CRM Check List and Approval Process v.9

The tool to make sure required jobs are carefully done on this pipeline stage

38€

The tool does not require extra dependencies besides standard Odoo apps.
Current version: 9.0.1.1.1

Enterprise
Community
Odoo.sh
Making a customer from an opportunity is the only goal of 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 the tool to make sure such a failure will not happen. The app provides a check list for each pipeline stage to control over requirements' fulfilment, and make sure that each action is fully approved by responsible users.

Check lists are assigned per each opportunity stage. Set of check list points is up to you

As soon as an opportunity is moved to a certain stage, its check list is updated to a topical one from this stage. For instance, actions for 'new' and 'proposition' stages must be different, don't they?

To move a CRM lead forward in your funnel, a check list should be fully confirmed. By 'moving forward' any change of stage with lesser sequence to a bigger sequence is implied

Confirmation might assume involvement of different user roles. Certain check list points might be approved only by top-level employees, for example. In such a case just assign a user group for this check list item

For some situations you do not need a check list fulfilment even a new stage is further. For example, for the 'Cancelled' stage. In such a case just mark this stage as 'No need for checklist'

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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