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.
Leads, Opportunities, Activities
Qualify your leads, program reminders and never lose a contract
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
Add Quotation import to CRM pivot view
Filter CRM Leads by Quotation Status – Quoted & Unquoted Leads
This module allows to define receiving blacklist.
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.
Run scheduled action that are automatically filtering and assigning leads
Surveys
Adds credit partner functionality based on payment terms.
Generate sale quotation from CRM Lead