Crm Apps 622 Apps found. category: Crm ×

Track CRM lead stage change history

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

Sales Target and Achievements based on Salesperson's individual target

Add custom colors to CRM stages for better pipeline visualization

Manage CRM based on CheckList and Team/Stage andApproval Process to Make Sure Everything Completed In Each Stage

Partner First Name Last Name on partner add first name and last name in contacts and leads. When user enter first name and last name its reflect in main name of contacts and leads customer first name last name on customer first and last name on partner

Automated follow-up system with smart reminders, lead temperature tracking, WhatsApp/Email integration, and real-time OWL dashboard

Show previously sold nearby customers in CRM Lead for trust building

AI-powered customer churn risk scoring and retention recommendations

Send emails directly to CRM lead contacts — no follower workaround needed in Odoo Community

crm lead Form Customizations

Extends the vCard export with extra fields

Module To Assign Salesperson to multiple leads from wizard. CRM Lead Crm Lead Assign Salesperson Salesperson Assign Assign Salesperson Assign salesperson CRM Bulk assign leads CRM CRM salesperson assignment tool Mass lead reassignment CRM lead management Salesperson lead distribution CRM automation for sales team Lead assignment CRM CRM sales automation Sales team CRM Lead distribution system Reassign leads CRM CRM sales tools Best CRM tool to assign leads to salespeople Automatically assign leads to sales reps in CRM CRM for managing large sales teams Assigning leads to sales reps made easy How to balance lead workload in CRM Efficient sales rep lead management Manage high volume leads in CRM Distribute CRM leads to sales team members Enterprise lead assignment software CRM for distributed sales teams High-volume lead management CRM Inside sales CRM automation Real-time lead distribution Multi-user CRM with lead assignment Sales lead routing for B2B CRM Avoid manual lead assignment Prevent lead overload on sales reps Fix uneven sales lead distribution Simplify CRM lead routing Save time on CRM lead assignments Reduce CRM admin workload Improve CRM efficiency for sales managers

Automatically assign responsible user based on email recipient. This module automatically assigns a responsible user to CRM leads created from incoming emails based on the email recipient.

This module allow users to have a quick view of lead details from kanban or pipeline view.

Cold storage profitability calculator inside CRM opportunities

Automatic email notification on CRM lead creation

AI-powered voice agents for automated outbound calls

Smart Inbound Handling + Automated Outbound Campaigns. Automate the Entire Calling Workflow From A-to-Z — Same Day Activation