CRM Claim Product SAT
CRM client visit management, client visit tracking software, employee attendance management system, field staff visit tracking, sales visit management CRM, customer visit reporting system, employee field attendance app, CRM visit scheduling software, client meeting tracking CRM, sales representative visit tracking, mobile CRM visit management, employee GPS attendance tracking, on-site visit attendance system, CRM activity visit management, sales force visit monitoring, customer visit history CRM, employee visit check-in check-out, field employee attendance tracker, CRM customer visit planner, sales visit attendance management, client visit approval workflow, CRM visit reporting dashboard, employee location-based attendance, field visit management system, CRM visit follow-up tracking, client visit log management, sales visit productivity tracking, employee visit timesheet system, CRM client interaction tracking, mobile employee attendance CRM, field sales attendance solution, customer visit scheduling tool, CRM visit performance analytics, employee visit route tracking, sales visit automation software, CRM client engagement tracking, employee visit compliance tracking, field visit attendance reporting, CRM visit activity automation, customer visit workflow management, employee attendance for field work, CRM sales visit planner, client visit expense tracking, employee visit approval system, CRM visit lifecycle management, sales visit KPI tracking, customer visit documentation system, employee field visit management, CRM visit management platform
Client Marketing Campaign Client Marketing Option from CRM Opportunity Client Marketing Option from CRM Lead Contact Mapping Option form Opportunity Contacts Marketing Campaigns from CRM Pipeline Medium Source CRM Contact Mapping Active Contacts Campaign
View mail activity on CRM Lead
Create CRM checklist template CRM leads checklist opportunity checklist own CRM checklist pipeline checklist multiple CRM checklist for lead CRM requirements checklist CRM checklist for opportunity checklist progress for CRM multiple checklist on CRM
Add custom lost reasons to CRM leads and opportunities
Confirm before creating customer from CRM pipeline
CRM Management Dashboard
CRM dashboard
CRM Dashboard with building block and cool graph & list view Total count of leads pipelines total customer in dashbaord top customer dashboard Top sales team dashbaord List of activities upcoming activities Lead pipelines list Expected revenue Lost Customer Priority chart date user filters chart dashboard crm sales dashboard lead dashboard in odoo salesteam crm dashbaord all in one dashboard
Automatically reminds users of incoming CRM deadlines
Show customer name, address, email and phone in calendar view, Odoo Calendar Configuration, Odoo Web Calendar Configuration, Odoo Calendar Events Odoo Calendar Meetings, Odoo Events, Odoo Meetings, Calendar Detail, Calendar Details, Calendar Description, Calendar Event Details, Calendar Event Description, Calendar Meeting Detail, Calendar Meeting Details, Calendar Meeting Description, Customer Relationship Management, CRM Details in Meeting, CRM Information in Meeting, CRM Info in Meeting, CRM Details in Calendar, CRM Information in Calendar, CRM Info in Calendar, CRM Lead Details in Meeting, CRM Lead Information in Meeting, CRM Lead Info in Meeting, CRM Lead Details in Calendar, CRM Lead Information in Calendar, CRM Lead Info in Calendar, CRM Opportunity Details in Meeting, CRM Opportunity Information in Meeting, CRM Lead Opportunity in Meeting, CRM Opportunity Details in Calendar, CRM Opportunity Information in Calendar, CRM Lead Opportunity in Calendar
Attaching CRM Related Documents and Images - CRM DMS
This module is used to help users manage important documents of the CRM. And helps to send email notifications to customer about document expiration.
duplicate lead duplication alert CRM lead avoid repeated lead detect duplicate lead CRM lead duplicate detect same lead detect similar lead warning remove duplicate lead check same leads restrict same leads duplicate sales leads
This module allow user to set the schedule time for sending followup email on CRM record
send an email when you receive a lead from the crm
CRM Won/Loss Report and CRM Stage Report
Add extra fields in CRM Lead/Opportunity and sync with Contacts