The CRM Opportunity Purchase module enhances the CRM functionality by allowing users to create Request for Quotations (RFQs) or Purchase Orders directly from the CRM Opportunity or Pipeline. This feature enables efficient management of vendor selections, streamlining the purchasing process based on products listed in the CRM.
Integrate task management seamlessly within the CRM pipeline for enhanced workflow and productivity.
Allow to create CRM Opportunity from Helpdesk Support Ticket.
CRM Opportunity/Lead Join with Project Task
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
Adds the possibility to add a company group to a company
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 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
Quotation Lost | CRM Quotation Cancel On Lost | Quotation Lead | Opportunity Lost | Lost from Pipeline | CRM Lost | Opportunity Cancel | Lead Cancel | Cancel Lead | Quote Cancel | Quote CRM | Sale Cancel CRM
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