CRM Check List and Approval Process
The tool to make sure required jobs are carefully done on this pipeline stage
The tool is compatible with both Odoo Enterprise and Odoo Community
The tool price includes all necessary dependencies
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.