Advance All in One CRM Bundle Odoo App helps to manage multiple CRM operations like create tasks from lead, create issue from lead, create lead from issue etc. Configured CRM for lead stage change automatically for that set default salesperson. CRM claims can be raised from claim options. Users can add a custom field on the Lead/pipeline form, also when any email comes with cc then added cc will automatically become follower on created record via incoming mail server.
Features
1) Advance Create Task from Lead
User can easily create task from lead with email thread advance option.
2) Advance Create Issue from Lead
User can easily create issue from lead with email thread advance option
3) Advance Create Lead from Issue
User can easily create lead from issue with email thread advance option
4) Advance Create Lead from Task
User can easily create lead from task with email thread advance option
5) Lead/Pipeline Auto Stage Change
Lead stage will changed automatically when answered or replied crm message.
6) Default Lead Sales Person.
Sales person on lead will set default as per configuration.
7) Email CC Added As Follower.
Email cc will automatically added in followers of record from incoming mail.
8) Create Purchase Orders from Opportunity
Create different purchase orders according to vendors.
9) User Can Easily Do The Claim
User can do Claim when he is not satisfy given service.
10) Create Custom Field.
You can add custom field on the Lead form run time from GUI.
11) Auto Email Reply.
Automatically reply to customer while creating lead or pipeline or filling up website contact us form.
12) Link Customer with CRM Lead/Pipeline.
Customer will link with CRM lead created form incoming mail.
13) Sequence in CRM Leads
Helps to add sequence in CRM Leads.
14) All in one CRM Bundle features
All these advance crm features comes with single install.
Create Task from Lead
User have to select mail options and also change task name, assign to, deadline or task description.
Lead Stage Change Automatically Flow
CRM Configuration
Under CRM > Configuration > Settings enable "Set Default Salesperson" and select salesperson, enable "Auto Stage Assigned" and select crm stages in change to stage when answered and change to stage when received answer state.
Create Purchase Orders from CRM
Create purchase order according to vendors, order will be create vendor wise.
Create Project issue From Opportunity
User have to select mail options and also change issue name, assign to, or issue description.
CRM Claims Menu
Claim can be raised from Sales, where After-Sale is provided into menu. Claims can be raised from Claim option. On clicking Claim option, a new page will be displayed where claims that are already raised will be displayed and also new claim can be raised.
Create Lead from Project issue
User have to select mail options and also change lead name, assign to, or lead description.
Add Custom Field to Lead
User can add custom field on the Lead form run time from GUI.
Email CC as Follower in Lead
User can see created lead from incoming mail subject, mail body as a message and mail cc will added as follower.
Create Lead from Task
User have to select mail options and also change lead name, assign to, closing date or lead description.
Auto Email Reply for CRM Lead/Opportunity
CRM Configuration
Under CRM > Configuration > Settings user have to select email template or default sales person for auto reply.
Auto Sequance on Lead Form
User can add sequence in CRM Leads.
Link Customer on Lead/Pipeline in CRM
User can see customer is created and automatically linked with CRM and added to followers.
