Crm Apps 535 Apps found. category: Crm ×

Adds the possibility to assign a partner to a group

The Contacts Approval Addon ensures that all partner records (both customers and suppliers) in the system must be approved before they can be used in any business documents or be searchable. After installation, the addon automatically sets all existing partners as "approved," ensuring they do not need to go through the approval process again. Additionally, unapproved partners cannot be included in sales orders, purchase orders, invoices, or any other transactions, and will not appear in system searches. Once a partner is submitted for approval, an activity notification is sent to the designated approver.

Adds notably the map view of contacts

Crm | Sales | Invoice | Estimate | Cost Estimate | Sale Estimate

This odoo apps helps user to easily create new task with deadline and project name directly from lead.

To integrate CRM with your website or any other software to pass the inquiry

Create Credit Note from CRM Pipeline Form

This Module help in attaching docs in crm.

Generate Purchase order(RFQ) from CRM Opportunity

With this module, you can generate sales order lines directly from CRM. Clicking the 'New Quotation' button in CRM opens the corresponding sale order, preloaded with default order lines that were initially saved in CRM.

"Automatically update the sales team daily with 'CRM team updates' via email. Customize and view updates for specific date ranges.

Customer Data Masking with PIN

The application helps the users with their marketing automation, being able to send sequences by a defined period.