CRM Apps 170 Apps found. category: CRM × version: 16.0 ×

Manage partner birth date on lead/opportunity

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

CRM Opportunity Leads Products from Template

CRM Analytic Account

Assign Branch To Leads/Opportunity

Create CRM checklist template CRM leads checklist opportunity checklist own CRM checklist pipeline checklist multiple CRM checklist for lead CRM requirements checklist CRM checklist for opportunity checklist progress for CRM multiple checklist on CRM

CRM Management Dashboard

CRM dashboard

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

CRM product to quotation CRM opportunity to Sales Order CRM Product to Sale Order add products on CRM pipeline to quotation add product on CRM lead to sales product from lead add product on lead to quotation add product on crm opportunity to sale

Approve Leads Checklist Pipeline Check List CRM Check List and Approval Process Pipeline Checklist Approval Lead Checklist Approval CRM CheckList Approval Lead Approval Process Stage Wise Checklist for Pipeline Checklist Process Approval Checklist for CRM

This plugin uses an additional justification when a lead or opportunity is lost.

CRM Mandatory Fields of each stage

Notify responsible person on ideal leads on different stage for configurable period of time with custom message

CRM Opportunity Leads Products

Allow to create CRM Opportunity from Helpdesk Support Ticket.