Tools Apps 9442 Apps found. category: Tools ×

Fix currency display in CRM kanban view aggregates for Recurring Revenues

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

odoo app add CRM Checklist into Lead Opportunity and checklist Approval checklist approval crm checklist lead checklist Opportunity checklist lead approval checklist crm lead checklist crm pipeline checklist crm checklist approval

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

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, CRM tracking, CRM monitoring, CRM reporting, CRM transparency, CRM control, CRM record, CRM performance, CRM productivity, CRM accuracy, CRM handling, CRM improvement, CRM optimization, CRM enhancement, purchase order management, purchase order tracking, purchase order monitoring, purchase order reporting, purchase order transparency, purchase order control, purchase order record, purchase order performance, purchase order productivity, purchase order accuracy, purchase order handling, purchase order improvement, purchase order optimization, purchase order enhancement, RFQ management, RFQ tracking, RFQ monitoring, RFQ reporting, RFQ transparency, RFQ control, RFQ record, RFQ performance, RFQ productivity, RFQ accuracy, RFQ handling, RFQ improvement, RFQ optimization, RFQ enhancement, vendor workflow, vendor selection, vendor management, vendor tracking, vendor monitoring, vendor reporting, vendor transparency, vendor control, vendor record, vendor performance, vendor productivity, vendor accuracy, vendor handling, vendor improvement, vendor optimization, vendor enhancement, sales procurement collaboration, streamlined procurement workflow, unified CRM purchase process, lead to procurement integration, efficient purchasing decisions, reduced manual entry, procurement clarity, opportunity based purchasing

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

CRM contact childs fast & direct create from Lead