Extra Tools Apps 9014 Apps found. category: Extra Tools ×

The CRM Extra Field app allows businesses to extend their CRM functionality by adding custom fields to the CRM lead and opportunity forms in Odoo. Track extra details like fax, Skype ID, date of birth, home phone, extra emails, and more. This app improves lead management, enhances customer relationships, and makes CRM data more detailed and organized. With added search and filter capabilities, your team can easily segment leads based on additional customer information, making it perfect for businesses that need to capture more granular customer data.

Fix currency display in CRM kanban view aggregates for Recurring Revenues

Multiple Branch Management CRM Multi Branch Crm app CRM Multiple Unit Operating unit desk branch customer relationship service system branch CRM Lead branch CRM Sales branch service for single company with Multi Branches multi company branch Purchase branch Invoicing branch logo on Accounting Report logo Multi branch sequence branch logo on pos Multiple Branch Management Multi Branch app Multiple Unit multiple Operating unit sales branch Sales Purchase branch Invoicing branch billing Voucher branch warehouse branch Payment branch Accounting Reports for single company Multi Branches multi company Advance Multiple Branch advance Multi Branch app Multiple Unit multiple Operating unit multi branch sequence branch address on report branch logo on report sales branch Purchase branch Invoicing branch billing branch Accounting Report logo Multi Branches

The CRM Opportunity Purchase module enhances the CRM functionality by allowing users to create Request for Quotations (RFQs) or Purchase Orders directly from the CRM Opportunity or Pipeline. This feature enables efficient management of vendor selections, streamlining the purchasing process based on products listed in the CRM.

Filter CRM Leads by Quotation Status – Quoted & Unquoted Leads

Evo CRM Stage Notification,The administrator has the ability to configure number of days email templates within the CRM.The administrator will have the capability to configure stage-specific email templates and set the due number of days for notifications.

-Dynamic field mapping in Odoo between CRM and Sales modules involves synchronizing data between the two modules, ensuring that specific fields in the CRM module are automatically updated or transferred to corresponding fields in the Sales module. This can be particularly useful for maintaining data consistency and streamlining workflows. Identify the fields in the CRM module that you want to map to the Sales module. Determine the corresponding fields in the Sales module.Custom Field Mapping,Dynamic Data Mapping,Dynamic Model Mapping,Model Field Mapping,Dynamic Attribute Mapping,Flexible Field Mapping,Customizable Data Mapping - Field Mapping from Helpdesk to Return Field Mapping From sales to delivery Field mapping from sales to invoice field mapping from crm to rental field mapping from helpdesk ticket to task - field mapping from helpdesk to repair field mapping from purchase order to vendor bill - Dynamic Field Mapping from CRM to SO - When someone quotation from CRM at that time if some values need to pass into quotation then this feature will useful. field mapping from sale to purchase, field mapping from sales to delivery,field mapping from purchase to receipt field mapping from helpdesk ticket to repair,field mapping from helpdesk ticket to project task field mapping from helpdesk ticket to refund invoice,field mapping from helpdesk ticket to return order field mapping from crm to rental,field mapping from sales to project task field mapping from purchase to vendor bill,field mapping from crm to sales Custom Field Mapping,Dynamic Data Mapping,Dynamic Model Mapping,Model Field Mapping,Dynamic Attribute Mapping,Flexible Field Mapping,Customizable Data Mapping