Configure automatic activities for CRM
Auto schedule activity for different stages and make them enable mandatory to be close before stage move to another and can be configure for any stage with different no. of activities with and without mandatory to be closed.
Track all customer interactions (emails, calls, messages) in one CRM dashboard.
CRM Opportunity Leads Products from Template
CRM Analytic Account
Create analytic accounts on leads and propagate them to sale orders and projects.
Ready-to-use CRM dashboards in Odoo Spreadsheet: pipeline, leads, and activities.
Assign oportunity to a Commercial in CRM
This module distributes leads equally between salespersons
CRM Auto Lost Lead Automatic Lost Lead CRM Lead Automation Odoo CRM Lost Lead Auto Stage Change CRM Inactive Lead Management Sales Pipeline Automation CRM Scheduled Action Lead Aging Automation CRM Cleanup Tool
Automates email notifications for CRM opportunities and leads
Calificación BANT (Budget, Authority, Need, Timing) en oportunidades con selección 0/50/100 y badge en Kanban.
Quản lý Kế hoạch Chăm sóc Khách hàng
CRM Checklist, Checklist Template, Checklist Points
Stage-specific checklists for CRM opportunities with approval and progress control.
CRM Claim Product SAT