CRM Apps 764 Apps found. category: CRM ×

Auto-email the salesperson when an opportunity's expected close date passes unactioned

CRM - view sale, invoice and delivery object related to lead

Enables following competitor's activity

Client Marketing Campaign Client Marketing Option from CRM Opportunity Client Marketing Option from CRM Lead Contact Mapping Option form Opportunity Contacts Marketing Campaigns from CRM Pipeline Medium Source CRM Contact Mapping Active Contacts Campaign

Create CRM checklist template CRM leads checklist opportunity checklist own CRM checklist pipeline checklist multiple CRM checklist for lead CRM requirements checklist CRM checklist for opportunity checklist progress for CRM multiple checklist on CRM

Allows users in the 'Sales / Manager' group to add additional fields to the partner form

CRM custom fields Add custom fields in CRM Add custom fields in lead custom fields dynamic custom fields Customize CRM fields custom field manager user defined fields field customization opportunity custom fields pipeline custom fields global custom field studio Add Custom Fields in Lead Opportunity crm extra fields lead extra fields opportunity extra fields

Add custom lost reasons to CRM leads and opportunities

Confirm before creating customer from CRM pipeline

CRM Management Dashboard

Interactive CRM analytics with KPIs, charts and a drag-and-resize panel layout

CRM dashboard

CRM Dashboard with building block and cool graph & list view Total count of leads pipelines total customer in dashbaord top customer dashboard Top sales team dashbaord List of activities upcoming activities Lead pipelines list Expected revenue Lost Customer Priority chart date user filters chart dashboard crm sales dashboard lead dashboard in odoo salesteam crm dashbaord all in one dashboard

Automatically reminds users of incoming CRM lead and opportunity deadlines.

Detect stagnant CRM deals per stage, auto-nudge salespeople, escalate to managers, and visualise urgency on Kanban.

Show customer name, address, email and phone in calendar view, Odoo Calendar Configuration, Odoo Web Calendar Configuration, Odoo Calendar Events Odoo Calendar Meetings, Odoo Events, Odoo Meetings, Calendar Detail, Calendar Details, Calendar Description, Calendar Event Details, Calendar Event Description, Calendar Meeting Detail, Calendar Meeting Details, Calendar Meeting Description, Customer Relationship Management, CRM Details in Meeting, CRM Information in Meeting, CRM Info in Meeting, CRM Details in Calendar, CRM Information in Calendar, CRM Info in Calendar, CRM Lead Details in Meeting, CRM Lead Information in Meeting, CRM Lead Info in Meeting, CRM Lead Details in Calendar, CRM Lead Information in Calendar, CRM Lead Info in Calendar, CRM Opportunity Details in Meeting, CRM Opportunity Information in Meeting, CRM Lead Opportunity in Meeting, CRM Opportunity Details in Calendar, CRM Opportunity Information in Calendar, CRM Lead Opportunity in Calendar

Disable opportunity creation from CRM Pipeline Kanban and Opportunities list views.