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CRM Client Visit & Employee Attendance Management

by
Odoo

$ 35.14

v 19.0 Third Party
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Attendances (hr_attendance)
• CRM (crm)
• Contacts (contacts)
• Discuss (mail)
• Employees (hr)
• Calendar (calendar)
Lines of code 2141
Technical Name crm_client_visit_attendance
LicenseOPL-1
Websitehttps://www.tectise.com
Versions 18.0 19.0
You bought this module and need support? Click here!
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Attendances (hr_attendance)
• CRM (crm)
• Contacts (contacts)
• Discuss (mail)
• Employees (hr)
• Calendar (calendar)
Lines of code 2141
Technical Name crm_client_visit_attendance
LicenseOPL-1
Websitehttps://www.tectise.com
Versions 18.0 19.0
Community
Enterprise
Odoo.sh

CRM Client Visit & Employee Attendance Management

CRM Client Visit & Employee Attendance Management streamlines field operations by combining CRM visit planning with GPS-based check-in/check-out and automatic attendance generation. It enables teams to schedule and track client visits, verify locations in real time, auto-create HR attendance, and analyze employee performance all from a single, mobile-ready, multi-company compatible solution fully integrated with Odoo CRM and HR.


How it works? Click here to watch video


Key Features:

  1. CRM-Based Client Visit Scheduling -

    Plan and manage client visits directly from leads and opportunities.

  2. GPS Check-In & Check-Out Verification -

    Ensure authentic visits with real-time location tracking.

  3. Automatic HR Attendance Creation -

    Field visits automatically generate employee attendance records.

  4. Smart Visit Workflow Management -

    Track visits from planning to completion with approval control.

  5. Complete CRM Integration -

    Access visit history, outcomes, and next actions from customer records.

  6. Role-Based Access & Audit Logs -

    Secure data visibility with manager override and full traceability.

  7. Mobile-Ready & API-Driven -

    Optimized for field teams with seamless mobile app integration.

  8. Multi-Company Support -

    Manage visits and attendance across multiple companies effortlessly.

  9. Advanced Reporting & Dashboards -

    Monitor employee performance, visit duration, and productivity.

Description

1. Click “Schedule Visit” from the opportunity to initiate a field visit linked to the sales pipeline.

2. Define visit details, assign team, and confirm scheduling.

3. The system prepares a visit confirmation email with all visit details click “Send” to notify the client.

4. Begin visit with GPS check-in and track activities in real time.

5. Click “Check Out” to record visit completion, calculate duration, and trigger automatic attendance creation.

6. Employee attendance is created with check-in/out times and duration visible under the Attendance tab.

7. View actual check-in/out timestamps and GPS coordinates for location verification and audit

8. Log visit result, interest level, expected value, and follow-up actions under the Outcome tab.

9. Upload unlimited files, photos, signed forms, documents, and visiting cards under the Attachments tab.

10. View internal notes and client feedback under the Remarks tab for future reference and quality tracking.

11. Go to “Reporting > Visit Analysis” to view performance metrics and visit summaries.

12. Analyze visit completion trends using bar charts for quick visual insights.

13. Review visit data by expected value, interest level, and actual duration in pivot format.

14. Track visit history with reference, client, team leader, visit type, and status in tabular format.

15. Enable “CRM Visit Manager” or “CRM Visit User” roles in user settings to control access and permissions.

Free 90 Days Support

Tectise will provide FREE 90 days support for any doubt, queries, and bug fixing (excluding data recovery) or any type of issues related to this module. This is applicable from the date of purchase.

Need Any Help?

Got questions or need help? Get in touch.

info.tectise@gmail.com
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+8801903559562 
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,
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