AppsComp Widgets Pvt Ltd Sales Apps 5 Apps found. author: Appscomp widgets pvt ltd × category: Sales × price: Free ×

This module improves your lead management process in Odoo by automatically assigning leads, calculating lead scores, and integrating WhatsApp communication. It helps your sales team prioritize high-quality leads and respond faster.

The scheduled action will be created; and it will check automatically (CRM/Lead), which is not updated in the past 2 days (e.g., New Lead or Oppurtunity has been created in the past 2 days, but no activities followed for those entries.) by sales persons and specific Lead/Oppurtunities’ entries information with Excel report attachment through an email to the sales management.

This module lets you set Sales Terms & Conditions directly from the Sales module, not from Invoicing.It helps sales teams define their own rules like offers, returns, or delivery terms.These terms appear on the Sale Order screen and PDF, and are shared with customers automatically.

In a CRM system, implementing a Kanban view based on due dates allows for visualizing and managing tasks or deals according to their deadlines.

This module adds a control to prevent salespeople from confirming sales orders if the discount on any product exceeds 10%, unless a manager manually approves it. It helps avoid unauthorized high discountsand ensures proper sales approval processes.