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

Show customer name, address, email and phone in calendar view, Odoo Calendar Configuration, Odoo Web Calendar Configuration, Odoo Calendar Events Odoo Calendar Meetings, Odoo Events, Odoo Meetings, Calendar Detail, Calendar Details, Calendar Description, Calendar Event Details, Calendar Event Description, Calendar Meeting Detail, Calendar Meeting Details, Calendar Meeting Description, Customer Relationship Management, CRM Details in Meeting, CRM Information in Meeting, CRM Info in Meeting, CRM Details in Calendar, CRM Information in Calendar, CRM Info in Calendar, CRM Lead Details in Meeting, CRM Lead Information in Meeting, CRM Lead Info in Meeting, CRM Lead Details in Calendar, CRM Lead Information in Calendar, CRM Lead Info in Calendar, CRM Opportunity Details in Meeting, CRM Opportunity Information in Meeting, CRM Lead Opportunity in Meeting, CRM Opportunity Details in Calendar, CRM Opportunity Information in Calendar, CRM Lead Opportunity in Calendar

This module is used to help users manage important documents of the CRM. And helps to send email notifications to customer about document expiration.

CRM Kanban Quick Edit, CRM Pipeline Kanban Quick Edit, CRM Pipeline Card Quick Edit, Kanban Quick Edit, Card Quick Edit

This Module Creates a wizard to export CRM Leads/Opportunities to Excel with customizable date range and stage filters. The export includes comprehensive lead information in a well-formatted Excel file.

Attach and manage documents for CRM leads in Odoo. Centralize important files, streamline communication, and enhance lead management efficiency. , CRM Lead Document Management, Attach Documents to Leads, Odoo CRM File Management, Lead Documentation in Odoo, Organize CRM Documents, Enhance Lead Management, CRM, lead documents, document management, smart button, pipeline view, add documents, CRM pipeline, document attachment, lead tracking, workflow integration, team collaboration, file management, CRM enhancements.

CRM Inquiry: Alternative User Option Included. This feature facilitates seamless transfer between salespersons. When a transfer occurs, users are notified with a red alert button displaying the information of the originating and destination salespersons. Upon clicking the inquiry, the button changes to green, distinguishing the lead as owned. This feature enhances visibility and management of leads within the CRM Kanban view.

Adds geolocation to CRM leads

This app tracks and displays the time duration of each stage a CRM lead goes through, providing detailed insights into the lead's lifecycle, sales funnel performance, and pipeline management. It enables businesses to optimize their sales process, improve lead tracking, and identify bottlenecks, enhancing overall CRM effectiveness. , CRM Stage Tracking, Lead Lifecycle Insights, Sales Funnel Optimization, Pipeline Management, CRM Analytics Tool, Lead Time Monitoring, Sales Process Improvement, Stage Duration Metrics, Workflow Efficiency, Conversion Rate Analysis, Lead Tracking Software, Sales Pipeline Insights, Customer Relationship Management, Stage Bottleneck Identification, CRM Performance Metrics, Sales Funnel Visualization, Lead Progress Analysis, CRM Optimization Strategies, CRM, lead lifetime, lead lifecycle, stage history, time tracking, lead analysis, sales optimization, workflow management, chart view, list view, lead progression, sales insights, stage exclusion.

Approve Leads Checklist Pipeline Check List CRM Check List and Approval Process Pipeline Checklist Approval Lead Checklist Approval CRM CheckList Approval Lead Approval Process Stage Wise Checklist for Pipeline Checklist Process Approval Checklist for CRM

This plugin uses an additional justification when a lead or opportunity is lost.

Restrict the user to move between stages of opportunity when certain fields have missing value.

CRM Multi branch CRM multiple branch CRM multi unit CRM multi unit CRM multiple operation unit CRM multi operation CRM multi branches CRM lead multi branch CRM branch pipeline multi branch lead branch management for CRM branch customer multi branch crm

Notify responsible person on ideal leads on different stage for configurable period of time with custom message

Integrate task management seamlessly within the CRM pipeline for enhanced workflow and productivity.

Allow to create CRM Opportunity from Helpdesk Support Ticket.

Allow to create CRM Opportunity from Helpdesk Support Ticket.

CRM Opportunity Leads Products

Lost Reason Details on During Lost Process of CRM