| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Calendar (calendar) • Contacts (contacts) • Discuss (mail) |
| Community Apps Dependencies | Show |
| Lines of code | 2920 |
| Technical Name |
ek_checklist_crm |
| License | OPL-1 |
| Website | https://ekika.co |
| Versions | 18.0 19.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Calendar (calendar) • Contacts (contacts) • Discuss (mail) |
| Community Apps Dependencies | Show |
| Lines of code | 2920 |
| Technical Name |
ek_checklist_crm |
| License | OPL-1 |
| Website | https://ekika.co |
| Versions | 18.0 19.0 |
EKIKA Checklist Manager - CRM
EKIKA Checklist Manager - CRM brings structured, accountable signoff directly into your CRM pipeline. Attach reusable qualification checklists to leads and opportunities, assign each step to the right team member with deadlines and evidence requirements, then enforce completion as a workflow gate that blocks stage changes or the Mark Won action until every required item is signed off - all without leaving the opportunity record.
Key Features
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CRM Stage Change Gate
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Mark Won Gate Enforcement
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Opportunity Qualification Template
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Reusable Checklist Templates
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Auto or Manual Checklist Launch
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Advisory or Gate Policy Mode
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Per-Item Assignees & Deadlines
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Required Execution Notes
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Evidence Attachments per Item
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Real-Time Progress Badge
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Overdue Item Tracking
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Immutable Audit Trail
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Checklist Side Drawer
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Skip / Not Applicable States
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Domain-Based Applicability Filter
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Mail Activities for Assigned Items
CRM Stage Change Gate
The CRM bridge intercepts every stage change on leads and opportunities and checks for blocking checklists before the pipeline move is allowed. Sales managers can enforce qualification criteria at every pipeline boundary - not just at close - so deals only advance when every required step is genuinely signed off.
- Blocks stage progression until all required items are done
- Auto-logs a gate-blocked event to the audit trail
- Works alongside advisory checklists with no conflict
Checklist Side Drawer
A compact, context-aware side drawer opens directly from the CRM opportunity form without navigating away. Reps see a live progress badge (e.g., 1/3) on the drawer button, can expand items grouped by state, write execution notes, upload evidence files, and mark items done - all without leaving the record.
- Badge shows required_done / required_total at a glance
- Items grouped as Pending, Completed, Skipped, Not Applicable
- "Open Full Checklist" link for full audit-trail review
Reusable Checklist Templates
Build one qualification or close-readiness template and reuse it across every matching opportunity. Each template targets the Lead / Opportunity (crm.lead) model, holds an ordered list of required checks with per-item rules, and ships with a live preview that shows how it will appear before any policies are activated.
- Target Model restricts items and assignee fields to crm.lead
- Progress policy: required-only or all-items completion counting
- Bundled starter template for immediate first-run exploration
Policy Engine
Policies control when a checklist appears on an opportunity and how strictly it is enforced. Choose Manual (rep-launched) or Automatic (attaches when a matching record opens), combined with Advisory (visible but non-blocking) or Workflow Gate - with a domain-builder applicability filter so only matching opportunities receive the checklist.
- Manual: rep chooses when to start the checklist
- Auto: attaches when a qualifying opportunity is opened or written
- Domain filter: scope by opportunity type, team, or company
Per-Item Assignees & Deadlines
Every checklist item carries its own responsible user and a calculated due date. Assignees resolve automatically from the current user, the opportunity's responsible salesperson, or any user-typed field on the opportunity. Deadlines can be a fixed offset after checklist start, or derived from a date field on the lead record. Odoo mail activities are created for each pending assigned item to keep reps on track.
- Assignee auto-resolved from current user or record salesperson
- Deadline modes: fixed-day offset or derived from a record date field
- Overdue flag computed automatically per item in real time
Required Notes & Evidence
For high-stakes qualification steps, configure each item to require a free-text execution note or evidence file attachments before it can be marked done. The side drawer validates these requirements inline, surfaces badge warnings, and blocks the Done button until the rep fulfills the obligation - making proof-of-completion a first-class citizen of every qualification step.
- Note Required: free-text field must be non-empty before sign-off
- Evidence Required: at least one file must be uploaded per item
- Inline warning badges shown in the drawer before completion
Immutable Audit Trail
Every significant checklist action - creation, item completion, note edits, evidence uploads, reassignments, gate blocks, and reopens - is recorded as an immutable event with the actor's name and a full timestamp. Audit events cannot be edited or deleted even by administrators, making the trail safe for compliance and internal audit reviews.
- Events: created, done, skipped, reopened, gate-blocked, reassigned
- Actor ID and full timestamp captured on every event
- Viewable in the Audit Trail tab of every checklist instance
Install EKIKA Checklist Manager - CRM (ek_checklist_crm). The CRM module automatically
registers two gate events - CRM Stage Change and CRM Mark Won - and loads a ready-to-use
Starter: Opportunity Qualification template so you can explore the full flow immediately after
installation with no additional setup.
Go to Settings -> Technical -> Checklists -> Templates and click New. Give the template a descriptive name such as
"Opportunity Qualification" and set Target Model to Lead / Opportunity
(crm.lead). Choose a Progress Policy - Required Items counts only
mandatory checks toward completion percentage, while All Items counts every item. Enable
Allow Skip / Not Applicable only if reps need to bypass non-relevant steps on specific deals.
Switch to the Items tab and add each required qualification step. For every item, configure:
- Required - mandatory for gate enforcement; optional items do not block the gate.
- Default Assignee Type - choose Record Responsible to auto-assign to the salesperson on the opportunity, or Current User to assign to whoever opens the record.
- Deadline Mode - set a fixed number of days after checklist start, or derive the date from a date field on the opportunity (e.g. Expected Close Date).
