New Design Kanban View, New Style Kanban View, Web Responsive Kanban View, Advanced Kanban View, Design Card View, Style Card, Responsive Card, Advanced Card, Responsive CRM Kanban View, CRM KanbanView, Responsive CRM Card View, Advanced CRM CardView, Responsive Customer Kanban View, Customer KanbanView, Responsive Customer Card View, Advanced Customer CardView, Responsive Contact Kanban View, Advanced Contact KanbanView, Responsive Contact Card View, Advanced Contact CardView, Responsive Partner Kanban View, Advanced Partner KanbanView, Responsive Partner Card View, Advanced Partner CardView
Add last lead, meeting, and invoice dates to res.partner.
CRM Survey Management CRM User Surveys CRM Customer Feedback CRM Lead Customer Surveys CRM Pipeline Client Review CRM Opportunity Client Feedback CRM Survey Answer CRM Survey Questions CRM Opportunity Customer Review CRM Client Survey CRM Pipeline Survey
Automatically route lost leads to specific teams and stages based on the loss reason and current stage.
Manage CRM leads and opportunities across multiple branches with branch-wise access, tracking, reporting, and sales coordination within a single company.
CRM Opportunity Purchase module integrates CRM with procurement, enabling RFQs and Purchase Orders directly from opportunities.CRM opportunity purchase, CRM purchase integration, CRM procurement, CRM RFQ creation, CRM purchase order creation, CRM vendor selection, CRM product mapping, CRM workflow, purchase order productivity, crm purchase order accuracy, crm purchase order handling, crm purchase order improvement, purchase order optimization, purchase order enhancement, unified CRM purchase process, lead to procurement integration, efficient purchasing decisions, reduced manual entry, procurement clarity, opportunity based purchasing, crm to purchase , crm from purchase, leadto purchase, leadt to rfq, leadfrom purchase. .
Filter CRM Leads by Quotation Status – Quoted & Unquoted Leads
This module helps Odoo users receive reminders for leads and opportunities that need follow-up actions today or at a future date.
CRM SLA
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.
This module changes the CRM root menu to open Team Pipeline Dashboard