Odoo CRM Sales Enhancement Bundle | Odoo CRM Lead Management Bundle
by Probuse Consulting Service Pvt. Ltd. http://www.probuse.com$ 563.54
Odoo CRM Customer Relationship Management Suite | CRM Smart Automation & Integration Pack
CRM Advanced Toolkit: Sales, Purchase & Project Integration | All in One CRM Enhancement Bundle for Odoo
Complete CRM Workflow Extension Bundle | Odoo CRM Efficiency Suite: Automation, Purchase & Tasks
A comprehensive collection of integrated modules designed to extend CRM capabilities by connecting sales activities with purchasing, accounting, and project workflows in Odoo. It enables users to manage leads and opportunities more efficiently through automation, bulk operations, direct quotation and procurement creation, timesheet tracking, and task managementall from within the CRM interface. This bundle helps businesses streamline processes, improve productivity, and maintain a seamless flow from lead generation to execution.
Purpose of the Module
The purpose of this module is to enhance CRM functionality by centralizing and automating key business processes directly within Odoo. It aims to reduce manual effort and improve efficiency by enabling users to manage the complete lifecycle of leads and opportunities from initial contact to quotation, procurement, and project execution without switching between multiple modules. By integrating sales, purchase, and task management workflows, the module helps teams work more cohesively, make faster decisions, and maintain better control over operations.
Industry Use and Real Time Use Cases
This module is widely used across industries where managing customer relationships, sales processes, procurement, and project execution in a unified workflow is critical. It helps organizations streamline operations by enabling direct actions from CRM, reducing manual coordination between departments, and improving overall efficiency in real time business scenarios.
Industry Use:
- IT Services Companies: Manage leads, create quotations, and convert opportunities into project tasks seamlessly.
- Manufacturing Industries: Generate material requisitions and purchase orders directly from sales opportunities.
- Construction Companies: Convert opportunities into project tasks and manage procurement for ongoing projects.
- E commerce Businesses: Manage bulk leads, automate pipeline updates, and streamline order related processes.
- Retail Businesses: Manage customer inquiries, quotations, and backend purchase operations efficiently.
- Logistics & Supply Chain: Coordinate customer requests with procurement and operations.
- Any Other Industry: Streamline CRM operations, sales workflows,and project coordination based on business requirements.
Real Time Use Cases:
- Lead Inquiry to Multi Vendor RFQ: A customer requirement is received, and RFQs are sent to multiple vendors directly from the CRM opportunity.
- Opportunity to Material Requisition: Required materials are identified during discussion, and a requisition is created instantly from the opportunity.
- CRM Based Quick Purchasing: Products are added during negotiation, and purchase requests are generated without leaving CRM.
- Bulk Pipeline Update After Review: Multiple opportunities are updated at once after sales review meetings.
- Opportunity to Sales Quotation: Customer requirements are converted into detailed quotations directly from the CRM.
- Customer Requirement to Purchase Order: CFinalized requirements are directly turned into purchase orders from the opportunity.
You have the option to buy either the complete bundle or individual apps based on your requirements.
Feature Highlights (Ensure all related apps are installed to unlock the complete feature set.):
-
Credit Note from CRM
- Subject: Odoo CRM Credit Note Management: Create Refunds Directly from Opportunities
- Description: This app allows users to create credit notes directly from the CRM pipeline or opportunity form in Odoo, eliminating the need to switch to the accounting module. Sales teams can quickly select related invoices and generate refunds using a simple wizard, streamlining the refund process and improving efficiency.By connecting CRM with invoicing, this module helps businesses handle customer adjustments, returns, and corrections faster while maintaining accurate financial records.
- Explore complete features: https://apps.odoo.com/apps/modules/19.0/crm_credit_note_refund
-
Mass Update CRM Stage Pipeline
- Subject: Odoo CRM Bulk Stage Update: Manage Leads and Opportunities Efficiently
- Description: This module allows sales teams to update multiple CRM leads, opportunities, and pipeline stages in bulk directly from the list view in Odoo, saving time and reducing manual effort. Users can select multiple records and apply stage changes in a single action, while the system ensures consistency by restricting updates within the same sales team and showing only relevant stages. This helps maintain an organized pipeline and improves overall sales process efficiency.
- Explore complete features: https://apps.odoo.com/apps/modules/19.0/mass_crm_pipeline_stage_update
-
Timesheets on CRM Pipeline / Opportunity
- Subject: Odoo CRM Timesheet Integration: Track Work Effort Directly on Opportunities
- Description: This module allows CRM users to log timesheets directly from the pipeline or opportunity form in Odoo, eliminating the need to switch to project or timesheet modules. Users can record time spent on each lead or opportunity they are working on, helping track effort, productivity, and cost at the pre sales stage. This improves visibility into sales activities and enables better decision making by linking time tracking with CRM operations.
