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CRM Check List and Approval Process v.19

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

38€
Try the demo
Free personalized demo database. No phone number or credit card required. Free life-time updates and expert support within the major Odoo version.

The tool does not require extra dependencies besides standard Odoo apps.
Current version: 19.0.1.2.8

Enterprise
Community
Odoo.sh

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.

Stage-specific CRM checkpoints

Ready to evaluate?

Start with a free demo request or purchase in the Odoo Apps Store.

Free personalized demo database. 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'
Check items per lead stage

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
Validation error: the checklist is not approved
User groups per CRM checkpoint

Ready to evaluate?

Start with a free demo request or purchase in the Odoo Apps Store.

Free personalized demo database. 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
Check actions' progress
CRM: no state skipping
CRM warning: moving back is restricted

Ready to evaluate?

Start with a free demo request or purchase in the Odoo Apps Store.

Free personalized demo database. No phone number or credit card required. Free life-time updates and expert support within the major Odoo version.

Frequently Asked Questions about CRM Check List and Approval Process Odoo v.19

Who may assign and configure check lists?

Anybody who has access to stage settings can modify the value of check lists.

What happens when the option "no need for checklist" is turned on/off?

If set to "true", a lead/opportunity might be moved to this stage without fulfilling a check list. Usually used for "lost" stage, since it doesn't require any sort of extra actions. In such a case users can move any lead/opportunity to "lost" from any stage without doing anything (e.g. new > lost, proposition > lost).

If set to "false", a checklist of a current stage is required to be entered if moved to this stage (in case it is further through the pipeline). For example, "won" state requires certain actions. If you move a lead/opportunity from "proposition" to "won", you should confirm check points of the "proposition" stage. "False" is the default value for "no need for checklist" field.

Can I assign a particular user group (for example, sales manager) to approve a checkpoint, so no one else could do that?

When making a checklist you can choose the user groups for each checklist's statement. Only these user groups will be able to mark the statement as done. If someone else tries to mark the statement done, then the system will not let them save it and the warning will appear.

What are the update policies of your tools?

According to the current Odoo Apps Store policies:

  • Every module bought for version 12.0 and prior gives you access to all versions up to 12.0.
  • Starting from version 13.0, every module version should be purchased separately.
  • Disregarding the version, purchasing a tool grants you a right to all updates and bug fixes within a major version.

Please note that the faOtools team does not control those policies. For all questions, please contact the Odoo Apps Store representatives directly.

How can I install your app on Odoo.sh?

The most straightforward approach is to use the Odoo store's built-in workflow:

1. Open the module's page and click the button Deploy on odoo.sh

2. After that, you will be redirected to the GitHub page. Log in to your account, then click 'Create a new repo' or use an existing one. Please ensure your repository is private. It is not permitted to publish the apps under the OPL-1 license. If necessary, create a new repo for your Odoo.sh project

3. Then, go to odoo.sh and click the Deploy button. In the pop-up window, submit the decision and click 'Continue.' This action will trigger the installation process.

These steps will install the app for your project's production branch. If you want to deploy the apps for other branches or update the module, you should undertake the following actions:

1. Upload the source code for the app from the Odoo store

2. Commit the module to a required GitHub repository. Ensure none of the app folders/files are ignored (i.e., not included in your repo's .gitignore). Repositories are automatically created by odoo.sh and may include some crucial items by default (e.g., /lib). You should upload all module directories, subdirectories, and files without exceptions

3. Deploy a target branch of the odoo.sh project or, if your settings assume that, wait until it is automatically built.

How should I install your app on my own server?

1. Unzip the source code of the purchased tools in one of your Odoo add-ons' directories;
2. Re-start the Odoo server;
3. Turn on developer mode (technical settings);
4. Update the apps' list (the apps' menu);
5. Find the app and push the button 'Activate'/'Install';
6. Follow the guidelines on the app's page if those exist.

I noticed that your app has extra add-ons. May I purchase them afterwards?

Yes, sure. Simultaneously, Odoo automatically adds all dependencies to a cart, so you should exclude previously purchased tools to avoid double payment.

I deployed your app on Odoo.sh and see warning/error in tests

A red/orange warning does not influence the app's features. Regretfully, sometimes our modules do not pass standard automatic tests since the latter assume behaviour that conflicts with our app's goals. For example, we change the price calculation, while the standard Odoo module tests compare the final price to a standard algorithm.

So, first of all, please check the deployed database features. Does everything work correctly?

If you still assume that the warning influences real features, please contact us and forward full installation logs and the full list of deployed modules (including core and third-party ones).

May I buy your app from your company directly?

No, we only distribute the tools through the official Odoo apps store.

I would like to get a discount

Regretfully, we do not have the technical means to provide individual prices. 

May I install the app on my Odoo Online (SaaS) database?

No, third-party apps can not be used on Odoo Online. Unfortunately, Odoo SaaS blocks such a possibility.

Your tool has dependencies on other app(s). Should I purchase those?

Yes, our tool requires all modules marked in dependencies to work correctly. The price marked on the app page already includes all necessary dependencies.

What is the price for the module in US Dollars? Why did it change?

The price for our modules is set in euros. The Odoo store converts prices to other currencies according to its internal exchange rate. Thus, the price in US Dollars may change when the exchange rate is updated.

App and website wording in languages other than English is AI-assisted and aligned with official Odoo translations. If you spot a mistake, send a translations-correctness ticket and we will fix it.

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 behaviour, 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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