CRM Apps 405 Apps found. category: CRM ×

Attaching CRM Related Documents and Images - CRM DMS

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

duplicate lead duplication alert CRM lead avoid repeated lead detect duplicate lead CRM lead duplicate detect same lead detect similar lead warning remove duplicate lead check same leads restrict same leads duplicate sales leads

Add fields in CRM form without any technical knowledge

CRM Won/Loss Report and CRM Stage Report

CRM Google Places

CRM HTML Editor for pre defined questions or descriptions

Permission for Drag Back in CRM

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

crm lead Form Customizations

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.

Module allows automatically generate customer codes and classify customers and internal contacts.

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 helps you to see CRM Lead stage Lifecle with days. amount of time an opportunities in CRM module has been in each stage before closing

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.

CRM product to quotation CRM opportunity to Sales Order CRM Product to Sale Order add products on CRM pipeline to quotation add product on CRM lead to sales product from lead add product on lead to quotation add product on crm opportunity to sale