CRM Check List and Approval Processby Odoo Tools https://odootools.com/apps/13.0/crm-check-list-and-approval-process-420
|License||See License tab|
|Also available in version||v 10.0 v 9.0 v 8.0 v 11.0 v 13.0 v 12.0|
Making a customer from an opportunity is the only goal of CRM pipeline. To achieve that goal sales staff needs to undertake a specific sequence of actions. Each of those actions is important on a definite funnel stage. Efficient companies know that missing of any step might result in a long-run failure. This is the tool to make sure such a failure will not happen. The app provides a check list for each pipeline stage to control over requirements' fulfilment, and make sure that each action is fully approved by responsible users.
The tool is compatible with both Odoo Enterprise and Odoo Community.
The tool for real-time control of customers' and opportunities duplicates€ 86
The tool to calculate sale trends and make prediction for future sales statistically. Sales Forecast€ 198
The tool to make sure a sale order is ready for the next stage
The tool to notify salespersons of topical activities by leads and opportunities€ 28
The tool to control poorly performing products
The tool to keep complete and easy-reach opportunities' contact information€ 28
The tool to build deep and structured knowledge base for internal and external use€ 228
The tool to automatically synchronize Odoo attachments with Google Drive files in both ways€ 394
The tool to automatically synchronize Odoo attachments with OneDrive files in both ways€ 394
OdooTools is the team of developers and business analysts to help you extend Odoo potential. We have been communicating with end users to whom the software became the main business tool since 2012. As a result, we are proud of dozens of successful Odoo apps developed. We are open for new ideas and challenges to create the best Odoo tools for business needs all over the world.
This tool has been developed in cooperation with IT Libertas - one of the leading Odoo integrators in Russia.
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.
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