CRM Automation Enhancements
Supercharge your CRM workflow with intelligent automation! This module provides powerful automation enhancements to keep your sales team on track and ensure no opportunities slip through the cracks.
Key Features:
📧 Automated Email Notifications
- Automatic alerts to sales persons for stagnant opportunities
- Notifications for opportunities missing mandatory fields
- Customizable email templates
- Configurable activity thresholds
📊 Weekly Lead Reports
- Automated weekly reports of leads without opportunities
- Configurable recipient email addresses
- Scheduled delivery via cron jobs
- Comprehensive lead tracking
Benefits:
- Improved Follow-up: Never miss a follow-up with automated reminders
- Data Quality: Ensure all opportunities have complete information
- Team Productivity: Keep your sales team focused on what matters
- Lead Management: Track and convert leads more effectively
- Configurable: Easy setup through Settings menu
Configuration:
Navigate to Settings → CRM to configure:
- Email recipients for weekly lead reports
- Automation rules and thresholds
- Email templates customization
- Scheduled job intervals
Screenshots
CRM Configuration Settings
Easy-to-use configuration interface in Odoo Settings:
Configure email recipients, automation rules, and notification thresholds directly from Settings → CRM
Contact & Support
For support, sales, or any other inquiries, please contact us.
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USA
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Springfield, VA 22150
+1 201 534 7200