CRM multi currency, CRM pipeline currency, pipeline multi-currency, expected revenue currency conversion, expected revenue in foreign currency, expected revenue in company currency, company currency amount, foreign currency amount, automatic currency conversion, real-time currency conversion, daily exchange rate, rate of the day, exchange rate based conversion, lead currency, opportunity currency, customer currency, opportunity expected revenue currency, lead expected revenue currency, revenue forecasting multi-currency, sales forecast currency conversion, pipeline analysis expected revenue, forecast report multi-currency, pivot analysis expected revenue, CRM graph expected revenue, CRM charts expected revenue, expected revenue report, pipeline expected revenue consolidation, multi-currency revenue reporting, currency-aware pipeline reporting, company-wide revenue consolidation.
CRM Opportunity Purchase module integrates CRM with procurement, enabling RFQs and Purchase Orders directly from opportunities.CRM opportunity purchase, CRM purchase integration, CRM procurement, CRM RFQ creation, CRM purchase order creation, CRM vendor selection, CRM product mapping, CRM workflow, CRM tracking, CRM monitoring, CRM reporting, CRM transparency, CRM control, CRM record, CRM performance, CRM productivity, CRM accuracy, CRM handling, CRM improvement, CRM optimization, CRM enhancement, purchase order management, purchase order tracking, purchase order monitoring, purchase order reporting, purchase order transparency, purchase order control, purchase order record, purchase order performance, purchase order productivity, purchase order accuracy, purchase order handling, purchase order improvement, purchase order optimization, purchase order enhancement, RFQ management, RFQ tracking, RFQ monitoring, RFQ reporting, RFQ transparency, RFQ control, RFQ record, RFQ performance, RFQ productivity, RFQ accuracy, RFQ handling, RFQ improvement, RFQ optimization, RFQ enhancement, vendor workflow, vendor selection, vendor management, vendor tracking, vendor monitoring, vendor reporting, vendor transparency, vendor control, vendor record, vendor performance, vendor productivity, vendor accuracy, vendor handling, vendor improvement, vendor optimization, vendor enhancement, sales procurement collaboration, streamlined procurement workflow, unified CRM purchase process, lead to procurement integration, efficient purchasing decisions, reduced manual entry, procurement clarity, opportunity based purchasing
Project Task from CRM Opportunity module integrates task management into the CRM pipeline for streamlined workflows and productivity.CRM opportunity tasks, CRM task management, CRM pipeline tasks, CRM workflow, CRM productivity, CRM tracking, CRM monitoring, CRM reporting, CRM transparency, CRM control, CRM record, CRM performance, CRM optimization, CRM enhancement, sales pipeline tasks, sales pipeline management, sales pipeline tracking, sales pipeline monitoring, sales pipeline reporting, sales pipeline transparency, sales pipeline control, sales pipeline record, sales pipeline performance, sales pipeline productivity, sales pipeline accuracy, sales pipeline handling, sales pipeline improvement, sales pipeline optimization, sales pipeline enhancement, project task integration, project task management, project task tracking, project task monitoring, project task reporting, project task transparency, project task control, project task record, project task performance, project task productivity, project task accuracy, project task handling, project task improvement, project task optimization, project task enhancement, Kanban view tasks, lead form integration, smart button tasks, pipeline form tasks, streamlined CRM workflow, opportunity task tracking, efficient task management, task workflow integration, organized sales pipeline
Allow to create CRM Opportunity from Helpdesk Support Ticket.
Lost Reason Details on During Lost Process of CRM
CRM Own Customer Access lead own customer access salesperson own customer crm own partner access opportunity own customer access advanced customer access CRM customer access control restrict customer view for salespersons own customer only access salesperson customer visibility control limit customer list per salesperson CRM customer privacy customer access rights for CRM Restrict CRM customers by salesperson
CRM Pipeline Auto Response Based on Stages
Total Amount of Invoices on CRM Lead/Pipelines Form
CRM Pipeline Lead Notes
This app allows to create crm pipeline from meeting.
CRM Pipeline/Opportunity to Event Creation and Event on Sales Estimate
CRM Pipeline with Multi Currency Expected Revenue
CRM Product Quotation Lead Product create Quotation crm quotation sale quotation crm quotation create quotation from crm lead dynamic product pricing crm lead to quotation customer pricelist quotation quotation with customer pricelist crm lead product quotation crm opportunity quotation add products in crm lead add products in opportunity
Integration of CRM App with Project.
End-to-end property booking workflow in CRM with DP/DLD, SPA documents, commission invoicing, and printable booking reports.
This module allows to define receiving blacklist.
This module helps Odoo users receive reminders for leads and opportunities that need follow-up actions today or at a future date.
Ensures important CRM fields, like phone, job position, are required when adding or updating leads and opportunities.
Generate sale quotation from CRM Lead