CRM Check List and Approval Process v.18

The tool to make sure required jobs are carefully done on each CRM pipeline stage. CRM checklists

68€

The tool does not require extra dependencies beside standard Odoo apps.
Current version: 18.0.1.2.6

Enterprise
Community
Odoo.sh

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 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 checklist 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

Checklists 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 checkpoints

Checklists might be optionally distinguished by sales 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 checklist 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 restrictions. 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

Checklist actions are saved in history. If an opportunity was moved back, already-done check items will be recovered. Turn on the setting 'not saved' to avoid that behavior for specific approval points

Multiple CRM checklist roles

The app lets assign security groups for each checklist point. In such a case, only users from those groups will be able to confirm a related item

Prohibit stage skipping

Configure specific stages as required, so salespersons would not be able to skip those. Then, the stages with the 'Forbid skipping this stage' option will be always visited and their checklists will be fulfilled. The setting does not influence 'No need for checklist', for example, when you cancel a case

Forbid opportunity regression

With the tool, configure the CRM pipeline to disallow moving opportunities back. To that goal, turn on the option 'Forbid regression to this stage' for particular states. For example, to make sure no leads become 'New' again

Super approval admins

The role 'Checklist Super User' allows (a) to confirm any checkpoints disregarding defined security groups; (b) to move any opportunity further (progress) without fulfilling checklists; (c) skip any states; (d) to move any opportunity back (regress) even a new stage does not allow that.

Stage-specific CRM checkpoints
Check items per lead stage
Validation error: the checklist is not approved
Check actions' progress

Odoo demonstration databases (live previews)

For this app, we might provide a free personalized demo database.

No phone number or credit card is required to contact us: only 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 would be able to apply any tests and check assumptions for 14 days.

Bug reporting

In case you have faced any bugs or inconsistent behavior, do not hesitate to contact us. We guarantee to provide fixes within 60 days after the purchase, while even after this period we are strongly interested to improve our tools.

No phone number or credit card is required to contact us: only a short email sign up which does not take more than 30 seconds.

Please include in your request as many details as possible: 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 sort of feedback. In case your requirements are of public use and might be efficiently implemented, the team would include those in our to-do list.

Such a to-do list is processed on a regular basis 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.

No phone number or credit card is required to contact us: only a short email sign up which does not take more than 30 seconds.

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