CRM Check List and Approval Process

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

13.0 12.0 11.0 10.0 9.0 8.0

€ 28


The tool does not require extra dependencies beside standard Odoo apps


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.

Stage-specific checklists

Check lists are assigned per each opportunity stage. Set of check list points is up to you.
Check list fulfillment is shown on opportunities' kanban and form views to control progress.

All required actions are ensured to be done

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.
For some situations you do not need a check list fulfillment 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'.

Multiple approval roles

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.
The tool simultaneously let you grant users with the super check list rights right on a user form. In such a case, such users are able (a) to confirm any check points disregarding defined user groups; (b) move any opportunity further without fulfilling check lists.

Approval history is kept for managerial control

Check list actions are saved in the opportunity history. In case a lead is moved back, already done check list items would be recovered.
However, in case the 'not saved' option is set for the item up, the point should be approved each time from scratch.

Opportunity check list per stages
Stage specific check items
Opportunity stage check lists
Check items per lead stage
Check list to be confirmed before moving an opportunity further
check list not approved validation error
Approval process distributed by various user roles
User groups per check items
Opportunities check list progress kanban view
Check actions progress
The super rights to approve any check items and move opportunities
Opportunity check list super user
Check list tree view
Check list own view
To contact us please register in our support system. Registration form is available by any link below. Registration doesn't take more than 30 seconds. No phone number or credit card are required

The module features and support depend on your Odoo version. Please select required one on the top right of this page.

We guarantee to provide a working plan by your issue within 5 days. The most of issues are solved within 2 business days.

You may like the tools

CRM Duplicates Real Time Search

The tool for real-time control of customers' and opportunities duplicates

€ 86
Sale Order Approval Check Lists

The tool to make sure a sale order is ready for the next stage

€ 48
Sales Trends and Forecast

The tool to calculate sale trends and make prediction for future sales statistically

€ 198
CRM Daily Reminder

The tool to notify salespersons of topical activities by leads and opportunities

€ 28
Low Sales Report

The tool to control poorly performing products

€ 32
Custom Fields for Opportunities

The tool to add new fields for Odoo CRM opportunities without any technical knowledge

€ 38
KnowSystem

The tool to build deep and structured knowledge base for internal and external use

€ 228 € 198
OwnCloud / NextCloud Odoo Integration

The tool to automatically synchronize Odoo attachments with OwnCloud / NextCloud files in both ways

€ 394
Google Drive Odoo Integration

The tool to automatically synchronize Odoo attachments with Google Drive files in both ways

€ 394