CRM Lead Qualification Matrix | Lead Scoring & Qualification Matrix (CRM)
Auto-score leads and opportunities based on configurable weighted criteria.
Leads import from excel files in Odoo.
This plugin uses an additional justification when a lead or opportunity is lost.
CRM Mandatory Fields of each stage
Allow to create CRM Opportunity from Helpdesk Support Ticket.
Lost Reason Details on During Lost Process of CRM
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
Opportunity-Based Project Generation Module | CRM Workflow to Project Conversion Tool
Ensures important CRM fields, like phone, job position, are required when adding or updating leads and opportunities.
CRM Pipelines Service Level Agreement (SLA)
Make the ‘Source’ field mandatory in the CRM module to ensure every lead or opportunity records its origin
This module helps to display CRM(opportunity/pipeline) stage history. You can find who has moved stage and when. We provide stage change analysis menu where you can see all stages history with details.
Automated Email Notifications Based on CRM Stages