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Live CRM pipeline dashboard with KPIs, targets, funnel analytics, lead insights, and grouped list mode.
Manage CRM based on CheckList and Team/Stage andApproval Process to Make Sure Everything Completed In Each Stage
Improves the contact app
From equationx, the team behind OdooPilot. Free connector that links Claude Desktop and any MCP client to your Odoo CRM in two clicks.
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
Extends the vCard export with extra fields
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.
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.
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
Send CRM lead conversion events to Stape (CAPI Gateway, Signals Gateway, Server GTM)
Generate CRM lead sequence numbers based on Lead Source (UTM Source).
Add custom colors to CRM stages for better pipeline visualization
Create and merge CRM opportunities directly from EasyBusy chats.
Connect Odoo to Newo AI Receptionist — answers calls, books appointments, captures leads
Sales Target and Achievements based on Salesperson's individual target
Receive Facebook Messenger & Instagram DM and convert to CRM Leads with 1 click.
Automatic email notification on CRM lead creation
Smart Inbound Handling + Automated Outbound Campaigns. Automate the Entire Calling Workflow From A-to-Z — Same Day Activation