Track CRM Lead Life Stage Cycle
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Set Access Rights On CRM Leads based On Different Teams
Leads import from excel files in Odoo.
User has more filters and group by options on leads, pipeline, activities and analysis reports
CRM Mandatory Fields of each stage
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Notify responsible person on ideal leads on different stage for configurable period of time with custom message
Allow to create CRM Opportunity from Helpdesk Support Ticket.
Manage partner birth date on lead/opportunity
CRM Pipeline Auto Response Based on Stages
Helps you to gain the insight that will drive improvement in future sales performance using charts, graphs, pivots, aggregated and formulated data
Get instant access to prospect's local time based on their time zone