CRM Apps 670 Apps found. category: CRM ×

Manage CRM based on CheckList and Team/Stage andApproval Process to Make Sure Everything Completed In Each Stage

Improves the contact app

Create and merge CRM opportunities directly from EasyBusy chats.

Prevent customer churn using RFM (Recency, Frequency, Monetary) analysis

Daily follow-up for missed expected closing in CRM

This odoo apps helps user to easily create new task with deadline and project name directly from lead.

This Customer and Vendor Tracking System module is designed to streamline contact management in Odoo by clearly separating customer and vendor records across the platform. It intelligently filters contacts based on their roles—ensuring that only customers appear in Sales, only vendors in Purchases, and all records are cleanly organized in Invoicing. By eliminating confusion in contact selection, the module enhances operational accuracy and workflow efficiency. b2b customer data platform, customer data platform b2b, invoicing, invoice software, customer database software, client database software, customer database, customer tracking software, customer database platforms, customer database system, customer data software, customer database management, customer database program, customer info, customer data management software, customer information database software, customer tracking system, best customer database software for small business. Customer vendor field,b2b customer data platform,customer data platform b2b,invoicing ,invoice software,customer database software,client database software ,customer database,customer tracking software,customer database platforms,customer database system,customer data software,customer database management,customer database program,customer info,customer data management software,customer information database software,customer tracking system,best customer database software for small business

Add custom colors to CRM stages for better pipeline visualization

Partner First Name Last Name on partner add first name and last name in contacts and leads. When user enter first name and last name its reflect in main name of contacts and leads customer first name last name on customer first and last name on partner

CRM Stage History | Lead Stage Tracking | Pipeline History | Stage Change Log | Stage Audit | CRM Audit Trail | Lead History | Sales Funnel History | Time in Stage. Records every CRM lead stage change with timestamp, user and previous/new stage. Adds a history table on the lead form and exposes time-in-stage for funnel analysis.

Sales Target and Achievements based on Salesperson's individual target

Send CRM lead conversion events to Stape (CAPI Gateway, Signals Gateway, Server GTM)

Track customer birthdays and send automated email greetings

Extends the vCard export with extra fields

CRM Lead Stages

CRM Notifications | Stage Notifications | SMS on Stage | Viber Notifications | Email on Stage Change | Customer Notifications | Lead Notifications | Multi-channel Alerts. Sends SMS, Viber and email notifications when a CRM lead moves to a configured stage. Templates per stage, per channel, per language. Internal users or external customers as recipients.

Restore Mobile Field on Partner (Contact) and Lead/Opportunity with Upgrade Script

Smart Inbound Handling + Automated Outbound Campaigns. Automate the Entire Calling Workflow From A-to-Z — Same Day Activation

Module To Assign Salesperson to multiple leads from wizard. CRM Lead Crm Lead Assign Salesperson Salesperson Assign Assign Salesperson Assign salesperson CRM Bulk assign leads CRM CRM salesperson assignment tool Mass lead reassignment CRM lead management Salesperson lead distribution CRM automation for sales team Lead assignment CRM CRM sales automation Sales team CRM Lead distribution system Reassign leads CRM CRM sales tools Best CRM tool to assign leads to salespeople Automatically assign leads to sales reps in CRM CRM for managing large sales teams Assigning leads to sales reps made easy How to balance lead workload in CRM Efficient sales rep lead management Manage high volume leads in CRM Distribute CRM leads to sales team members Enterprise lead assignment software CRM for distributed sales teams High-volume lead management CRM Inside sales CRM automation Real-time lead distribution Multi-user CRM with lead assignment Sales lead routing for B2B CRM Avoid manual lead assignment Prevent lead overload on sales reps Fix uneven sales lead distribution Simplify CRM lead routing Save time on CRM lead assignments Reduce CRM admin workload Improve CRM efficiency for sales managers

Create purchase order form lead opportunity request for quotation pipeline to purchase order crm lead opportunity lead to purchase pipeline opportunity create rfq from lead and pipeline lead/pipeline product to rfq/po create request for quotation pipeline