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PMS - CRM

pms_crm folder_open OCA/pms open_in_new
Generic Modules/Property Management System License: AGPL-3

This module links the CRM pipeline to the Property Management System.

It includes:

  • Lead/Opportunity counter on properties: see how many leads reference a property directly from the property form.
  • Property counter on leads: see how many properties are linked to a lead or opportunity.
  • Smart buttons: one-click navigation between properties and CRM leads.
  • Bidirectional linking: a many-to-many relationship allows a lead to reference multiple properties and a property to appear in multiple leads.

auto_awesome What this module does

AI-generated from the code · Odoo 19.0

Connect CRM leads and opportunities with PMS properties. Users can link several properties to a lead, see counters on both records and jump between them with one click.

This module adds a two-way link between CRM leads/opportunities and PMS properties.

On a lead or opportunity form, a new "Properties" tab lets users select one or more properties. Only properties without child properties can be chosen. A counter shows how many properties are linked, and a button opens them: if only one property is linked, its form opens directly; if several are linked, a filtered list is shown.

On a property form, a "Leads" smart button shows how many leads reference that property. Clicking it opens the linked lead directly when there is only one, or a filtered list of leads when there are several.

The link is many-to-many, so the same property can appear in many leads and a lead can reference many properties. The counters are recalculated automatically whenever the linked records change. The module touches the crm.lead and pms.property models and adds no new menus of its own; it extends the existing CRM lead form and property form.

Depends on

crmpms_base
Models and fields (2)
  • crm.lead · extends an existing modelproperty_ids (PMS Properties), property_count
  • pms.property · extends an existing modellead_ids (Leads), lead_count

Text generated by AI (DeepSeek) from reading the Odoo 19.0 code on GitHub; it may contain mistakes, so check the code before deciding. View the code on GitHub

Availability by version

Reviewed: 2026-11-03
Confirmed (verified in repository and branch) Estimated (unverified) No information

Confirmation status: 1 confirmed, 8 with no information of 9 versions.

terminal Installation and usage

OCA documentation · Odoo 19.0

Usage

Source · Odoo 19.0

Linking a Lead to a Property

  • Open a lead or opportunity in CRM ‣ Sales ‣ Leads.
  • In the Properties tab, add one or more properties.
  • Save — the property's smart button updates its lead count.

Viewing Leads from a Property

  • Open a property in Properties ‣ Properties.
  • Click the Leads smart button.

No verified information in OCA: Installation, Configuration.

info

Data imported from GitHub: this sheet reflects the latest catalog review, not a live lookup. Always check the module documentation and staging before installing in production.