Improves the contact app
Manage CRM based on CheckList and Team/Stage andApproval Process to Make Sure Everything Completed In Each Stage
AI engine add-on that lets agents capture and qualify sales leads in conversation, bring-your-own-key LLM, lead creation, prospect qualification, agent automation, CRM integration.
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
Server-side REST sync backend for an offline mobile contacts companion app.
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
Draft personalized email replies to leads with an LLM, streamed live into the email composer
Restrict contact visibility to the assigned salesperson, their team leader, or everyone when unassigned.
This odoo apps helps user to easily create new task with deadline and project name directly from lead.
Add custom colors to CRM stages for better pipeline visualization
Extends the vCard export with extra fields
A revenue-operations cockpit on Odoo Sales & CRM. Seven boards: command center with month-end pacing, forecast categories + 0-100 deal scoring, pipeline hygiene (stuck & dark deals), win/loss vs competitors + lost reasons, rep scorecards & customer concentration, and a multi-lens AI advisor (Claude). Bring your own key. Read-only & safe.
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.
From equationx, the team behind OdooPilot. Free connector that links Claude Desktop and any MCP client to your Odoo CRM in two clicks.
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
Create and merge CRM opportunities directly from EasyBusy chats.
Paint a colored stripe on every CRM kanban card driven by a per-stage hex color so sales VPs scan the pipeline visually.
Receive Facebook Messenger & Instagram DM and convert to CRM Leads with 1 click.
Connect the Voicle AI voice agent to Odoo CRM — capture, qualify, and route every inbound phone enquiry as an Odoo CRM lead, automatically, 24/7, with no manual data entry.