- Require Execution Note - forces the rep to write a note before marking done.
- Require Evidence Attachments - forces the rep to attach a file before marking done.
Switch to the Applicability tab (or the Automation & Gates tab for gate-specific setup) and click Add a line to create a new policy. Set:
- Creation Mode - Manual: the rep starts the checklist from the drawer. Automatic: the checklist attaches itself when a matching opportunity record is opened or created.
- Enforcement Mode - Advisory: visible in the drawer, no blocking. Workflow Gate: blocks CRM transitions until required items are complete.
- Applicability Domain - use the domain builder to limit the policy (e.g.
[('type', '=', 'opportunity')]to restrict to opportunities only, excluding leads).
When Enforcement Mode is set to Workflow Gate, the Gate Events field becomes available. Select one or both of the CRM gate events provided by this module:
- CRM Stage Change - blocks moving the opportunity to a new pipeline stage.
- CRM Mark Won - blocks the Mark Won button on the opportunity.
Open any CRM opportunity that matches the policy domain. If the policy is Automatic, the checklist is already attached. If Manual, click the checklist button in the bottom-right dock area of the form and choose Start next to the available template. The drawer opens and shows all items grouped by state. Complete each item by clicking Complete Item, filling in any required note, and uploading any required evidence file. Once all required items are done, the CRM gate is cleared and the opportunity can proceed.
Managers and auditors can review all running and completed checklists from Checklists -> Instances. The list shows completion percentage, required items done vs total, overdue item count, and whether any instance is currently blocking a workflow transition. Open any instance and switch to the Audit Trail tab to see the full immutable event log for that checklist. Use the Checklists -> Audit Trail menu for a cross-record view of all checklist events in the database.
CRM Checklist Use Cases
Whether your team needs lightweight qualification guidance or hard enforcement before closing a deal, EKIKA Checklist Manager - CRM covers the full spectrum. Below are the most common use cases and how to configure each one.
Enforce a qualification standard before any opportunity can move to a later pipeline stage. Set Enforcement Mode = Workflow Gate and enable the CRM Stage Change gate event. Use Required Execution Note on each item so reps document their findings.
- Confirm business need and scope (note required)
- Identify decision maker or buying committee (note required)
- Attach supporting qualification evidence (evidence required)
Protect your won pipeline from premature closure. Attach a close-readiness checklist and enable the CRM Mark Won gate event. Require commercial validation, legal sign-off, and final proposal attachment before any rep can mark a deal won.
- Commercial terms confirmed (note + evidence required)
- Legal / compliance check completed (note required)
- Signed proposal or contract attached (evidence required)
For enterprise deals that involve a handoff to an account manager or delivery team, use an Advisory checklist with automatic application. The drawer guides the rep through the handoff steps without hard-blocking the CRM, while the audit trail proves compliance.
- Customer success brief drafted (note required)
- Key contacts and escalation path documented
- Onboarding timeline agreed and attached
Use the Applicability Domain to run different checklists for different opportunity segments. For example, apply a lighter advisory checklist to small deals and a full gate checklist only to high-value enterprise opportunities - scoped via expected revenue or sales team.
- Domain:
[('planned_revenue', '>=', 50000)] - Domain:
[('team_id.name', '=', 'Enterprise')] - Multiple policies per template, each with its own scope
For deals that involve external partners or resellers, create a dedicated partner onboarding checklist. Assign partner-facing items to the partner manager user field on the opportunity and gate stage progression until partner readiness is confirmed.
- Partner NDA signed and uploaded (evidence required)
- Partner technical qualification confirmed (note required)
- Joint go-to-market plan agreed (evidence required)
For industries with compliance obligations, use a gate checklist to ensure every deal passes legal review before being won. Assign items to the legal team using a specific user field, require evidence attachments for every approved document, and gate the Mark Won action.
- Regulatory compliance self-assessment completed (note required)
- Approved contract template used (evidence required)
- Data processing agreement signed (evidence required)
Frequently Asked Questions
Can't find your question? Contact us at hello@ekika.co or open a support ticket at ekika.co/support.
Two gate events are registered by this module:
- CRM Stage Change (
crm.lead.stage_change) - blocks moving the opportunity to any pipeline stage. - CRM Mark Won (
crm.lead.mark_won) - blocks the Mark Won action on the opportunity.
Yes. Set the policy Enforcement Mode to Advisory and your checklist will appear in the opportunity drawer for guidance and tracking without blocking any CRM transitions. Advisory checklists are ideal for onboarding teams to the workflow before introducing mandatory gates.
Yes. Set the policy Creation Mode to Automatic and configure the applicability
domain. The checklist engine hooks into every create and write
call on crm.lead and attaches the checklist the first time a matching
opportunity is created or opened. No manual action by the rep is needed.
Yes. Each policy has an Applicability Domain that acts as a filter on the opportunity. You can scope checklists to:
- Opportunity type only:
[('type', '=', 'opportunity')] - A specific sales team:
[('team_id', '=', <team_id>)] - High-value deals only:
[('planned_revenue', '>=', 50000)] - A specific company in multi-company setups
Yes. The CRM module (crm) is available in both Odoo Community and Enterprise.
All checklist functionality - including templates, policies, gate enforcement, side drawer,
and audit trail - works on both Odoo Community and Enterprise editions.
The module ships with three dedicated roles from ek_checklist_base:
- Checklist User - can execute checklist items from the drawer on records they have access to.
- Checklist Manager - can create and edit templates, policies, and gate configurations.
- Checklist Auditor - read-only access to all instances and the audit trail for compliance review.
Contact us:
- WhatsApp / Phone: +919510031431 - URGENT
- Email: hello@ekika.co
- Website: https://ekika.co
- Support Ticket: https://ekika.co/support
- 24 x 7 Available - Contact us NOW.
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