CRM Apps 764 Apps found. category: CRM ×

Customer Data Masking with PIN

The application helps the users with their marketing automation, being able to send sequences by a defined period.

Automatically generates unique customer codes (e.g., CUST-001) for Partners

Auto-generate unique customer codes in the ref field with custom prefix and padding.

Auto activity when customer replies to Sale Order, Invoice or Purchase Order email

CRM Lead Inquiries with Customer Location Tracking integrates geolocation data into lead management, storing latitude and longitude coordinates, converting addresses, and maintaining accurate location records. This feature enables efficient visualization and prioritization of leads based on their locations.

The Customer Initial Avatar Generator module is a feature designed to simplify and enhance the contact management experience for users. It automatically assigns avatars to contacts based on the first character of their given names, streamlining the avatar selection process. By integrating seamlessly with the customer database, the module ensures efficient and consistent representation of each contact's identity.Customer Initial Avatar Generator | Avatar Initialization | Customer Avatar | Contact Avatar | Avatar | CRM | Contacts | Customer Relationship Management | Avatar assignment | Contact management | First character | Visual representation | Automated | Efficiency | Streamlined | User-friendly |Multilingual compatibility | Consistency | Customization options | Scalability | Cross-platform | Resource-efficient | Data security | Contact database | Toggle/Checkbox | Settings interface | User experience.

The "Customer Random Avatar Generator" module is a cutting-edge tool integrated into a Contacts. Its primary function is to automatically create profile avatars for contact persons within the database. By employing a sophisticated randomization algorithm, the module ensures that each avatar is unique and visually appealing, adding a touch of personalization to the customer profiles. Customer | Customer Profile | Profile Generator | Avatar Generator | Customer Avatar Generator | Customer Profile Generator | Random Avatar Generator | Profile Avatars | Contact Persons | Randomization Algorithm | Unique Avatars | Visual Representation | Personalization | User Experience | Efficiency | Aesthetics | Pop-up Confirmation | Regenerate | User Control | Inclusivity | Diverse Styles | Data Management | Scalability | Customization | User Interface | Time-saving | Automation | Anonymized Avatars | Visual Appeal | Seamless Integration.

Identify and reactivate dormant customers

Track referenceable customers, approve reference asks, cap reference fatigue per quarter

Renewal pipeline for contracts and subscriptions with churn-risk scoring

Analyze inactive customers for sales re-engagement

Show a brief Sale History of the customer in the crm opportunity.

This module provides functionality for managing sales visits within the Odoo ERP system. It allows users to track visits to customers, manage sales orders associated with those visits, and schedule future visits based on predefined intervals.

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 customer vendor tracking odoo,odoo customer vendor separation,odoo contact segmentation,customer vendor management odoo,odoo partner role management,odoo customer database,odoo customer tracking system,odoo vendor tracking system,odoo contact filtering sales purchase,customer vendor field odoo,odoo customer database management,client database software odoo,customer database software,vendor management system,invoice customer filtering odoo,purchase vendor selection odoo,b2b customer data platform,small business customer database