Automated follow-up system with smart reminders, lead temperature tracking, WhatsApp/Email integration, and real-time OWL dashboard
Send bulk SMS to customers and suppliers via existing SMS infrastructure
AI-powered customer churn risk scoring and retention recommendations
crm lead Form Customizations
Show previously sold nearby customers in CRM Lead for trust building
Lock contacts with a secure PIN to prevent unauthorized changes
Sync Pipedrive contacts from OAuth into res.partner
CRM Auto Assign | Auto Assign Lead | Email Routing | Lead Routing | Recipient Mapping | Email-based Assignment | Multi-mailbox CRM | CRM Email Alias | Lead Auto-assignment. Automatically assigns the responsible user on a CRM lead created from incoming email, based on which mailbox or alias received the message. Maps recipient address to user one-to-one.
Module allows automatically generate customer codes and classify customers and internal contacts.
This module allow users to have a quick view of lead details from kanban or pipeline view.
Instagram DM & FaceBook Messenger chat in ChatRoom, Live Send and Receive. Send from many places. Instagram Direct Message IDM META ChatRoom 2.0.
Split partner name into first name and last name
AI-powered voice agents for automated outbound calls
Module allows hide won lead/opportunities by optional.
Create CRM leads from WhatsApp messages
QIBT CRM App allows salesperson to easy capture the lead information in real time
Send emails directly to CRM lead contacts — no follower workaround needed in Odoo Community
Mass update CRM pipeline stages CRM stage bulk update mass stage update for leads Modify stages for CRM leads One click CRM stage update batch stage modification Bulk update opportunities state CRM stage change Update multiple stages Change stages in bulk
Allow create projects from lead/opportunity