Automatically tags leads as Unresponsive if no messages for 14 days.
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 archives Dead or Lost leads after 30 days.
Adds a quick action to directly create a customer from a lead without quoting.
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
Automatically assigns a team based on the customer country
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.