Portal CRM Leads Pro | Submit & Track Leads/Opportunities Directly From Portal
by Odonity https://www.odonity.com
Odoo
$ 49.99
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Website (website) • Calendar (calendar) • Contacts (contacts) • Discuss (mail) |
| Lines of code | 805 |
| Technical Name |
odnty_portal_crm |
| License | See License tab |
| Website | https://www.odonity.com |
| Versions | 16.0 17.0 18.0 19.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Website (website) • Calendar (calendar) • Contacts (contacts) • Discuss (mail) |
| Lines of code | 805 |
| Technical Name |
odnty_portal_crm |
| License | See License tab |
| Website | https://www.odonity.com |
| Versions | 16.0 17.0 18.0 19.0 |
Portal CRM Leads Pro | Odonity
Enable Authorized Portal Users to Submit & Track CRM Leads Securely
Enhance collaboration with customers, partners, and external stakeholders by allowing them to securely submit CRM Leads & Opportunities and follow their progress from the Odoo portal. Aligned with native CRM workflows and Odoo’s role-based security model.
Key Features
- Submit CRM Leads & Opportunities from the portal
- Complete company, contact & address information in one structured form
- Tags, Priority, Lead Type & Expected Revenue available for better classification
- Portal list with search, filters & grouping for clear visibility
- Automatically linked to authenticated portal partner and integrated with your CRM pipeline
Ideal For
- B2B Organizations collaborating with partners and customers
- Service Providers receiving structured business inquiries
- Customer-focused Businesses improving communication & transparency
Module Screenshots
Portal CRM Leads Entry Point
Structured Portal Leads List with Sorting & Filters
Guided Lead Creation Form
Lead Details with Progress & Sales Info
Optional Edit & Delete Based on Access Rules
Installation & Usage
- Install like a standard Odoo application
- Ensure CRM, Portal and Website modules are available
- Provide portal access through Odoo’s standard access management
- Authorized users access CRM Leads menu to submit and follow their requests
- The sales team continues managing pipeline activities in the CRM backend
Support & Customization
Need assistance or tailored development?
- Email: odonity.services@gmail.com
- Website: www.odonity.com
Portal CRM Leads Pro | Submit & Track Leads & Opportunities from Portal
Enable Authorized Portal Users to Submit and Monitor CRM Leads Securely
Portal CRM Leads Pro by Odonity enhances collaboration with your customers, partners, and external stakeholders by allowing them to securely submit new CRM Leads and monitor their progress from the Odoo portal. This solution improves transparency, communication, and engagement while fully respecting Odoo’s standard security framework and role-based access controls.
Key Features
- 📝 Clean and intuitive portal interface to register CRM Leads & Opportunities
- 👤 Automatically associates submissions with the authenticated portal contact
- 🏢 Capture complete company and contact details within a guided form
- 🏷️ Support for CRM Tags, Priority, Lead/Opportunity type, and Expected Revenue
- 🔍 Portal listing with search, sorting, filtering and grouping (Stage, Salesperson, Date, Country)
- 🔄 Optionally allow users to update or remove their submitted records (configurable by access rules)
- 💡 Uses standard CRM models for maximum stability and compatibility
Installation
- Add this module to your Odoo custom addons directory.
- Restart the Odoo server.
- Enable Developer Mode.
- Install the module from Apps → Portal CRM Leads Pro | Submit & Track Portal Opportunities.
- Provide access to authorized portal users through standard Odoo portal access management.
- Users can log in to the portal and access CRM Leads to submit and follow their submissions.
Compatibility
- Works with standard Odoo CRM & Portal
- Supports website-enabled customer portal environments
- Designed to work seamlessly with existing CRM pipelines
Support & Contact
Need implementation help or customization support?
- 🌐 Website: https://www.odonity.com
- 📧 Email: odonity.services@gmail.com
About Odonity
Odonity builds secure, business-focused Odoo applications trusted worldwide. Explore our complete suite for CRM, Portal Collaboration, and Productivity on the Odoo App Store.
Odoo Proprietary License v1.1 - Strict Commercial Use © 2025-Present Odonity. All Rights Reserved. Module Name: Portal CRM Leads Pro | Submit & Track Leads/Opportunities Directly From Portal (By Odonity) License Owner: Odonity (https://www.odonity.com) Support Email: odonity.services@gmail.com This software is protected by copyright laws and international treaties. It is licensed, not sold. You are granted a **non-transferable, non-sublicensable, and non-exclusive license** to use this software ONLY under the terms below: -------------------------------------------- STRICT TERMS OF USE -------------------------------------------- PERMITTED: - Use the module in one Odoo production instance only (with staging/test allowed only for that instance). - Use for internal company operations. - Request support, upgrades, or customization services from Odonity. PROHIBITED WITHOUT WRITTEN PERMISSION FROM ODONITY: - Modifying, altering, or extending the source code in any way. - Reselling, sublicensing, or redistributing any part of the module. - Sharing the code with third parties, including freelancers or other vendors. - Uploading this module to public or private repositories, websites, or forums. - Creating derivative works or using snippets in other modules. - Using the module as a base to develop similar competing products. WARNING: This software contains **branding, code-level markers, and security tracking** for anti-piracy purposes. Tampering with these or violating this license may result in: - Permanent termination of your usage rights - Legal action under local and international intellectual property laws - Immediate take-down notices for marketplaces and hosting providers -------------------------------------------- LICENSE VERIFICATION & SUPPORT -------------------------------------------- License Keys / Validation (optional): Odonity reserves the right to implement license key checks in future versions. Support is only available to verified license holders. Invoice or proof of purchase must be retained for all license claims. For official support, licensing clarifications, or enterprise usage, please contact: odonity.services@gmail.com | https://www.odonity.com -------------------------------------------- BY INSTALLING THIS MODULE, YOU AGREE TO BE BOUND BY ALL TERMS ABOVE. Unauthorized use, reproduction, or redistribution is strictly prohibited.
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