Odoo Apps 19661 Apps found. version: 18.0 ×

CRM dashboard

CRM Dashboard with building block and cool graph & list view Total count of leads pipelines total customer in dashbaord top customer dashboard Top sales team dashbaord List of activities upcoming activities Lead pipelines list Expected revenue Lost Customer Priority chart date user filters chart dashboard crm sales dashboard lead dashboard in odoo salesteam crm dashbaord all in one dashboard

CRM Default Follower By Default Followers Lead Default Follower Lead Auto Followers Lead Automatic Followers Restrict Follower Customer As Followers Opportunity Default Follower Opportunity Followers Lead Followers CRM Followers Odoo Lead Default Followers Opportunity Default Followers Auto Add Followers In Lead Auto Add Follower In Lead Auto Add Followers In CRM Auto Add Follower In CRM Auto Add Followers In Opportunity Auto Add Follower In Opportunity

Show customer name, address, email and phone in calendar view, Odoo Calendar Configuration, Odoo Web Calendar Configuration, Odoo Calendar Events Odoo Calendar Meetings, Odoo Events, Odoo Meetings, Calendar Detail, Calendar Details, Calendar Description, Calendar Event Details, Calendar Event Description, Calendar Meeting Detail, Calendar Meeting Details, Calendar Meeting Description, Customer Relationship Management, CRM Details in Meeting, CRM Information in Meeting, CRM Info in Meeting, CRM Details in Calendar, CRM Information in Calendar, CRM Info in Calendar, CRM Lead Details in Meeting, CRM Lead Information in Meeting, CRM Lead Info in Meeting, CRM Lead Details in Calendar, CRM Lead Information in Calendar, CRM Lead Info in Calendar, CRM Opportunity Details in Meeting, CRM Opportunity Information in Meeting, CRM Lead Opportunity in Meeting, CRM Opportunity Details in Calendar, CRM Opportunity Information in Calendar, CRM Lead Opportunity in Calendar

This module is used to help users manage important documents of the CRM. And helps to send email notifications to customer about document expiration.

duplicate lead duplication alert CRM lead avoid repeated lead detect duplicate lead CRM lead duplicate detect same lead detect similar lead warning remove duplicate lead check same leads restrict same leads duplicate sales leads

Dynamic approval process for CRM leads

CRM stage email notifications, Automated CRM emails, Lead stage emails, Email alerts for lead stages, Lead stage transition alerts, Admin lead notifications, CRM stage change emails, CRM alerts.

Automatically calculate expected revenue based on quotations

crm helpdesk generate helpdesk ticket from lead create helpdesk ticket from opportunity make helpdesk ticket from pipeline CRM Helpdesk Ticket Create Lead from Helpdesk Create Pipline from Helpdesk Ticket Helpdesk Community All in One Helpdesk

Detect and manage spam/junk leads in Odoo CRM using predefined rules

CRM Kanban Quick Edit, CRM Pipeline Kanban Quick Edit, CRM Pipeline Card Quick Edit, Kanban Quick Edit, Card Quick Edit

This Module Creates a wizard to export CRM Leads/Opportunities to Excel with customizable date range and stage filters. The export includes comprehensive lead information in a well-formatted Excel file.

Attach and manage documents for CRM leads in Odoo. Centralize important files, streamline communication, and enhance lead management efficiency. , CRM Lead Document Management, Attach Documents to Leads, Odoo CRM File Management, Lead Documentation in Odoo, Organize CRM Documents, Enhance Lead Management, CRM, lead documents, document management, smart button, pipeline view, add documents, CRM pipeline, document attachment, lead tracking, workflow integration, team collaboration, file management, CRM enhancements.

odoo app manage document on CRM LEAD Pipeline Opportunity Add CRM document from the leads management CRM lead document management easy to manage CRM lead document to manage easy to check all CRM document quick access CRM lead document for quick access

CRM Inquiry: Alternative User Option Included. This feature facilitates seamless transfer between salespersons. When a transfer occurs, users are notified with a red alert button displaying the information of the originating and destination salespersons. Upon clicking the inquiry, the button changes to green, distinguishing the lead as owned. This feature enhances visibility and management of leads within the CRM Kanban view.

Set the Expiry date inside the CRM Lead.

Adds geolocation to CRM leads

This app tracks and displays the time duration of each stage a CRM lead goes through, providing detailed insights into the lead's lifecycle, sales funnel performance, and pipeline management. It enables businesses to optimize their sales process, improve lead tracking, and identify bottlenecks, enhancing overall CRM effectiveness. , CRM Stage Tracking, Lead Lifecycle Insights, Sales Funnel Optimization, Pipeline Management, CRM Analytics Tool, Lead Time Monitoring, Sales Process Improvement, Stage Duration Metrics, Workflow Efficiency, Conversion Rate Analysis, Lead Tracking Software, Sales Pipeline Insights, Customer Relationship Management, Stage Bottleneck Identification, CRM Performance Metrics, Sales Funnel Visualization, Lead Progress Analysis, CRM Optimization Strategies, CRM, lead lifetime, lead lifecycle, stage history, time tracking, lead analysis, sales optimization, workflow management, chart view, list view, lead progression, sales insights, stage exclusion.