- Explore complete features: https://apps.odoo.com/apps/modules/19.0/crm_timesheets_odoo
-
Quick Purchase Products from CRM
- Subject: Odoo CRM Purchase Integration: Add Products and Generate RFQs from Opportunities
- Description: This module allows CRM users to quickly add product lines directly within the opportunity form and use them to generate Requests for Quotation (RFQs) or purchase orders in Odoo. It streamlines the procurement process by enabling sales teams to initiate vendor communication and purchasing actions without leaving the CRM interface. By connecting customer requirements with purchasing workflows, this app improves efficiency, reduces manual steps, and ensures faster response to demand.
- Explore complete features: https://apps.odoo.com/apps/modules/19.0/quick_crm_opportunity_purchase
-
Sequence Number CRM Opportunity
- Subject: Odoo CRM Opportunity Sequence: Auto Generate Unique Lead & Opportunity Numbers
- Description: This module automatically generates a unique sequence number for each lead and opportunity created in Odoo, ensuring better tracking and organization of CRM records. The sequence is displayed across multiple views such as form, list, kanban, and reports, helping users easily identify and manage opportunities. By introducing structured numbering, it improves data clarity, avoids duplication, and enhances overall CRM workflow efficiency.
- Explore complete features: https://apps.odoo.com/apps/modules/19.0/unique_sequence_crm_opportunity
-
Print CRM Lead Opportunity Pipeline
- Subject: Odoo CRM Reporting: Print Leads and Pipeline Activity Reports in PDF
- Description: This module allows users to print CRM leads, opportunities, and pipeline activity reports directly in PDF format from Odoo, making it easier to review and share sales data. Reports can be generated from both list and form views, providing flexibility for different use cases. It helps sales teams and management quickly access structured reports for analysis, meetings, and decision making, improving visibility into CRM performance.
- Explore complete features: https://apps.odoo.com/apps/modules/19.0/print_crm_opportunity_activity
-
Product / Material Purchase Requisitions from CRM Opportunity
- Subject: Odoo CRM Material Requisition: Create Purchase Requests Directly from Opportunities
- Description: This module allows CRM and sales users to create material or product requisition requests directly from the opportunity or pipeline form in Odoo, enabling faster response to customer requirements. A dedicated button in the CRM form lets users initiate requisitions instantly, linking customer demand with internal procurement processes. This integration helps streamline operations, reduce delays, and ensure that required materials are planned and requested efficiently during the sales cycle.
- Explore complete features: https://apps.odoo.com/apps/modules/19.0/material_requisition_crm_opportunity
-
Purchase Agreements / Tender / Requisition from CRM Opportunity
- Subject: Odoo CRM Purchase Tender Management: Create Agreements and Requisitions from Opportunities
- Description: This module allows users to create purchase agreements, tenders, and requisitions directly from the CRM opportunity or pipeline in Odoo, connecting sales activities with procurement processes. Based on selected product lines and vendors, the system automatically generates purchase requisitions grouped by vendors, ensuring efficient supplier coordination. By integrating CRM with purchase management, it helps streamline sourcing, improve decision making, and accelerate procurement during the sales cycle.
- Explore complete features: https://apps.odoo.com/apps/modules/19.0/crm_opportunity_tendor
-
Project Task from CRM Opportunity / Lead
- Subject: Odoo CRM to Project Task Integration: Create and Manage Tasks from Opportunities
- Description: This module allows users to create project tasks directly from CRM leads, opportunities, or pipeline forms in Odoo, enabling a smooth transition from sales to execution. With a simple action, users can generate tasks linked to the CRM record, maintain references between both modules, and track all related activities in one place. This helps teams start project execution immediately after deal progress, improving coordination, visibility, and overall workflow efficiency.
- Explore complete features: https://apps.odoo.com/apps/modules/19.0/crm_opportunity_task
-
Quotation from CRM Opportunity Extended
- Subject: Odoo CRM Quotation Management: Create Sales Quotes Directly from Opportunities
- Description: This module allows sales and CRM users to add product lines directly within the opportunity and generate detailed sales quotations in Odoo without switching to the sales module. It enables seamless conversion of customer requirements into quotations, automatically creating quote lines based on selected products and providing visibility of stock availability during the process. By connecting CRM with sales operations, it helps streamline quotation creation, improve response time, and enhance overall sales efficiency.
