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
CRM Opportunity Leads Products
Integration of CRM App with Project.
CRM with project pricing tools and project management integration
End-to-end property booking workflow in CRM with DP/DLD, SPA documents, commission invoicing, and printable booking reports.
Filter CRM Leads by Quotation Status – Quoted & Unquoted Leads
This module allows to define receiving blacklist.
CRM Related Bundle Apps
This module helps Odoo users receive reminders for leads and opportunities that need follow-up actions today or at a future date.
Required Field Template, Create Required Field Template master, add template on CRM Stage, Required field check on CRM Stage
Ensures important CRM fields, like phone, job position, are required when adding or updating leads and opportunities.
Adds credit partner functionality based on payment terms.
Generate sale quotation from CRM Lead
Manage sale order lines directly within CRM views
Filter CRM kanban pipeline by salesperson
Filter CRM Kanban view by Salesperson
Buscar y actualizar información de clientes por DNI/RUC desde oportunidades