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Timesheets on CRM Pipeline/Opportunity

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Required Apps CRM (crm)
Calendar (calendar)
Contacts (contacts)
Discuss (mail)
Employees (hr)
Project (project)
Technical Name crm_timesheets_odoo
License OPL-1
Also available in version 17.0 16.0
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Technical Name crm_timesheets_odoo
License OPL-1
Also available in version v 17.0 v 16.0

1. Introduction

The Timesheets on CRM Pipeline/Opportunity module adds a timesheet feature directly into the CRM opportunity form. Developed by Probuse Consulting Service, it streamlines the process of logging time against each lead or opportunity—no need to navigate to Projects or Tasks.

2. Key Features

  • Embedded Timesheet Tab: Adds a new tab in the CRM opportunity form for users to record timesheets directly.

  • CRM–Project Integration: Leverages the Project module to log work done during sales activities seamlessly.

3. Benefits

  • Increased Productivity: Your CRM team can log time without navigating away from the opportunity screen.

  • Better Time Tracking: Enables accurate effort tracking for each sales opportunity.

  • Enhanced Reporting: Timesheet entries are traceable and linked to specific opportunities, aiding performance analysis.

4. Compatibility & Requirements

AttributeDetails
Supported Odoo Versions13.0, 15.0, 16.0, 17.0, 18.0
Required ModulesCRM, Calendar, Contacts, Discuss (mail), Employees (hr), Project
Technical Namecrm_timesheets_odoo
LicenseOdoo Proprietary License v1.0 (OPL-1); purchase required

CRM Pipeline / CRM Opportunity Form with Timesheets

Fill Timesheets on CRM Pipeline Form in Odoo

Fill Timesheets on CRM Pipeline View

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.


Main Features:

  • Allow your crm team users to fill timesheets for their work directly on CRM pipeline form view.
  • For more details please check below screenshots and watch the video.

Edition Compatibility:


Enterprise Odoo.sh Community

CRM Pipeline with Timesheets Tab

CRM Pipeline with Filled Timesheets Tab

CRM Pipeline with Timesheets Tab

CRM Pipeline with Filled Timesheets Tab

CRM Pipeline with Timesheets Tab

Timesheets with CRM Pipeline Number

Timesheets with CRM Pipeline Number

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.