- Explore complete features: https://apps.odoo.com/apps/modules/19.0/crm_opportunity_quotation
-
RFQ / Purchase Order from CRM Opportunity
- Subject: Odoo CRM Purchase Integration: Create RFQs and Purchase Orders from Opportunities
- Description: This module allows sales users to create Requests for Quotation (RFQs) and purchase orders directly from CRM leads, opportunities, or pipeline in Odoo, eliminating the need to switch between modules. Users can select products and vendors within the opportunity, and the system automatically generates RFQs grouped by vendors while maintaining a link to the original CRM record. This streamlines the transition from sales to procurement, improves coordination between teams, and ensures faster fulfillment of customer requirements.
- Explore complete features: https://apps.odoo.com/apps/modules/19.0/crm_opportunity_purchase
-
CRM Lead Scoring & Qualification Matrix
- Subject: Odoo CRM Lead Qualification: Score Based Evaluation and Decision Management
- Description: This module enhances lead qualification in Odoo by introducing a structured scoring and evaluation system directly within the CRM opportunity form. It provides configurable qualification fields, checklists, and score based decision logic to determine whether a lead should proceed to quotation, require more information, or be rejected. By standardizing the qualification process and automating decision making, it helps sales teams prioritize the right opportunities, improve accuracy, and ensure consistent evaluation across all leads.
- Explore complete features: https://apps.odoo.com/apps/modules/19.0/crm_qualitification_matrix_odoo
Edition Compatibility:
Enterprise Odoo.sh Community
Credit Note from CRM
This module allows your sales manager to create a credit note from crm.
For More Details: https://apps.odoo.com/apps/modules/19.0/crm_credit_note_refund/
Mass Update CRM Stage Pipeline
This app will allow your sales team user to update CRM pipelines / leads / opportunity from the list view in bulk for the same team. If the user tries to select record(s) from different sales teams on the list then the system will raise a warning.
For More Details: https://apps.odoo.com/apps/modules/19.0/mass_crm_pipeline_stage_update/
Timesheets on CRM Pipeline/Opportunity
This app allows your crm team / users to fill timesheets directly in CRM pipeline form view. This will allow them to fill the timesheet for the CRM Opportunity / crm pipeline they are working on.
For More Details: https://apps.odoo.com/apps/modules/19.0/crm_timesheets_odoo/
Quick Purchase Products from CRM
This app allows your CRM user to quickly add product lines which are going to add on CRM which further generates requests for quotation to multiple vendors.
For More Details: https://apps.odoo.com/apps/modules/19.0/quick_crm_opportunity_purchase/
Sequence Number CRM Opportunity
This app generates a unique sequence number of lead/opportunity when it will be created.
For More Details: https://apps.odoo.com/apps/modules/19.0/unique_sequence_crm_opportunity/
Print CRM Lead Opportunity Pipeline
This module allows users to print CRM Lead and My Pipeline in pdf format. Report is available on My Pipeline and Leads menu.
For More Details: https://apps.odoo.com/apps/modules/19.0/print_crm_opportunity_activity/
Product/Material Purchase Requisitions from CRM Opportunity
This app allows your Sales / CRM users to create material requisition requests from opportunity forms.
For More Details: https://apps.odoo.com/apps/modules/19.0/material_requisition_crm_opportunity/
Purchase Agreements / Tendor / Requisition from CRM Opportunity
This app allows your users to create Purchase Agreements / Purchase Tender / Requisition [Odoo Standard] from CRM Opportunity / Pipeline / Lead form.
For More Details: https://apps.odoo.com/apps/modules/19.0/crm_opportunity_tendor/
Project Task from CRM Opportunity/Lead
This app allows you to create project tasks from CRM Opportunity/Lead/Pipeline Form as shown in below screenshots.
For More Details: https://apps.odoo.com/apps/modules/19.0/crm_opportunity_task/
Quotation from CRM Opportunity Extended
This app allows your Sales team / CRM Team to add products / Items on CRM Opportunity and create sales quotes using it.
For More Details: https://apps.odoo.com/apps/modules/19.0/crm_opportunity_quotation/
RFQ-Purchase Order From CRM Opportunity
This app allows your sales team to create a Purchase Order / Request for Quotation from Lead / Opportunity / Pipeline CRM.
For More Details: https://apps.odoo.com/apps/modules/19.0/crm_opportunity_purchase/
Contact / Support
Introducing
Probuse Consulting Services Pvt. Ltd.
If you need any help or want more additional features, you may contact us through:
Email: contact@probuse.com
Website: www.probuse.com
Skype: mustufa_probuse
Probuse Consulting Service Pvt Ltd is an Software and Web development specialist which offers complete business application together. We are well experienced to provide a face for your business on the software and Internet level.
Probuse Consulting Service Pvt Ltd is a specialist in Odoo/OpenERP services and could give your business open source hand to drive.
Our Services
Odoo Implementation
Odoo Support
Odoo Customization
Odoo Migration
Odoo Training
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.
Please log in to comment on this module