CRM Apps 169 Apps found. category: CRM × version: 18.0 ×

Automatically generate leads based on customer preferences at weekly, monthly, or yearly intervals.

Assign Branch To Leads/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.

Automatically assigns leads to salespersons using round robin approach. Lead assignment, Round-robin leads, Sales lead distribution, Automatic lead allocation, CRM lead assignment, Fair lead distribution, Round-robin sales leads, Auto lead routing, Salesperson rotation, Lead distribution algorithm, Dynamic lead assignment, Even lead distribution, Lead management automation, Lead distribution rules, Intelligent lead assignment

This Odoo App helps default commands to access crm by voice command module.

Identify the activity is an ideal state for how long and notify configurable responsible when state move to another.

Add Automatic Sequence Number for Partner

You can define a set of rules for sale order discount approval. The rule can apply on Product, Product Category, Customer and Order. Discount Management

Auto move Lead to offer Stage after 1st quotation

Auto unique Number/Sequence In CRM Opportunity

Odoo automates lead nurturing for improved sales efficiency.

Automatically move CRM leads to won stage when quotation is confirmed

Adds 5-star rating field to CRM Opportunities

The CRM access app manage a separate groups for CRM app.

Automate CRM acknowledgment emails for lead stage changes – Customize and trigger emails

Client Marketing Campaign Client Marketing Option from CRM Opportunity Client Marketing Option from CRM Lead Contact Mapping Option form Opportunity Contacts Marketing Campaigns from CRM Pipeline Medium Source CRM Contact Mapping Active Contacts Campaign

Create CRM checklist template CRM leads checklist opportunity checklist own CRM checklist pipeline checklist multiple CRM checklist for lead CRM requirements checklist CRM checklist for opportunity checklist progress for CRM multiple checklist on CRM

CRM Management Dashboard

CRM dashboard

CRM Dashboard with building block and cool graph & list view Total count of leads pipelines total customer in dashbaord top customer dashboard Top sales team dashbaord List of activities upcoming activities Lead pipelines list Expected revenue Lost Customer Priority chart date user filters chart dashboard crm sales dashboard lead dashboard in odoo salesteam crm dashbaord all in one dashboard