CRM Related Bundle Apps

$ 213.36

17.0 0

Required Apps	• CRM (crm) • Invoicing (account) • Calendar (calendar) • Contacts (contacts) • Discuss (mail) • Employees (hr) • Inventory (stock) • Purchase (purchase) • Project (project) • Website (website)
Community Apps Dependencies	crm_credit_note_refund mass_crm_pipeline_stage_update print_crm_opportunity_activity material_requisition_crm_opportunity crm_opportunity_task crm_opportunity_tendor quick_crm_opportunity_purchase crm_opportunity_quotation crm_opportunity_purchase unique_sequence_crm_opportunity crm_timesheets_odoo material_purchase_requisitions
Technical Name	`crm_related_apps_bundle`
License	OPL-1

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Technical Name	`crm_related_apps_bundle`
License	OPL-1

Description
License

Introduction

The CRM Related Apps Bundle for Odoo is a comprehensive package designed to extend the functionality of the core CRM module. Developed by Probuse Consulting Service Pvt. Ltd., this bundle integrates essential modules such as Invoicing, Calendar, Contacts, and more, providing a unified solution to manage your sales pipeline, customer interactions, and administrative tasks seamlessly. By consolidating these functionalities, businesses can enhance their sales workflows, improve team collaboration, and achieve greater operational efficiency.

Key Features

Invoicing Integration: Generate and manage invoices directly from CRM opportunities.
Calendar Synchronization: Schedule and track meetings, calls, and tasks linked to CRM records.
Contact Management: Maintain and access detailed contact information within the CRM interface.
Discussion Integration: Communicate with team members and clients through integrated messaging.
Employee Management: Assign and monitor tasks and activities for employees.
Inventory Management: Track product availability and manage stock levels associated with CRM opportunities.
Purchase Integration: Create and manage purchase orders linked to CRM records.
Project Management: Convert CRM opportunities into projects for detailed tracking.
Website Integration: Capture leads and opportunities from website interactions.
Comprehensive Reporting: Generate detailed reports on sales activities and performance.

Benefits

Streamlined Sales Process: Integrate various functions to manage the entire sales cycle within a single platform.
Enhanced Team Collaboration: Facilitate communication and task management among team members.
Improved Customer Relationship Management: Maintain comprehensive records of customer interactions and transactions.
Increased Operational Efficiency: Automate routine tasks and reduce manual data entry.
Better Decision-Making: Access real-time data and analytics for informed business decisions.
Scalability: Easily adapt the system to accommodate business growth and changing needs.
Customization: Tailor the CRM interface and workflows to match specific business requirements.
Seamless Integration: Ensure smooth data flow between CRM and other business modules.
User-Friendly Interface: Navigate and utilize the system with minimal training.
Cost Savings: Reduce the need for multiple disparate systems and associated costs.

Compatibility & Technical Details

Required Apps: CRM (crm), Invoicing (account), Calendar (calendar), Contacts (contacts), Discuss (mail), Employees (hr), Inventory (stock), Purchase (purchase), Project (project), Website (website)
Technical Name: crm_related_apps_bundle
License: Odoo Proprietary License v1.0 (OPL-1)
Installation: Install via Odoo Apps interface; configure settings under CRM > Related Apps Bundle.

Odoo CRM Related Bundle Apps

This is bundle / package for Odoo CRM Related apps bundle system features. You can purchase bundle which will include all dependant apps and its feature or you may go with individual app(s) buy. Feel free to contact us if you have any questions.
You can purchase this bundle or you can purchase individual apps as well. Contact us if you have any questions.

Available Features (Make sure you purchase all depends apps):

Edition Compatibility:

Enterprise Odoo.sh Community

Credit Note from CRM

This module allows your sales manager to create a credit note from crm.

For More Details: https://apps.odoo.com/apps/modules/17.0/crm_credit_note_refund/

Mass Update CRM Stage Pipeline

This app will allow your sales team user to update CRM pipelines / leads / opportunity from the list view in bulk for the same team. If the user tries to select record(s) from different sales teams on the list then the system will raise a warning.

