Sales targets, weighted pipeline forecast, attainment dashboard & reports
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
Apollo.io authentication, enrichment, and CRM lead generation
Add Arabic name field for customers in Odoo
auto create activity from lead generate activity from lead follow up from lead create activity from crm lead generate crm activity auto create lead to crm activity instant activity on lead website to crm activity website lead to crm activity
Auto Archive Stale Leads | Inactive CRM Lead Cleanup | Auto Close Old Opportunities | Lead Aging | Pipeline Hygiene | Dead Lead Archive | CRM Maintenance | Odoo 19
Dynamically assign lead to concerned sales team & sales person by product, city, state, country, source etc.
Automatically copy recipients into the emails Odoo sends. This module allows you to define a list of email addresses added as Cc or Bcc when Odoo sends an email.
Automatically generate leads based on customer preferences at weekly, monthly, or yearly intervals.
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
Generate custom sequences for customers and vendors
Automatically generate unique reference codes for customers and suppliers
Générer automatiquement un numéro propre aux clients et aux fournisseurs.
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