CRM Apps 128 Apps found. category: CRM × version: 13.0 ×

Create purchase order form lead opportunity request for quotation pipeline to purchase order crm lead opportunity lead to purchase pipeline opportunity create rfq from lead and pipeline lead/pipeline product to rfq/po create request for quotation pipeline

This odoo app helps user to create project issue from crm lead.

Partner Incoming Outgoing Emails. Easy to check incoming and outgoing emails in customers, vendors or any other contacts.

Générer automatiquement un numéro propre aux clients et aux fournisseurs.

Everyday This module will send their daily Activity Summary email notification to all users

The drag and drop of lead stages can be restricted from the kanban view by enabling the access group for the particular user

crm lead Form Customizations

Change the shift and working time of the employee every Sunday

"CRM team daily updates" is used for automatic updates of every day on the sales team through sending a mail to the team leaders. Also, we can get 'CRM team updates' by customized date range.

Mass Update CRM Lead / Pipeline Stage

whatsapp crm discuss allows user to send the quotation directly to the customer or leads from the discuss module, it solves the communication gap between the systems.

Search Opportunity/Lead From Customer

Set Hierarchy like sales person & Team leader: Restrict Team Leader of a sales team to access the lead & sales order of other team members, but he can access the data of all the members on his own team.

Set Hirerchy like sales person, Team leader & General Manager : Allow General Manager of a sales team to access the lead & sales order of the multiple teams managed by him, but he can access the data of all the members on his own team.

Identify the activity is an ideal state for how long and notify configurable responsible when state move to another.