CRM Lifecycle
Features of CRM module in Odoo are listed below:
- Easy to use CRM with Lead and Request for Quotation features.
- Multiple email triggering in RFQ to associated manager.
- Multiple level state implementation in Request for Quotation with respect different slabs of revenue.
- Map Contracts with respect to approved RFQs and then generated as Project tracker.
- Each project Tracker mapped with a customer PO where each PO can be mapped with multiple Project.
- Creating Project out of Customer and tracking down the cost targets and revenue generation.