In Short
CRM Check List and Approval Process is an Odoo 19 Sales app. The tool to make sure required jobs are carefully done on each CRM pipeline stage. CRM checklists.
Make sure every required action on a CRM pipeline stage is actually done — and approved by the right people — before an opportunity moves forward. Define a checklist per stage (and per sales team), and Odoo blocks progress until every point is confirmed.
Perfect for
Sales managers
Turn your sales playbook into an enforced process — no opportunity advances with steps skipped.
Multi-team sales
Give each sales team its own checklist per stage, reflecting different regions or deal types.
Approvals & handovers
Require sign-off from the right role at each stage, with a full history for managerial control.
Why teams choose it
Key benefits before you dive into the details
Checklist per stage
Attach any number of checkpoints to each CRM stage — the actions for 'New' and 'Proposition' can be completely different.
Per sales team
Optionally scope a checkpoint to specific teams, so 'America' and 'Europe' can follow different steps.
Blocks progress
An opportunity cannot move to a later stage until its checklist is fully confirmed — mistakes are caught early.
Approval by role
Assign security groups per checkpoint — only authorized users can confirm, enabling multi-level and double approval.
Pipeline guards
Forbid skipping required stages and forbid regression to chosen stages — keep every deal on the intended path.
History & progress
Every confirm/reset is logged with user and date, and fulfillment progress shows on kanban and form views.
Ready to evaluate?
Start with a free demo request or purchase in the Odoo Apps Store.
Free personalized demo. No phone number or credit card required. Free life-time updates and expert support within the major Odoo version.
Design checklists per stage and team
Turn your sales playbook into concrete, stage-by-stage checkpoints
Per pipeline stage
Define exactly what must be done on each CRM stage, in the order that fits your process.
- Any number of checkpoints per stage
- Each point has a title and optional notes
- Reorder points by sequence
Per sales team
Reflect different workflows for different teams without duplicating your whole pipeline.
- Scope a checkpoint to selected teams
- Leave it empty to apply for all teams
- Different steps for 'America' vs 'Europe'
Nothing moves forward unconfirmed
Odoo blocks the stage change until the checklist is complete and approved
Blocked until complete
Moving an opportunity forward requires every checkpoint of the previous stage to be confirmed.
- A clear error lists the not-done points
- An empty checklist always passes
- Mark a stage 'No need for checklist' (e.g. Cancelled)
Approval by role
Split responsibility so the right people sign off the right points.
- Assign security groups per checkpoint
- Only those users may confirm that point
- 'Not saved' points must be re-confirmed on return
Ready to evaluate?
Start with a free demo request or purchase in the Odoo Apps Store.
Free personalized demo. No phone number or credit card required. Free life-time updates and expert support within the major Odoo version.
Control the pipeline and audit approvals
Guard the flow and keep a full record of who approved what
Guard the flow
Shape how opportunities may travel through the pipeline.
- Forbid skipping required stages
- Forbid regression to chosen stages
- A 'Checklist Super User' role can bypass all rules
Track & measure
Give managers instant visibility and a full audit trail.
- Every confirm/reset logged with user and date
- Progress bar on kanban and form views
- Done points restored automatically if a case returns
Ready to evaluate?
Start with a free demo request or purchase in the Odoo Apps Store.
Free personalized demo. No phone number or credit card required. Free life-time updates and expert support within the major Odoo version.
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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