CRM Apps 678 Apps found. category: CRM ×

CRM product to quotation CRM opportunity to Sales Order CRM Product to Sale Order add products on CRM pipeline to quotation add product on CRM lead to sales product from lead add product on lead to quotation add product on crm opportunity to sale

CRM Lead Qualification Matrix | Lead Scoring & Qualification Matrix (CRM)

Auto-score leads and opportunities based on configurable weighted criteria.

Smart lead distribution with pincode routing, equal fairness, and fallback assignment for CRM teams.

CRM Lead Transfer Pipeline Transfer Opportunity Transfer Auto Lead Transfer reassign leads crm change salesperson move opportunities between users crm lead manager transfer crm leads lead handover crm team change automatic lead reassignment lead reallocation opportunity reallocation opportunity reassignment opportunity handover opportunity reassign mass transfer lead bulk transfer lead bulk transfer opportunity mass transfer opportunity

Approve Leads Checklist Pipeline Check List CRM Check List and Approval Process Pipeline Checklist Approval Lead Checklist Approval CRM CheckList Approval Lead Approval Process Stage Wise Checklist for Pipeline Checklist Process Approval Checklist for CRM

Set Access Rights On CRM Leads based On Different Teams

User has more filters and group by options on leads, pipeline, activities and analysis reports

This plugin uses an additional justification when a lead or opportunity is lost.

CRM Mandatory Fields of each stage

Restrict the user to move between stages of opportunity when certain fields have missing value.

Map view and geolocalize actions for CRM leads

Create contact and archive lead (Mark Lost) and Create Meeting

Crm Mass Stage Update mass lead update mass lead stage update mass stages update list view mass updates mass crm updates all in one mass update

Enables mass updating of tags on multiple CRM leads and opportunities at once.

Receive Facebook & Instagram lead-ad leads instantly in real-time via Meta Webhooks — zero delay, zero cron dependency.