For More Details: https://apps.odoo.com/apps/modules/17.0/mass_crm_pipeline_stage_update/

Timesheets on CRM Pipeline/Opportunity

This app allows your crm team / users to fill timesheets directly in CRM pipeline form view. This will allow them to fill the timesheet for the CRM Opportunity / crm pipeline they are working on.

For More Details: https://apps.odoo.com/apps/modules/17.0/crm_timesheets_odoo/

Quick Purchase Products from CRM

This app allows your CRM user to quickly add product lines which are going to add on CRM which further generates requests for quotation to multiple vendors.

For More Details: https://apps.odoo.com/apps/modules/17.0/quick_crm_opportunity_purchase/

Sequence Number CRM Opportunity

This app generates a unique sequence number of lead/opportunity when it will be created.

For More Details: https://apps.odoo.com/apps/modules/17.0/unique_sequence_crm_opportunity/

Print CRM Lead Opportunity Pipeline

This module allows users to print CRM Lead and My Pipeline in pdf format. Report is available on My Pipeline and Leads menu.

For More Details: https://apps.odoo.com/apps/modules/17.0/print_crm_opportunity_activity/

Product/Material Purchase Requisitions from CRM Opportunity

This app allows your Sales / CRM users to create material requisition requests from opportunity forms.

For More Details: https://apps.odoo.com/apps/modules/17.0/material_requisition_crm_opportunity/

Purchase Agreements / Tendor / Requisition from CRM Opportunity

This app allows your users to create Purchase Agreements / Purchase Tender / Requisition [Odoo Standard] from CRM Opportunity / Pipeline / Lead form.

For More Details: https://apps.odoo.com/apps/modules/17.0/crm_opportunity_tendor/

Project Task from CRM Opportunity/Lead

This app allows you to create project tasks from CRM Opportunity/Lead/Pipeline Form as shown in below screenshots.

For More Details: https://apps.odoo.com/apps/modules/17.0/crm_opportunity_task/

Quotation from CRM Opportunity Extended

This app allows your Sales team / CRM Team to add products / Items on CRM Opportunity and create sales quotes using it.

For More Details: https://apps.odoo.com/apps/modules/17.0/crm_opportunity_quotation/

RFQ-Purchase Order From CRM Opportunity

This app allows your sales team to create a Purchase Order / Request for Quotation from Lead / Opportunity / Pipeline CRM.

For More Details: https://apps.odoo.com/apps/modules/17.0/crm_opportunity_purchase/

Contact / Support
Introducing Probuse Consulting Services Pvt. Ltd.

If you need any help or want more additional features, you may contact us through:
Email: [email protected]
Website: www.probuse.com
Skype: mustufa_probuse

Probuse Consulting Service Pvt Ltd is an Software and Web development specialist which offers complete business application together. We are well experienced to provide a face for your business on the software and Internet level.

Probuse Consulting Service Pvt Ltd is a specialist in Odoo/OpenERP services and could give your business open source hand to drive.

Our Services

Odoo Implementation

Odoo Support

Odoo Customization

Odoo Migration

Odoo Training

Odoo Proprietary License v1.0
This software and associated files (the "Software") may only be used (executed,
modified, executed after modifications) if you have purchased a valid license
from the authors, typically via Odoo Apps, or if you have received a written
agreement from the authors of the Software (see the COPYRIGHT file).

You may develop Odoo modules that use the Software as a library (typically
by depending on it, importing it and using its resources), but without copying
any source code or material from the Software. You may distribute those
modules under the license of your choice, provided that this license is
compatible with the terms of the Odoo Proprietary License (For example:
LGPL, MIT, or proprietary licenses similar to this one).

It is forbidden to publish, distribute, sublicense, or sell copies of the Software
or modified copies of the Software.

The above copyright notice and this permission notice must be included in all
copies or substantial portions of the Software.

THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT.
IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM,
DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE,
ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER
DEALINGS IN THE SOFTWARE.