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 Leads Products
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
Glue module between base_partner_prospect and crm modules
Make partner required in opportunity
Field partner required in the opportunity
CRM Pipeline Auto Response Based on Stages
This module enhances CRM opportunities by adding fields for other currencies and customer currencies, enabling precise revenue tracking and management across
Helps you to gain the insight that will drive improvement in future sales performance using charts, graphs, pivots, aggregated and formulated data
Total Amount of Invoices on CRM Lead/Pipelines Form