CRM Apps 311 Apps found. category: CRM ×

Required Field Template, Create Required Field Template master, add template on CRM Stage, Required field check on CRM Stage

Automatically assigns leads to salespersons using round robin approach. Lead assignment, Round-robin leads, Sales lead distribution, Automatic lead allocation, CRM lead assignment, Fair lead distribution, Round-robin sales leads, Auto lead routing, Salesperson rotation, Lead distribution algorithm, Dynamic lead assignment, Even lead distribution, Lead management automation, Lead distribution rules, Intelligent lead assignment

CRM Opportunity Leads Products

The module introduces a user-friendly checkbox feature for easy categorization of records into customer and vendor segments, streamlining data management and enhancing user experience.

Merge multiple records in single lead

Manage CRM based on CheckList and Team/Stage andApproval Process to Make Sure Everything Completed In Each Stage

This app will display custom stages and progressbar in percentage according to stages complate

Sales Order Automation for odoo community version and odoo enterptrise version.

The CRM access app manage a separate groups for CRM app.

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

With this module, you can generate sales order lines directly from CRM. Clicking the 'New Quotation' button in CRM opens the corresponding sale order, preloaded with default order lines that were initially saved in CRM.

Client Marketing Campaign Client Marketing Option from CRM Opportunity Client Marketing Option from CRM Lead Contact Mapping Option form Opportunity Contacts Marketing Campaigns from CRM Pipeline Medium Source CRM Contact Mapping Active Contacts Campaign

This module facilitates the retrieval of leads from IndiaMART and updates them into the CRM page with a designated sequence. Elevate your business efficiency with seamless Odoo IndiaMART Integration in CRM. Connect and synchronize your customer relationship management effortlessly, bridging the gap between Odoo and IndiaMART for a unified experience.

From ChatRoom main view Create & Send Sales Orders and Invoices. All in one screen. apichat.io GupShup Chat-Api ChatApi. Whatsapp, Instagram DM, FaceBook Messenger. ChatRoom 2.0.

This module provide to import vcf/outlook contact into odoo contacts Import Contacts | VCF (vCard) Import | Outlook Import | Odoo Import Wizard

Manage partner birth date on lead/opportunity

Automatic customer recognition for Lead/Opportunity