Change default payment mode when there's a writeoff value
Identify the activity is an ideal state for how long and notify configurable responsible when state move to another.
Add Automatic Sequence Number for Partner
Enhanced CRM with ASTC ID, Smart Validations, Blocker Categories, Sales Channels & Tender Management
Interactive Maps with Lock Protection, CRM-Sales Auto-Sync, Base Geolocalize Integration & Territory Management
All In One Crm Lead all in one lead all in one pipeline all in one crm crm bundle crm advance crm management crm dashboard lead advance pipeline advance lead management CRM automation tools import leads CSV Excel CRM stage history tracker CRM WhatsApp integration automatic lead assignment module CRM checklist lead to quotation CRM mass stage update
Enhanced crm
QIBT CRM App allows salesperson to easy capture the lead information in real time
Add Arabic name field for customers in Odoo
Dynamically assign lead to concerned sales team & sales person by product, city, state, country, source etc.
Automatically generate leads for partners at weekly, monthly, or yearly intervals
Cancel Sale Order/Quatation when Lead cancel. Lead Sale Cancel Reason, Cancel Sale orders, Auto Cancel Sale Quotation, Cancel Sale Order
Automatically generate unique reference codes for customers and suppliers
Auto move Lead to offer Stage after 1st quotation
To Set auto email followup, set Email Template on each stage master, so on change of lead stage, it will automatically send this email to customer.
Auto set any user as a follower in each lead, and also set the process you want to track
Auto unique Number/Sequence In CRM Opportunity
Automatically generate unique Company IDs for contacts.