CRM Apps 424 Apps found. category: CRM ×

CRM HTML Editor for pre defined questions or descriptions

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

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.

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 Lead Transfer Pipeline Transfer Opportunity Transfer Auto Lead Transfer

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

Set Access Rights On CRM Leads based On Different Teams

User has more filters and group by options on leads, pipeline, activities and analysis reports

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 Mandatory Fields of each stage

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