Functions and use
Structures customers, activities and sales stages in one flow.
Create a lead, qualify it, schedule the next activity, then prepare a quotation.
Sales and customers
CRM
Bring opportunities, stages and next activities together.
Verified status
Installed on the current Odoo 19 website. Odoo 20 compatibility is not inferred: it is confirmed per project only after installation and journey tests.
- Technical name
crm- Source
- Odoo S.A.
- Licence
- LGPL-3
A scoped implementation, with evidence.
Prerequisites and limits
Define stages, owners, visibility rules and the data to be imported.
Validation
Installation, permissions and the complete user journey are tested on the target version before production.