CRM Apps 479 Apps found. category: CRM ×

Add extra fields in CRM Lead/Opportunity and sync with Contacts

CRM Google Places

CRM HTML Editor for pre defined questions or descriptions

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Sync Instagram Lead Ads into Odoo CRM with field mapping.

Permission for Drag Back in CRM

Quick Edit Feature for CRM Leads from Kanban View

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

Display the latest email message on CRM opportunities

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 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

Assign multiple users to a CRM lead/opportunity and auto-add them as followers.

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

CRM Lead Transfer Pipeline Transfer Opportunity Transfer Auto Lead Transfer reassign leads crm change salesperson move opportunities between users crm lead manager transfer crm leads lead handover crm team change automatic lead reassignment lead reallocation opportunity reallocation opportunity reassignment opportunity handover opportunity reassign mass transfer lead bulk transfer lead bulk transfer opportunity mass transfer opportunity