Attaching CRM Related Documents and Images - CRM DMS
This module is used to help users manage important documents of the CRM. And helps to send email notifications to customer about document expiration.
This module allow user to set the schedule time for sending followup email on CRM record
CRM Won/Loss Report and CRM Stage Report
CRM Google Places
CRM Kanban Quick Edit, CRM Pipeline Kanban Quick Edit, CRM Pipeline Card Quick Edit, Kanban Quick Edit, Card Quick Edit
Set the Expiry date inside the CRM Lead.
This helps you to see CRM Lead stage Lifecle with days. amount of time an opportunities in CRM module has been in each stage before closing
Set Access Rights On CRM Leads based On Different Teams
This plugin uses an additional justification when a lead or opportunity is lost.
CRM Mandatory Fields of each stage
CRM Multi branch CRM multiple branch CRM multi unit CRM multi unit CRM multiple operation unit CRM multi operation CRM multi branches CRM lead multi branch CRM branch pipeline multi branch lead branch management for CRM branch customer multi branch crm
Notify responsible person on ideal leads on different stage for configurable period of time with custom message
Allow to create CRM Opportunity from Helpdesk Support Ticket.
Lost Reason Details on During Lost Process of CRM
CRM Pipeline Auto Response Based on Stages
Total Amount of Invoices on CRM Lead/Pipelines Form
CRM Pipeline Lead Notes
This app allows to create crm pipeline from meeting.