Introduction

The Odoo Multi-Branch CRM module is a comprehensive solution for businesses that operate with multiple branches or sales teams under a single company. This module extends Odoo's powerful CRM capabilities to a multi-branch environment, allowing you to manage and segregate all your sales and customer-related data on a per-branch basis. From leads and opportunities to sales teams and reporting, this module provides the same level of control and organization as Odoo's multi-company setup, but with the simplicity of a single company structure. It is the ideal solution for businesses looking to streamline their multi-location sales operations, improve efficiency, and gain better visibility into each branch's performance.

Key Features

• Branch-Specific CRM: Create and manage leads, opportunities, and sales pipelines for each individual branch.

• User Access Control: Assign users to specific branches, ensuring they can only access the CRM data and operations relevant to their branch.

• Seamless Integration: Works in conjunction with a base multi-branch module to extend branch functionality across sales, purchasing, inventory, and accounting.

• Automated Branch Assignment: The branch is automatically assigned to new leads and opportunities based on the user's branch.

• Sales Team Management: Assign sales teams to specific branches for clear accountability and performance tracking.

• Comprehensive Reporting: Generate and view CRM analysis reports, including lead and opportunity reports, on a per-branch basis.

• Centralized Branch Management: Create and configure all your business branches from a single, centralized settings menu.

Benefits

• Improved Organization: Streamline your sales process by segregating all CRM data and activities by branch.

• Enhanced Control: Gain better control over your multi-location sales operations with branch-specific management of leads and opportunities.

• Increased Efficiency: Automate the flow of information within your sales teams, reducing manual data entry and potential errors.

• Greater Visibility: Get a clear overview of the sales performance and pipeline of each individual branch.

• Simplified Management: Manage all your sales operations from within a single company environment, avoiding the complexities of a multi-company setup.

• Better Data Security: Control access to sensitive customer and sales information with branch-specific user rights.

Compatibility & Technical Details

• Required Modules: CRM (crm), Calendar (calendar), Contacts (contacts), Discuss (mail), Inventory (stock), Invoicing (account), Purchase (purchase), Sales (sale_management)

• Community Apps Dependencies: Multiple Branch(Unit) Operation Setup for All Applications Odoo/OpenERP

• License: OPL-1

• Technical Name: bi_odoo_crm_multi_branch

• Installation:

  1. Ensure the base multi-branch module is installed first.

  2. After purchasing, download the module zip file.

  3. Extract the file to get the bi_odoo_crm_multi_branch folder.

  4. Copy this folder into your Odoo addons directory.

  5. In Odoo, activate developer mode.

  6. Go to the 'Apps' menu and update the module list.

  7. Search for the module and click 'Install'.