Crm Apps 615 Apps found. category: Crm ×

This module provides functionality for managing sales visits within the Odoo ERP system. It allows users to track visits to customers, manage sales orders associated with those visits, and schedule future visits based on predefined intervals.

This Customer and Vendor Tracking System module is designed to streamline contact management in Odoo by clearly separating customer and vendor records across the platform. It intelligently filters contacts based on their roles—ensuring that only customers appear in Sales, only vendors in Purchases, and all records are cleanly organized in Invoicing. By eliminating confusion in contact selection, the module enhances operational accuracy and workflow efficiency. b2b customer data platform, customer data platform b2b, invoicing, invoice software, customer database software, client database software, customer database, customer tracking software, customer database platforms, customer database system, customer data software, customer database management, customer database program, customer info, customer data management software, customer information database software, customer tracking system, best customer database software for small business. Customer vendor field,b2b customer data platform,customer data platform b2b,invoicing ,invoice software,customer database software,client database software ,customer database,customer tracking software,customer database platforms,customer database system,customer data software,customer database management,customer database program,customer info,customer data management software,customer information database software,customer tracking system,best customer database software for small business customer vendor tracking odoo,odoo customer vendor separation,odoo contact segmentation,customer vendor management odoo,odoo partner role management,odoo customer database,odoo customer tracking system,odoo vendor tracking system,odoo contact filtering sales purchase,customer vendor field odoo,odoo customer database management,client database software odoo,customer database software,vendor management system,invoice customer filtering odoo,purchase vendor selection odoo,b2b customer data platform,small business customer database

Everyday This module will send their daily Activity Summary email notification to all users

Dedicated Access for CRM ensures that only authorized users can access specific CRM data and features, based on their roles or departments. This approach enhances security, maintains data integrity, supports regulatory compliance, and allows organizations to customize permissions for different teams. By controlling access, it improves accountability and efficiency, ensuring that users only interact with the relevant parts of the CRM.

Telegram Client Messaging for CRM & Discuss

Disables the automatic follow feature in Odoo to prevent users from being auto-subscribed to records. Disable auto followers,chat room admin,customer support chat,chat support,chat bot services,chat services,customer service chat support,live chat services ,live chat support services,online chat services ,online chat services for businesses,chat bot development services,chat services for businesses,best live chat services,live chat answering services,customer support online chat ,add disable,disable followers odoo,stop automatic followers odoo,remove auto followers,odoo follower control,reduce notifications odoo,disable message followers,odoo email notifications control,mail follower management,odoo messaging optimization,notification cleanup odoo,follower customization odoo,odoo discuss improvement,partner follower control,streamlined alerts odoo.

Disables the automatic follow feature in Odoo to prevent users from being auto-subscribed to records. Disable auto followers,chat room admin,customer support chat,chat support,chat bot services,chat services,customer service chat support,live chat services ,live chat support services,online chat services ,online chat services for businesses,chat bot development services,chat services for businesses,best live chat services,live chat answereing services,customer support online chat ,add disable.

The drag and drop of lead stages can be restricted from the kanban view by enabling the access group for the particular user

AI-powered voice agents for automated outbound calls

Get Notification on The Fly on Contacts Duplication

Integration of e-chat.tech with Odoo

Centralized Customer Group Setup for CRM, Sales, and Invoices

Electricity Sales CRM in Odoo: Lead Generation to Installation Workflow is a powerful, end-to-end CRM and sales automation solution designed specifically for electricity service providers, electrical contractors, EPC companies, solar installers, and utility service organizations. This module transforms Odoo CRM into a fully structured electricity sales management system, automating every business stage from lead capture to installation completion, ensuring data accuracy, process control, faster conversions, and higher operational efficiency. CRM, Sales Automation, Appointment Scheduling, Field Service, Installation Workflow, Electrical CRM, Utility CRM, Site Inspection, Quotation Approval, Sales Commission, Project Workflow, Service Management odoo electricity crm,odoo electrical contractor crm,odoo service crm,odoo field service management,odoo lead management,odoo sales automation,odoo appointment scheduling,odoo site inspection,odoo quotation approval,odoo sales commission electricity crm odoo electrical business management software odoo crm for contractors odoo installation workflow odoo sales pipeline automation odoo inspection management odoo utility crm odoo solar crm odoo electrical services software

Print an Employee Contract report for enteprise edition in PDF.

Short (1 phrase/line) summary of the module's purpose, used as subtitle on modules listing or apps.openerp.com

Create Event Registration from CRM Pipelines / Lead