CRM Check List and Approval Process v.15
The tool to make sure required jobs are carefully done on each CRM pipeline stage. CRM checklists
Making a customer from an opportunity is the only goal of the CRM pipeline. To achieve that goal sales staff needs to undertake a specific sequence of actions. Each of those actions is important on a definite funnel stage. Efficient companies know that missing of any step might result in a long-run failure. This is an Odoo tool to make sure such a failure will not happen. The app provides a check list for each pipeline stage to control requirements' fulfillment and to make sure that each action is fully approved by responsible users.
Stage-specific CRM checklists
Check lists are assigned per each opportunity stage. For instance, actions for the 'new' and 'proposition' stages might be different. Prepare any number of checkpoints for each CRM stage
Team-specific check points
Checklists might be optionally distinguished by sale teams. Thus, the set of actions per stage may be different for 'America' and 'Europe'
Actions ensured to be done
To move a CRM lead forward in your funnel, its check list should be fully confirmed ('moving forward' implies any change of stage from a lesser to a bigger sequence). For certain stages - e.g. for 'Canceled' - you may want to avoid such restriction. Then, mark this stage as 'No need for checklist'
Highlighted opportunity progress
Fulfillment progress is shown on opportunities kanban and form views for instant overview
Approval history for managerial control
Check list actions are saved in history. If an opportunity is moved back, already done check items would be recovered. Turn on the setting 'not saved' to avoid that behavior for specific approval points
Multiple CRM check list roles
The app lets assign security groups for each check list point. In such a case, only users from that groups would be able to confirm a related item
Forbid opportunity regress
With the tool, configure the CRM pipeline to disallow moving opportunities back. To that goal, turn on the option 'Forbid regress to this stage' for particular states. For example, to make sure no leads become 'New' again
Super approval admins
The special role 'CRM Checklists Super User' allows (a) to confirm any check points disregarding defined security groups; (b) to move any opportunity further (progress) without fulfilling check lists; (c) to move any opportunity back (regress) even a new stage does not allow that.
Odoo demonstration databases (live previews)
For this app, we might provide a free personalized demo database.
You do not need a phone number or credit card to contact us. You should only pass a short email sign-up, which does not take more than 30 seconds.
By your request, we will prepare an individual live preview database, where you can apply any tests and check assumptions for about two weeks.
Bug reporting
If you encounter bugs or inconsistent behavior, do not hesitate to contact us. We guarantee to provide fixes within 60 days of purchase and are intensely interested in improving our tools even after this period.
You do not need a phone number or credit card to contact us. You should only pass a short email sign-up, which does not take more than 30 seconds.
Please include as many details as possible in your request: screenshots, Odoo server logs, a full description of how to reproduce your problem, and so on. Usually, it takes a few business days to prepare a working plan for an issue (if a bug is confirmed) or provide you with guidelines on what should be done (otherwise).
Public features requests and module ideas (free development)
We are strongly motivated to improve our tools and would be grateful for any feedback. If your requirements are of public use and might be efficiently implemented, the team will include those in our to-do list.
Such a to-do list is processed regularly and does not assume extra fees. Although we cannot promise deadlines and final design, it might be a good way to get desired features without investments and risks.
You do not need a phone number or credit card to contact us. You should only pass a short email sign-up, which does not take more than 30 seconds.
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