-use apps.
Trusted since 2012
More than a decade focused on Odoo. Many customers have relied on faOtools since Odoo v8, upgrade after upgrade.
102 published apps
102 apps published and maintained on the Odoo Apps Store, covering a wide range of real business needs.
Approved by real users
Our tools are built and hardened with feedback from companies running Odoo in production, and carry strong five-star ratings on the Odoo Store.
Free lifetime support
Free support and bug fixes for the entire lifetime of the Odoo major version you purchased - no recurring support fee.
Free live demos
Try most tools on a live demo database before you buy, so you know exactly what you are getting.
Compatible with core Odoo
Our modules complement standard Odoo apps and follow Odoo's philosophy - they extend the core, they never fight it.
Ready to use out of the box
Designed around real-life scenarios with clean defaults and clear documentation - install and start using them right away.
OPL-1 and AI-friendly
Distributed under the Odoo Proprietary License: you may build your own modules - including AI-assisted adaptations - on top of ours as a dependency.
Open to your ideas
Share a request. If it is useful for everyone, we often add the feature to the app at no extra cost.
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