Odoo Apps 54983 Apps found.

crm lead Form Customizations

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.

Module allows automatically generate customer codes and classify customers and internal contacts.

CRM Survey Management CRM User Surveys CRM Customer Feedback CRM Lead Customer Surveys CRM Pipeline Client Review CRM Opportunity Client Feedback CRM Survey Answer CRM Survey Questions CRM Opportunity Customer Review CRM Client Survey CRM Pipeline Survey

Monitor business performance using charts, graphs, pivots, aggregated and formulated data

Monitor business performance using charts, graphs, pivots, aggregated and formulated data

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.

CRM lead document attachment for lead document pipeline document lead attachment pipeline attachment CRM document CRM attachment for lead attachment for pipeline attachment for opportunity attachment opportunity document

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 helps you to see CRM Lead stage Lifecle with days. amount of time an opportunities in CRM module has been in each stage before closing

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.